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Step One: We need to allow users to track behaviors/award points via:

  • Behavior Area

  • Classroom/Group Area

  • Student Area

Teacher Record Behaviors Onboarding Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=1441%3A22812

Teacher Record Behaviors Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=0%3A7732


Step One: Open the tool

Design

  • In the behavior area, users may click Record Behaviors to open the Behavior Points tool.

    • They must then select a classroom & click select.

  • From classrooms, the user will click to open the tool by clicking on Record behavior points

  • From behavior support section for a specific student, the user may click on Record behaviors (Behavior Points block) for any of the tiers.

  • Alternatively, the user may click on Points under recommended tools

  • And then on Record behaviors.

  • The first time a user clicks to record a behavior for a specific classroom, they will need to select if they would like to use the defaults, copy behaviors from another classroom, or start from scratch.

  • If entering the tool from a specific student, the user should have the option to select a classroom.

    • Once a classroom is selected, they will see the option to use the defaults, copy behaviors from another classroom, or start from scratch. If a classroom is not selected, the user must use the defaults.

Business Rules

  • Behavior Section:

    • Users with permission to Record Behaviors and access to Behavior Support will see Record behaviors for Behavior Points as an option.

    • All non-admin users will see classrooms they are currently assigned to

    • Classrooms will be listed alphabetically

    • Admins will see a search bar instead of the classrooms list. Admins will need to search for a classroom by name.

    • If entering from behavior area and the user is not assigned to any classrooms, they will see a message stating “It looks like you have not been assigned to any classrooms. Please visit Classrooms or contact your account administrator for support.” Hyperlink to classrooms area.

  • Classroom/Group Section:

    • Any user with permission to Record Behaviors (under Behavior Support) will have access to Record behavior points link.

  • Students Section:

    • Any user with permission to Record Behaviors (under Behavior Support) will have access to Record behaviors button.

  • Users with permission to Edit Behavior Settings will see the Let’s get started screen. Users who do not have permission to edit behavior settings will bypass this step.

  • Let’s get started screen will only show if no behaviors have yet been recorded for the classroom and no selections have yet been made. Meaning, if a user edits the behavior list but does not record any behaviors for any student in the classroom, this message will no longer show.

  • If entering from a student area, users will only see classrooms to which both they and the student are currently assigned.

| Use the Defaults

Design

  • When the user clicks “Use default behaviors,” they will be taken to a screen that shows all of the default behaviors

  • Each behavior will show the symbol for the behavior category, the name of the behavior, and the point value.

  • The user may click the arrows to rearrange the list

  • The user may click in the point value box to change the point value for the behavior

  • The user may click the X to remove the behavior from the list

  • The user may click “+ Add behavior” to add a custom behavior

    • When the user adds a custom behavior, they will need to enter a behavior name, behavior category, and point value

    • If the user clicks the X, the behavior will be removed.

Business Rules

  • This list will show the current default behaviors for the district

  • We will show the behavior categories set by the district. These can only be changed by highest level admin roles, and can only be changed in account setup.

  • The user may enter a custom behavior name

  • The user must select a pre-existing behavior category

  • The point value will default to 1 point, but the user may adjust this to any positive point value

  • Negative behaviors cannot have a point value associated. The points box will not show.

  • We will not allow any negative point values.

  • Point values can be set to a whole number 0 or higher.

  • Any user with access to the classroom and permission to Edit Behavior Settings may make changes.

| Copy from another classroom

Design

  • When the user clicks “Copy from another classroom,” they will need to select which classroom they are copying the behaviors from

  • From here, they will be taken to a screen that shows all of the behaviors for the classroom they selected

  • Each behavior will show the symbol for the behavior category, the name of the behavior, and the point value.

  • The user may click the arrows to rearrange the list

  • The user may click in the point value box to change the point value for the behavior

  • The user may click the X to remove the behavior from the list

  • The user may click “+ Add behavior” to add a custom behavior

    • When the user adds a custom behavior, they will need to enter a behavior name, behavior category, and point value

    • If the user clicks the X, the behavior will be removed.

Business Rules

  • We will show the current list of behaviors for the classroom selected.

  • The user may only select classrooms to copy for classrooms for which they are assigned.

  • If a user decides to copy behaviors from Classroom A to Classroom B and then makes changes to the list for Classroom B, this does not impact the list of behaviors for Classroom A.

  • The user may enter a custom behavior name

  • The user must select a pre-existing behavior category

  • The point value will default to 1 point, but the user may adjust this to any positive point value

  • Negative behaviors cannot have a point value associated. The points box will be set to NA and cannot be changed.

  • We will not allow any negative point values.

  • Point values can be set to a whole number 0 or higher.

  • Any user with access to the classroom and permission to Edit Behavior Settings may make changes.

| Start from Scratch

Design

  • If the user selects “Start from scratch,” they will be taken to a screen where they may create behavior list for their classroom

  • The user will need to enter a behavior name, behavior category, and point value

  • The user may click the arrows to rearrange the list

  • The user may click in the point value box to change the point value for the behavior

  • The user may click the X to remove the behavior from the list

Business Rules

  • A behavior name must be entered

  • The user must select a pre-existing behavior category

  • The point value for any behavior tied to a positive behavior category will default to 1 point, but the user may adjust this to any positive point value for a whole number 0 or higher.

  • Behaviors tied to a negative behavior category cannot have a point value associated. The points box will be set to NA and cannot be changed.

  • We will not allow any negative point values.

  • Point values can be set to a whole number 0 or higher.

  • Any user with access to the classroom and permission to Edit Behavior Settings may make changes.


Step Two: Select who to record data for

Design

  • Once the user has selected a classroom, they will have the option to record a behavior for an individual student, the classroom, or a group.

Business Rules

  • Users with permission to Record Behaviors (Behavior Support) and who have access to Behavior Support will see this screen.

  • Users may only select 1 option: Classroom, Group, or Student

  • Users entering from a student’s behavior support area will bypass this step and move straight to Step 3 to record data for that student.

| For the whole classroom

Design

  • If the user selects Classroom, they will record behavior for the entire classroom. This means any behavior selected will apply to all students in the classroom

  • This option is only available to users who have entered from the Behavior or Classroom dashboard.

Business Rules

  • If the user has entered from the Behavior Dashboard or Classroom area, a classroom has already been selected. Selecting this option means we will record the behaviors for all students in the classroom previously selected (classroom name showing on the screen). They will move to Step 3 below.

  • Users who have entered from a group dashboard will not see this option.

| For the whole group

Design

  • If the user selects group, they will see a list of available groups. Once a group is selected, they will record behavior for the entire group. This means any behavior selected will apply to all students in the group

Business Rules

  • If the user has entered from the Behavior or Classroom Dashboard, a classroom has already been selected. Users will only see groups they are assigned to within that classroom. Classroom owners and admins will see all groups within that classroom.

  • Only 1 group may be selected. We will not allow a multi-select.

  • If the user has entered from a Group Dashboard, they will not select a group as the group has already been selected. They will move to step 3 below after clicking on “for a group”

| For a specific student

Design

  • If the user selects student, they will see a list of available students. The behavior will be recorded for the selected student only.

Business Rules

  • If the user has entered from a Classroom or Behavior Dashboard, we will list all students currently assigned to the selected classroom.

  • If the user has entered from a Group Dashboard, we will list all students currently assigned to the selected group.

  • Only 1 student may be selected. We will not allow a multi-select.

| Edit behavior list

Design

  • If the user clicks Edit classroom behaviors list, they will be taken to a screen detailing the current behaviors for the classroom.

  • Each behavior will show the symbol for the behavior category, the name of the behavior, and the point value.

  • The user may click the arrows to rearrange the list

  • The user may click in the point value box to change the point value for the behavior

  • The user may click the X to remove the behavior from the list

  • The user may click “+ Add behavior” to add a custom behavior

    • When the user adds a custom behavior, they will need to enter a behavior name, behavior category, and point value

    • If the user clicks the X, the behavior will be removed.

Business Rules

  • Users with permission to Edit Behavior Settings (Behavior Support) will see this option.

  • We will show the current list of behaviors for the classroom selected. If we have entered from a group, we will show the current list of behaviors for the classroom the selected group belongs to.

  • The user may rename, reorganize, and adjust the point value for all behaviors shown.

  • The user may add a custom behavior

    • The user must select a pre-existing behavior category

    • The point value for any behavior tied to a positive category will default to 1 point, but the user may adjust this to any positive point value for a whole number 0 or higher.

  • Negative behaviors cannot have a point value associated. The points box will be set to NA and cannot be changed.

  • We will not allow any negative point values.

  • Point values can be set to a whole number of 0 or higher. If user tries to enter a negative number, they will see a red message stating “Please enter a whole number greater than 0.”

  • If a behavior has been removed after data has been collected for that behavior, the behavior will no longer show in tracking but will show in reports. For example, if I record data on Hitting and then remove hitting from the behavior list, I will no longer be able to record data for hitting but I will see hitting on any behavior report I run (see reports for details).

  • If the point value is changed for a behavior after data has been collected for that behavior, the report will show the original point value for all behaviors previously recorded. All future behaviors will show the new point value.


Step Three: View Record Screen

Design

  • Once a user makes a student/classroom/group selection, they will see a list of all behaviors

  • Each behavior will show an icon for the category it belongs to. NEED DESIGN

  • Icons for positive behaviors are green (#00A79E)

  • Icons for negative behaviors are red (#ED633B)

Business Rules

  • We will show all behaviors currently set for the classroom

  • If recording for an individual student and no classroom was selected, we will show the default list of behaviors)



| Complete an Incident Report

Design

  • The user may click on the tab for Incident Report to create a formal incident report.

  • The Classroom field will populate with the classroom selected on the point tool panel. This cannot be edited.

  • The user may select a location from the drop-down menu or click “Add new” to enter a custom location name

  • The user may click the X next to a behavior to remove it from the report.

  • The frequency cannot be edited.

  • The user may select an action taken from the drop-down menu or click “Add new” to enter a custom action.

  • The date will show the date entered on the points tool.

  • The user may enter or select a time the incident occurred.

  • The user may enter any notes they wish to include on the report.

  • When the user clicks “Save + Record Incident,” the data recorded on the points tool will be saved and the incident report will be saved.

  • If the user does not make any changes to the report, they will see a save button instead. Clicking Save will save the data, but will not save the incident report.

Business Rules

  • Users with permission to Edit Report (Incident Reports) will see this tab.

  • The Incident Report options will be based on the district default settings (see Incident Reports for more details)

  • The classroom will populate based on the classroom selected on the top of the points tool. If no classroom was selected, this field will not show. If the user changes the classroom at the top of the points tool, this field will be updated accordingly.

  • Location is not a required field.

  • Locations will be based on the location settings.

  • If the user adds a new location, this location will be saved to the location list for the classroom selected. If no classroom was selected, this location will not be saved to any list.

  • The incident type menu will show all negative behaviors that have been recorded (frequency greater than 0) for the student for this session. No other behaviors will show in this menu. By default, all will be selected. The user may uncheck any behaviors they do not wish to include in the report. This is a required field so at least 1 behavior must be selected.

  • The frequency of each behavior will be pulled from the data recorded in the points tool.

  • Action Taken is a required field.

  • The list of actions will be based on the Incident Settings.

  • If the user adds an action, this action will be saved to the action list for the classroom selected. If no classroom was selected, this action will not be saved to any list.

  • The date will populate based on the date selected at the top of the points tool & cannot be edited here. If the user changes the date at the top of the points tool, this field will be updated accordingly.

  • The time will default to the current time. This is not a required field & can be changed.

  • Notes are not required.


Step Four: Save and View Summary

Design

  • When the user clicks Save, the behaviors will be recorded and a summary screen will appear for 5 seconds.

  • The box will show the number of behaviors saved for the student (will show student first and last name). We will also show an Undo button.

    • Clicking Undo will delete the data the user just entered and will return them to the record data panel.

    • If the user does not click Undo after 5 seconds, the message will disappear, the data will be saved, and the panel will close.

    • If the user does not hit undo within this time frame, they will need to delete the data from the behavior report (classroom or student level - see that section for more details).

  • This box will also show a summary panel of all behaviors recorded for this session. The summary will show the following:

    • Behavior Category Icon

    • Behavior Name

    • Instances

    • x Points

    • Total Points (per behavior)

    • Total Points

  • If an Incident Report was generated, we will see a link to the incident report on the summary screen.

  • Clicking on Incident report will close this summary pop-up and instead show the Incident Report. Closing the Incident Report screen will take the user back to the points screen

Business Rules

  • All users with permission to Record Points will be able to click the Undo button

  • We will only display the behaviors for which data has been recorded.

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