Add Team Members (classrooms)

Design

• Once the user clicks to add a team member, they will see the add team member screen

• Required fields are labeled

• First Name is a text box (required)

• Last Name is a text box (required)

• Email is a text box (required)

• Phone Number is a text box

• By default, we will show a profile pic that can be changed once the user clicks Upload a photo

• If a user clicks Upload a photo, they can select to upload a photo file from their computer. This will be the new photo for the team member.

• The user will then have the choice to Save and close, returning them to the Manage Team Member area

• Once the user has filled out the profile, login credentials, selected the building, and role, the user will need to select either save and close or Assign Students at the bottom of the screen

• If they select Save and Close, the information selected and inputted will be saved and they will return to the Manage Team Member page

• The team member added will show up in the list of team members on the Manage Team Member page

Business Rules

• Required fields are

  • First Name

  • Last Name

  • Email

• Accepted photo files are .pngs and .jpgs

• Default toggle off on assign buildings

Design

• The user will type a username for the new team member

• The user will type a password for the new team member

• The user will confirm the password for the new team member

Business Rules

• All fields are required

• Usernames must be unique

• Passwords must be strong

  • Minimum of 8 characters

  • Use a combination of upper and lower case letters

  • Use at least 1 numeric and/or special character

Design

• The user will need to click on the dropdown to indicate the organization to which they belong.

• Once they have selected the organization, they will be able to leave the default of All selected, meaning all buildings in the selected organization or to click limited.

• If they click limited, they will be able to select / or search from a new dropdown to select their building/s

Business Rules

• Users will see all organizations they have access to

• If the user is only assigned to 1 building, that building will be auto-selected and the all/ limited option will not be visible

• Default on All when All/limited selector is visible

• Users may search for any account/building they have access to

• Team Members may be assigned to multiple buildings/regions

• If District is selected, we will auto-select all regions/buildings.

• Accounts will be listed alphabetically

Design

• Users may search for a building by name

• We will show a list of accounts in the dropdown

• When the box is clicked and a check shows, the account is selected.

• Once the user clicks away they will see the list of selected schools

• The user can remove the selected buildings by unchecking the boxes

Business Rules

• Users will see all buildings they have access to

• Users may search for any account/building they have access to

• Team Members may be assigned to multiple buildings/regions

• If a region or category of schools is selected, we will auto-select all buildings underneath that region.

• Accounts will be listed alphabetically

• Users can check or uncheck the boxes to indicate the selections

• The total number of building selections will be show at the top right corner

• The selected names will show in the list beneath the assigned buildings once the user clicks away or to Assign Role Dropdown

Design

• We will show a drop-down menu of roles

• The user will select a role for the team member from this list

• If a user hovers on a role name, we will show a pop-up listing all permission settings. We will only show the permission settings that are checked off for that role. (Future version)

Business Rules

Business Rules

• Roles will populate based on the accounts selected

• If a user is assigned to the district, we will see the following roles as options

  • Supervisor/Director

  • Any custom role added at district level

• If a user is assigned to at least 1 region but not the district, we will see the following roles as options

  • Special Ed. Supervisor

  • Any custom role added at region level

• If a user is assigned to multiple buildings, we will see the following options

  • Special Ed. Supervisor

  • Multi-Account Lead Teacher

  • Multi-Account Teacher

  • Multi-Account Parent/Home Caregiver

  • Any custom role added at district or region level

• If a user is assigned to one building only, we will see the following options

  • Administrator

  • Case Manager

  • Lead Teacher

  • Teacher

  • Related Service Provider

  • Paraprofessional/1:1 Aide

  • Training Center

  • Parent/Home Caregiver

  • Any custom role added at building level

Design

• If the user indicates that they are a teacher, a Teacher type dropdown will appear to the right. The user will need to select whether they are:
  

  • General Education

  • Special Education

  • Both General Education and Special Education

Business Rules

• This dropdown and heading will only show if the user has selected teacher, multi-account teacher, multi-account lead teacher, or lead teacher

Design

• Once the user has clicked Assign students on the bottom of the Team Member profile page, the user will see the Assign Students & Classrooms page

• The user will select a building if they have multiple buildings assigned to their account

• If the user does not have multiple buildings, they will not see the Now Viewing Heading or the Building dropdown. They will instead just see their building name.

• The user will click on a student name and select whether they would like to assign students without a classroom

• The user will not be able to assign a student to a classroom until they Create a new classroom or they add existing classroom

• The user can multiselect students before assigning the students

• If the user selects Assign Student (no classroom), the name will appear in the Assigned Students (no classroom) column and a copy of the name will also remain in the Available Students Column

• The user may search for a student by name

• The user may return to the edit profile screen by clicking Edit Profile. Any students that have been assigned to classrooms or to no classroom will be saved automatically

Business Rules

• Students will be listed alphabetically by last name

• There is no cap on the number of students a team member may be assigned to

Design

• If no classrooms have been created, the user will be able to create a new classroom by clicking Create Classroom

• Once clicked, the user will see the Create a new classroom popup

• Users will be able to select the icon of their choice or add their own image

• Once users click Upload your own, they will be able to select an image from their computer files

• Once the classroom name is inputted in the text box, the user will be able to save the classroom

• If the user clicks save without inputting a Classroom name, the error message “Please type in a classroom name to save.”

• Users can save without an icon selected or uploaded

Business Rules

• Classroom name is a required field

• Selecting an icon or uploading an icon is not required

• .pngs and .jpgs will be acccepted as image files- Can the users crop with an outside api?

• Students will be listed alphabetically by last name

• There is no cap on the number of students a team member may be assigned to

Design

• We will show a list of available classrooms once users click add existing classroom.

• Once the user clicks add button the classroom name changes color and the add button is replaced by a subtraction sign

• If the user clicks the subtraction button, the classroom name is no longer selected and the name and button return to starting state

• Users can add multiple classrooms at once

• Once users click save, the classrooms will add to the classroom column

Business Rules

• Users should see all existing classrooms for their given building

• Locked classrooms will not be able to be added or modified

• Classrooms can be multiselected

Design

• Once the Classroom has been added, the first one in the list will be highlighted with a star

• If the classroom has not been added and therefore can not be selected, the option to assign to Selected Classroom will not be shown in the Available students column area

• If the user would like to select another classroom, they can click another in the list and it will be highlighted with a star

• Once a classroom has been added, the user can click on the student name or multiple student names and select Assign to Selected Classroom

• All the students selected will be added to the student column

• Once the user is done, they can click save and either click done to go back to Manage Classrooms or Edit Profile to go back to Edit the profile. Any classrooms created or students assigned will save automatically.

Business Rules

• Students will be listed alphabetically by last name

• There is no cap on the number of students a team member may be assigned to

• Classrooms will be listed in alphabetical order

• The user may be assigned to multiple classrooms

• We will show the classrooms associated with the selected buildings

• Classrooms section will show if the user is assigned to Skills, Behavior, or SEL lessons.

Design

• The user will see the team member page when they click View next to a given team member:

  • Photo

  • Name

  • Email address

  • Phone Number

  • Role

  • Login credentials

  • Names of assigned buildings

  • Names of classrooms the team member is assigned to

  • Number of students the team member is assigned to

• Clicking on edit will open the edit team member page (same as create team member page)

• Clicking the Manage Team Members back arrow will take users back to the Manage Team Members page

Business Rules

• All saved profile information will show on the view team member page
  

Design

• The user will see the Edit team member page when they click Edit next to a given team member:

  • Photo

  • Name

  • Email address

  • Phone Number

  • login credentials

  • Role

  • Names of assigned buildings

• Clicking on Save and Close will save any changes and return the user to the Manage Team Member page

• Clicking the Manage Team Members back arrow will take users back to the Manage Team Members page

• Clicking on the Assign Students will take the user to the Assign Students Page

Business Rules

• .pngs and .jpgs will be accepted for upload

• All possible roles will show given the users permissions

• All buildings connected to the users account will show in the list to assign

Design

• When team members with integration, visit the profile page, they will see locks and grayed out text indicating the fields that will not be editable in the edit view

• Integrated classrooms will also be grayed out with a lock as they can not be edited

• Once the user clicks edit, they will be able to upload a new photo, edit login credentials, assigned organization, buildings, role, and teacher type

• Once the user clicks edit password, they can change their password or cancel the action

Business Rules

• Fields that can be edited for team members with integration

  • Login credentials

  • Assigned organization

  • Assigned buildings

  • Assigned role

  • Teacher type

  • Photo

• Fields that can NOT be edited

  • First name

  • Last Name

  • Email

  • Phone number

  • integrated classrooms