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We need to notify team members of requests for approval and status changes for behavior plans.

User Stories:

  • As an administrator who approves Behavior Plans, I need a notification for when a team member needs me to review a pending approval Behavior Plan so that the approval process is completed quickly.

  • As a special education supervisor who creates Behavior Plans, I need a notification for when the a behavior plan is approved so that I can begin implementation of the plan.

Acceptance Criteria:

  • Given I am a user with access to MTSS interventions (all tools or Behavior Plans and Behavior Tracking enabled) and permission to Behavior Support → Receive Alerts, I will receive a notification for status change to a Behavior Plan for students that are assigned to me.

  • Given I am a user with access to MTSS interventions (all tools or Behavior Plans and Behavior Tracking enabled) and permission to Message Center → Read/Send Messages, I will receive a notification for status change to a Behavior Plan for students that are assigned to me.

  • Given an admin has not created a specific behavior plan but has edited or approved it, a notification specifying the action and a link to view the behavior plan will be sent to the creator of the behavior plan.

  • Given an admin has not created a specific behavior plan but has deleted it, a notification specifying the action and a link to view student reports where record of deletion is shown will be sent to the creator of the behavior plan.

  • Given an admin has not created a specific behavior plan but has deleted it, the notification to the creator of the behavior plan contains the name of the student and the action of deletion.

  • Given a non-admin selects View to view an approved, edited or deleted behavior plan, the link takes them to the Inactive tab for that specific student’s Student Report.

  • Given a non-admin user selects Submit for approval, then the admin user will receive a review request notification.

  • Given an admin user selects view from the review request notification, they are shown Documents for Review with the most recent request shown at the top of the page and remaining listed from most recent to least recent.

  • Given admin user selects Review for a specific behavior plan from Documents for Review, they are shown the behavior plan with the pending approval tag.

  • Given a family member selects view from their notification, only the current active behavior plan will show and not be editable by the family member.

Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=23945%3A209942

Teacher Notifications

UI:

  • User sees notification of a status change or editing to Behavior Plans they created.

  • To view an approved behavior plan, user clicks on View.

  • Upon selecting View, user is shown the approved behavior plan. (Image coming soon)

  • To view a behavior plan that has been edited, user clicks on View.

  • Upon selecting View, user is shown their behavior plan with the edits included.

Business Rules:

  • Users with access to MTSS Interventions (all tools or Behavior Plans and Behavior Tracking enabled) and permission to Behavior Support → Receive Alerts will receive notification for changes (Status changes, Editing) made to the behavior plans they created.

  • If a behavior plan has been approved, then the notification contains a link to the behavior plan with the approved tag. (Image coming)

  • If a behavior plan has been edited, then the notification contains a link to the behavior plan with the edits included. (Image coming)

    • If the Admin edits the behavior plan but does not approve it, then the user sees edits on a Pending Approval behavior plan.

    • If the Admin edits the behavior plan and also approves it, then the user sees the edits on an Approved behavior plan.

Admin Notifications

UI:

  • Admin user sees review notification of behavior plan from team member.

  • To view a pending approval behavior plan, user clicks View from inbox message.

  • Upon selecting View, user sees Documents to Review and behavior plan with the Pending Approval status.

  • To Review the behavior plan, user clicks on Review and is shown a pending approval behavior plan sent by the team member.

Business Rules:

  • Admin users with access to MTSS interventions (all tools or Behavior Plans and Behavior Tracking enabled) and permission to Behavior Support → Approve Reports, will see Approve Button on Pending Approval Behavior Plans. (See Approval Process- Approve Plan)

  • If admin user selects View from notification, then Documents for review is shown. (See image: Documents for review)

  • If user clicks on Review button, the Behavior Plan is shown with the Pending Approval tag. (Image coming soon)

Family Notification

UI:

  • Family members see notification of behavior plan in it’s active status.

  • To view the active behavior plan, user clicks on View.

  • Upon selecting View, user sees the behavior plan in it’s active status. (Image coming soon)

Business Rules:

  • Family members attached to the student with access to MTSS interventions (all tools or Behavior Plans and Behavior Tracking enabled) will see active behavior plans.

  • If a teacher assigned to the student sends the family member(s) a notification to view the behavior plan, then the family member will see the notification in their Inbox.

  • If view is selected, then the user sees the active behavior plan in just a view state.

    • Family members can only view the current active behavior plan and cannot edit it.

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