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We need to create a way to connect users who have purchased Behavior OR MTSS Interventions from the MTSS Plan to Behavior Tools. Linking users from a plan documenting Behavior goals for students to the Behavior Tools and associated progress is a key differentiator for us in the MTSS space. This serves to save educators time and reduce the number of vendors a district needs to partner with in order to fully implement MTSS in their district.

Design: https://www.figma.com/file/OZCOGDFAy6G5vAVyJx8cpI/Connecting-to-Behavior-Tools?type=design&node-id=0%3A1&t=pqPu601KIVsoZ4Br-1

User Flows: https://www.figma.com/file/OZCOGDFAy6G5vAVyJx8cpI/Connecting-to-Behavior-Tools?type=design&node-id=0%3A1&t=Pxj48KmCBErbpLTp-1

User Stories:

  • As a user creating a Behavior MTSS Plan, I want to select Behavior tools to use for my student, so I do not have to go searching somewhere else for behavior supports for my student.

  • As a user viewing a Behavior MTSS Plan with a connected behavior tool, I want to modify the tool, so I can ensure my student’s needs are met.

  • As a user viewing a Behavior MTSS Plan with a connected behavior tool, I want to view my student’s progress/score, so I can assess if my student is making progress on this plan.


User Story

  • As a user creating a Behavior MTSS Plan, I want to select Behavior tools to use for my student, so I do not have to go searching somewhere else for behavior supports for my student.

UI

  • The user clicks the Add / Remove behavior tools button

  • A modal will open when the user clicks the Add / Remove behavior tools button.

  • If the user has not added tools to the MTSS Plan, then they will see an empty state message.

  • The user clicks Create New under the title Create New Tool to create a behavior tool for the student that does not have any existing tools for that specific behavior tool.

  • The user clicks Connect to plan under the title Existing Tools to add the behavior tool to the Intervention Plan.

  • The user sees a table containing a list of all existing tools for the selected behavior tool.

  • The user clicks Cancel to close the modal and return to the MTSS Plan.

  • The user clicks the X in the top right corner to close the modal and return to the MTSS Plan.

  • The user clicks the Create New button to create a new behavior tool for the selected student.

make default view

  • The user selects filters to refine their search selection.

  • The user clicks the checkbox to the left of the Behavior name to select to add the behavior tool to the MTSS Plan.

  • The user clicks the checkbox in the heading (next to Behavior Name) to select all existing behavior tools to for this student to add to the MTSS Plan.

  • The user clicks Save and Go Back Button to save and return to the Connect Behavior Tools modal.

  • User sees the Behavior Tool added to the Added Tools section upon returning to the Connect Behavior Tools modal after clicking Save and Go Back Button.

  • The user sees the message “Connected!” for a behavior tool that is connected to the Intervention Plan.

  • The user clicks Remove to completely remove a connected behavior tool from the Intervention Plan.

  • The user clicks Manage to edit (add/remove/create new) the selected behavior tool.

  • The user sees the addition or removal of the selected behavior tools on the Intervention Plan when they click the Close button.

  • The user clicks Hide to hide the Behavior Tool details.

  • The user clicks Show to reveal the details for the Behavior Tool.

Acceptance Criteria

  • Given I am a user with access to Behavior or MTSS Interventions, then I will see the link to Behavior tools on the Intervention Plan - Behavior.

  • Given I am a user without access to Behavior or MTSS Interventions, then I will not see the link to Behavior tools on the Intervention Plan - Behavior.

  • We will remove Contracts and Self-Monitoring from the Add Intervention drop down because they will be moved to the Behavior Tools modal.

  • Given I am a user who clicks the Add / Remove behavior tools button, I will see the Connecting Behavior Tools modal (See image: Connecting Behavior Tools modal).

  • Given an user clicks the Start New School Year button in Jrich, then all behavior tool statuses will change.

    • All Active behavior tools will change status to Archived

    • All Active Behavior tools attached to an MTSS Plan will change status to Archived.

    • All Mastered Behavior tools will keep the mastered status

    • A snapshot of Behavior Points will be archived for the school year that includes the positive and negative occurrences and percentages.

  • The modal will allow users to connect the following behavior tools to the plan:

    • Behavior Points

    • Incidents

    • Self-Monitoring

    • Behavior Tracking

    • Behavior Contracts

    • Behavior Plan

  • Given I am a user who has not added any behavior tools to the MTSS Plan, then I will see an empty state message “You have not added any tools” in the added tools section (See image: Empty State No Tools Added).

  • Given I am a user viewing the Connect Behavior Tool modal for a student without existing tools, I will see the Create New Tool section with the behavior tools.

    • Given I am a user who wants to attach a new tool to the MTSS Plan, I will click Create New button to create the behavior tool for the student.

    • Given I am a user who clicks Create New, I will be taken to the create screen for the specific behavior tool I selected.

  • Given I am a user who is viewing the Connect to Behavior Tools modal and there are existing tools for the student, then I will see the behavior tools in the Existing Tools section.

  • Given I am a user who clicks the Connect to plan link, then I will see a list of existing behavior tools for the specific student.

  • Given I am a user who wants to attach a behavior tool to the MTSS Plan, I will click the checkbox to select the specific behavior tools.

  • Given I am a user who wants to attach all existing behavior tools for the student, I will click the checkbox next to Behavior Name to select all tools.

  • Given I am a user who wants to refine my search, I will use the filters (See Image: Filters Added) and See Below for Filters by Behavior Tool.

  • Given the user clicks the Connect to Plan, then they will see all behavior tools created for the student, including all Active, Archived, and Mastered statuses.

  • Give I am a user who wants to create a new behavior tool from the view and select existing tool modal, I will click Create New to create a new behavior tool for the student to be added to the MTSS Plan.

  • Given I am a user who has selected existing behavior tools, I will also be able to create a new behavior tool to be attached to the plan for the student by clicking Create New.

  • Given I am a user who has selected behavior tools and I click the Save and Go Back button, the behavior tool(s) I selected will be added to the MTSS Plan and I will be returned to the Connect Behavior Tools modal.

  • Given I am a user who has not selected any behavior tools and I click the Save and Go Back button, the behavior tool(s) will not be added to the Plan.

  • Given I am a user who clicks Cancel, I will be taken back to the Connect Behavior Tools modal.

  • Given I am a user who clicks the X in the top right corner, I will leave the modal completely and return to the MTSS Plan.

  • Given I am a user who does not click the Connect to plan, the behavior tool will not be connected to the plan.

  • Given I am a user who has added a behavior tool to the Intervention Plan, then I will see a confirmation message, “Connected!” on the behavior tool card (See image: Connecting Behavior Tools modal).

  • Given I am a user who has connected/added a behavior tool to the intervention plan, I will be able to remove the behavior tool from the Intervention Plan by clicking “Remove” on the behavior tool card below the “Connected!” message.

    • Given I am a user who clicks Remove on a behavior tool card, I will see the card move to the Existing Tools section and I will not see the tool in the Added Tools section.

    • Given I am a user who has clicked Remove on the behavior tool card, I will be able to add the behavior tool to the plan again by clicking Connect to plan.

    • Given I am a user who has clicked Remove on the behavior tool card, I will not see the Behavior Tool attached to the MTSS Plan.

    • Given I am a user who has clicked Remove on the behavior tool card, I will see the Connect to plan button and I will not see the Connected! and Remove messages.

  • Given I am a user who clicks the Close button on the modal or the “X” in the top right of the modal, then the modal will close and the user will return to the Intervention Plan - Behavior.

  • If the user has connected a behavior tool to the plan, then they will see under Behavior Tools a card/table for the selected behavior tool.

  • Given I am a user who wants to view less information about the behavior tool, I will click the Hide in the left corner of the attached behavior tool. (See image: attached tool)

  • Given I am a user who clicks Hide on the behavior tool, I will now see Show in the top right corner and the name of the behavior tool.

    • All details will be hidden from view until the user clicks Show again. (See image: Behavior Tools Hidden Details)

  • Given I am a user who clicks Manage on a behavior tool card, then the Connect to Behavior Tools modal will open to the list of existing tools for the specific Behavior Tool.

    • The user will be able to Select behavior tools from the list to add to the MTSS Plan

    • The user will be able to Remove behavior tools that were added to the MTSS Plan.

    • The user will be able to create a new behavior tool by clicking Create New, which will take the user to the specific behavior tool screen for that student

Create New

  • Given I am a user who clicks Create New to create a behavior tool for the specific student, I will see a blue Create New button with a plus sign. (See image: Create Tool)

  • The user will have the ability to click Create New when viewing the existing behavior tools for the student.

  • The Create New button will show in the Connect Behavior Tool Modal for the behavior tools listed under the title/section labeled Create New Tool.

    • If there are no existing behavior tools for the specific student, then the behavior tool will be in the section labeled Create New Tool with the Create New button.

    • If there are existing behavior tools for the specific student, then the behavior tool will be located in the Existing Tools section and the button will change to Connect to plan.

  • If the user clicks the blue Create New button, then they will be taken to that specific behavior tool to set up and start the behavior tool for the student.

  • Given the user has created the behavior tool for the student, the behavior tool card attached to the MTSS Plan will reflect the Behavior Tool details (See below: MTSS Plan Behavior Tool(s) Attached) and (See Image: Attached Behavior Tools)

Filters By Behavior Tool:

Behavior Points

  • School Year

  • Status

    • Active: Current School Year

    • Archived: Previous School Year(s)

Self Monitoring

  • Behavior Name

  • Created Date

    • Past 7 days

    • Past 14 days

    • Past 90 days

    • Past year

    • Custom (date range)

  • Created By

    • List all team members who have created this type of behavior tool for the specific student

  • Data Method

    • Checklist

    • Rating Scale

    • Interval

  • Status

    • Active

    • Archived

    • Mastered

Behavior Contract

  • Behavior Name

  • Created Date

    • Past 7 days

    • Past 14 days

    • Past 90 days

    • Past year

    • Custom (date range)

  • Created By

    • List all team members who have created this type of behavior tool for the specific student

  • Status

    • Active

    • Archived

    • Mastered

Behavior Tracking

  • Behavior Name

  • Created Date

    • Past 7 days

    • Past 14 days

    • Past 90 days

    • Past year

    • Custom (date range)

  • Created By

    • List all team members who have created this type of behavior tool for the specific student

  • Data Method

    • Frequency

    • Frequency with Intensity

    • Duration

    • Duration with Intensity

    • Partial Interval

    • Whole Interval

    • Momentary Sample

    • Checklist

    • Rating Scale

    • Frequency, Duration, and Intensity

  • Status

    • Active

    • Archived

    • Mastered

Incidents

  • Incident Type

  • Location

  • Created Date

    • Past 7 days

    • Past 14 days

    • Past 90 days

    • Past year

    • Custom (date range)

  • Created By

    • List all team members who have created this type of behavior tool for the specific student

Behavior Plan

  • Behavior Plan Name

  • Created Date

    • Past 7 days

    • Past 14 days

    • Past 90 days

    • Past year

    • Custom (date range)

  • Created By

    • List all team members who have created this type of behavior tool for the specific student

  • Status

    • Active

    • Archived

    • Mastered


User Story

  • As a user viewing a Behavior MTSS Plan with a connected behavior tool, I want to modify the behavior tool so that I can ensure the needs of my student are met.

UI

  • The user clicks the blue View button on each of the attached Behavior Tool cards to view the behavior tool.

Create

  • The user clicks the blue Create on the Behavior Tool to create the behavior tool that is attached to the MTSS Plan.

  • The user sees the Create Self-Monitoring tool.

  • If the user attaches the Behavior Contract tool, but has not yet created the Behavior Contract, then they will click Create, which will take the user to the Create Behavior Contract.

  • If the user attaches the Behavior Tracking tool, but has not yet created the Behavior Tracking, then they will click Create, which will take the user to the Create Behavior Tracking for the student.

  • If the user attaches the Incidents tool, but has not yet created an Incident Report for the student, then they will click Create, which will take the user to the Create Incident Report for the student.

  • If the user attaches the Behavior Plan tool, but has not yet created a Behavior Plan for the student, then they will click Create, which will take the user to the Create Behavior Plan for the student.

Acceptance Criteria

  • Given I am a user who clicks View on a behavior tool, I should only see the behavior tool(s) for the specific student on the MTSS Plan.

  • Given the user clicks View, they will be able to go back to the previous screen (the Behavior MTSS Plan) by clicking back button.

  • Given I am a user who clicks View on Behavior Points > Positive, I will be taken to the Student Behavior Dashboard > Points screen to view the Points information: Total Points, Number of Positive Behaviors, Number of Negative Behaviors, and Details for each.

    • If the user clicks Record behaviors, then they will see the modal to record behavior points for the student.

    • Given a user has recorded additional behavior points for the student, then the occurrences and percentages will be updated on the attached behavior tool (Behavior Points) on the MTSS Plan.

  • Given I am a user who clicks View on Behavior Points > Negative, I will be taken to the Student Behavior Dashboard > Points screen to view the Points information: Total Points, Number of Positive Behaviors, Number of Negative Behaviors, and Details for each.

    • If the user clicks Record behaviors, then they will see the modal to record behavior points for the student

    • Given a user has recorded additional behavior points for the student, then the occurrences and percentages will be updated on the attached behavior tool (Behavior Points) on the MTSS Plan.

    • Add refresh button?

  • Given I am a user who clicks View on Self-Monitoring, I will be taken to the specific Self-Monitoring tool for the student.

    • If the user wants to edit the Self-Monitoring tool, they must first click Deactivate to deactivate the Self-Monitoring tool.

    • The user cannot edit the Self-Monitoring tool when the status is Active.

    • Given the user has modified the Self-Monitoring tool, the details will be shown in the attached behavior tool in the MTSS Plan.

  • Given I am a user who has attached a Behavior Contract, I will click view to view the specific Behavior Contract attached to the MTSS Plan.

    • Given the user clicks Edit to modify the contract, they will see a Pop-Up warning that states a draft copy of the contract is created and will need to be submitted for approval. The current contract is Active until it is replaced or the status is changed.

    • Given the user clicks Yes to proceed on the pop-up, they will be able to make edits to the draft copy of the contract and re-submit for approval.

    • Given the user clicks No on the pop-up, then the user will not be able to make edits to modify the contract.

    • Given a user has created a draft copy of the contract to modify the contract, the Active contract will remain attached to the MTSS Plan until the user makes the modified, approved contract Active.

    • If the user modifies the contract, receives an Approved status, and makes the contract Active, then the changes will show on the attached behavior tool in the Behavior MTSS Plan.

  • Given I am a user who has attached a Behavior Tracking, I will click view to view the specific Behavior Tracking attached to the Behavior Tracking card in MTSS Plan.

    • Given the user clicks Edit when viewing the Behavior Tracking, they will be able to modify the Behavior Tracking.

    • If the user has made modifications to the Behavior Tracking, then the changes will show on the attached behavior tool in the MTSS Plan.

  • Given I am a user who has attached Incidents, I will click view to view the specific Incident Reports attached to the Incident card in MTSS Plan.

    • The user will not be able to edit or modify an Approved Incident Report.

    • The user will be able to View the Approved Incident Report.

  • Given I am a user who has attached a Behavior Plan, I will click view to view the specific Behavior Plan attached to the Behavior Plan card in MTSS Plan.

    • Given the user clicks Edit to modify the Behavior Plan, they will see a Pop-Up warning that states a draft copy of the Behavior Plan is created and will need to be submitted for approval. The current Behavior Plan is Active until it is replaced or the status is changed.

    • Given the user clicks Yes to proceed on the pop-up, they will be able to make edits to the draft copy of the Behavior contract and re-submit for approval.

    • If the user has made modifications to the Behavior Plan and those changes are approved, then the changes will show on the attached behavior tool in the Behavior MTSS Plan.

Create

  • Given I am a user who has added a behavior tool to the MTSS Plan that has not yet been created for that student, I will see a blue Create link with a plus sign. (See image: Create Tool)

  • If the user clicks the blue Create link with a plus sign, then they will be taken to that specific behavior tool to set up and start the behavior tool for the student.

  • Given the user has created the behavior tool for the student, the behavior tool card attached to the MTSS Plan will reflect the Behavior Tool details (See below: MTSS Plan Behavior Tool(s) Attached)


User Story

  • As a user viewing a Behavior MTSS Plan with a connected behavior tool, I want to view my student’s progress/score, so I can assess if my student is making progress on this plan.

UI

  • The user clicks the blue View link on each on the attached Behavior Tools card to view the behavior tool.

  • The user clicks View on Behavior Points Positive or Negative and is taken to the Student Behavior Dashboard > Points.

  • The user clicks View on Self-Monitoring tool and is taken to the specific Self-Monitoring Tool in view mode.

  • If the user clicks View on Behavior Contract tool, then they will see the specific Behavior Contract for that student.

  • If the user clicks View on the Behavior Tracking tool, then they will see the specific Behavior Tracking for that student.

  • If the user clicks View on the Incident Report tool, then they will see the specific Incident Report for that student.

  • If the user clicks View on the Behavior Plan tool, then they will see the specific Behavior Plan for that student.

Acceptance Criteria

  • Given I am a user who clicks View on a behavior tool, I should only see the behavior tool(s) for the specific student on the MTSS Plan.

  • Given the user clicks View, they will be able to go back to the previous screen (the Behavior MTSS Plan) by clicking back button.

  • Given I am a user who clicks View on Behavior Points > Positive, I will be taken to the Student Behavior Dashboard > Points screen to view the Points information. (See image: Behavior Dashboard, Points)

    • User clicks carrot icon to expand details for Positive Behavior Points.

  • Given I am a user who clicks View on Behavior Points > Negative, I will be taken to the Student Behavior Dashboard > Points screen to view the Points information. (See image: Behavior Dashboard, Points)

    • User clicks carrot icon to expand details for Negative Behavior Points.

  • Given I am a user who clicks View on Self-Monitoring, I will be taken to the specific Self-Monitoring tool. (See image: View self-monitoring)

    • User clicks View data to view the student progress.

  • Given I am a user who has attached a Behavior Contract, I will click view to view the specific Behavior Contract attached to the MTSS Plan. (See image: View Behavior Contract)

  • Given I am a user who has attached a Behavior Tracking, I will click view to view the specific Behavior Tracking attached to the Behavior Tracking card in MTSS Plan. (See image: View Behavior Tracking)

    • Given the user has entered one or more data points in Data Express for the Behavior Tracking, the user will click View Data to view the data.

    • The View Data button will remain inactive until the user records at least one data point.

  • Given I am a user who has attached Incidents, I will click view to view the specific Incident Reports attached to the Incident card in MTSS Plan. (See image: View Incident Report)

  • Given I am a user who has attached a Behavior Plan, I will click view to view the specific Behavior Plan attached to the Behavior Plan card in MTSS Plan. (See image: View Behavior Plan)

MTSS Plan Behavior Tool(s) Attached

  • We will display the following information on each behavior tool card/table:

    • Behavior Points card will display Positive, the number of occurrences for positive behaviors, the percentage, and Action.

    • Behavior Points card will display Negative, the number of occurrences for negative behaviors, the percentage and Action.

    • Self-Monitoring card will display Behavior Goal, Data Method, Location, Status, and Action.

    • Behavior Contract Card will display Behavior Goal, Review Data, Status, and Action.

    • Behavior Tracking Card will display Behavior, Data Method, Last Recorded date, Status, and Action.

    • Incidents card will display Behavior(s), location, date, and Action.

    • Behavior Plan card will display Behavior(s), Review Data, Status, and Action.


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