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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.

  • 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

    • Behavior Points data will be store in database and searchable in the RethinkEd website by date.

  • 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.

    • We will default to showing 8 existing tools on the screen.

    • We will add pagination in the top right opposite of the filter selections if there are more than 8 existing behavior tools

    • The existing behavior tools will be shown in chronological date order with the most recent date at the top to the least recent on the bottom of the list.

  • 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.

  • 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)

Behavior Points:

  • Given I am a user who wants to attach Behavior Points to the MTSS Plan, I will need to first select a date or date range to add.

    • The user will see an empty state message if they have not previously selected a date or date range to add to the MTSS Plan.

    • If the user selects a date or date range, then the user will see a blue Add button.

    • The user will click the blue Add next to the Select Date box to add it to the list of option to select from to add to the MTSS Plan.

    • The user will check the box next to the added date information to add it to the MTSS Plan.

    • The user will be able to Delete this date or date range.

    • The user will be able to edit the date or date range to modify the selected dates.

    • The user will be able to add multiple dates and date ranges to the behavior tool selection to add to the MTSS Plan.

    • The selected dates will be shown in chronological order with the most recent date on the top of the list.

Filters By Behavior Tool:

Behavior Points

  • Date: Select Date Range

Self Monitoring

  • Behavior Name (with search option at the top of the drop down)

  • Created Date

    • Past 7 days

    • Past 14 days

    • Past 90 days

    • Past year

    • Custom (date range)

  • Created By (with search option at the top of the drop down)

    • 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 (with search option at the top of the drop down)

  • Created Date

    • Past 7 days

    • Past 14 days

    • Past 90 days

    • Past year

    • Custom (date range)

  • Created By (with search option at the top of the drop down)

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

  • Status

    • Active

    • Archived

    • Mastered

Behavior Tracking

  • Behavior Name (with search option at the top of the drop down)

  • Created Date

    • Past 7 days

    • Past 14 days

    • Past 90 days

    • Past year

    • Custom (date range)

  • Created By (with search option at the top of the drop down)

    • 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 (coming with future development)

    • Rating Scale (coming with future development)

    • Frequency, Duration, and Intensity (coming with future development)

  • 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 (with search option at the top of the drop down)

    • 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 (with search option at the top of the drop down)

    • 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.

  • The user clicks Manage on an attached Behavior Tool card.

  • The user clicks Add/Remove Behavior tools.

  • The user will be taken to the Create Self-Monitoring Screen if they click Create New button from either

    • (1) The existing tool selection modal > Create New OR

    • (2) The Create New Tool section in Connect Behavior Tools modal > Create New

  • The user will be taken to the Create Behavior Contract Screen if they click Create New button from either

    • (1) The existing tool selection modal > Create New OR

    • (2) The Create New Tool section in Connect Behavior Tools modal > Create New

  • The user will be taken to the Create Behavior Tracking Screen if they click Create New button from either

    • (1) The existing tool selection modal > Create New OR

    • (2) The Create New Tool section in Connect Behavior Tools modal > Create New

  • The user will be taken to the Create Incident Report Screen if they click Create New button from either

    • (1) The existing tool selection modal > Create New OR

    • (2) The Create New Tool section in Connect Behavior Tools modal > Create New

  • The user will be taken to the Create Behavior Plan Screen if they click Create New button from either

    • (1) The existing tool selection modal > Create New OR

    • (2) The Create New Tool section in Connect Behavior Tools modal > Create New

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 wants to modify the selected date range for the attached behavior points, I will click Manage to see the Behavior Points entry on the existing tools.

    • The user will click edit to modify the selected dates.

    • The user will click delete to remove the date range from MTSS Plan.

  • Given I am a user who wants to view multiple date ranges for behavior points, I will be able to add and attach multiple date ranges to the MTSS Plan.

  • Given I am a user who has selected a date range that overlaps with a previously added date range, I will not be able to add these dates without modifying the previous date range.

    • The date ranges cannot overlap with another date range.

  • 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 for the specific date range I selected.

    • 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 for the specific date range I selected.

    • 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 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.

    • Behavior Tools from previous school years may only be viewed, they cannot be edited.

  • 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.

    • Behavior Tools from previous school years may only be viewed, they cannot be edited.

  • 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.

    • Behavior Tools from previous school years may only be viewed, they cannot be edited.

  • 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.

    • Behavior Tools from previous school years may only be viewed, they cannot be edited.

  • 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.

    • Behavior Tools from previous school years may only be viewed, they cannot be edited.

View Screens for Existing Tools are located in the next User Story Section in for View


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 lands on the student dashboard that is filtered to the specific date range they selected.

  • 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 or closing the modal.

  • 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 for each for the specific date range I selected. (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 for each for the specific date range I selected. (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, School Year, and Status and Action.

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

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

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

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

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

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


Behavior Points

User Story

  • As a user creating a Behavior MTSS Plan, I want to select, view, and modify Behavior Points to use for my student, so I can view my students progress/scores.

UI

  • The user clicks Connect to Plan and views the Behavior Points modal.

  • The user clicks Create New button.

  • The user selects a date range, either a pre-defined date range or a custom date range.

  • The user views a preview of the selected date range.

  • The user clicks Attach Data button and returns to the Connect Behavior Points modal.

  • The user is taken to the Connect Behavior Points modal and the attached data with selected date range is automatically selected.

  • User clicks Save and Go Back button to return to Connect Behavior Tools modal.

  • User clicks Create New to select a new date range.

  • The user clicks Delete button and sees pop-up to Confirm Delete or Cancel the action.

  • User clicks Create New to select a new date range.

  • User views warning message that dates must be different than previously attached dates.

  • User views warning message for all attached date ranges.

  • User clicks Edit to edit the behavior points date range.

  • User clicks Update Data button to confirm the change.

  • Update Data button returns user to Behavior Points modal.

Acceptance Criteria

  • Given the user clicks Connect to Plan or Create New on Behavior Points tool, they will see the Behavior Points connection modal.

  • Given the user has not attached dates to the MTSS Plan, they will see an empty state message directing them to the Create New button.

  • Given the user has attached Behavior Points date ranges and data, they will see the selected and unselected checkboxes to view the included information.

  • Given the user clicks Create New button, they will see the title Select Date Range and a dropdown date selection that includes:

    • Last 7 days

    • Last 14 days

    • Last 30 days

    • Last 60 days

    • Last 90 days

    • Custom

  • Given the user selects a date range from the dropdown, they will see a preview of the Behavior Points data populated in a table.

  • Given the user wants to add the Behavior Points data and the selected date range to the MTSS Plan, they will click Attach Data.

  • If the user clicks Attach Data button, the user will be taken to the Behavior Points modal and see the entry automatically selected.

  • Given the user wants to Delete an attached Date Range, they will click Delete button.

  • If the user clicks the Delete button, the user will see a warning pop-up message.

    • The user must click Delete button on pop-up to confirm the Delete action.

    • The user must click Cancel button to cancel the delete action.

  • Given the user wants to add an additional date range, they will click Create New.

  • Given the user has already added date ranges to the MTSS Plan, they will see a warning message in red to select dates outside of the existing attached dates.

  • Given there is more than one date range attached, the user will see warning messages listed in red to select dates outside of the existing attached dates for each one.

  • Given the user wants to Edit a date range, they will click Edit.

  • If the user clicks edit, they will see the Edit Behavior Points modal.

  • Given the user wants to edit the date range, the user will modify the selected date range using the dropdown date selection.

  • Given the user edits the selected date range, they will see the preview section update to reflect the changes.

  • Given the user wants to confirm the Edits, they will click Update Data and return to the Connect Behavior Points modal.

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