Account Settings (Incident Reports)

Design

• On this screen, users will see the incident report templates and the list of incident settings. Users will have the option of using the Rethink Template or a Custom Template for Incident Reports

• Next to Custom Template, we will show a menu of any custom templates created. We will also show a Create New Template option.

  • If a user clicks the box with the +, they will be directed to the Create Template Screen.

  • If a user clicks Edit, they…

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Business Rules

• Any user marked “is admin role” will see this section.

• The settings will be

  • Rethink Template (default) or Custom Template

  • Allow Local Administrators to Make Changes (default) or Lock Settings

• If Custom Template is selected, users must select a custom template or create a new template in order to save changes.

• If a user at a parent account selects Custom Template and Allow Changes, the Custom Template selected will apply to all child accounts. Users at the child accounts may select a different custom template or the rethink template. This setting will apply to all user/students within the account.

• If a user at a parent account selects Rethink Template and Allow Changes, the Rethink Template will apply to all child accounts. Users at the child accounts may select a custom template. This setting will apply to all users/students within the account.

• If a user at a parent account selects Custom Template and Lock Settings, the Custom Template selected will apply to all child accounts & cannot be changed by users at the child accounts. Users at the child accounts will see a message that says "This setting has been locked by an administrator. Please contact an administrator if changes are needed."

• If a user at a parent account selects Rethink Template and Lock Settings, the Rethink Template will apply to all child accounts & cannot be changed by users at the child accounts. Users at the child accounts will see a message that says "This setting has been locked by an administrator. Please contact an administrator if changes are needed."

Design

• When the user clicks the +, they will see the create template modal.

• On this screen, we will show all available fields

• The user may click the X to remove a field they do not want

• The user may use the arrows to move a field up or down in the list

• If the user clicks “Add additional field,” they will see the following options:

  • Custom Short Text

  • Custom Long Text

  • Custom Checkbox

  • Custom Signature

• If the user clicks on one of these options, it will be added to the template with the field type (text, text area, checkbox, signature)

• The user will need to click where it says “Enter a Label” to add a label for the custom field

• The user may click Cancel to exit without saving changes or Save to exit and save the changes.

Business Rules

• Only the highest level admin roles will have access to create a new template. For accounts with multiple levels, only admins (marked “is admin role”) with access to all buildings will have permission to create a new template. For accounts without multiple levels, any admin role (marked “is admin role”) will have permission to create a new template.

• Students Involved, Incident Type, Date, Frequency, and Action Taken cannot be removed. These fields are required. However, they can be moved up or down on the template.