We need to add account settings to allow districts to customize how the new incident reporting tool will work in their district.
Add Navigation to Account Settings
Design
If we have not yet adjusted Account Setup, we will need to add some navigation options to Account Settings. The options should be:
Default Mastery Criteria
Default Prompts
ABC Settings
Incident Settings
My Training
Business Rules
When the user clicks on Account Settings, they will default to the first option on the list.
List options will be based on products purchased.
If the user belongs to an account that has purchase Skills, they will see:
Default Mastery Criteria
Default Prompts
Incident Settings
If the user belongs to an account that has purchased Behavior, they will see:
Default Mastery Criteria
Default Prompts
ABC Settings
Incident Settings
My Training
If the user belongs to an account that has purchased SEL Lessons, they will see:
Incident Settings
If the user belongs to an account that has purchased any of the PD series, they will see:
My Training
Design
On this screen WHAT 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
Business Rules
Any user marked “is admin role” will see this section.
By default, the Rethink template will be marked as the Active Template
Create New Template
Design
When the user clicks the +for Create New Template, 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
HOW DO I MARK THIS AS ACTIVE TEMPLATE?
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.
View Template
Design
If the user clicks the View button for a template, they will be taken to the view template modal
From here, the user will see all of the fields included on that template
The Active template will display the text This is your active template. This will not be clickable. All other templates will display the clickable text “Set as active template.”
Clicking set as active template will produce a confirmation message
If the user clicks Confirm, this template will become the active template
If the user clicks Edit, they will be taken to the Edit Incident Template. This works the same as the Create Incident Template. However, when the user clicks Save, they will return to the View Template Screen.
If the user clicks Delete, they will see the confirmation message
Clicking delete will delete this template from the list and return the user to the incident report settings screen.
Clicking cancel will return the user to the view template screen and will not delete the template.
Business Rules
Any user marked “is admin role” will have the ability to View a template.
Only the highest level admin roles will have access to mark the template active. For accounts with multiple levels, only admins (marked “is admin role”) with access to all buildings will have permission to mark the template active. For accounts without multiple levels, any admin role (marked “is admin role”) will have permission to mark the template active.
Only one template can be active at any given time.
Marking one template as active will remove the active status from the currently active template.
Only the highest level admin roles will have access to edit the template. For accounts with multiple levels, only admins (marked “is admin role”) with access to all buildings will have permission to edit the template. For accounts without multiple levels, any admin role (marked “is admin role”) will have permission to edit the template.
The Rethink template cannot be edited. The edit button will not show.
The active template cannot be deleted. Delete button will not show for the active template.
Only the highest level admin roles will have access to delete the template. For accounts with multiple levels, only admins (marked “is admin role”) with access to all buildings will have permission to delete the template. For accounts without multiple levels, any admin role (marked “is admin role”) will have permission to delete the template.
The Rethink template cannot be deleted. The delete button will not show.
The fields for the Rethink template are:
Students Involved
Date
Time
Location
Incident Type
Frequency
Action Taken
Notes
Edit Incidents & Actions
Design
When the user clicks to edit the Incidents & Actions, they will be taken to the edit modal.
If the slider is set to Use Rethink Default Settings, all of the Rethink default incidents and actions will show
If the slider is not set to use rethink default settings, none of the Rethink default incidents or actions will show. Instead, the user will see three blank boxes for incidents and for three for actions.
The user may click the X to remove an incident or action from the list
The user may click the arrows to move an incident or action up or down the list
If the user clicks “Add additional field,” a blank box will show. The user will type in an incident/action name.
If the user clicks Cancel, no changes will be saved & the modal will close
If the user clicks Save, the changes will be saved & the modal will close.
Business Rules
Only the highest level admin roles will have access to edit the settings. For accounts with multiple levels, only admins (marked “is admin role”) with access to all buildings will have permission to edit the settings. For accounts without multiple levels, any admin role (marked “is admin role”) will have permission to edit the settings.
The Rethink default incidents are:
Bullying
Cheating
Disobeying classroom/school/bus rules
Disruptive behavior
Disorderly conduct
Hitting
Kicking
Non-compliance
Not staying in seat
Out of assigned area
Possession of nuisance/banned item
Pushing
Punching
Slapping
Spitting
Tardiness
Theft/attempted theft
Threat/Harassment/Intimidation
Throwing
Truancy
Use of Inappropriate Language
Vandalism
The Rethink default actions are:
Behavior contract
Behavior plan
Detention
Expulsion
Conference with the student/warning
Custodial parent/guardian contact
Custodial parent/guardian conference with administrator/teacher(s) at school
Loss of privileges
Referral for mediation
Referred to safety officer
Referred to school guidance counselor
Reminder given
Restrained
Review Rules
Sent to principal’s office
Schedule change
Suspension
Temporary removal from classroom
ADD ALERTS