Create Report (Incident Report)

UI

• There are 3 ways to navigate to Incident Reports:

  • From Behavior

    • The user will click on Record Incident on the Tier 1, 2, or 3 screens.

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    • Team members with permissions to regions will need to indicate which region, building, and classroom they would like to create the incident report for from a selector once they click on Record incident

• Team members with permissions to multiple buildings will need to indicate which building they would like to create the incident report for from a selector once they click on Record incident

• Team members with permissions to classrooms will need to indicate which classroom report that they would like to view

• All fields are required in the popup once they click View Incident report

• All regions that a user has permission to see should show up in the dropdown in the popup that shows when they click View incident report

• All buildings that a user has permission to see should show up in the dropdown in the popup that shows when they click View incident report

• All classrooms that a user has permission to see should show up in the dropdown in the popup that shows when they

• From a Classroom

  • From the classroom page, the user will select “record an incident” from the left-side navigation menu.

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• From My Students - Behavior Support

  • On any Tier, the user may click Record an incident

  • 

  • Alternatively, the user may click Incidents under recommended tools

  • 

    • From here, the user will click Record incident

    • 

Business Rules

• Behavior Section:

  • Any user with permission to Edit Reports (under Behavior Support) will have access to Record incident button.

  • All non-admin users will see classrooms they are currently assigned to

  • Classrooms will be listed alphabetically

  • Admins will see a search bar instead of the classrooms list. Admins will need to search for a classroom by name.

• Classroom/Group Section:

  • Any user with permission to Edit Reports (under Behavior Support) will have access to Record an incident link.

• Students Sections:

  • Any user with permission to Edit Reports (under Behavior Support) will have access to Record Incident button.

UI

• We will now see the Record Incident modal

• This screen will show us all of the fields included in the incident report settings

• Clicking the X will close the modal without saving changes.

• Clicking Save will save the changes and bring the user to the report.

Business Rules

• The fields will be displayed based on the Incident Report settings

• The required fields (cannot be blank) are:

  • Date

  • Select Students

  • Incident Type

  • Frequency

  • Action Taken

  • Any other fields marked required on template

• Items will show based on their location on the template unless otherwise specified below. Meaning, if it is the first item on the template, it will show at the top. If it is the last item on the template, it will show at the bottom.

Design

• These fields will not show on the record incident screen, but will show on the report.

• Title of person will show if included in incident report settings

Business Rules

• If these fields are included on the currently active template, they will show on the report but not on the record screen.

UI

• When the user clicks the word Today, a calendar will open.

• Once the date is selected, that date will show in place of the word Today (unless today’s date was selected)

Business Rules

• The user may not select a date in the future

• The date field will always show in this location, even if it has been moved farther down the report template.

• This is a required field

• The calendar will only show 9 months earlier than Today’s date

UI

• When the user clicks the time, a time menu will open.

• Once the time is selected, the menu will close and that time will show.

Business Rules

• This field will show if Time is included on the currently active template.

• The time field will always show in this location, even if it has been moved farther down the report template.

Classroom

UI

• The user will select a classroom from the drop-down menu

Business Rules

• If the user entered via My Students, we will show all classrooms both the student and user currently belong to (admins will see all classrooms the student currently belongs to). This is not required.

  • Classrooms will be listed alphabetically

• If entering via Behavior or Classroom, we will default to the classroom selected. This cannot be changed, so no other classrooms will show & no need for selector arrow.

• If entering via Group, we will default to the classroom the group belongs to. This cannot be changed, so no other classrooms will show & no need for selector arrow.

• Only one classroom can be selected.

• This field will show if Classroom is included on the currently active template.

UI

• The non-admin’s assigned students will show in the list

• The user will use the slider to select which student(s) to include in the report.

• The user may search for a student by name

• The Student Name, ID (if there is one), grade, and school will display for the users

• We will show the number of students selected

• If the user selects Add other student, they will be able to search for other students in the building

• Once the user types the name, the results will show for the name

Business Rules

• This section will show if the user entered via Behavior section or Classroom/Group. If the user entered via My Students, this section will not show as we have already selected a student (i.e. if we enter from John’s Behavior Support section, John is the selected student).

• This is a required field.

• We will show all students currently assigned to the classroom/group.

• Multiple students can be selected.

UI

• The user will select a location from the drop-down menu

• If the user selects Other from the list, they will need to enter the name of the incident into the box.

Business Rules

• This is not a required field by default

• This field will show if Location is included on the currently active template.

• The user will see a list of default locations based on location settings for the account.

UI

• The user will select an incident from the drop-down menu

• If the user selects Other from the list, they will need to enter the name of the incident into the box.

• If the user clicks Add additional incident, they may add another incident to the report.

• The user may click the X to remove an incident from the report.

Business Rules

• This is a required field.

• The user will see the incident types set in Account Settings.

• We will not allow multi-select

• At least 1 incident must be added to the report

UI

• The user will select or enter the number of times the behavior (incident type) was observed

Business Rules

• This is a required field

• We will default to 1

• Can be set to any whole number greater than 0 and less than 101

• The frequency will apply to the incident it is next to.

UI

• The user will select an action from the drop-down menu

• If the user selects Other from the list, they will need to enter the name of the action into the box.

• If the user selects one and clicks away, the action will display in the dropdown box

• If the user clicks multiple actions, they will display in a box below. If the user wants to remove the action, they can click the X. The scroll bar appears when there are more than 5 actions selected.

• When there are multiple actions selected, in addition to a written in Other inputted action, the inputted action will also show at the end of the list

Business Rules

• This is a required field

• We will allow multi-select

• The actions will show based on the Account Settings

• If the user adds a new action, this new action will be added to the list for the classroom selected. If no classroom has been selected, it will not be saved for future use.

UI

• The user will select yes or no

Business Rules

• This is not a required field unless specified on custom template

• This will show if this field is included on the currently active template

• We will default to No

UI

• The user will type in the name(s) of any witnesses to the incident

Business Rules

• This is not a required field unless specified on custom template

• This will show if this field is included on the currently active template

UI

• The user may type in the box to enter any additional notes.

Business Rules

• This is not a required field unless specified on custom template

• This will show if this field is included on the currently active template

Design

• Any custom short text field will show the custom label name above a blank box.

• The user may type in the box.

Business Rules

• This is not a required field unless specified on custom template

• This will show for each custom short text field included on the currently active template

Design

• Any custom long text field will show the custom label name above a multi-line blank box.

• The user may type in the box.

Business Rules

• This is not a required field unless specified on custom template

• This will show for each custom long text field included on the currently active template

Design

• Any custom checkbox field will show the custom label name above a checkbox.

• The user may check the box.

Business Rules

• This is not a required field unless specified on custom template

• This will show for each custom checkbox field included on the currently active template

Design

• Once all fields are completed, the user will click one of the following buttons:

  • Submit to Admin

  • Save + Close- Where so saved reports live for non-admin?

• After clicking the submit button and the Save + Close button, the record incident modal will close.

Business Rules

• Users without permission to Approve Report (under Behavior Support) will see the submit for approval button. This will save the incident report and mark it as pending approval.

Design

• Admin will be able to search for the students involved in the search field

• Once the admin have entered a name in the search field, they will choose from the closest matched names and distinguish the child from the ID, grade, and school

• Once they find the student, they will turn the toggle on

• The indicator will update to match the number of students selected

• The admin can search for another names and add another student by turning the toggle on

Business Rules

• This section will show if the user entered via Behavior section or Classroom/Group. If the user entered via My Students, this section will not show as we have already selected a student (i.e. if we enter from John’s Behavior Support section, John is the selected student).

• This is a required field.

• Admin can search for any student in the building

• Admin with multiple building permissions can search for any student in the building indicated on the behavior dashboard selector before entering the incident report modal

• Multiple students can be selected.

• The student name will be listed with their ID if there is one and grade

Design

• Once all fields are completed, the user will click Save and Approve or Save + Close

• 

• Clicking Save + Close will save the changes and bring the user to the view report with the Approve button

• Save + Approve will save the changes and bring the user to view the report.

• After clicking Save + Close, the draft of the report is moved to Docs for Review with a Need to Review status

• Clicking the X will close the modal without saving changes.

Business Rules

• Users with permission to Approve Report (under Behavior Support) will see the save and approve button. Clicking this button will save the incident and mark the report as approved.

• Users with permission can save their work and find the unapproved report in the Docs for Review

Design

• The Classroom field will not be shown if the user clicked create incident from the classroom

Business Rules

• The incident report will be saved to the classroom that the user was in before clicking Create incident report

Design

• If the non-admin user clicked create incident from the student dashboard, the student’s name from the dashboard will show up automatically in the students involved. This name can not be removed from the report.

Business Rules

• The student name from the student dashboard can not be removed from the report.

• The student name from the dashboard shows up automatically.

• The grade and ID if there is one shows up in the same row as well

• The rest of the Students involved section works the same as when entering from the behavior dashboard

Design

• If the admin user clicked create incident from the student dashboard, the student’s name from the dashboard will show up automatically in the students involved. This name can not be removed from the report.

Business Rules

• The student name from the student dashboard can not be removed from the report.

• The student name from the dashboard shows up automatically.

• The grade and ID if there is one shows up in the same row as well

• The rest of the Students involved section works the same as when entering from the behavior dashboard