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We need to simplify the settings in Behavior support and Data Express into one Data Settings.

User Stories:

  • As a user, I want to understand which roles have permission to which components, so I can ensure users have the proper level of access

  • As a user, I want to select which permission settings users assigned to a custom role have, so I can ensure users have the proper level of access

Acceptance Criteria:

  • Given I am a user assigned to Role 7, I will have permission to view settings, view reports, edit settings, edit reports, edit others data, receive alerts, approve, record data, record team notes, and record student/parent notes.

  • Given I am a user assigned to roles 5 or 6, I will have permission to view settings, view reports, edit reports, edit others data, receive alerts, approve, record data, record team notes, and record student/parent notes.

  • Given I am a user assigned to roles 5 or 6, I will not have permission to edit settings

  • Given I am a user assigned to lead teacher, multi-account lead teacher, or case manager, I will have permission to view settings, view reports, edit reports, edit others data, receive alerts, record data, record team notes, and record student/parent notes.

  • Given I am a user assigned to lead teacher, multi-account lead teacher, or case manager, I will not have permission to edit settings or approve.

  • Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will have permission to view reports, edit reports, edit others data, receive alerts, record data, record team notes, and record student/parent notes.

  • Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will not have permission to edit settings, approve, or view settings.

  • Given I am a paraprofessional, I will have permission to view reports, record data, and record team notes.

  • Given I am a paraprofessional, I will not have permission to view settings, edit settings, edit reports, edit others data, receive alerts, approve, and record student/parent notes.

  • Given I am a user assigned to a custom role that previously had permission to Enter Data (Data Express), I will have permission to record data and record team notes.

  • Given I am a user assigned to a custom role that previously had permission to Delete Others data (Data Express), I will have permission to edit others data.

  • Given I am a user assigned to a custom role that is marked “is admin”, I will have permission to record student/parent notes.

  • Given I am a family member, I will only have access to View Shared Content.

Data permissions

Design

  • We will combine and simplify the permissions in Data express and Behavior support into a new Data permissions area.

  • The Data permissions will be:

Data

View settings ( replaces Behavior support View settings)

View Reports (replaces Behavior support View Reports)

Edit Settings ( replaces Behavior support View settings)

Edit Reports (replaces Behavior support edit reports )

Edit Others Data ( replaces Behavior support: Manage Data/Points, Data Express: Delete others data, Data express unmaster target)

Approve ( replaces Behavior support: Approve report)

Receive alerts (replaces Behavior support: Receive alerts)

Record Data (replaces Data express: Enter data, and Behavior support Record behaviors, Data express: unmaster target)

Record Team Notes ( Replaces Behavior Support: Record Team Notes

Record Student/ Parent Notes ( Replaces Behavior Support: Record Student/Parent Notes

View Shared Content (Parent/Home Caregiver and Multi-Account Parent/Home Caregiver only)

Business Rules

  • Edit Reports allows users to edit or delete a previously created Reports (incident, Points, contracts, etc) for all students they have access to

  • View Reports allows users to view a previously created Reports (incident, Points, contracts, etc) for all students they have access to

  • Edit Others Data allows users to edit data for any user at a lower role level

  • Data section in permissions will show for Skills, Behavior, MTSS Interventions, and SEL SEL

  • By default, Role 7 will have permission to:

    • View Settings

    • View Reports

    • Edit Settings

    • Edit Reports

    • Edit others data

    • Receive Alerts

    • Approve

    • Record Data

    • Record Team Notes

    • Record Student/Parent Notes

  • By default, all other default administrative roles (5 & 6) will have permission to:

    • View Settings

    • View Reports

    • Edit Reports

    • Edit others data

    • Receive Alerts

    • Approve

    • Record Data

    • Record Team Notes

    • Record Student/Parent Notes

  • By default, Lead Teachers, Multi-Account Lead Teachers, and Case Managers will have permission to:

    • View Settings

    • View Reports

    • Edit Reports

    • Edit others data

    • Receive Alerts

    • Record Data

    • Record Team Notes

    • Record Student/Parent Notes

  • By default, Teachers and Multi-Account Teachers will have permission to:

    • View Reports

    • Edit Reports

    • Edit others data ( any user at a lower level)

    • Receive Alerts

    • Record Data

    • Record Team Notes

    • Record Student/Parent Notes

  • By default, Paraprofessionals will have permission to:

    • View Reports

    • Record Data

    • Record Team Notes

  • Any custom role currently set with permission to view incident tracking, Points, or Data Tracking will have permission to:

    • View Reports

  • Any custom role currently set with permission to edit incident tracking, points or data tracking will have permission to:

    • View Reports

    • Edit Reports

    • Receive Alerts

  • Any custom role that currently has access to Enter Data (Data Express)

    • Record Data

    • Record Team Notes

  • Any custom role that currently has access to Delete Others Data (Data Express)

    • Edit Others Data

  • Any custom role that is marked “is admin”

    • Record Student/Parent Notes

  • As a note, family members (parents) will only be able to view reports once a user has shared it with them. They will have access to nothing else at this time.

  • Default roles of Parent/Home Caregiver and Multi-Account Parent/Home Caregiver will have permission to View Shared content ( replacing View Points)

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