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This is the screen the user will use when creating a new plan or updating an existing plan

User Stories:

  • As a user, I want to create a new intervention plan for my student, so I can address their needs

  • As a user, I want to update an existing intervention plan, so I can ensure I continue to meet my student’s needs

  • As an educator I want to select the date range, intervention name, and tier level so that my intervention plan will contain the necessary information for tracking the success of the plan.

  • As an educator I want to specify the status of the plan and evaluate a plan(s) in progress so that intervention plans can be properly categorized and monitored.

  • As an educator I want to include strengths and perceived motivations of the student(s) so that the success of the intervention plan is customized for the student.

  • As an educator I want to specify the goal and select an intervention strategy for the intervention plan so that the focus of the intervention plan can be clearly communicated to multiple stakeholders.

  • As an educator I want to establish a monitoring tool and determine who will be responsible for the intervention plan so that the plan is managed effectively.

  • As an educator, I want to add documents so that I have supported evidence for the intervention plan I am pre-planning and creating.

  • As an educator, I want to view documents that I or my colleagues have uploaded so that I can incorporate the suggestions of all stakeholders into the student(s) plan.

  • As an educator, I want to remove items I have previously uploaded so that I can replace them with new documentation that reflects the social/emotional and academic growth of the student.

  • As an educator, I want to log some notes and preview the notes of other educators so that I can fully understand the insights of my colleagues.

Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=16040%3A177223

General Concept

UI

  • The user will see a screen to create a new plan or update the existing plan, as well as a discussion box

  • Users can switch between students in the class via the dropdown

Business Rules

  • If the user is updating an existing plan, all previously selected options and discussion will show

Schedule

UI

  • When the user clicks on the schedule, they will see a calendar to select a start and end date

usiness Rules

  • End date cannot be before start date

  • This is a required field

  • End date determines when the plan will be due for review

Plan Name, Tier, Plan Status, and Progress Status

UI

  • The user will next type in the name of the plan

  • The user will select if the plan is for Tier 2 or Tier 3

  • The user will next select the Plan Status as:

    • Pre-Planning

    • In Progress

    • Mastered

    • Archived

  • For any plan In Progress, the user will also select the Progress Status as:

    • New Plan

    • No Progress

    • Limited Progress

    • Partial Progress

    • Progress

    • Substantial Progress

Business Rules

  • Plan name will default as Plan 1, Plan 2, etc

  • For new plans, we will default to Pre-Planning

  • Progress Status is only available when the plan is in the Pre-Planning state

  • If the plan is just marked as In Progress, we will default the progress state to New Plan

Strengths and Possible Motivations

UI

  • The user will type in the box to enter strengths and possible motivations

Business Rules

  • required for any plan In Progress or Mastered

Goals & Interventions

UI

  • The user may click on a goal from the menu

  • They may also search for a goal

  • The user can also click in the box to enter their own goal

  • Once a goal is selected, the interventions menu will filter to show suggested intervention

  • If the user types in a custom goal, the interventions list will not be narrowed down and the intervention that is selected will be linked and saved with the custom goal.

  • If the user types in a custom goal and a custom intervention, the goal and intervention will be saved and linked together so if the user selects that same goal the intervention will show at top of list

  • If the user selects a goal and then types in a custom intervention, the goal and custom intervention will be saved and linked together and the intervention will show if the goal is selected

  • The user may also search for an intervention by name or type in their own intervention

Content team will provide a spreadsheet with the grade, goal, subject, Tier, and interventions.

Business Rules

  • Content team to provide goal bank and list of interventions

  • Goals will show based on the subject area and student’s current grade

  • If the user selects a goal from the bank, they will see a list of interventions tied to the goal and tier level

  • The user may also search for any other intervention listed in Account Setup that is tied to the student grade, tier level and the subject for the plan (i.e. Math)

  • Goals and interventions are required for any plan In Progress or Mastered

  • Goal is single select

  • Interventions is multi-select

  • The user may click the Add goal button to add another line for goal and interventions

Monitor progress and who is responsible

UI

  • Users will type in to state how they will monitor progress

  • Users will select which team members are responsible for implementing the plan

Business Rules

  • These fields are required for any plan in progress or mastered

Notes

UI

  • The user may click in the notes box to enter a new note

  • Once the plan is saved, the note will appear in the saved notes below

Business Rules

  • Saved notes will show the date and time the note was entered, the team member’s name who entered the note, and the plan state when the note was entered

Attachments

UI

  • If the user clicks Show Attachments, the screen will expand to show any uploaded attachments and allow the user to upload additional attachments

  • If the user is uploading multiple attachments, we will show the number of attachments being uploaded

  • The user may click on the attachment to open it on their computer

  • Clicking remove will remove the attachment from the plan

  • If the user clicks Hide attachments, this area will collapse and be hidden again

Business Rules

  • File limit of 5

  • No labels