View Contract | Behavior Contract | Behavior Suite

Design

There are 3 ways to navigate to view Contracts:

From Behavior

• The user will click on View contracts on the Tier 2 or 3 screens.

• Team members with permissions to regions will need to indicate which region, building, and classroom they would like to view the contract for from a selector once they click on View contract

• Team members with permissions to buildings will need to indicate which building and classroom they would like to view the contract for from a selector once they click on View contracts.

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

From a Classroom

• From the classroom page, the user will select “Behavior Tools” from the left-side navigation menu and then View contracts from Tier 2 or 3

• Then users will need to click View to see the contract

From the Student Area

• On Tier 2 and 3, the user may click View contracts

• Then they will see the overview of contracts and click the dropdown to reveal the individual reports. From there they can click to View contract

• Alternatively, the user may click contracts under recommended tool

• From here, the user will click View contract

Business Rules

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

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

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

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

• Behavior Section:

  • Users with access to MTSS interventions (all tools or Behavior Contracts enabled) will see the view contract button.

  • Users with permission to Edit Reports (under Behavior Support) will see Create contract 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. – Suggest changing to admins can search for any classroom that they have permission to view or select a classroom from the dropdown showing all classrooms that they have access to in the given building

• Classroom/Group Section:

  • Users with access to MTSS interventions (all tools or Behavior Contracts enabled) will see the view contract button.

• Students Sections:

  • Users with access to MTSS interventions (all tools or Behavior Contracts enabled) will see the view contract button.

UI:

• Users who receive notification that they have a contract to review or that their contract has been reviewed, will see the contract when clicking View

Admin Notification:

• To view the pending contract and make a decision to approve/remain pending approval(no action), make edits or delete, admin user clicks on View.

• If admin user clicks on delete, a confirmation message shows.

• To delete the contract, user clicks on delete button.

• To cancel the request and keep contract in it’s current state, user clicks on X.

Non-Admin Notification:

• Non-admin sees results of admin decision of their pending approval contract (Approved, Edited, Deleted).

• Selecting View from an approved notification takes user to their approved contract.

• Selecting view from an edited notification takes user to their pending approval contract.

• User sees notification of a deleted contract.

Business Rules:

• If a user has permission to behavior supports → Receive Alerts then they will get alerts for behavior contract statuses.

• If a user has permission to behavior supports → Approve Reports then they will see the Approve Button

• If a user has permission to behavior supports → Edit Reports, then thy will see the edit button

• If a user has permission to behavior supports → Edit Reports then they will see the delete button

• See Also: Contract Approval Process

• If a non-admin user selects Submit for Approval from the Create Contract screen, their admin receives a message in the inbox. (See Create Contract section Create Contract for info on Submit for Approval button which when selected becomes a pending approval contract).

• If admin user selects View from the inbox message for a contract that is pending approval, the corresponding contract will show. (See images for Admin Notification )

• From the Admin Contract View (See image)

  • If Admin user selects delete, then contract is deleted and creator of contract is sent a notification.

  • If Admin user selects Approve, then the contract changes status from Pending Approval to Approved and a notification is sent to the creator of the contract.

  • If Admin selects Edit, then the contract can be edited by the admin.

• If a contract has had action by the admin (Approved, Edited, Deleted), then the creator of the contract receives a notification in their inbox.

  • If the admin approves the contract, the notification contains a view link to view the approved contract. (See image: Approved Notification)

  • If the admin edits the contract, the notification contains a view link to view the pending approval contract. (See image: Edited contract notification)

  • If the admin edits the contract and then approves it, the notification contains a view link to view the approved contract.

  • If the admin deletes the contract, the notification does not contain a view link and the contract is deleted. (See image: Deleted contract notification)

Design

• When the admin/user with permission to approve views the behavior contract owned by another team member, they will see the formatted document.

• We will show the status of the report

• This user will see a button to approve, delete, Edit,

• User also sees save to file cabinet, export, and print

• The admin can chat with the owner of the report through the chat feature

• See below for more information about the button set: Delete, Approve, Edit.

Business Rules

• If user has permission to behavior supports → Approve Reports then they will see the Approve Button and can approve an pending approval contract.

• If user has permission to behavior supports → Edit Reports, then they will see the edit button and can edit the contract.

• If user has permission to behavior supports → Edit Reports then they will see the delete button and can delete the contract.

• If user has permission to behavior supports → Approve Reports and Edit Reports, then they can delete a pending contract created by another user.

• If user has permission to behavior supports → Edit Reports then they will see the Make Active Button and can make an approved contract active.

• If user has permission to behavior supports → Edit Reports then they will see Archive button and be able to archive a contract.

• If user has permission to behavior supports → Record Student/Parent Notes, then they will see Send button and can send active contracts to students and parents.

• If user has permission to behavior supports → Edit Reports but not permission to behavior supports → Approve Reports, then they will see Submit for approval button and can submit a contract for approval.

• The style template will show based on selection during the creation of the behavior contract.

• From Docs for Review, user clicks on Review Button to view a Pending Approval contract.

• The status of the contract will show at the top of the contract

• To approve the behavior contract, admin user clicks on Approve button.

• To confirm the change from pending to approved contract, user clicks on Yes from Confirmation Message.

• To keep contract in Pending Approval Status, Admin user selects Cancel or X from confirmation Message.

• If user clicks on Yes from Pop-up, approved contract is shown with Success message.

• User removes pop-up by clicking on X or waiting the two seconds for it to disappear.

Creator Makes Approved Contract into an Active Contract

From Notifications:

• To view a behavior contract that has been approved by the admin, the user clicks on View.

• Alternatively, user can access view for an approved contract from Classroom and Student Report lists.

• User sees contract with approved tag.

•  To make the approved contract active, user clicks on Make Active button.

• User sees Active contract with Success message.

Creator Makes Approved Contract into an Active Contract-Archives Current Contract

• User sees contract with approved tag.

• User clicks on Make active button and sees confirmation message.

• To make this contract active and archive the existing active contract, user clicks on Yes from Pop-up.

• To remove pop-up and return to the screen beneath it, user clicks on No or X.

Creator Makes Approved Contract into an Archived Contract

• User sees contract with approved tag.

•  User selects Archive button.

• To confirm archiving this contract, user selects Yes from Pop-up.

• To cancel the request, user selects No or X from the Pop-up and returns to the screen beneath it.

Sharing Active Contract

• To select individual to sent the contract to, user clicks on drop down and clicks inside the box(es).

• To send the contract, user selects Send button.

• User sees confirmation message of the sent contract(s).

• Selecting okay button or X removes the message.

Business Rules

• If user has permission to behavior supports → Approve Reports and Edit Reports, then they will see Documents for Review.

• Behavior contract statuses include: Draft, Pending Approval, Approved, Active, Mastered, Archived.

• If user is not an Admin and has selected Submit for Approval, the status of the contract is pending approval. (See Admin has not yet approved)

• If Admin clicks on Approved button, then confirmation pop-up is shown. (See image: Success Message)

  • If user selects Yes, send it button, then a notification is sent to the creator of the contract.

  • If user selects cancel or X, then the contract remains Approved but a confirmation message is not sent.

• If admin user clicks on Approve button and confirms then the status of the contract changes from pending approval to approved on all of the following:

  • Doc for review

  • Classroom and student contract list

• If admin user clicks on Approve button and then confirms, the approved contract is shown with success message. (See image: Approve with Success Message)

• Success message is removed if admin user clicks on X or waits 2 seconds for the message to disappear.

Creator Makes Approved Contract into an Active Contract

• If creator of the contract selects Make Active (See image: Approved Contract), then the contract becomes active.

  • User sees success message for a 2 seconds and then it disappears showing the Active Contract. (See image: Active Contract with Success Message)

• If Creator of the contract selects Make Active button and the student currently has an active contract,

Creator Makes Approved Contract into an Active Contract-Archives Current Contract

• If the student currently has an active contract, the pop-up shows. (See image: Existing Active Contract)

• If user select Yes from Pop-up, then this contract replaces the existing contract and archives the existing contract.

• If user selects No or X from the Pop-up, then the existing contract remains active and this contract remains in the approved status.

Creator Makes Approved Contract into an Archived Contract

• If the user selects the Archive button, the pop-up shows. (See image: Archive Button Selected)

• If user select Yes from Pop-up, then the contract becomes archived.

• If the user selects No or X from the Pop-up, then the contract remains in the Approved Status.

Sharing Active Contract

• If a contract has the active Status, then it can be shared with the student and family members connected to the student.

• If a contract has the active status, it shows the drop box and the send button. (See image: Share Contract)

• If a contract has the active Status, then the drop box will include the student and all family members associated with that student.

• If the user clicks inside the checkbox next to the name(multi-select) and then clicks on the send button, then the contract will be sent to that individual(s).

• If the user selects send button, then the confirmation message shows. (See image: Sent message)

• If the user does not select the send button, then then contract is not sent to the individual(s) and the confirmation message does not show.

Design

• If the user clicks Save to File Cabinet, a copy of this contract will be saved to the student’s file cabinet.

Business Rules

• Any user with permission to Upload Files (under File Cabinet) will see this button.

Design

• When the user clicks export, they will be able to export to a pdf and save to their computer

Business Rules

• The report can only be exported as a pdf and saved to their computer

• The pdf will match the contract shown in the modal

Design

• If the user clicks the Print button, we will open a printable PDF of the report

Business Rules

• We will not print the buttons for save to file cabinet, print, edit, or delete.

• If print is selected (with our without the student having selected sign contract), we will show a signature line for the student on the print version.

Design

• Admin can approve the contract by clicking approve

  

• Once the admin clicks approve, the status will change to approved on the report, Doc for review, and on the Classroom and student contract list

• See approval process for more details

Business Rules

• Users with permission to approve contract (Under Behavior Support) will see this button.

• The owner of the contract will not be able to delete it once approved

Design

• When the user clicks the edit button, they will be able to make changes in an editable mode of the contract

• From here, the user may make changes and click Delete, Submit for Approval or Save & Close

• If the user clicks Save and Close, the changes will save and they will return to the view contract screen mode with updated contract.

• Once the user clicks approve any changes that were made will need to be highlighted and confirmed by the teacher

• See Edit Incident report for more details

Business Rules

• Users with permission to Edit contract (Under Behavior Support) will see this button.

• Approved contracts will not show the edit button.

• Users who do not have permission to approve a contract see the buttons: Delete, Submit for Approval and Edit.

• If user selects the edit button from a contract is the draft status, the edit mode of the contract is shown. (See images: Draft Status and Edit Mode)

  • If a draft contract has been saved previously, the the discussion panel is shown.

• Any user without permission to Approve contract (under Behavior Support) and who has permission to Edit contract will see the option to Submit for Approval. The status of the contract will be updated to Pending Approval.

• Any user with permission to Approve contract (under Behavior Support) will see the option to Save & Approve. The status of the contract will be updated to Approved.

Design

• When the non-admin user views the behavior contract, they will see the formatted document with the template style selected

• They can chat, export to file cabinet, export, and print as well

• We will show the status of the report at the top

• The behavior contract is either pending approval or Approved

• This user will see a button to edit or delete if they are the owner of the report or the admin

• If the owner of the report and admin also has approval permissions, they will see the delete button along with the other buttons they have permission to use: Approve and Request Changes button

Business Rules

• Any user with permission to View Plans (under Intervention Tracking) AND who has access to MTSS Interventions (All Tools or Behavior Contract enabled) will have the ability to view a behavior contract.

• The style template will show based on selection during the creation of the behavior contract

Design

• If the user clicks the delete button, they will see a confirmation message.

• If the user clicks delete, the behavior contract will be deleted & the report will close.

• If the user clicks Cancel, the behavior contract will not be deleted & the user will return to the behavior contract.

Business Rules

• Only the creator of the behavior contract and the admin will see this button.

UI:

Approved Contract: Non Admin

Selecting Archive Button from Approved Contract

• To archive an approved contract and then view it, user clicks on Archive button.

• To unarchive the archived behavior contract and return it to an Approved Contract, the user clicks on Unarchive button.

Selecting Make Active Button from Approved Contract

• To make the Approved Contract active, the user selects Make active button.

Selecting Edit Button from Approved/ Active Contract

• To Edit an Approved and/or Active Contract and begin the approval process again as a draft, the user selects Edit button.

• If edit is selected from an Approved Contract, the Approved Contract Pop-up is shown.

• If Edit is selected from an Active Contract, then the Active Contract Pop-up is shown.

• Selecting No from pop-up removes it and contract is left unchanged remaining in it’s Approved and/or Active status without a draft copy being created.

• Selecting Yes from pop-up makes a draft copy of the Approved and/or Active status contract and also keeps the Approved and/or Active Status contract in place.

• If Yes is selected, the user sees the Draft copy of their contract to begin work with editing.

Business Rules:

Approved

• If user is a non-admin. Approved contract contain the buttons: Archived, Make Active, Edit

Selecting Archive Button from Approved Contract

• If User selects Archived button, then the contract becomes Archived. (See image: Archived Contract)

  • Archived contract contains an Unarchived button.

  • If user selects Unarchived button, then the contract is returned to an Approved Status and follows the rules for an Approved status contract.

Selecting Make Active Button from Approved Contract

• If Make Active button is selected, then Approved contract becomes active.

• Active contract contains Send selections and Send button, Edit button, and Review contract/Hide Contract Review

  • If user selects student and or family member and then Send button, then the contract is sent to the student/family member.

  • If user selects Edit button, then the contract is returned to a Draft Status and goes through the approval process again. (See image: Draft Contract)

  • If user selects Review Contract button, then contract review box is shown.

Selecting Edit Button from Approved or Active Contract

• If Edit button is selected, then the behavior contract becomes a draft and goes through the approval process again.

• If Edit button is selected, then the confirmation pop-up is shown. (See images: Approved and Active)

  • If Edit button is selected from an Approved Contract, then the Approved Contract pop-up is shown.

  • If Edit button is selected from an Active Contract, then the Active Contract pop-up is shown.

• If Yes is selected from Pop-up, then a draft copy is created and the Active and/or Approved contract also remains in place.

• If Yes is selected from Pop-up, then the user sees the draft copy of their contract.

• If No or X (close) is selected, then the respective contract remains and a draft copy is not created.