Admin Alerts | Alerts | Incident Reports | Behavior Suite

We need to create a report where admins can reference these alerts at any time, and apply filters to better understand trends across the district.

User Stories:

  • As an administrator, I want to know when the student triggered the alert and if they have triggered other alerts in the past, so I can put the whole picture together

  • As an administrator, I want to view more details on a student who triggers an alert, so I can better understand what is happening with the student

  • As an administrator, I want to know what my call to action is when a student triggers an alert, so I can start to help this student ASAP

  • As a district administrator, I want to filter my alerts, so I can better understand trends across the district

  • As a school administrator, I want to view the alerts for my building, so I have a better sense of how serious incidents are in my building

 

Acceptance Criteria:

  • Given I am an admin of a building/s or district where a student has triggered an alert, I will see an alert message in my inbox unless I have opted out of receiving messages in the Rethink inbox

  • Given I am an admin of a building/s or district where a student has triggered an alert, I will see the students name, date of last alert, and the total incident alerts triggered by the student in the alerts section of the admin dashboard

  • Given I am an admin of a building/s or district, I will see the most recent alert at the top in chronological order to the oldest alert at bottom

  • Given I am an admin of a building/s or district, I will see the alert criteria in the incident alert settings matches the criteria listed on the Behavior Alert Page

  • Given I am an admin of a building/s or district, I will see the red dot next to the Alert tab disappear once I visit the Alert Behavior Page

  • Given I am an admin of a building/s or district and I have updated the alert settings, I will see the new criteria set in the alert settings match the criteria listed for the next student who triggers an alert on the Alert Behavior page

  • Given I am an admin of a building/s or district, I will be able to export a csv or excel file with the student, building, alert date, alert type, and alert criteria

  • Given I am an admin of a building/s or district, I will be able to print a pdf of the current selections on the Behavior Alerts Screen with the Title Student Behavior Alerts, date range, and subtitles detailing the filter selections

  • Given I am a user without access to MTSS interventions with incidents selected, I will not see the alerts bell or alerts report.

 

Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=12673%3A137978


General Concept

UI

  • If the user clicks on the number or the word alerts in the header will take the user to the Behavior Alert page

  • If the user clicks on the Alerts in the Reports tab, they will see the Behavior alerts page

  • We will add a tab for Alerts in the admin reports

  • If the user does not have access to MTSS with incidents selected, they will not see the alert bell or alerts report.

 

Business Rules

  • Alerts will show if the user has access to MTSS Interventions

  • Admin roles 5-7 will receive alerts in the alerts section and in the Rethink inbox if they haven’t opted out

  • For this project, we are focusing on Incident Alerts. Other alerts are tied to other projects.

  • We will show the students who have triggered the incident alert based on the filter settings.

  • Once the user has updated the incident settings, the alert will show once students reach the given setting

  • By default, we will sort by last alert date (most recent first)

  • Users without access to MTSS with incidents selected, will not see the alert bell or alerts report.

 

DEV - LET’S DISCUSS PERFORMANCE HERE. Districts will want to view any student in the district who triggered an alert. With a large enough date range, it is possible this list could be long.

 

Alert Signals

 

UI

  • The total number of new alerts will show in the top header inside a bell

  • If the user clicks on the number, bell, or word New Alerts they will see the Behavior Alerts Page

 

  • Once the user visits the Behavior Alerts page, the Alerts Total in the header will show as 0

 

  • There will also be a red dot signal next to the Admin reports menu Alert tab until the user clicks to view the Alerts Behavior page

  • Once the user visits the Alert Behavior Page, the red dot will disappear

 

 

Business Rules

  • If the alerts reach 99 or higher, we will show 99+ until the user clicks to view the Alerts Page

  • The red dot will remain next to the Alert tab until the user visits the Alert Behavior Page

Behavior Alerts Page

UI

  • In Reports, we will add a new section for Alerts

  • Clicking this section will show a summary of the number of alerts triggered.

  • Below this, the user will see a list of students who have triggered the incident alert, the number of incident alerts triggered by each student, and the date the alert was last triggered.

  • Clicking on the number of alerts will expand the report to show the date and time each incident alert was triggered, as well as the alert criteria

  • The user should be able to sort by any column

  • When user selects VIEW DETAILS button, the user is taken to Student Alerts page.

 

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  • If no alerts were triggered within the selected date range, we will show a message stating this: There is no data to show for your current query

 

Business Rules

  • By default, we will sort by last alert date (most recent first)

  • Once the alerts settings are updated, the next time a student triggers an alert the new criteria will show for the date that the student reached the criteria

Alert Icon

UI

  • The New Alert symbol (bell with exclamation point inside and text New beneath image) appears next to the student(s) who are included in the new alert when the user first opens the Behavior Alerts Page .

  • The New Alert symbol matches the number in the New Alerts header.

  • The New Alert symbol(s) will be removed at the same time as the header alert indicator is returned to zero (0) once the user visits another area of the platform.

 

 

Business Rules

  • The New Alert symbol only appears once when the user first opens the Behavior Alerts Page.

  • If user leaves Behavior Alerts page after viewing the New Alerts updates and returns, the New Alert symbol(s) will no longer appear on the Behavior Alerts page.


 

Export

UI

  • When the user clicks on Export, they will have the option to export as excel or CSV

  • The file will show a row for each student each time they have triggered the alert

  • We will show a column for student name, building, alert date, alert type, and alert criteria

Business Rules

  • We will export based on the filters selected

  • We will group by Student and students will be listed alphabetically by last name. However names will be written as First Name Last Name.

  • Building will show the building the student currently belongs to

  • Alert date will show the date the alert was triggered. If the student triggered multiple alerts, we will show a row for each date the alert was triggered.

  • Alert type will show Incident

  • Alert Criteria will list the criteria for triggering the alert


Print

UI

  • When the user clicks on Print, they will see the printable PDF version of the report

 

Business Rules

  • When the user clicks the print button, we will print the full report based on the currently viewed tab

  • We will print the table as shown on the screen based on selections

  • We will not print the filters, side panel, pill tabs, or drop-down menu

  • We will show a title on the report of Student Behavior Alerts from INSERT FILTER START DATE to INSERT FILTER END DATE

  • We will show a sub-title detailing the filter selections

    • District would show district name

    • Region would show region name

    • Building would show building name

    • Role would show role name

    • Team Member would show region name

    • Student would show the names of the select students