Plans Due | Reports | Classrooms | Intervention Tracking

Owned by Jennifer Bessette (Unlicensed)
Last updated: Jan 29, 2022
3 min read

This report will detail the list of students who have a plan with a review date that has already passed OR is coming due within the next 7 days.

User Stories:

  • As a classroom teacher, I want to view a list of plans that are due to be reviewed, so I can make sure all of my plans are up to date

  • As a classroom teacher, I want to sort this list in multiple ways, so I can easily find the information I need

  • As a classroom teacher, I want to know if a plan is overdue, so I can prioritize accordingly

  • As a classroom teacher, I want to know the date a plan is due, so I can prioritize accordingly

  • As a classroom teacher, I want to click into a plan, so I can update it

Acceptance Criteria:

  • Given I am a user who has clicked into the Intervention Plan reports, I will see the Plans Due report filtered by all Subjects by default

  • Given a student has a plan with a current status of In Progress, they will appear on this report

  • Given a student has more than 1 plan with a current status of In Progress, they will appear on this report multiple times

  • Given a plan has an end date equal or less than today’s date, the user will see the Red Update button

  • Given a plan has an end date greater than today’s date but less than 8 days in the future, the user will see the Yellow Update button

  • Given a plan has an end date greater than 8 days in the future, the user will see the Green Review button

  • Given a user has clicked on the Review or Update buttons, they will be taken to that student’s plan

  • Given the user has filtered to a specific subject area (i.e. Math), they will only see plans in progress for that subject area.

Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=15812%3A180482

General Concept

UI

  • This report will show a column for Student Name, Review Date, Subject, and Action

  • The user may sort the table by any column

  • Clicking on the Action button will take the user to that student’s plan

  • f the user clicks the export button, we will export the table to excel or CSV based on filter selections

  • If the user clicks the print button, we will print what is shown on the main part of the screen

Business Rules

  • By default, we will sort by Review Date (with earliest date first)

  • Students:

    • Students will show on this list if they have a plan with a current status of In Progress

    • If a student has more than one plan that meets this criteria, they will appear on the list more than once

    • This column will list student name as First Name Last Name

    • If the user chooses to sort by this column, We will sort alphabetically by last name (but name will show as First Name Last name)

  • Review Date:

    • We will list the end date on any plan marked as In Progress

  • Subject

    • We will list the subject area of the plan

    • If the user chooses to sort by this column, we will sort subject area alphabetically

  • Action

    • Any plan with an end date that is equal to or less than today’s date, we will show the Red Update button.

    • Any plan with an end date that is greater than today’s date but less than 8 days in the future, we will show the yellow Update button

    • Any plan with an end date that is greater than or equal to 8 days in the future, we will show the green Review button

    • If the user chooses to sort by this column, we will sort as:

      • Red Update

      • Yellow Update

      • Green Review

Filter

UI

  • The user may filter by subject area by clicking on the Subjects filter

Business Rules

  • By default, we will filter by All Subjects

  • If the user filters to a certain subject, we will only list plans due for that subject

  • Single select list