Students | Intervention Plans | Admin Reports | Intervention Tracking

Owned by Jennifer Bessette (Unlicensed)
Last updated: Dec 13, 2022 by Felicia Mizgorski
4 min read

We need to create a report that details all students with a plan within the date range. Users should be able to click on a student to access their plan.

User Stories:

  • As an admin, I want to access a list of all students who had a plan within a given date range, so I can check on their progress and next review date

  • As an admin, I want to view this report, so I know where to prioritize my time

  • As an admin, I want to filter this report by subject area and student grade, so I can look for specific plan information

Acceptance Criteria:

  • Given the students tab is selected, the filters will include: All Subjects and All Grades as the default.

  • Given a school district includes multiple regions, tabs for each region will show.

  • Given a school district includes multiple regions, the buildings within each of the regions will show within their own tab and the students belonging to each building will show within their respective buildings.

  • Given multiple roles and/or team members exist at a specific building, then a tab/report for each role and/or team member will show.

  • Given a student is assigned to a role and/or team member within a specific building, then that student will be listed under the Student heading for that role and/or team member.

  • Given Print is selected, the title reads: Intervention Plans for [District Name , Region Name, Building Name, Role Name, Team Member Name, Student Name]

  • Given a date range has been selected, the print version will show the date range beneath the title.

Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=16055%3A183269

General Concept

UI

  • The user will see a table detailing Student Name, Student ID, Plan Status, Progress Status, Review Date, and Last Update

  • The user can filter by subject area and student grade

  • Users can filter by any column

  • Clicking on a student should take the user to that student’s intervention plan area

Business Rules

  • We will list all students who had an active plan within the date range, based on filter selections

  • Student Names will be listed as First Name Last Name

  • If a student has more than 1 plan within the date range, based on filter selections, we will show the student more than once in the report

  • Student ID will show student state ID

  • Plan Status will show each student’s plan status as of the last date of the date range

  • Progress Status will show the progress status as of the last date of the date range

  • Review date will show the end date of the plan

  • Last Update will show the date the plan was last modified

  • District

    • We will list all students in all buildings he user has access to, based on filter selections

  • Region

    • We will show a tab/report for each selected region

    • We will list all students in the region in all buildings the user has access to, based on filter selections

    • Students will show under each region they belonged to within the date range

  • Building

    • We will show a tab/report for each selected building

    • We will list all students in the building, based on filter selections

    • Students will show under each building they belonged to within the date range

  • Role

    • We will show a tab/report for each selected role

    • We will list all students assigned to team members of the selected role in all buildings the user has access to, based on filter selections

    • Students will show under each role for which they were assigned to a team member of that role within the date range

  • Team Member

    • We will show a tab/report for each selected team member

    • We will list all students assigned to the selected team member in all buildings the user has access to, based on filter selections

    • Students will show under each team member they were assigned to within the date range

  • Student

    • We will not show separate tabs. All selected students will show on one report

Print & Export

UI

  • Print format will be

Business Rules

  • Export as excel or csv

  • District

    • Title will show as Intervention Plans for INSERT NAME OF DISTRICT

  • Region

    • Will print for currently selected region

    • Title will show as Intervention Plans for INSERT NAME OF REGION

  • Building

    • Will print for currently selected building

    • Title will show as Intervention Plans for INSERT NAME OF BUILDING

  • Role

    • Will print for currently selected role

    • Title will show as Intervention Plans for INSERT NAME OF ROLE

  • Team Member

    • Will print for currently selected team member

    • Title will show as Intervention Plans for INSERT NAME OF TEAM MEMBER

  • Student

    • Title will show as Intervention Plans for INSERT LIST OF STUDENT NAMES