Create Contract | Behavior Contract| Behavior Suite

UI

• There are 3 ways to navigate to Create Contract:

  • From Behavior

    • The user will click on Create Contract on the Tier 2 or 3 screens.

Open

• Team members with permissions to regions will need to indicate which region, building, classroom, and student they would like to create the Behavior Contract for from a selector once they click on Record incident

Open

• Team members with permissions to multiple buildings will need to indicate which building, classroom, and student they would like to create the Behavior Contract for from a selector once they click Create

• Team members with permissions to classrooms will need to indicate which classroom and student that they would like to create a Behavior Contract for

•  If a student already has an active contract, meaning it has been approved and the current date falls between the start and review dates, they will see the error message

• If they click View they will see see the View contract screen

• From a Classroom

  • From the classroom page, the user will select Behavior Tools from the left-side navigation menu.

  • From there, they will select Behavior Contract (under Tier 2 or 3 supports)

• Next, they will click the Create Contract button

• They will then see a popup where they must select the student

•  If a student already has an active contract, meaning it has been approved and the current date falls between the start and review dates, they will see the error message

• If they click View they will see see the View contract screen

• From My Students - Behavior Support

  • On Tier 2 or 3, the user may click Create Contract

• Alternatively, the user may click Contracts under recommended tools

• From here, the user will click Create contract

•  If a student already has an active contract, meaning it has been approved and the current date falls between the start and review dates, they will see the error message

• If they click View they will see see the View contract screen

Business Rules

• Behavior Section:

  • Given I am a user with access to MTSS interventions (all tools or Behavior Behavior Contracts enabled) and permission to behavior support ->Edit Reports, I will have access to create contract button.

  • All non-admin users will see classrooms they are currently assigned to

  • Classrooms will be listed alphabetically

• Classroom/Group Section:

  • Any user with permission to Edit Plans (under Intervention tracking) AND who has access to MTSS Interventions (All Tools or Behavior Contract enabled) will have access to Create contract link.

• Students Sections:

  • Any user with permission to Edit Plans (under Intervention tracking) AND who has access to MTSS Interventions (All Tools or Behavior Contract enabled) will have access to Create contract button.

• All fields are required in the popup once they click Create

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

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

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

• All students that a user has permission to see should show up in the dropdown in the popup that shows when they click Create Contract

• A given student can only have one active contract at a time, meaning they can only have one approved contract which is running during a given starting and review date

UI

• We will now see the Create contract modal

• Clicking the X will close the modal without saving changes.

• Clicking Save will save the changes and bring the Docs for Review

• Team members can chat with other team members through the chat feature as it works for incident reports once an initial save is made.

• To save and close the modal, user selects Save & Close button.

• To submit behavior contract for approval, user selects Submit for Approval button and sees confirmation message.

• If user selects submit for Approval button

• To delete behavior contract, user selects Delete and warning message shows.

• To delete the behavior contract, the user selects Yes, delete it from the pop-up.

• To cancel the request to delete, the user selects cancel or X.

Admin Creates Behavior Contract

• Admin users can delete, Approve and Save & Close from the Create screen.

• If admin selects Approve for a student’s contract when the student has an existing contract, the warning message shows.

• To close the pop-up and return to the screen beneath it, user selects Cancel or X.

• To view the current active contract, user selects View button.

Business Rules

• All fields are required

• Discussion panel becomes active after the initial save has occurred like incident reports.

  • If user does not save created contract, then discussion panel is not active.

• Saving the document without submitting it for approval is Draft state.

• Behavior contracts in the Draft State can be deleted.

• If a style has been selected and user selects Submit for approval, they will see a confirmation message: Success! You have submitted the contract for approval.

  • Confirmation remains for 3 seconds.

  • Confirmation message shows where user has clicked Submit for Approval button (See images: Top submit, Bottom submit)

• If user selects Delete for a behavior contract in the draft or unsaved for the first time state, then the delete confirmation message shows. (See image: Delete Confirmation Message top)

  • Delete confirmation message shows in location closest to where the user selected Delete button.

  • If Yes, delete it is selected from pop-up, behavior contract is deleted and user is returned to the screen beneath the modal where they were.

  • If Cancel or X is selected from pop-up, then the behavior contract is not canceled and user is returned to the modal where they left off.

Admin Creates Behavior Contract

• If user is an admin, they see the following buttons: Delete, Approve, Save & Close.

  • Admin may approve their own contract.

  • If Admin selects Approve and the student has an active contract, user sees pop-up. (See image: Create Contract)

Design

• Users will be required to pick a design for the completed contract that will become visible from the View area

• Error message shows if the user clicks submit for approval and has not selected the style

• To select a style for the contract, user clicks on the style.

• If the user clicks on a design, a preview button will appear that users can click or hover on to see the design in action

• To de-select a style, user clicks on another style.

Business Rules

• Design must be selected

• Only one design style can be selected. (See image: Style One)

  • Selecting a design style works as a toggle.

  • If a style is selected then the Preview link appears.

  • If a style is not selected then the Preview link will not show.

• Clicking on or hovering over Preview shows the preview. (See image: Preview)

• Design shows once completed in the View mode

• If submit for approval is selected without choosing a style, error message: Please select a style for the contract will show. (See image: Error message)

  • If a style is chosen before submit for approval button is selected then the error message will not show.

Design

• The student name selected in the popup prior to this create screen will show below student name

Business Rules

• The student name cannot be changed on this screen

• The name will appear in First name Last name orientation

• When the user clicks the word Today, a calendar will open.

• Once the date is selected, that date will show in place of the word Today (unless today’s date was selected)

Business Rules

• The user may not select a date in the future

• The date field will always show in this location, even if it has been moved farther down the report template.

• This is a required field

• The calendar will only show 9 months earlier than Today’s date

Design

• The user will need to select which goals will be included in the contract

• The user can click on the dropdown and see the searchable behavior goal bank

• Users can add a custom goal by typing in the custom goal space

• Selected goals used in other areas of MTSS or in other incident reports will show in selected goals with the most recent at the top

• Once the user selects a goal, they may click the add another goal to add more goals

• The user can change the order of the goals by clicking on the arrows to the left of each goal

• The user can remove a goal by clicking the X

Business Rules

• Select Behavior drop down is used in Intervention Plans, Self-Monitoring (See Self-Monitoring for more information on Behavior Drop Down), Behavior Contracts, Data Tracking (Behavior Tracking), and Behavior Plans.

  • Previous user goal selections and custom goals created from Intervention Plans, Behavior Contracts, Data Tracking (Behavior Tracking) and Behavior Plans, carry over and appear within the Select behavior drop down.

• Only one goal can be selected in each dropdown

• The user must select one goal so the X will not be available on the first dropdown thus it cannot be removed

• The bank of goals will show in the goal dropdown

Design

• The user will need type in a reward

• Once the user selects a reward, they may click the add another reward to add more rewards

• The user can change the order of the rewards by clicking on the arrows to the left of each reward

• The user can remove a reward by clicking the X

Business Rules

• The user must type in one reward

Design

• The user will need to type in a consequence.

• Once the user selects a consequence, they may click the add another consequence to add more consequences

• The user can change the order of the consequence by clicking on the arrows to the left of each consequence

• The user can remove a consequence by clicking the X

Business Rules

• The user must type in one consequence

• Once the user selects the contract start, the contract review will automatically be selected for two weeks later

• The user may change this date by clicking on the dropdown

Business Rules

• This is a required field

• The calendar will only show 9 months earlier than Today’s date

UI:

• Admin users have the same functionality for creating a behavior contract with a few differences in buttons.

• To approve the behavior contract and make it active, user selects Approve.

Business Rules:

• Admin users have the same functionality in creating behavior contracts as teacher users.

• If a user is an Admin then they have an Approved button. (See image: Top button set)

• Admin users can approve behavior contracts they create.

  • If Admin selects Approve, then the contract becomes active.