We need to simplify the settings in Behavior support and Data Express into one Data Settings.
User Stories:
As a user, I want to understand which roles have permission to which components, so I can ensure users have the proper level of access
As a user, I want to select which permission settings users assigned to a custom role have, so I can ensure users have the proper level of access
Acceptance Criteria:
Given I am a user assigned to Skills, Behavior, MTSS Interventions, and SEL SEL, I will see the Data section in permissions.
Given I am a user assigned to Role 7, I will have permission to record data and Manage Data/ Points.
Given I am a user assigned to roles 5 or 6, I will have permission to record data
Given I am a user assigned to roles 5 or 6, I will have permission to Manage Data/Points if I am the highest role in district/organization
Given I am a user assigned to roles 5 or 6, I will not have permission to Manage Data/Points if there is a role 7 in the district
Given I am a user assigned to lead teacher, multi-account lead teacher, or case manager, I will have permission to Record and Manage Data/Points of any user of a lower role level
Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will have permission to record and Manage Data/ Points recorded by a user of a lower role connected to their classroom
Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will not have permission to Manage Data/ Points recorded by a user of a higher or equal role connected to their classroom
Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will not have permission to Manage Data/ Points recorded by a user of a lower role NOT connected to their classroom
Given I am a paraprofessional, I will have permission to Record data
Given I am a paraprofessional, I will not have permission to Manage Data/Points
Given I am a user assigned to a custom role currently set with permission to edit incident tracking, points or data tracking will have permission to Manage Data/Points
Given I am a user assigned to a custom role that previously had permission to Enter Data (Data Express), I will have permission to Record Data.
Given I am a user assigned to a custom role that previously had permission to Delete Others data (Data Express), I will have permission to Manage Data/Points.
Given I am a user assigned to a custom role that is marked “is admin”, I will have permission to Record Data and Manage Data/Points.
Given I am a family member, I will NOT have permission to Record Data or Manage Data/Points
Data permissions
Design
Please rename Data Express to Data Tracking
The Data permissions will be:
Record Data (replaces Data express: Enter data): If you can record data, then you can edit data you have recorded and delete data you have recorded, then you can only edit your data unless you have manage Data then you can update data points of users with lower role.
Manage Data/Points ( replaces Data Express: Delete others data and unmaster target)
Business Rules
Record Data allows users to enter data ( Points, skills, and behavior data) for all students they currently have access to and to view a previously created data for all students they have access to. This also allows the user to delete data points that they entered.
Manage Data/Points allows users to edit/ delete data for any student they currently have access to that was entered by any user at a lower role level AND unmaster targets that were mastered by any user at a lower role level. Custom roles will only be able to edit/delete their own data and unmaster targets that they mastered.
Data section in permissions will show for Skills, Behavior, and MTSS Interventions
By default, Record Data will be enabled for the following roles:
Role7
Role 6
Role 5
Role 4
Role 3
Role 2
Lead Teacher
Multiaccount teacher
Case Manager
Any custom role that currently has data Express: Enter Data enabled
B
Record Data
Manage Data/ Points
By default, Role 6, & 5 will have permission to:
Record Data
Manage Data/ Points ( If the user is the highest role in the district)
By default, Lead Teachers, Multi-Account Lead Teachers, and Case Managers will have permission to:
Record Data
Manage Data/Points ( of any user at lower level)
By default, Teachers and Multi-Account Teachers will have permission to:
Record Data
Manage Data/Points ( of any user at lower level connected to their classroom)
By default, Paraprofessionals will have permission to:
Record Data
Family Members will NOT have permission to Record or Manage Data/Points
Any custom role currently set with permission to edit incident tracking, or data tracking will have permission to:
Manage Data points
Any custom role that currently has access to Enter Data (Data Express)
Record Data
Any custom role that currently has access to Delete Others Data and Unmaster Target (Data Express)
Manage Data/Points
As a note, family members (parents) will only be able to view reports once a user has shared it with them. They will have access to nothing else at this time.