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We need to make changes to the My Students area to improve UX for admins and users with access to a large number of students.

Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=0%3A4920


New Users (over 40 students)

Design

  • The first time a user clicks on the Students area, they will be prompted to perform a search

  • The user may type in the name of a student to search for a specific student. They must hit the Search button in order to complete the search.

  • Alternatively, the user may search for students by using the filters.

  • First, the user will select a region.

  • Next, the user will select a building.

  • From here, the user will select if they want to filer by All Students or by Team Member or Classroom

  • If the user filters by Team Member, they will next select a team member

If the user filters by Classroom, they will next select a classroom

  • Finally, the user may select a grade.

  • Once the user has made all selections, they will hit the search button.

  • Once the search button has been hit, we will display all relevant matches and the search box will be replaced by a search bar above the results.

Business Rules

  • This search box will show for all users who have never selected a student from the Students area AND who have access to more than 100 students

  • Region

    • If the user has access to multiple regions, they will first need to select a region.

    • No other choices can be made until a region has been selected.

    • This is a single select.

    • This is required

  • Building

    • Once a region has been selected, the building filter will become accessible.

    • We will only show buildings assigned to the selected region.

    • This is a single select.

    • If the user does not have access to more than 1 region, they will go straight to the building filter (region filter will not show)

    • This is required

  • By Team Member, Classroom, or show all students

    • Once the user selects a building, the search by filter will become accessible.

    • If the user does not have access to more than 1 building, they will go straight to this filter (region and building filter will not show)

    • This is required

    • We will default to All Students

    • All Students

      • The search results will produce all students the user currently has access to in the selected building

    • By Team Member

      • Only users marked “is admin role” will see this option

      • We will only show team members assigned to the selected building.

      • This is a single select

      • The search results will produce the students in the selected building assigned to the selected team member that the user has access to

      • When filtering by team member, selecting a team member name is required

    • By Classroom

      • Only users with access to at least 1 classroom will see the classroom filter.

      • We will only show classrooms assigned to the selected building.

      • This is a single select

      • The search results will produce the students in the selected building assigned to the selected classroom that the user has access to

      • When filtering by classroom, selecting a classroom name is required

  • Grade

    • Once the user selects a team member/classroom/student, they may select a grade

    • This is a single select

    • This is not required

    • The search results will produce the students in the selected grade that meet the above criteria

  • If the search results in more than 100 students, the user will see a message asking them to narrow their search.


Returning Users

Design

  • If the user has previously clicked on at least 1 student, we will display the 12 most recently viewed students with the heading Recently Viewed Students

  • The filters will show above this list

Business Rules

  • We will show recently viewed students until a new search has been performed

  • This applies to users who have access to more than 20 students


| Filters

Design

  • We will show a search bar with the last search criteria filled in.

  • The user may up update the search fields at the top of the screen and hit the update button to process the request OR they may hit the clear all button to reset the search fields.

  • The user may type in the name of a student to search for a specific student. They must hit the Update button in order to complete the search.

  • Alternatively, the user may search for students by using the filters.

  • First, the user will select a region.

  • Next, the user will select a building.

  • From here, the user will select if they want to show all students or filer by Team Member or Classroom

  • If the user filters by Team Member, they will next select a team member

  • If the user filters by Classroom, they will next select a classroom

  • Finally, the user may select a grade.

  • Once the user has made all selections, they will hit the update button.

Business Rules

  • We will retain the search criteria for the entire session the user is logged in. Meaning, if the user performs a search, clicks somewhere else on the site, and then returns to the Students area, this search criteria will remain as will the list of searched students.

  • Region

    • If the user has access to multiple regions, they will first need to select a region.

    • No other choices can be made until a region has been selected.

    • This is a single select.

    • This is required

  • Building

    • Once a region has been selected, the building filter will become accessible.

    • We will only show buildings assigned to the selected region.

    • This is a single select.

    • If the user does not have access to more than 1 region, they will go straight to the building filter (region filter will not show)

    • This is required

  • By Team Member, Classroom, or show all students

    • Once the user selects a building, the search by filter will become accessible.

    • If the user does not have access to more than 1 building, they will go straight to this filter.

    • This is required

    • We will default to All Students

    • All Students

      • The search results will produce all students the user currently has access to in the selected building

    • By Team Member

      • Only users marked “is admin role” will see this option

      • We will only show team members assigned to the selected building.

      • This is a single select

      • The search results will produce the students in the selected building assigned to the selected team member that the user has access to

      • When filtering by team member, selecting a team member name is required

    • By Classroom

      • Only users with access to at least 1 classroom will see the classroom filter.

      • We will only show classrooms assigned to the selected building.

      • This is a single select

      • The search results will produce the students in the selected building assigned to the selected classroom that the user has access to

      • When filtering by classroom, selecting a classroom name is required

  • Grade

    • Once the user selects a team member/classroom/student, they may select a grade

    • This is a single select

    • This is not required

    • The search results will produce the students in the selected grade that meet the above criteria

  • If the search results in more than 100 students, the user will see a message asking them to narrow their search.

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