Manage Students | Classrooms

Owned by Jennifer Bessette (Unlicensed)
Last updated: Nov 11, 2021 by Kara Michelle Liu
8 min read

We need to adjust the add/edit students screen to distinguish between direct and classroom assignments.

User Stories:

  • As a user, I want to view and manage which team members a student is directly assigned to, so that I can ensure they are connected to the correct team members.

  • As a user, I want to view and manage which classrooms a student is assigned to, so that I can ensure they are connected to the correct classrooms.

Acceptance Criteria:

  • Given the user is a paraprofessional or Related Service provider, they can view classrooms, but can not manage/edit classroom

  • Given the user is a parent, they can not view classrooms or manage/edit them

  • Given the user is a teacher, administrator, case manager/lead teacher, lead teacher/administrator, multi-level lead teacher, they can view and manage/edit the classroom

  • Given the user is any other role than parent, they can view classrooms

  • Given a student previously had an education classification selected that was not “other,” they will be classified as Special Education

  • Given a student previously did not have an education classification selected, they will be classified as General Education

  • Given a student previously had an education classification of “other,” the user will be prompted to select either General Education or Special Education

  • Given I am a user who has clicked Assign Team Member, I will see the new Assign Team members & classrooms screen

  • Given a student has not yet been assigned to any team members, the user will see the assigned team members empty state

  • Given a student has been assigned to team members, the user will see all of the team members assigned to the student

  • Given no team members exist with access to the building the student belongs to, the user will see the available team members empty state

  • Given no team members in any of the buildings both the student and the user have access to match the search criteria, the user will see the available team members empty state

  • Given team members exist under the assigned column, those team members will have access to the student.

  • Given a team member has been removed from the assigned column and the team member is not connected to the student via a classroom, the team member will not have access to the student.

  • Given a team member has been removed from the assigned column and the team member IS connected to the student via a classroom, the team member WILL have access to the student.

  • Given a student has not been assigned to any classrooms associated with a building the user has access to, the user will see the classroom assignments empty state

  • Given a student has been assigned to a classroom associated with a building the user has access to, the user will see that classroom and the associated team members listed under classroom assignments

  • Given a student has been assigned to a classroom, the team members in the classroom will have access to the student

  • Given the user has permission to Manage Classrooms, they will have the option to unassign a student from a classroom

  • Given a student has been unassigned from a classroom, and they are not connected to the team members either via direct assignment or though another classroom, the team members will no longer have access to the students.

  • Given a student has been unassigned from a classroom, and they ARE connected to the team members either via direct assignment or though another classroom, the team members WILL have access to the student.

  • Given the user has permission to Manage Classrooms, they will have the option to assign the student to a classroom.

  • Given the user chooses to add the student to an existing classroom, the user will see a list of all classrooms belonging to a building both the user and the student have access to.

  • Given the user has assigned the student to an existing classroom, that classroom will now show under classroom assignments

  • Given the user chooses to add a new classroom for the student, the user will see the create classroom modal

  • Given the user creates a new classroom for the student, that classroom will appear under classroom assignments.

  • Given a classroom was created via an integration, students cannot be added to or removed from that classroom.

Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=11745%3A122515

General Concept

UI

  • In Manage Students, when a user clicks to Add they will see the add Student screen

  • This screen will be divided into 2 steps:

    • Create Profile

    • Assign Team Member

 

Business Rules

  • Create Profile will be the default screen

Step 1: Create/Edit Profile

UI

  • Here, the user will add/edit the following fields:

    • First Name (required)

    • Last Name (required)

    • Birthday

    • Gender

    • Ethnicity

    • Grade (required)

    • Email

    • Education (required)

    • Student ID (required)

    • Building (required)

    • Family Members

    • Username (required)

    • Password (required)

    • Confirm Password (required)

 

Business Rules

  • Email is a new field and will be non-required

  • Add an option under Gender called Non-Binary

  • Education Classification will change to just 2 options:

    • General Education

    • Special Education

  • Special Education will be selected for any student who previously had an education classification of:

    • ADHD

    • Autism

    • Deaf-Blindness

    • Deafness

    • Developmental Delay

    • Down syndrome

    • Emotional Disturbance

    • Hearing Impairment

    • Intellectual Disability

    • Multiple Disabilities

    • Orthopedic Impairment

    • Other Health Impaired

    • Specific Learning Disability

    • Speech or language Impairment

    • Traumatic Brain Injury

    • Visual Impairment, including blindness

  • General Education will be selected for any student who previously did not have an education classification selected

  • When editing a student who was previously set to Other, the user will be prompted to select either General Education or Special Education

  • Language Ability and Biggest Area of Concern will be removed

  • If a student is connected to Rethink via integration, the ONLY fields that can be edited are:

    • Email

    • Birthday

    • Gender

    • Password

  • Family Members menu will list all Parent (Role 1) users who are currently assigned to the same building as the student. Selecting a Family Member will link the Role 1 user to the student and allow that family member’s name to be listed in the classroom.

Step 2: Create/Edit Assignments

UI

  • The user can click delete to delete the student like they are currently able to do

  • When the user clicks on Assign Team Member, they will be able to assign team members to the student

 

  • They will see a screen detailing both Direct Team Member Assignments and Classroom Assignments

  • The user can select Edit profile to return to the Edit profile screen. All classrooms created and assigned team members will be saved.

Business Rules

  • Users can delete students as they do currently in the system

  • The following fields are required: First name, Last name, grade, education, building, username, and password

 

Direct Team Member Assignments

UI

  • This section will list both available and assigned team members

  • Users may drag team members between the available and assigned columns. We will show the number of assigned team members.

 

  • If no team members have been assigned, the user will see a message instructing them to drag the team members to the assigned column

 

  • If no team members are available, the user will see a message indicating no team members exist.

 

Business Rules

  • We will list all team members EXCEPT FAMILY MEMBERS (Role 1) who have access to the same building as the student

  • Team Members listed under Assigned will be assigned to the student

  • If a team member is unassigned from a student here, the team member will no longer be assigned or have access to the student UNLESS the student and team member both belong to the same classroom

  • Students & team members added via integration will be assigned via classrooms - not direct assignment, but students can be manually assigned to other team members

Classroom Assignments

UI

  • Here, we will show all classrooms the student is assigned to.

 

  • For all assigned classrooms, we will show a list of team members currently assigned to the classroom

  • If the user wishes to unassign the team member from a classroom, they will click the 3 dots and select unassign

  • If no classrooms have been added or created and the team member is not assigned to any classrooms, they will see the empty state. From here, the user may click to add the team member to an existing classroom or create a new classroom.

  • If the user wishes to create a classroom or add an existing classroom, they may also click the add button

Business Rules

  • Users with permission to View Classrooms will see the list of Classrooms (associated with a building the user currently has access to) to which the student currently belongs

  • Classrooms listed under Classroom Assignments are assigned to the student

  • The team members in the classroom will have access to the student. If a student is unassigned from a classroom, the team members in the class will no longer have access to the student unless they are directly assigned or connected via another classroom.

  • If the classroom was created via integration, the unassign button will not show

Add Existing Classroom

UI

  • If the user clicks on add existing classroom, they will see the modal to assign the student to an existing classroom

  • The user may search for a classroom by name

  • When the user clicks the add button, they have selected the classroom and can select multiple classrooms

  • The modal will close once the user saves and the student will be assigned to the classroom/s

 

Business Rules

  • Users with permission to View Classrooms will see the list of Classrooms associated with the building to which the student currently belongs

  • Users with permission to Manage Classrooms will have the ability to assign a classroom to the student

  • Classrooms created via integration will not show

Add New Classroom

UI

  • If the user clicks on Add New Classroom, they will see add classroom form

  • First, the user will select an icon and classroom name

  • The user input a classroom name and will see an error message if they neglect to enter one

  • Clicking Save will save this classroom

 

Business Rules

  • Users with permission to Manage Classrooms will have the ability to add a new classroom

  • The star icon will be selected by default

  • An icon must be selected

  • Classroom must have a name

View/edit Student-Integrations

 

Design

  • When viewing the profile of students with integration, visit the profile page, there will be locks and grayed out text indicating the fields that will not be editable in the edit view

  • Once the user clicks edit, they will be able to upload a new photo, edit login credentials, and family members

  • Once the user clicks edit password, they can change the password or cancel the action

  • The user can then save and close to return to the manage students page or select Assign team members to assign a new team member to them while still retaining integrated team members and classrooms.

Business Rules

  • Fields that can be edited for students with integration

    • Login credentials

    • Family Members

    • Photo

  • Fields that can NOT be edited

    • First name

    • Last Name

    • Gender

    • Ethnicity

    • Birthday

    • Grade

    • Email

    • Education

    • Student ID

    • Assigned Building