View/Edit Behavior Tracking | Data Tracking | MTSS Suite

UI:

• When the User selects View for a behavior from multiple locations (Classroom Dashboard, Behavior Dashboard, Student Dashboard) and the behavior tracking is Active, they are taken to the view screens for the behavior tracking selections.

• To view each screen, the user clicks on continue or the timeline.

Active Status:

Open

Business Rules:

• Given I am a user with access to either Behavior Tracking or MTSS Interventions (all tools or Behavior tracking/Plans enabled) and permission to Data Tracking > Manage Data/Points then I will see the unmaster, delete and reactivate button.

• If the User has created behavior tracking and selects View from the Student Behavior Tracking Area, they are taken to the beginning screen for Create behaviors to track (Behavior Definition) and follow through the User path for the selections they made in the view state.

• Navigation between slides is the same as in Create Behaviors to track.

Paraprofessionals

• Given I am a user with access to either Behavior Tracking or MTSS Interventions (all tools or Behavior tracking/Plans enabled) and permission to Data Tracking > Record Behaviors, I will see the record button.

• Given I am a user with access to either Behavior Tracking or MTSS Interventions (all tools or Behavior tracking/Plans enabled) and permission to Behavior Support > View Behaviors, I will see the View button.

  • Paraprofessionals can view but not edit behavior tracking.

UI

• The View mode gives the user the ability to Print Data Sheets, Record data, View data, and Change Status.

Print Data Sheets

• Users can click the Print data sheets button from the view state. see Print Data sheets for more information

Open

Record Data

• Users can record data for the behavior by selecting Record data once the data method is selected

• Once they have selected Record data, they will visit data express and see a fillable tracking form for the given behavior and data method.

View Data

• Once data is collected for the behavior and data method, the view data button will be activated

• Users can click the View data button to view the inputted data for the given behavior and data method

Change status

Active Status Pop-up

• To view options for changing the status of the Behavior tracking, user clicks on Change Status button.

• A status change module will open and the user will need to select one of the following: archive or delete.

• If the user tries to delete a behavior that is the last behavior in an active behavior plan, the following error message will show.

• If the user clicks cancel, the behavior will not be deleted. If the user clicks Delete the behavior will be deleted and the behavior plan will be archived.

Business Rules

• Print Data Sheets button becomes active if:

  • the User has completed all steps in Behavior Tracking for at least one of the data collection methods (Frequency, Duration, Interval, Checklist, Rating Scale, Frequency/Duration (combined).

Active Button Set

• The button set for Behavior Tracking in the Active Status includes:

  • If the user has selected a data type but has not recorded baseline and has not entered a goal, then Record is active, and Delete is in the place of Change Status, Print Data sheets is active and View Data is not active.

  • If the user has selected a data type and has recorded data but not entered a goal, then Record is active, View Data is active, Change status is active and Print Data sheets is active.

    • If user selects Print data sheets without a goal, then the printed version would not include the box for goal. (See: Print Data Sheets)

  • If user has selected a data type, recorded data and set a goal with or without objectives, then Record is active, View Data is active, Record Data is active, Print Data sheets is active and Change Status is active.

• If the user has started recording goal or objective data, they can edit the behavior definition, change the existing plan field (No plan, MTSS, IEP, Behavior Intervention)

• If the user has not recorded goal or objective data, they can add intensity, but any goal or objectives they previously wrote will need to be re-written therefore:

  • if intensity is added during editing, the goal and/or objective fields will be active and require editing.

Active Status Pop-Up (See image: Active Status Pop-up)

• If behavior tracking is in the active status and data has been collected, users will see the Change Status button.

  • If user selects Change Status button, then Active Status Pop-up will show.

  • If user selects Archive and then Change Status button from Pop-up, then archive status confirmation will show.

  • If user selects Delete and then Change Status button from Pop-up, then delete confirmation will show.

  • If user selects Cancel or X, then the request is canceled and screen beneath is restored.

• If behavior tracking is in the active status and data has not been collected, then users will see the Delete button instead of the Change Status button.

• If behavior tracking changes from Active to Archived, then a phase change line is shown in Data express.

UI Design

• When users view Behavior Definition in View mode, they will be able to see the headings and answers selected or inputted for behavior, the increase or decrease selection, yes or no to intensity, and whether it is a part of a plan or not

• The dropdown selections and textboxes will be deactivated in View mode

• Behavior Definition will be the default tab selected when opening View mode

• If the user selected Yes to track intensity in the create mode, then the intensity levels will show in the view mode

• Users can click Next to view the Data Settings or click the Data Settings tab at the top

Business Rules

• The dropdown selections and textboxes will be deactivated in View mode

• Answer in create mode will show in View mode

Chat

• Chat is available in View mode

• Team members can chat with any team members that have access to view behavior tracking

UI Design

• When users view Data Settings in View mode, they will be able to see the headings and answers selected

• The dropdown selections and textboxes will be deactivated in View mode

• Select Type will show heading and selected data type

• Next or Record baseline can be clicked to view Record Baseline

Business Rules

• The dropdown selections and textboxes will be deactivated in View mode

• Answer in create mode will show in View mode

Chat

• Chat is available in View mode

• Team members can chat with any team members that have access to view behavior tracking

UI Design

• The answer to the Baseline question will show and not be able to be changes in View moce

• If the user didn’t select anything, they will see not selected

• If the user selected no, they will see no and not be able to change it in View mode

• The dropdown will be deactivated in View mode

• If the user selected yes in create mode, they will see yes and the additional information that was added about start and end date and averages

• The dropdown selections and textboxes will be deactivated in View mode

• If the user selected Yes in Create and Intensity, they will see the selections for averages for each level in addition to start date and end date

• No changes can be made to answers in View mode

• User can click Next or Set goal and Objectives at top to access Set goa and objectives

Business Rules

• The dropdown selections and textboxes will be deactivated in View mode

• Answer in create mode will show in View mode

Chat

• Chat is available in View mode

• Team members can chat with any team members that have access to view behavior tracking

UI Design

• When users view Set goal and objectives in View mode, they will be able to see the headings and answers selected/inputted

• If the user selected Yes to track objectives in the Create mode, then they will see the Objectives inputted

• User can click Next or Done in top nav to see Success screen

Business Rules

• The dropdown selections and textboxes will be deactivated in View mode

• Set Goal, Goal statement including custom text inputted, and yes or no to track objectives will show based on answer during Create mode

• Added text will show but the words Custom Text will not show if the user did not input custom text before or after locked sentence

Chat

• Chat is available in View mode

• Team members can chat with any team members that have access to view behavior tracking

UI Design

• When users view Done and objectives in View mode, they will be able to see the success message

Business Rules

• Next will be deactivated

• X will close module

Chat

• Chat is available in View mode

• Team members can chat with any team members that have access to view behavior tracking

UI:

• When the User selects View for a behavior tracking from multiple locations (Classroom Dashboard, Behavior Dashboard, Student Dashboard), and the behavior tracking has been archived, they are taken to the view screens for the behavior tracking selection.

• To view each screen, the user clicks on continue or the timeline.

• For an archived behavior tracking, users have access to Print Data sheets, View Data and Change Status Buttons.

• To change the status of an Archived Behavior Tracking, user click on Change Status Button.

Archived to Active

• To change the status of an Archived behavior tracking to an Active Behavior tracking, user selects Make Active by clicking on the circle next to Make Active and selecting Change Status button.

• A confirmation message is shown.

• Remove the confirmation message, the user clicks on Close or X.

Archived to Delete

• To delete the behavior tracking, user selects Delete by clicking on the circle next to Delete and selecting Change Status button.

• A confirmation message is shown.

• User clicks on X or close removes the confirmation message and deletes the behavior tracking.

• If the user tries to delete a behavior that is the last behavior in an active behavior plan, the following error message will show.

• If the user clicks cancel, the behavior will not be deleted. If the user clicks Delete the behavior will be deleted and the behavior plan will be archived.

Business Rules:

• Archived Behavior Tracking contains the following active buttons: Print Data Sheets, View Data, Change Status.

• If Print Data Sheets button is selected, user is taken to Print Data section to print data sheets for this behavior tracking.

• If View Data button is selected, user is taken to Data Express to view the archived data collection.

Archived to Active

• If Change Status is selected, then the pop-up is shown. (See image: Archived Change Status Pop-up)

  • If user clicks on Make Active and then Change Status button from the pop-up, then a confirmation message is shown and the tag changes from Archived to Active. (See image: Make Active Confirmation)

  • Archived to Active behavior tracking allow user to resume tracking with no changes.

  • If behavior tracking status changes from Archived to Active, a phase change line is shown in Data Express.

Archived to Delete

• If Change Status is selected, then pop-up is shown. (See image: Archived Change Status Pop-up)

  • If user clicks on Delete and then Change Status button from the pop-up, then a confirmation message is shown and the confirmation message is shown. (See image: Delete Confirmation)

  • Archived to Delete behavior tracking deletes the behavior tracking when user clicks on close or X from confirmation.

UI:

• When the User selects View for a behavior tracking from multiple locations (Classroom Dashboard, Behavior Dashboard, Student Dashboard), and the behavior tracking has been mastered, they are taken to the view screens for the behavior tracking selection.

• To view each screen, the user clicks on continue or the timeline.

• For a Mastered behavior tracking, users have access to Print Data sheets, View Data Buttons.

Business Rules:

• If a Behavior Tracking is Mastered, then clicking the View Data button takes user to view the data in Data express.

• If a behavior tracking is Mastered, then clicking the Print Data sheets button takes the user to print data sheets for the mastered behavior tracking.

• At this time, Mastered behavior tracking cannot be Unmastered or Deleted.

• At this time, Mastered behavior tracking cannot be edited or made Active.

• Mastered behavior tracking can only be viewed.

UI: Design

• IF the user clicks edit and tries to change the goal and there is data that exists for the goal, then the user will see the error message: There is data for this goal. If you make changes and save or continue, you will lose the data for the saved goal.

• If they save and exit or continue, they will lose data attached to old goal.

• If the user clicks edit and tries to change to not track objectives and there is data that exists for the objectives, then the user will see error message: There is data for the objective(s). If you no longer track the objectives, you will lose data for the saved objectives.

• If they save and exit or continue, they will lose data for the objectives.

• If the user clicks edit and tries to change an objective and there is data that exists for the objective, then the user will see error message: Objective cannot be saved because there is data already collected for it.

• If they save and exit or continue, they will lose data for the objective.

Business Rules

• User will lose current data if they make a change to the goals and objectives once data collected past baseline.

UI:

• To change from View to Edit, user clicks on Edit button from any of the the View screens.

• User sees Edit screen.

Edit Flow- Frequency Example

No Baseline Entered

• If user has selected No for recording baseline, then Record Baseline button is shown.

• To Record baseline, user clicks on Record Baseline button.

Baseline Entered

• If user has entered baseline, then the baseline information is shown.

Set Goals/Objectives

Non-Entry for Objectives

• If user has not entered a response for Would you like to track objectives?, they see Track objectives with Select default

User selected No for Would you like to track objectives

• If user has selected No for track objectives and they have not included any objectives at the time of view, then Continue button takes them to the Done slide.

Business Rules:

• If user clicks on Edit from any of the View screens, then Edit is shown.

  • Edit contains active View Data button if data has been collected. (See image: Edit Screen Example)

  • Edit is available for all data collection types.

Edit Flow-Frequency Example (See also: Changing Goals, Tracking or Objectives once data is collected)

• No Baseline Entered

  • If no baseline has been entered, user sees Record Baseline button. (See image: No Baseline)

  • If Record Baseline button is selected, user is taken to Data express to enter baseline. (See: Frequency Section 2 Baseline Selection)

• Baseline Entered

  • If baseline has been entered into Rethinked, then data for entry is shown. (See image: Baseline Entered-Quick Summary, non intensity)

• Set Goals/Objectives

Non Entry

• If a selection has not been made for Would you like to track objectives, user sees Select in drop down. (See image: Select)

No selected and no objectives included (See images: No Selected-No Objectives entered, Done slide)

• If user has selected No for Would you like to track objectives? and no objectives have been included at the time of edit, then continue button takes user to done screen.

Locked Fields

• Fields in the view state are locked indicated by the locked symbol and cannot be edited by the User based on progress completion of Behavior tracking set-up.

• In order to save Behavior Tracking, users must have selected a Data Type.

  • If in the Active Status (Behavior Definition screen complete and Data type selected with no baseline completed) then the user may edit from the record baseline step to the end thus locked symbols are in place for Behavior Definition and Data type selection.

  • If in the Active Status (Behavior Definition screen complete, Data Type selected and baseline completed) then user may edit from Set Goal step to the end of behavior tracking thus locked symbols are in place for Behavior Definition, Data type selection, baseline.

  • If in the Active Status (Behavior Definition screen complete, Data Type selected, baseline complete, Goal set but no data recorded for goal, and objectives screen incomplete-nothing selected), then user may edit from Track objectives to the end thus locked symbols are in place for Behavior Definition, Data type selection, baseline.

  • If in the Active Status (Behavior Definition screen complete, Data Type selected, baseline complete, Goal set and data has been taken beyond baseline and objectives screen incomplete-nothing selected), then user may edit from Track objectives to the end thus locked symbols are in place for Behavior Definition, Data type selection, baseline and Set goal.

  • If in the Active Status (Behavior Definition screen complete, Data Type selected, baseline complete, Goal set, “No” collected as a response to including objectives or objectives added), then all screens are locked if user has recorded data beyond the baseline and objectives are available if no data has been recorded past baseline.

UI

• User sees Recording Baseline Screen in Data Express.

• Upon reaching 5 entries of baseline data, user sees pop-up.

• To continue recording baseline, user selects Continue Recording baseline.

• To conclude baseline and begin Tracking, user selects, Start Tracking button.

• If user is a paraprofessional or aide, then they see the the Contact Teacher pop-up.

• If user selects Close or X, the pop-up is removed.

• The paraprofessional or aide can still collect baseline data.

• If user is a teacher or admin, then they will see the Set up Goal pop-up.

• If user selects X or No, then they continue to collect baseline data.

• If user selects Yes, then they are returned to View/Create Behavior Tracking.

• User sees View/Create screen for Behavior Tracking.

• To change default goal, user clicks on down arrow for each field to select their desired goal settings.

• To customize the goal statement, user clicks inside Customize the Goal Statement and types.

• If user has not selected a response to the question, Would you like to track objectives, then they see the red message statement- You must indicate whether you would like to track objectives to save.

• If user selects Yes, then we show the objectives above the navigation tabs.

Business Rules

• Given I am a user with access to Behavior Support OR MTSS interventions (all tools or Behavior Tracking enabled) and permission to Behavior Support, > Add/Edit Behaviors I will see the Set up goal pop-up. (See image: Set Up goal).

• Given I am a user with access to Behavior Support OR MTSS interventions (all tools or Behavior Tracking enabled) and permission to Behavior Support, > Record Behaviors I will see the Contact Teacher pop-up. (See image: Contact Teacher)

• Given user has established a behavior definition and a collection type, they will see those items included on the Baseline Recording screen. (See image: Baseline Recording Screen)

  • Although there is a default goal established from Account Settings at this point, we will NOT show the default goal on this screen until user has confirmed the default goal or edited the goal.

  • If user has confirmed or edited the goal, then we will include Goal on the Baseline Recording screen.

• Given at least 5 entries have been collected for baseline, then the Are you still recording baseline pop-up will show and will appear with each additional visit to this screen while baseline is still being collected. (See image: Still Recording Baseline).

  • Given user selects Continue recording baseline, then data entries made are baseline data.

  • Given user selects Start Tracking button, then they see one of two pop-up (Set up Goal, Contact Teacher) depending on their permissions.

• If user selects close or X from Contact Teacher Pop-up, then they are returned to collecting only baseline data.

• If user selects X or No from Set Up Goal pop up, then they are returned to collecting only baseline data.

• If user selects Yes from Set up Goal pop-up, then they are taken to the View/Create screen to view and/or edit the goal.

View/Create Screen

• Follow established rules for Set goal and Customize Goal Statement

• In order to Save the work on this screen, user must select a response to the question, Would you like to track objectives?

  • If user selects Yes from drop down, then we show the objectives following same established rules of entering and editing objectives.

  • If user selects No from the drop down, then we show the Done screen in the flow.

  • If user clicks on Save without making a selection, we show the message in red- You must indicate whether you would like to track objectives to save. (See image: View/Create Screen)

  • If user exits modal without saving, then their work is not saved.

User Story

As an educator who is viewing Behavior Tracking that I have created, I need to see the same design that I used to create behavior tracking so that it makes sense.

UI:

• User enters View Behavior Tracking.

Acceptance Criteria:

See also Figma Link.

No Customizing for Goal and No Objectives

• Given user has not customized the goal and has no objectives, the title of the text box reads: Customize Goal Statement.

• The text inside is the goal with the student’s name and the behavior at the beginning.

  • Example: Artie will decrease tantrums to no more than X times per [unit] for X consecutive [unit].

• We will show the goal hint with the same text as what is contained in the Customized Goal Statement.

Customized Goal and No Objectives

• Given user has customized the goal, then the title of the text box reads: Hide Goal Statement

• The text inside shows the goal with the customizations showing at the beginning and or ending of the goal statement.

  • Example: In class, Artie will decrease tantrums to no more than X times per [unit] for X consecutive [unit].

• We will show the goal hint with the same text as what is contained in the Hide Goal Statement.

No Customized Goal and 3 Objectives and Additional Objectives.

• Given user has not customized the goal statement, the title of the text box reads: Customize Goal Statement

• The text inside is the goal with the student’s name and the behavior at the beginning.

  • Example: Artie will decrease tantrums to no more than X times per [unit] for X consecutive [unit].

• We will show the goal hint with the same text as what is contained in the Customized Goal Statement.

• Given the user has not customized any objectives then the title of the text box reads: Customize Objective Statement.

  • The contents within the objective statement read the same as the goal and show the calculations divided up for the user.

• Given the user has made changes to an objective statement(s), then the text box reads: Hide Objective Statement

• Given the user has made changes to an objective statement(s), then those changes only effect that objective.

• We will show the goal hint with the same text as what is contained in the Hide Goal Statement.

Customized Goal and only 2 Objectives

• Given user has customized the goal, then the title of the text box reads: Hide Goal Statement

• We will show the goal hint with the same text as what is contained in the Customized Goal Statement.