We need to add account settings to allow districts to customize how the new incident reporting tool will work in their district.
Design
On this screen, users will see the incident report templates and the list of incident settings. Users will have the option of using the Rethink Template or a Custom Template for Incident Reports
Business Rules
Any user marked “is admin role” will see this section.
By default, the Rethink template will be marked as the Active Template
Create New Template
Design
When the user clicks the +for Create New Template, they will see the create template modal.
On this screen, we will show all available fields
The user may click the X to remove a field they do not want
The user may use the arrows to move a field up or down in the list
If the user clicks “Add additional field,” they will see the following options:
Custom Short Text
Custom Long Text
Custom Checkbox
Custom Signature
If the user clicks on one of these options, it will be added to the template with the field type (text, text area, checkbox, signature)
The user will need to click where it says “Enter a Label” to add a label for the custom field
HOW DO I MARK THIS AS ACTIVE TEMPLATE?
The user may click Cancel to exit without saving changes or Save to exit and save the changes.
Business Rules
Only the highest level admin roles will have access to create a new template. For accounts with multiple levels, only admins (marked “is admin role”) with access to all buildings will have permission to create a new template. For accounts without multiple levels, any admin role (marked “is admin role”) will have permission to create a new template.
Students Involved, Incident Type, Date, Frequency, and Action Taken cannot be removed. These fields are required. However, they can be moved up or down on the template.
View Template
Design
If the user clicks the View button for a template, they will be taken to the view template modal
From here, the user will see all of the fields included on that template
The Active template will display the text This is your active template. This will not be clickable. All other templates will display the clickable text “Set as active template.”
Clicking set as active template will produce a confirmation message
If the user clicks Confirm, this template will become the active template
If the user clicks Edit, they will be taken to the Edit Incident Template. This works the same as the Create Incident Template. However, when the user clicks Save, they will return to the View Template Screen.
If the user clicks Delete, they will see the confirmation message
Clicking delete will delete this template from the list and return the user to the incident report settings screen.
Clicking cancel will return the user to the view template screen and will not delete the template.
Business Rules
Any user marked “is admin role” will have the ability to View a template.
Only the highest level admin roles will have access to mark the template active. For accounts with multiple levels, only admins (marked “is admin role”) with access to all buildings will have permission to mark the template active. For accounts without multiple levels, any admin role (marked “is admin role”) will have permission to mark the template active.
Only one template can be active at any given time.
Marking one template as active will remove the active status from the currently active template.
Only the highest level admin roles will have access to edit the template. For accounts with multiple levels, only admins (marked “is admin role”) with access to all buildings will have permission to edit the template. For accounts without multiple levels, any admin role (marked “is admin role”) will have permission to edit the template.
The Rethink template cannot be edited. The edit button will not show.
The active template cannot be deleted. Delete button will not show for the active template.
Only the highest level admin roles will have access to delete the template. For accounts with multiple levels, only admins (marked “is admin role”) with access to all buildings will have permission to delete the template. For accounts without multiple levels, any admin role (marked “is admin role”) will have permission to delete the template.
The Rethink template cannot be deleted. The delete button will not show.