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Overview

Design

  • Line graph showing # of unique students with incidents tracked for the past 90 days
  • Option to view cumulative vs non-cumulative data

Business Rules

  • The line graph should show number of unique students with incident data tracked
  • Default view will be cumulative
    • Should be calculated same as for logins



Incident Reporting Details

Design

  • Options
    • Students (default)
    • Team Members
    • Totals
    • List

Business Rules

  • Students will be the default view

Students

Design

  • This is a graph showing the number of unique students with incidents reported
  • Option for:
    • Cumulative
    • Non-Cumulative
  • Filter by
    • District
      • Displays one line on the graph
    • Region
      • Each region will be represented by a different colored line on the graph
      • A district total line will show on the graph as well
      • There will be a key by the graph
    • Building
      • Each building will be represented by a different colored line on the graph
      • There will be a district/region total line on the graph
      • There will be a key by the graph
    • Team Member
      • Each team member will be represented by a different colored line on the graph
      • A district/region/building total line will show on the graph as well
      • There will be a key below the graph
    • Student
      • Each student will be represented by a different colored line on the graph
      • A district/region/building total line will show on the graph
      • There will be a key by the graph

Business Rules

  • District Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
  • Region Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
    • If a student belongs to Region 1 during Month 1 of our date range and Region 2 during Month 2 of our date range, the student will be calculated under Region 1 for Month 1 and Region 2 for Month 2
  • Building Filter
    • If buildings from only 1 region are selected, show the region total line on the graph. If buildings from multiple regions are selected, show the district total line on the graph.
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
    • If a student belongs to Building 1 during Month 1 of our date range and Building 2 during Month 2 of our date range, the student will be calculated under Building 1 for Month 1 and Building 2 for Month 2
  • Team Member Filter
    • If team members from only 1 building are selected, show the building total line on the graph. If team members from only 1 region are selected, show the region total line on the graph. If team members from multiple regions are selected, show the district total line on the graph.
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
  • Student Filter
    • If students from only 1 building are selected, show the building total line on the graph. If students from more than 1 building but only 1 region are selected, show the region total line on the graph. If students from more than 1 region are selected, show the district total line on the graph.
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.

Team Members

Design

  • This is a graph showing the number of unique team members reporting incidents
  • Option for:
    • Cumulative
    • Non-Cumulative
  • Filter by
    • District
      • Displays one line on the graph
    • Region
      • Each region will be represented by a different colored line on the graph
      • A district total line will show on the graph as well
      • There will be a key by the graph
    • Building
      • Each building will be represented by a different colored line on the graph
      • There will be a district/region total line on the graph
      • There will be a key by the graph
    • Team Member
      • Each team member will be represented by a different colored line on the graph
      • A district/region/building total line will show on the graph as well
      • There will be a key below the graph
    • Student
      • Each student will be represented by a different colored line on the graph
      • A district/region/building total line will show on the graph
      • There will be a key by the graph

Business Rules

  • District Filter
    • If a team member was active during Month 2 of the selected date range but not Month 3, this team member will still show on the report.
  • Region Filter
    • If a team member was active during Month 2 of the selected date range but not Month 3, this team member will still show on the report.
    • If a team member belongs to Region 1 during Month 1 of our date range and Region 2 during Month 2 of our date range, the team member will be calculated under Region 1 for Month 1 and Region 2 for Month 2
    • If a team member belongs to more than 1 region (multi-account user), this team member will be calculated under each region she belongs to
  • Building Filter
    • If buildings from only 1 region are selected, show the region total line on the graph. If buildings from multiple regions are selected, show the district total line on the graph.
    • If a team member was active during Month 2 of the selected date range but not Month 3, this team member will still show on the report.
    • If a team member belongs to Building 1 during Month 1 of our date range and Building 2 during Month 2 of our date range, the team member will be calculated under Building 1 for Month 1 and Building 2 for Month 2
    • If a team member belongs to more than 1 building (multi-account user), this team member will be calculated under each building she belongs to
  • Team Member Filter
    • If team members from only 1 building are selected, show the building total line on the graph. If team members from only 1 region are selected, show the region total line on the graph. If team members from multiple regions are selected, show the district total line on the graph.
    • If a team member was active during Month 2 of the selected date range but not Month 3, this team member will still show on the report.
  • Student Filter
    • If team members from only 1 building are selected, show the building total line on the graph. If team members from more than 1 building but only 1 region are selected, show the region total line on the graph. If team members from more than 1 region are selected, show the district total line on the graph.
    • If a team member was active during Month 2 of the selected date range but not Month 3, this team member will still show on the report.

Totals

Design

  • This is a graph showing the total number of incidents recorded
  • Option for:
    • Cumulative
    • Non-Cumulative
  • Filter by
    • District
      • Displays one line on the graph
    • Region
      • Each region will be represented by a different colored line on the graph
      • A district total line will show on the graph as well
      • There will be a key by the graph
    • Building
      • Each building will be represented by a different colored line on the graph
      • There will be a district/region total line on the graph
      • There will be a key by the graph
    • Team Member
      • Each team member will be represented by a different colored line on the graph
      • A district/region/building total line will show on the graph as well
      • There will be a key below the graph
    • Student
      • Each student will be represented by a different colored line on the graph
      • A district/region/building total line will show on the graph
      • There will be a key by the graph

Business Rules

  • District Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
  • Region Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
    • If a student belongs to Region 1 during Month 1 of our date range and Region 2 during Month 2 of our date range, the student will be calculated under Region 1 for Month 1 and Region 2 for Month 2
  • Building Filter
    • If buildings from only 1 region are selected, show the region total line on the graph. If buildings from multiple regions are selected, show the district total line on the graph.
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
    • If a student belongs to Building 1 during Month 1 of our date range and Building 2 during Month 2 of our date range, the student will be calculated under Building 1 for Month 1 and Building 2 for Month 2
  • Team Member Filter
    • If team members from only 1 building are selected, show the building total line on the graph. If team members from only 1 region are selected, show the region total line on the graph. If team members from multiple regions are selected, show the district total line on the graph.
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
  • Student Filter
    • If students from only 1 building are selected, show the building total line on the graph. If students from more than 1 building but only 1 region are selected, show the region total line on the graph. If students from more than 1 region are selected, show the district total line on the graph.
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.

List

Design

Report options are:

  • Incidents
  • Actions
  • Students
  • Team Members

Business Rules

  • Default is Incidents

Incidents Report

  • This is a list view showing:
    • Incident Name
    • Occurrences
    • Students
  • There will be a sort feature
  • Tabs for each region/building/team member/student selected
  • Filter by:
    • District
      • All incidents recorded for the district will appear
    • Region
      • Each region will have a separate tab
      • All incidents recorded for each region will appear
    • Building
      • Each building will have a separate tab
      • All incidents recorded for each building will appear
    • Team Member
      • Each team member will have a separate tab
      • All incidents recorded by each team member will appear
    • Student
      • Each student will have a separate tab
      • All incidents recorded for each student will appear

Incidents Report

  • We will show all incidents reported within the date range
  • Users will be able to sort by incident name (alphabetically), occurrences, or students.
  • By default we will sort by incident name
  • Incident name will list the name of the incident
  • Occurrences will list the number of times that incident occurred
  • Students will list the number of students that incident was reported for.
    • Clicking this number will display the students for whom the incident was reported
    • Clicking on a student's name will take you to that student's incident report
  • District Filter
    • Each incident recorded for the district will appear. For example, if 20 incidents of hitting occurred for 15 students, we would show Hitting-20-15
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
  • Region Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
    • If a student belongs to Region 1 during Month 1 of our date range and Region 2 during Month 2 of our date range, the student will be calculated under Region 1 for Month 1 and Region 2 for Month 2
  • Building Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
    • If a student belongs to Building 1 during Month 1 of our date range and Building 2 during Month 2 of our date range, the student will be calculated under Building 1 for Month 1 and Building 2 for Month 2
  • Team Member Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
  • Student Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.



Actions Report

  • This is a list view showing:
    • Action Name
    • Occurrences
    • Students
  • There will be a sort feature
  • Tabs for each region/building/team member/student selected
  • Filters will work the same as for Incidents Report

Actions Report

  • We will show all actions reported within the date range
  • Users will be able to sort by action name (alphabetically), occurrences, or students.
  • By default we will sort by action name
  • Action name will list the name of the action
  • Occurrences will list the number of times that action was reported
  • Students will list the number of students that action was reported for.
    • Clicking this number will display the students for whom the action was reported
    • Clicking on a student's name will take you to that student's action report
  • Filter logic is same as for Incidents Report

Team Member Report

  • This is a list view showing:
    • Team Member Name
    • Occurrences
    • Students
  • There will be a sort feature
  • Tabs for each region/building/student selected
  • Filter by:
    • District
      • All team members recording incidents for the district will appear
    • Region
      • Each region will have a separate tab
      • All team members recording incidents for each region will appear
    • Building
      • Each building will have a separate tab
      • All team members recording incidents for each building will appear
    • Team Member
      • All selected team members will appear on the same report (no separate tabs)
      • All team members selected will appear
    • Student
      • Each student will have a separate tab
      • All team members recording incidents for each student will appear



Team Member Report

  • We will show all team members who have reported incidents during the selected date range on this list
  • Users will be able to sort by team member name (alphabetically by last name), occurrences, or students.
  • By default we will sort by occurrences
  • Team Member name will list the name of the team member
  • Occurrences will list the number of times the team member reported an incident within the date range
  • Students will list the number of students the team member reported incidents for within the date range
    • Clicking this number will display the students for whom the incident was reported
    • Clicking on a student's name will take you to that student's incident report
  • District Filter
    • Each team member recording incidents will appear. For example, if Team Member A recorded 10 incidents for 3 students, we would show Team Member A-10-3.
    • If a team member was active during Month 2 of the selected date range but not Month 3, this team member will still show on the report.
  • Region Filter
    • If a team member was active during Month 2 of the selected date range but not Month 3, this team member will still show on the report.
    • If a team member belongs to Region 1 during Month 1 of our date range and Region 2 during Month 2 of our date range, the team member will be calculated under Region 1 for Month 1 and Region 2 for Month 2
    • If a team member belongs to more than 1 region (multi-account team member), the team member will show under each region she belongs to
  • Building Filter
    • If a team member was active during Month 2 of the selected date range but not Month 3, this team member will still show on the report.
    • If a team member belongs to Building 1 during Month 1 of our date range and Building 2 during Month 2 of our date range, the team member will be calculated under Building 1 for Month 1 and Building 2 for Month 2
  • Team Member Filter
    • If a team member was active during Month 2 of the selected date range but not Month 3, this team member will still show on the report.
    • If a selected team member has not recorded any incidents, we will show 0 incidents recorded for 0 students.
  • Student Filter
    • If a team member was active during Month 2 of the selected date range but not Month 3, this team member will still show on the report.

Student Report

  • This is a list view showing:
    • Student Name
    • Occurrences
    • Student's Team
  • There will be a sort feature
  • Tabs for each region/building/team member selected
  • Filter by:
    • District
      • All students with incidents reported for the district will appear
    • Region
      • Each region selected will have a separate tab
      • All students with incidents recorded for each region will appear
    • Building
      • Each building selected will have a separate tab
      • All students with incidents recorded for each building will appear
    • Team Member
      • Each team member selected will have a separate tab
      • All students with incidents recorded for each team member will appear
    • Student
      • All students selected will appear on the same report (no separate tabs)
      • All students selected will appear

Student Report

  • This will be the default view
  • We will show all students
  • Users will be able to sort by student name (alphabetically by last name), occurrences, or student's team.
  • By default we will sort by occurrences
  • Student name will list the name of the student
    • Clicking on a student's name will take you to that student's incident report
  • Occurrences will list the number of times the student had an incident reported within the date range
  • Student's Team will list the number of team members assigned to the student
    • Clicking this number will display the team members and roles assigned to the student
  • District Filter
    • Each student with incidents recorded will appear. For example, if Student A has 10 incidents recorded by 2 team members, we would show Student A-10-2.
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
  • Region Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
    • If a student belongs to Region 1 during Month 1 of our date range and Region 2 during Month 2 of our date range, the student will be calculated under Region 1 for Month 1 and Region 2 for Month 2
  • Building Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report.
    • If a student belongs to Building 1 during Month 1 of our date range and Building 2 during Month 2 of our date range, the student will be calculated under Building 1 for Month 1 and Building 2 for Month 2
  • Team Member Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this student will still show on the report..
  • Student Filter
    • If a student was active during Month 2 of the selected date range but not Month 3, this team student will still show on the report.
    • If a student has no incidents recorded during the selected date range, we will show 0 incidents recorded by 0 team members.

RULES

  • Role 7 will have access to all incident information across the entire account (all sub-accounts & parent account)
  • Role 6 will have access to all incident information across the sub-accounts they are linked to
  • Role 5 will have access to all incident information for the sub-account they are linked to
  • Custom roles may have access to incident information if admin reports were selected during customization. These roles will have access to all incident information for the sub-accounts they are linked to.
  • No other roles will have access to this report.
  • Accounts with Skills, Behavior, or SEL Platforms allocated will have access to this report. If an account (or sub-account) does not have access to either the skills, behavior, or SEL platform, this report will not appear.
  • All sub-accounts with the aforementioned platforms allocated will appear in this report. If a sub-account does not have one of these platforms allocated, they will not appear in the report.
  • All users assigned to the skills, behavior, or sel platform will appear in this report. If a user does not have one of the aforementioned platforms assigned, they will not appear in the report. RITA - Let's discuss. Thinking down the road to MIS integration. Not sure if this will work until account setup is complete though.
  • Only students assigned to a classroom or a user will appear in the report. If a student has been added to the platform, but has not been assigned to either a user or a classroom, the student will be excluded from the report
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