Incident Settings | Account Settings | Incident Reports | Behavior Suite
We need to add settings for the incident report, list of incidents and actions, and alerts.
User Stories:
As an admin, I want to be able to remove fields from the incident report settings for my building or district so that I can ensure that the team members are not reporting extraneous information
As an admin, I want to be able to add fields to the incident report settings for my building or district so that I can ensure that the team members are reporting on all important details from an incident
As an admin, I want to be able to select which fields are required and which are not required so that team members document the necessary information for our building or district
Acceptance Criteria:
Given I am a user with permission to edit Behavior Settings, I will see the incident settings in the settings
Given I am a user with permission to edit Behavior Settings, I will see the customize incident report, Incidents, and actions tabs
Given I am a user with permission to edit Behavior Settings, I can change the order of the fields of the report and it will match the order of the fields in the Create, view, and edit report once I save
Given I am a user with permission to edit Behavior Settings, I can remove fields of the report and it will match the fields in the Create, view, and edit report once I save
Given I am a user with permission to edit Behavior Settings, I can add fields to the report and it will match the fields in the Create, View, and edit report once I save
Given I am a user with permission to edit Behavior Settings, I can change the order of the incident fields and it will match the order of the incident dropdown in the Create and edit report once I save
Given I am a user with permission to edit Behavior Settings, I can delete incidents and it will match the incident dropdown in the Create and edit report once I save
Given I am a user with permission to edit Behavior Settings, I can add incidents and it will match the incident dropdown in the Create and edit report once I save
Given I am a user with permission to edit Behavior Settings, I can change the order of the action fields and it will match the order of the action dropdown in the Create and edit report once I save
Given I am a user with permission to edit Behavior Settings, I can delete actions and it will match the action dropdown in the Create and edit report once I save
Given I am a user with permission to edit Behavior Settings, I can add actions and it will match the action dropdown in the Create and edit report once I save
DESIGN: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=13153%3A141008
Main Incident Settings Screen
Design
When a user clicks on Incident Settings in Account settings, they will see a screen showing the default Incident Report list.
Users will have the option to remove some of the fields if they choose.
Users may upload a .png logo by clicking upload logo
Users may remove a .png logo by clicking remove logo
If a field is removed, it will show under the add additional field dropdown. For instance, if the user removes time, it would show up after Custom dropdown.
Each time a field is removed it will be added to the additional field list in the order that it was removed
If the user clicks on the removed item, it will be added back to its default place in the list.
The work will be saved if the user clicks Save or if the user clicks to another tab or clicks to another area of the platform
Business Rules
This section will be visible to users with permission to Behavior → View Settings
This section can only be edited by users with permission to Behavior → Edit Settings
By default, the following required fields will show and cannot be remove
Name of person reporting incident
Date
Student Name
Incident Type
Action Taken
By default, the following required fields will show and can be removed
Title of Person Reporting Incident
Time
School Name
Frequency
Classroom
Location
Was anyone physically harmed?
Name of Witnesses
Possible Motivation
Notes
Work is Saved if the user clicks Save or visits another area
View Incident Report
UI
The user may click the View Incident Report button to see the report with all the fields and the order of the fields in the settings
Any changes made to the report show be reflected in the View incident report preview whether the user has clicked save or not
Business Rules
The fields and order of the fields should match the fields and order of the fields when Viewing Incident Report
The View Incident report will match the fields whether saved or not
Add additional field
UI
If the user clicks add an additional field, they will see a dropdown in which they must choose whether to add a Custom Short Text, Long Text, Checkbox, or Dropdown and any fields that they removed from the list
Business Rules
Removed fields should be added to the bottom of the Add additional field dropdown list
Short Text
UI
By default there will be one Short Text field in the settings that can be removed
The user can add a label to the text box
If the user clicks Short Text, they will be able to add a label or see the label already added on the incident report settings with a short text box preview
If the user clicks on Short Text or add an additional field Short Text, the short text modal will open
Any label the user types on the line in the modal or in the settings will show in the preview exactly as typed
When the user clicks save, they will see the typed label on the Short text line in the incident report settings
The user can click on Short Text to view the same modal
Business Rules
The field can be removed by clicking the X
Long Text
By default there will be one Long Text field in the settings that can be removed
The user can add a label to the text box
If the user clicks Long Text, they will be able to add a label or see the label already added on the incident report settings with a long text box preview
Any label the user types on the line in the modal or in the settings will show in the preview exactly as typed
When the user clicks save, they will see the typed label on the Long text line in the incident report settings
The user can click Long Text to view the same modal again
Business Rules
The field can be removed by clicking the X
Checkbox
UI
By default there will be one Checkbox field in the settings that can be removed
The user can add a label to the text box
If the user clicks on checkbox, they will see a modal where they can type a label.
Any label the user types on the line in the modal or in the settings will show in the preview exactly as typed
When the user clicks save, they will see the typed label on the checkbox line in the incident report settings
The user can click Checkbox to view the same modal
Business Rules
The field can be removed by clicking the X
This field is not required
Dropdown
UI
If the user clicks on dropdown, they will see a modal where they can type a label and answers.
When the user clicks save, they will see the typed label on the added dropdown field in the incident report settings
User can add an additional answer field
The user can remove an answer field by clicking the X
The user can change the order of the answers by clicking the arrows
If the user clicks save the modal will close and they will see a new field for the added dropdown
If the user clicks cancel the modal will close and work will be lost
The user can click Dropdown to view the same modal
Business Rules
Set max answer fields to no more than 25
Incidents List
Design
Users will have the option of making changes to the default incident list by selecting the Incidents tab
The user may click the remove to remove a field they do not want
The user may use the arrows to change the order of the fields
The user may click Remove all to remove the default list. Clicking Undo will return the list to the state it was in before clicking Remove all
The user may click Discard Changes to exit without saving changes or Save to save changes
Business Rules
This section will be visible to users with permission to Behavior → View Settings
This section can only be edited by users with permission to Behavior → Edit Settings
The incident list is in alphabetical order
Removing single fields cannot be undone
Removing All can be undone
The list of incidents will show in the Incident dropdown of the incident report and should match the settings
The default list is in alphabetical order
Actions List
Design
If the user clicks the Actions Tab, they will see the list of actions
The user may click the X button to remove a field they do not want. This action cannot be undone
The user may use the arrows to change the order of the fields
The user may click Remove all to remove the default list. Clicking Undo will return the list to the state it was in before clicking Remove all
The user may click Discard Changes to exit without saving changes or Save to save changes
Business Rules
This section will be visible to users with permission to Behavior → View Settings
This section can only be edited by users with permission to Behavior → Edit Settings
The fields for the default Actions list are:
Behavior Contract
Behavior Plan
Conference with admin/teachers and family
Conference with student/warning
Detention
Expulsion
Loss of privileges
Referral for medication
Referred to safety officer
Referred to school guidance counselor
Reminder given
Restrained
Reviewed rules
Sent to principal’s office
Schedule change
Suspension: In-school
Suspension: Out-of-school
Temporary removal from classroom
Add action taken
Admin changes after incident reports have been created
UI
If an admin makes changes to the incident report settings while users are in the process of creating incident reports, the user will see a message after they click Submit which says: There is a newer version of the incident report. Would you like to submit the updated version. If you select yes, you will need to redo the whole incident report.
If the user clicks Yes, they will lose all inputted work for right now.
If the user clicks no, they will submit the original incident report without the updated version changes.
Business Needs
Users will see this message if they are creating an incident report or submitting an incident report that does not include the new saved version in the incident report settings