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Top Layer

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



Second Layer

Design


  • Three views
    • Students
    • Team Members
    • Totals
  • Option for:
    • Cumulative
    • Non-Cumulative
  • Filter by
    • District
      • Displays one line on the graph
    • Region
      • A menu of regions will appear
      • Search bar
      • Regions will be listed alphabetically
      • 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
      • There will be a menu of all buildings
      • Search bar in the menu
      • Buildings will be listed alphabetically
      • 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
      • A menu of team members will appear
      • Search bar
      • Team Members will be listed alphabetically by last name
      • 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
      • A menu of students will appear
      • Search bar
      • Students will be listed alphabetically by last name
      • 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

  • Three views
    • Students will display the number of unique students with incidents reported within the date range (default)
    • Team Members will display the number of team members reporting incidents within the date range
    • Totals will display the total number of incidents reported within the date range
  • Cumulative will be default view
    • District View
      • 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 View
      • Any region active during the specified date range will appear in the menu
      • Able to select from 1-10 regions
      • If regions have not been set up for an account, regions will not appear as a filter option
      • 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
      • If a student belongs to more than one region (multi-account user), this student will be calculated under each region they belong to.
    • Building View
      • Any building active during the specified date range will appear in the menu
      • If regions were previously selected, only show buildings within the selected regions
      • Able to select from 1-10 buildings
      • 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
      • If a student belongs to more than one building (multi-account user), this student will be calculated under each building they belong to
    • Team Member View
      • Any team member active during the specified date range will appear in the menu
      • If regions or buildings were previously selected, only show team members within the selected regions/buildings.
      • Able to select 1-10 team members.
      • 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 View
      • Any student active during the specified date range will appear in the menu
      • If regions/buildings/team members were previously selected, only show students assigned to the selected regions/buildings/team members.
      • Able to select 1-10 students
      • 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.

Third Layer

Design

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 selected
  • Filter by:
    • District
    • Region
    • Building
    • Team Member
    • Student

Business Rules

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



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 selected
  • Filter by:
    • District
    • Region
    • Building
    • Team Member
    • Student

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

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/team member selected
  • Filter by:
    • District
    • Region
    • Building
    • Team Member
    • Student



Team Member Report

  • We will show all team members with access to incident reporting 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

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
    • Region
    • Building
    • Team Member
    • Student

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

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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