Plans Admin Setup

Plans Admin Setup


Plans are associated with one or more Programs (ie GATE, ELL,504 etc). They can be created in Mileposts and contain Interventions, Progress Monitors, Notes, Attachments, etc. Plans are audited annually but can be ongoing.

If the Plan Navigate option is highlighted in yellow that option of the Plan includes a specific building block. Hover over the highlighted option for additional information

  1. Add new Plan

    1. General Tab

      1. Name: Name of the Plan

      2. Program: The Program that the plan is associated with

      3. Plan Type: What is the Plan designed to correct

      4. Active

        1. Yes or No

      5. Public Key: This is auto generated (No Action Necessary)

      6. Code: Plan Code

      7. Is Annual Plan: Does this plan renew Annually or is it ended annually (Yes or No)

Note: You will not be able to change the annual state of this plan after saving this definition.

  1. Description Tab

A text box used to add a detailed description of the Plan

    1. Areas of Need Tab

Choose from the district approved areas that the plan will address 

    1. Reports Tab

Choose the reports that correspond with the Plan

    1. Portal Tab

      1. Is Visible to Parent: Yes or No (Box checked is Yes)

      1. Is Visible to Student: Yes or No (Box checked is Yes)

    1. Audit Tab

      1. Created on

      2. Created by

      3. Modified on

      4. Modified by

      5. Click Save

  1. Table

  1. Action

    1. Edit 

    2. Delete

  2. Name: Name of the Plan

    1. Program: Programs associated with Plan

    1. Active: True or False (Yes or No)

    1. Annual: True or False (Yes or No)

Recommendations

  1. Add new Recommendation

    1. General Tab

      1. Plan: Set in the Plan edit screen (Not Editable)

    1. Name: Name of the recommendation

      1. Active

        1. Yes or No (Checked = Yes Unchecked = No)

    1. Audit Tab

      1. Created on

      2. Created by

      3. Modified on

      4. Modified by

      5. Click Save

    1. Table

      1. Action

        1. Edit 

        2. Delete

      2. Plan: Name/Type of Plan

    1. Name: Name of recommendation

      1. Active

        1. True or False (Yes = True, No = False)

Outcomes

    1. Add new Outcome

      1. General Tab

        1. Plan: Set in the Plan edit screen (Not Editable)

      1. Active: Yes or No (Checked = Yes Unchecked = No)

        1. Name: Name of the Outcome

        1. Code: Set a 1-5 character Code to represent the Outcome

      1. Audit Tab

        1. Created on

        2. Created by

        3. Modified on

        4. Modified by

        5. Sync Source

        6. SyncId

        7. Sync Time

        8. Click Save

    1. Table

      1. Action

      2. Plan

      3. Name

      4. Active

      5. Code

Building Blocks

    1. Add new Building Block

      1. Select Plan Building Block Type

      2. Enter a name for the building Block

      3. Enter a Prompt

      4. If Confidential Check the box otherwise leave Blank

      5. Select who has visibility to the Building Block (Parent and or Student)

      6. Click Next

      1. Review the Summary and if correct 

      2. Click Submit

    1. Table

      1. Action

        1. Reorder

        2. Edit

        3. Delete

      2. Name: Name of the Building Block

      1. Custom: Is it Custom or Default (checked = Yes, unchecked = No)

      1. Confidential: Is it Confidential (checked = Yes, unchecked = No)

Plan Progresses

    1. Add new Review Progress

      1. General Tab

        1. Plan: Set in the Plan edit screen (Not Editable)

      1. Active: Yes or No (Checked = Yes Unchecked = No)

        1. Name: Name of the Outcome

        1. Code: Set a 1-5 character Code to represent the Outcome

      1. Audit Tab

        1. Created on

        2. Created by

        3. Modified on

        4. Modified by

        5. Sync Source

        6. SyncId

        7. Sync Time

        8. Click Save

    1. Table

      1. Action

        1. Edit 

        2. Delete

      2. Plan: Name/Type of Plan

    1. Name: Name of Review

    1. Active: Yes or No (Yes Checked, No Unchecked)

    1. Code: 1-5 character code to represent the Review

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