Programs And Plans Setup (Complete Guide)

Programs And Plans Setup (Complete Guide)


Programs

Students participate in Programs that are standard or defined by the district (ie GATE, ELL,504 etc). 

  1. Programs Page

    1. Add New Programs/Edit

      1. General Tab

        1. Name: Name of the Program

        2. Public Key: This will auto generate (No action needed)

        3. Active: Is the Program turned on and accessible (Yes or No)

        4. Manage Locally

        5. Enable Referrals: Can a student be referred to this Program (Yes or No)

        6. Enable Plans: Can Plans be added to this Program

        7. Participation Tracking: What type of tracking is being used

          1. Disabled: No tracking

          2. Detailed: Detailed view of Program information

          3. Summary: Summarization of Program information

        8. Exit Participation Code

        9. Participation is Confidential: Is this Programs participation confidential (Yes or No)

        10. Referrals are Confidential: Is this Programs referrals confidential (Yes or No)

    1. Mission: A text box for detailed description of the mission or purpose of the program

      1. Vision: A text box for detailed description of the vision or goal of the program

      1. Policies: A text box for detailed description of the policies or guidelines of the program

      1. Procedures: A text box for detailed description of the procedures of the program

      1. Audit Tab: Audit Information is a basic timeline including the following:

        1. Created on

        2. Created by

        3. Modified on

        4. Modified by

      1. Click Save

    1. Refresh List: Refreshes the table

    1. Programs Table

  1. Action

      1. Delete (garbage can)

      2. Table

    1. Name: Name of the Program

    1. Active : Is the Program Active

      1. (Yes or No)

    1. Referrals: Are Referrals enabled or disabled

    1. Plans: Are Plans enabled or disabled

    1. Participation: What type of participation tracking is being used

Program

School Programs

Schools that have access to the Program

      1. Table

      1. Action

        1. Edit: See Add new School Program

        1. Delete

        1. School: Name of the school

        1. Active: Does the school have access to the Program

          1. True 

          2. False

        1. Referrals 

        2. Plans

        3. Participation

        4. Navigate

          1. Staff

      1. Add new School Program Staff

          1. General Tab

          2. Program Name

          3. School Name

          4. Check the box next to all staff members that need access to the Program

          5. Click Save

        1. Table

          1. Action

          2. Delete: Delete users that no longer need access to the Program

        1. First Name

        2. Last Name

User-Defined Fields

Add fields to the Program that are defined in Mileposts and added manually

    1. Add new User-Defined Field

      1. General Tab

        1. Program: Defined on the Programs page (Not Editable)

      1. Name: Name of the field

        1. Display Name: How the field is displayed

        1. Public Key: This will be auto-generated (No Action Needed)

        1. Data Type: Choose from the following. This is how the data will be entered

          1. Text

          2. Checkbox

          3. List

        1. Manage 

          1. Locally: Within Mileposts

          1. Remotely: From Student Information System

        1. Show on Listing Page: Yes or No (Checked = Yes)

      1. Audit Tab: Audit Information is a basic timeline including the following:

      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 field

    1. Display Name: How the field is displayed

    1. Public Key: This will be auto-generated (No Action Needed)

    1. Data Type

    2. Managed in Mileposts: Yes or No

    1. Options

      1. Manage List Items

      1. Add new Item/Edit

          1. General Tab

            1. UDF:User Defined field

            2. Name: Item Name

            3. Value: What will be displayed

        1. Audit Tab: Audit Information is a basic timeline including the following:

          1. Created on

          2. Created by

          3. Modified on

          4. Modified by

          5. Click Save

        1. Table

      1. Action

        1. Reorder: Order shown on this table is how it will be displayed

        2. Edit

        3. Delete

          1. Name : Item Name

          2. Value: Display Name

Configuration

Entry/Withdrawal Area

    1. Entry Codes

    2. Add new Program Entry Codes/Edit

      1. General Tab 

        1. Program: Defined on the Programs page (Not Editable)

        2. Name: Name of the Code

        1. Active: Is the code Active

          1. Yes or No

        1. Default Code

        2. Code

        3. Description: Detailed description of the code

      1. Audit Tab: Audit Information is a basic timeline including the following:

      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 Code

      1. Active: Is the code Active

        1. Yes or No

      1. Default Code

      2. Code

      3. Description: Detailed description of the code

    1. Exit Codes

    2. Add new Program Exit Code/Edit

      1. General Tab

        1. Program: Defined on the Programs page (Not Editable)

        2. Name: Name of the Code

        1. Active: Is the code Active

          1. Yes or No

        1. Is Default Code

        2. Code

        3. Description: Detailed description of the code

      1. Audit Tab: Audit Information is a basic timeline including the following:

      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 Code

      1. Active: Is the code Active

        1. Yes or No

      1. Default Code

      2. Code

      3. Description: Detailed description of the code

    1. Participation Codes

      1. Add new Program Participation Code/Edit

      1. General Tab

        1. Program: Defined on the Programs page (Not Editable)

        1. Name: Name of the Code

          1. Active: Is the code Active

            1. Yes or No

          1. Use as Default Entry Code

            1. Yes or No

          2. Use as Default Exit Code

            1. Yes or No

          3. Code

          4. Description: Detailed description of the code

        1. Audit Tab: Audit Information is a basic timeline including the following:

          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 Code

      1. Active: Is the code Active

        1. Yes or No

      1. Default for Entry

      2. Default for Exit

      3. Code

Review and status Configuration

    1. Reviews

      1. Add new Program Review Type/Edit

        1. General Tab

          1. Program: Defined on the Programs page (Not Editable)

          2. Name: Name of the Code

          3. Active: Is the code Active

            1. Yes or No

          4. Description: Detailed description of the code

      1. Audit Tab: Audit Information is a basic timeline including the following:

        1. Created on

        2. Created by

        3. Modified on

        4. Modified by

        5. Click Save

      1. Table

        1. Action

        2. Name

        3. Description

        4. Active

        5. Checklist

        6. Outcomes

    1. Status

      1. Add new Program Tracker/Edit

        1. General Tab

          1. Program: Defined on the Programs page (Not Editable)

          2. Name: Name of the Code

          3. Active: Is the code Active

            1. Yes or No

          4. Description: Detailed description of the code

      1. Audit Tab: Audit Information is a basic timeline including the following:

        1. Created on

        2. Created by

        3. Modified on

        4. Modified by

        5. Click Save

      1. Table

        1. Action

        2. Name

        3. Description

        4. Active

        5. Status Value

        6. Transition Justifications

Referrals

Referral Codes

    1. Add new Program Referral Code/Edit

      1. General Tab

        1. Program: Defined on the Programs page (Not Editable)

        2. Name: Name of the Code

        1. Active: Is the code Active

          1. Yes or No

        1. Code

        2. Description: Detailed description of the code

      1. Audit Tab: Audit Information is a basic timeline including the following:

      1. Created on

      2. Created by

      3. Modified on

      4. Modified by

      5. Click Save

    1. Table

      1. Action

      2. Active 

      3. Code

      4. Description

Referral Outcome Codes

    1. Add new Program Referral Outcome Code/Edit

      1. General Tab

        1. Program: Defined on the Programs page (Not Editable)

        2. Name: Name of the Code

        1. Active: Is the code Active

          1. Yes or No

        1. Outcome Code

        2. Description: Detailed description of the code

      1. Audit Tab: Audit Information is a basic timeline including the following:

      1. Created on

      2. Created by

      3. Modified on

      4. Modified by

      5. Click Save

    1. Table

      1. Action

      2. Active 

      3. Code

      4. Description

Plans

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

Student Areas of Need

  1. Add new Area of Need/Edit

    1. General Tab

      1. Name : Name of Area

      2. Active

        1. Yes = True No = False

  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. Name

    3. Active

Interventions

Interventions are contained within Plans and are meant to support the plan. They are intentional instruction strategies that are aimed at specific skills that are needed ranging in multiple tiers (Tier1 to Tier 3).

  1. Add new Intervention

    1. General Tab

      1. Active

        1. Yes = Checked, No = Unchecked

        2. Name: Name of Intervention

        3. Category: Category/Type of Intervention

        4. Tier: Select a Tier 0-3

  1. Description Tab: Textbox for entering detailed description of the intervention

    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 Intervention

    1. Category: Category/Type of Intervention

    1. Tier: What level of Intervention 0-3

    1. Active

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

Strategies

  1. Add new Intervention Strategy/Edit

      1. General Tab

        1. Intervention: Name of the intervention. This is set on the intervention page (Not editable)

        2. Name: Name of the Strategy

        3. Active

          1. Yes = Checked, No = Unchecked

    1. Description Tab: Textbox for entering detailed description of the intervention

      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. Active

        1. Yes = True

        2. No = False

      3. Name: Name of Strategies

Intervention Tiers

  1. Add new Tier/Edit

    1. General Tab

      1. Name: Name of Tier

      2. Tier: Select 0-3 Tier Level

  1. Description Tab: Textbox for entering detailed description of the intervention

    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 Tier

    1. Tier: Tier level 0-3

Intervention Categories

  1. Add new Category/Edit

    1. General Tab

      1. Name: Name of the Category

      2. Public Key: This is automatically generated (No Action Required)

      3. Active

        1. Checked = Yes, Unchecked = No

      4. Description: Detailed description of the Category

  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 Category

    1. Public Key: This will be set automatically (No Action Required)

    1. Active

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

Academic Areas

  1. Add new Academic Area/Edit

    1. General Tab

      1. Name: Area Name

      2. Public Key: This is automatically generated (No Action Needed)

      3. Active:

        1. Yes or No (Checked is Yes, Unchecked is No)

      4. Is Testing Requirement Academic Area:

        1. Yes or No (Checked is Yes, Unchecked is 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. ID: Academic Identifier

    1. Active

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

    1. Name: Area Name

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


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