Managing Student Success Plans

On this page:

View student success plans

Select Interventions > All > Student > Student Success Plans to display the Student Success Plans page.
If the Student Search Page displays, search for the appropriate student, then click the student's name link.
On the Student Success Plans page, indicate in the Selections panel's View field whether to display incomplete plans only or the student's entire plan history, then select the Data checkboxes of the panels to display.
Review the student's plans, as displayed on the following panels: Manual Non-Calculated Risks, Attendance, Behavior, Progress, Report Cards, and Testing.
To view an individual plan, click its Plan link to display the Success Plan Detail page.
To return to the Student Success Plans page, click Back.
Repeat Steps 5-6 for each plan you want to view.

Update success plan details

Select Interventions > All > Student > Student Success Plans to display the Student Success Plans page.
If the Student Search Page displays, search for the appropriate student, then click the student's name link.
On the Student Success Plans page, indicate in the Selections panel's View field whether to display incomplete plans only or the student's entire plan history, then select the Data checkboxes of the panels to display.
On the Manual Non-Calculated Risks panel, add or change information for the reason records displayed, then click Save.
To add a new reason, refer to the procedure below on assigning manual at risk reasons to success plans.
To edit a plan associated with one of the other panels, click its Plan link to display the Success Plan Detail page.
Add or change information on the following panels: Reasons, Interventions, Student Goals, and Parent Goals.
For information on adding reasons, interventions, and goals, refer to the appropriate procedures below.
Click Save.
To return to the Student Success Plans page, click Back.

Assign manual at risk reasons to success plans

Select Interventions > All > Student > Student Success Plans to display the Student Success Plans page.
If the Student Search Page displays, search for the appropriate student, then click the student's name link.
On the Student Success Plans page, indicate in the Selections panel's View field whether to display incomplete plans only or the student's entire plan history, then select the Data checkboxes of the panels to display.
The Manual Entry checkbox must be selected to display the Manual Non-Calculated Risks panel.
Click Add on the Manual Non-Calculated Risks panel to display a Reason field.
Select a reason to add a new section, then complete the Entrance Date and Assign to Plan fields. The Exit Date is only used to close a reason.
If the Use Template field is available, select the checkbox to apply the reason's default settings to the plan.
The reason template can include interventions and student and parent goals/objectives. To personalize these settings, you can change the defaults in the plan's Success Plan Detail page. Refer to the above procedure for the steps on updating a plan.
Click Save.

Add interventions to success plans

Select Interventions > All > Student > Student Success Plans to display the Student Success Plans page.
If the Student Search Page displays, search for the appropriate student, then click the student's name link.
On the Student Success Plans page, indicate in the Selections panel's View field whether to display incomplete plans only or the student's entire plan history, then select the Data checkboxes of the panels to display.
On the appropriate panel, click the Plan link of the plan you want.
On the Success Plan Detail page's View Option panel, select the Interventions checkbox.
On the Interventions panel, select Add.
Select an intervention, then complete the additional fields that display.
To add another intervention for this plan, repeat Steps 6-7.
Click Save.
To return to the Student Success Plans page, click Back.

Add student and parent goals to success plans

Select Interventions > All > Student > Student Success Plans to display the Student Success Plans page.
If the Student Search Page displays, search for the appropriate student, then click the student's name link.
On the Student Success Plans page, indicate in the Selections panel's View field whether to display incomplete plans only or the student's entire plan history, then select the Data checkboxes of the panels to display.
On the appropriate panel, click the Plan link of the plan you want.
On the Success Plan Detail page's View Option panel, select the Student Goals and Parent Goals checkboxes.
On the Student or Parent Goals panel, select Add.
Select a goal, then make your selections to define the goal and its objectives.
Repeat Steps 6-7 for each additional student or parent goal.
Click Save.
To return to the Student Success Plans page, click Back.

Delete manual at risk reasons not assigned to success plans

Select Interventions > All > Student > Student Success Plans to display the Student Success Plans page.
If the Student Search Page displays, search for the appropriate student, then click the student's name link.
On the Student Success Plan page's Selections panel, select the Manual Entry checkbox.
On the Manual Non-Calculated Risks panel, click the
(Delete) icon for the at risk reason you want to delete, then click Yes.
The
(Delete) icon only displays for reasons that have not been assigned to success plans.
If needed, repeat Step 4 to delete another reason.
Click Save.

Delete success plans

Select Interventions > All > Student > Student Success Plans to display the Student Success Plans page.
If the Student Search Page displays, search for the appropriate student, then click the student's name link.
On the Student Success Plans page, indicate in the Selections panel's View field whether to display incomplete plans only or the student's entire plan history, then select the Data checkboxes of the panels to display.
On the appropriate panel, click the Plan link of the plan you want to delete.
On the Success Plan Detail page, click the
(Delete) icon on the upper right.
Click Yes to delete the plan and return to the Student Success Plans page.

Copy success plans

Use this procedure to create a new plan by copying data from the existing plan. This process is useful if you need to close out students' success plans at the end of a school year and open new plans for the start of a new year.

The copy function allows you to use basic values from the existing plan, such as the plan type and title, or you can apply new values. Optionally, you can copy interventions, student goals, and parent goals. In addition to closing out the existing plan by assigning a completion date, the process allows you to close the old plan's manual reasons, interventions, and goals and objectives.

After copying a plan, you can immediately add information to the new plan on the Success Plan Detail page, including interventions, goals, and objectives.

Select Interventions > All > Student > Student Success Plans to display the Student Success Plans page.
If the Student Search Page displays, search for the appropriate student, then click the student's name link.
On the Student Success Plans page, indicate in the Selections panel's View field whether to display incomplete plans only or the student's entire plan history, then select the Data checkboxes of the panels to display.
On the appropriate panel, click the plan's link to display the Success Plan Detail page.
Click Copy at the top right.
Enter values in the fields of the Copy Success Plan pop-up window.
Click OK.
On the Completion Date Alert dialog,
- click Yes to close the Manual Reasons, Interventions, and Goals and Objectives in the existing plan or
- click No to leave them open.
If necessary, make changes to the new plan.
Click Save.