Success Plan Communications

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Use the Generate Success Plan page to generate a data file that can be used to send letters to guardians of students who were calculated to be at risk based on criteria set up for Attendance, Discipline, Progress Reports, Report Cards, and Test Scores. Data from this file is later merged with form letters that you can create using Microsoft Word.

You can generate a merge file either for students who have been entered into an at risk reason since a specific date or who were exited from an at risk reason since a specific date.

For more information on merging letters, refer to Mail Merge eSchoolPlus Letters. For a list of the available merge fields, refer to Success Plan Letter Merge Fields.

Prerequisites

Identify the students who are at risk by running the following calculations:

• Attendance Criteria Calculation
• Behavior Criteria Calculation
• Progress Calculation
• Report Cards Calculation
• Tests Calculation

Running the Notification

1. Select Interventions > All > Success Plan Communications > Send Communications.
2. On the Prompts panel:
   
   • Identify the students' building.
   • Indicate whether the file is for students entering or exiting at risk reasons.
   • Specify an "on or after" date.
   For field descriptions, refer below.
3. Use the Filter panel to enter criteria for further identifying students.
4. Use the Sort panel to define how the data in your file will be sorted.
5. Click Run.

Fields

Prompts Panel

Sort Panel

Use the Sort panel to specify how records should be ordered in a report. You enter lines of sort criteria; the system compares your sort criteria against the corresponding fields in the records being searched and displays records in either ascending or descending order based on the sort fields.