Success Plan Configuration Page

On this page:

Use this page to select the Student Success Plan information that displays in Teacher Access Center.

In Teacher Access Center, there are several ways that a teacher can display success plan information.

Interventions > SSP Interventions - Teachers can record progress for interventions for the students they are assigned to evaluate. Optionally, teachers may be able to view interventions for students who they have in a class, activity, or homeroom. You can allow teachers to add interventions from this page, as well.
Interventions > SSP Goals - Teachers can enter and update objectives for the success plan's student goals that they are assigned to manage. Optionally, teachers may be able to view interventions for students who they have in a class, activity, or homeroom. You can allow teachers to add and update goals from this page, as well.
Interventions > SSP Plans - You can allow teachers to add student success plans for students from the SSP Plan Detail page. Teachers can add manual reasons, if needed, or they can assign an existing manual reason to a plan. Teachers can also add student goals, parent goals, and interventions. Optionally, teachers may be able to view and update plans for students who they have in a class, activity, or homeroom.
Note that the SSP Plan Detail page displays manual SSP plan reasons. It does not display calculated reasons. For plans that are assigned a calculated reason, the reason will not display on the page.
Student Detail Drawer > Success Plan view - Teachers can view existing plans for students from the Student Detail drawer.

This configuration defines how those options will be used for the teachers and substitutes in the building.

View a Success Plan Configuration

Select Administration > Interventions Setup > Success Plan > Success Plan Configuration.
If a configuration displays for a building other than the one you want, click Search, then run a search and select another building.

Add a Success Plan Configuration

Select Administration > Interventions Setup > Success Plan > Success Plan Configuration.
If a configuration displays for a building other than the one you want, click Search, then run a search and select another building.
Complete the page's fields as needed.
Click Save.

Copy a Success Plan Configuration to other buildings

Select Administration > Interventions Setup > Success Plan > Success Plan Configuration.
Click Copy at the page's upper right.

On the Copy Setups page's Prompts panel, complete the following fields:

Copy From Section
Building	Select the building of the configuration being copied.
School Year	Select the school year of the configuration being copied.
Copy To Section
Building Lst	Select the building or buildings being copied to.
School Year List	Select the years being copied to.

In the Setups panel's Student Success Plan section, select the Configuration checkbox.
Click Run.

Change a Success Plan Configuration

Select Administration > Interventions Setup > Success Plan > Success Plan Configuration.
If a configuration displays for a building other than the one you want, click Search, then run a search and select another building.
Change the values as needed.
Click Save.

Delete a Success Plan Configuration

Select Administration > Interventions Setup > Success Plan > Success Plan Configuration.
If a configuration displays for a building other than the one you want, click Search, then run a search and select another building.
Click
(Delete) at the page's upper right. A confirmation dialog displays.
Click Yes.

Fields

Teacher Access Panel

General Section

Field	Description
Success plan may be viewed in Student Summary by	Checkboxes that indicate who can view success plan information in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes can see success plan information. This setting controls whether the Student Detail drawer and the Interventions menu includes the ability to view the success plan. Clear both boxes if success plan information will not be displayed in TAC.
Sensitive plan information may be viewed by	Checkboxes that indicate who may view success plan information in Teacher Access Center for plans that have been marked sensitive. Check the appropriate boxes to specify whether teachers and substitutes can see sensitive success plan information. Clear both boxes if sensitive success plan information will not be displayed in TAC.
Sensitive intervention information may be viewed by	Checkboxes that indicate who can view success plan information in Teacher Access Center for interventions that have been marked sensitive. Check the appropriate boxes to specify that teachers and substitutes may see sensitive interventions for a success plan. Clear both boxes if sensitive intervention information will not be displayed in TAC.
Sensitive intervention comments information may be viewed by	Checkboxes that indicate who can view success plan information in Teacher Access Center for intervention comments that have been marked sensitive. Check the appropriate boxes to specify whether teachers and substitutes can see sensitive intervention comments for a success plan. Clear both boxes if sensitive intervention comments will not be displayed in TAC.

Success Plans Section

Field	Description
New Success Plans may be entered by	Checkboxes that indicate who can enter information for a new success plan in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes can create a new success plan. To add a plan, the teacher will need to associate the plan with a manual SSP reason. They can add a reason or select an existing reason. They cannot associate the plan with a calculated at risk reason. If teachers should be limited to creating specific plan types and plan reasons, select the applicable values in fields in the Restrictions section of this page. Clear both boxes to prevent staff members from creating a new success plan in TAC.
Success Plans may be updated by	Checkboxes that indicate who can update success plan information in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes who are the plan manager can update the information. If teachers or substitutes should be able to add or update interventions and goals for plans, then select the appropriate checkboxes in the Success Plan Interventions and Success Plan Goals sections. Clear both boxes to prevent staff members from updating success plan information in TAC.
Success Plans may be updated by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned plan manager can update the success plan in Teacher Access Center. Check the appropriate boxes to specify whether other teachers and substitutes who have the student in a class, homeroom, or activity can update success plan information. Clear both boxes to prevent other staff members from updating success plan information in TAC. To allow teachers to update success plans not assigned to them, the teachers must also have access to view plans not assigned to them. If you select this checkbox, the Success Plans may be viewed by staff not assigned to them checkbox is automatically selected.
Success Plans may be deleted by	Checkboxes that indicate who can delete success plan information in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes who are plan managers can delete success plans. Clear both boxes to prevent staff members from deleting success plan information in TAC.
Success Plans may be deleted by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned plan manager can delete success plan information. Check the appropriate boxes to specify whether other teachers and substitutes who have the student in class, homeroom, and activity can delete the plan. Clear both boxes to prevent other staff members from deleting the success plan information in TAC. To allow teachers to delete success plans not assigned to them, the teachers must also have access to view plans not assigned to them. If you select this checkbox, the Success Plans may be viewed by staff not assigned to them checkbox is automatically selected.
Success Plans may be viewed by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned plan manager can view success plan information in Teacher Access Center. Check the appropriate boxes to specify whether other teachers and substitutes who have the student in class, homeroom, and activity can view the plan. If teachers can update or delete plans that are not assigned to them, then this checkbox must be selected. If you clear this checkbox, the Success Plans may be updated by staff not assigned to them and Success Plans may be deleted by staff not assigned to them will also be cleared. Clear both boxes to prevent other staff members from viewing the success plan information in TAC.

Success Plan Interventions Section

Field	Description
New Success Plan Interventions may be entered by	Checkboxes that indicate who can create new success plan interventions in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes can create a new intervention. To limit the interventions that teachers and substitutes can create for a plan type, select the applicable values in fields in the Restrictions section of this page. If teachers should be able to add an intervention while viewing a success plan on the SSP Plan Detail page, then you need to allow the teacher to update the plan as well. If teachers assigned as the plan manager should be able to add the intervention, then you must also select the Success Plans may be updated by checkbox. If any teacher who has the student for a class, homeroom, or activity should be able to add an intervention, then you must also select the Success Plans may be updated by staff not assigned to them checkbox. Clear both boxes to prevent staff members from adding a new success plan intervention in TAC.
Success Plan Interventions may be updated by	Checkboxes that indicate who can update existing success plan intervention details. Check the appropriate boxes to specify whether teachers and substitutes can update existing intervention details where they are the evaluator. Clear both boxes to prevent staff members from updating success plan intervention details in TAC.
Success Plan Interventions may be updated by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned evaluator can update existing intervention details. Check the appropriate boxes to specify whether other teachers and substitutes who have the student in their class, homeroom, or activity can update existing intervention details. Clear both boxes to prevent other staff members from updating success plan intervention details in TAC. To allow teachers to update interventions not assigned to them, the teachers must also have access to view interventions not assigned to them. If you select this checkbox, the Success Plan Interventions may be viewed by staff not assigned to them checkbox is automatically selected.
Success Plan Interventions may be deleted by	Checkboxes that indicate who can delete success plan interventions. Check the appropriate boxes to specify whether teachers and substitutes who are evaluators can delete success plan interventions. Clear both boxes to prevent staff members from deleting the success plan intervention details in TAC.
Success Plan Interventions may be deleted by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned evaluator can delete success plan interventions. Check the appropriate boxes to specify whether other teachers and substitutes can delete success plan interventions in TAC. Clear both boxes to prevent other staff members from deleting the success plan intervention details in TAC. To allow teachers to delete interventions not assigned to them, the teachers must also have access to view interventions not assigned to them. If you select this checkbox, the Success Plan Interventions may be viewed by staff not assigned to them checkbox is automatically selected.
Success Plan Interventions may be viewed by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned evaluator can view intervention details and intervention progress information. Check the appropriate boxes to specify whether other teachers and substitutes who have the student in their class, homeroom, or activity can view intervention details. If teachers can update or delete interventions that are not assigned to them, then this checkbox must be selected. If you clear this checkbox, the Success Plan Interventions may be updated by staff not assigned to them and Success Plan Interventions may be deleted by staff not assigned to them will also be cleared. Clear both boxes to prevent other staff members from viewing success plan intervention details in TAC.
Success Plan Intervention progress may be entered by	Checkboxes that indicate who can enter success plan intervention progress information in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes can enter success plan intervention progress information in TAC. Clear both boxes to prevent staff members from entering success plan intervention progress information in TAC.
Success Plan Intervention progress may be entered by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned evaluator can enter success plan intervention progress information in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes can enter success plan intervention progress information in TAC. Clear both boxes to prevent other staff members from entering success plan intervention progress information in TAC.
Success Plan Intervention progress may be deleted by	Checkboxes that indicate who can delete success plan intervention progress information in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes can delete success plan intervention progress information. Clear both boxes to prevent staff members from deleting success plan intervention progress information in TAC.
Success Plan Intervention progress may be deleted by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned evaluator can delete success plan intervention progress information in Teacher Access Center. Check the appropriate boxes to specify whether other teachers and substitutes can delete success plan intervention progress information in TAC. Clear both boxes to prevent other staff members from deleting success plan intervention progress information in TAC.

Success Plan Goals Section

Field	Description
New Success Plan Goals may be entered by	Checkboxes that indicate who can add new success plan goals in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes can add new goals. To limit the goals that teachers and substitutes can create for a plan type, select the applicable values in fields in the Restrictions section of this page. If teachers should be able to add a goal while viewing a success plan on the SSP Plan Detail page, then you need to allow the teacher to update the plan as well. If teachers assigned as the plan manager should be able to add a goal, then you must also select the Success Plans may be updated by checkbox. If any teacher who has the student for a class, homeroom, or activity should be able to add a goal, then you must also select the Success Plans may be updated by staff not assigned to them checkbox. Clear both boxes to prevent staff members from adding success plan goals information in TAC.
Success Plan Goals may be updated by	Checkboxes that indicate who can edit the success plan goal details in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes who are goal managers can edit the goals. Clear both boxes to prevent staff members from updating success plan goal information in TAC.
Success Plan Goals may be updated by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned goal manager can update the goal details in Teacher Access Center. Check the appropriate boxes to specify whether other teachers and substitutes who are not goal managers, but who have the student in their class, homeroom, or activity can update the goal information. Clear both boxes to prevent other staff members from updating goal details in TAC. To allow teachers to update goals not assigned to them, the teachers must also have access to view goals not assigned to them. If you select this checkbox, the Success Plan Goals may be viewed by staff not assigned to them checkbox is automatically selected.
Success Plan Goals may be deleted by	Checkboxes that indicate who can delete the success plan goals in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes who are goal managers can delete the goals. Clear both boxes to prevent other staff members from deleting success plan goals in TAC.
Success Plan Goals may be deleted by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned goal manager can delete the goals in Teacher Access Center. Check the appropriate boxes to specify whether other teachers and substitutes can delete goals. Clear both boxes to prevent other staff members from deleting goals in TAC. To allow teachers to delete goals not assigned to them, the teachers must also have access to view goals not assigned to them. If you select this checkbox, the Success Plan Goals may be viewed by staff not assigned to them checkbox is automatically selected.
Success Plan Goals may be viewed by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned goal manager can view the success plan goals in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes who are not goal managers can view the goals. If teachers can update or delete goals that are not assigned to them, then this checkbox must be selected. If you clear this checkbox, the Success Plan Goals may be updated by staff not assigned to them and Success Plan Goals may be deleted by staff not assigned to them will also be cleared. Clear both boxes to prevent other staff members from viewing success plan goal details in TAC.
Success Plan Goal Objectives may be entered by	Checkboxes that indicate who can enter information about success plan goal objectives in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes can enter his information. Clear both boxes to prevent staff members from entering success plan goal objectives information in TAC.
Success Plan Goal Objectives may be entered by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned goal manager can enter success plan goal objectives for a student. Check the appropriate boxes to specify whether other teachers and substitutes can enter success plan goal objectives. Clear both boxes to prevent other staff members from entering success plan goal objectives in TAC.
Success Plan Goal Objectives may be deleted by	Checkboxes that indicate who can delete success plan goal objectives in Teacher Access Center. Check the appropriate boxes to specify whether teachers and substitutes can delete the information about success plan goal objectives in TAC. Clear both boxes to prevent staff members from deleting success plan goal objectives in TAC.
Success Plan Goal Objectives may be deleted by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned goal manager can delete success plan goal objectives for a student. Check the appropriate boxes to specify whether other teachers and substitutes can delete success plan goal objectives. Clear both boxes to prevent other staff members from deleting success plan goal objectives in TAC.
Success Plan Goal Objectives may be viewed by staff not assigned to them	Checkboxes that indicate if staff members other than the assigned goal manager can view success plan goal objectives for a student. Check the appropriate boxes to specify whether other teachers and substitutes can view success plan goal objectives. Clear both boxes to prevent other staff members from viewing success plan goal objectives in TAC.

Restrictions Section

To limit the types of reasons, plans, goals, and interventions that can be added by teachers from TAC, define rows in this section.

If no rows are defined and active, teachers will not be limited to specific codes for success plans.

If you need to limit the applicable values for any plan type, then you must define rows for all plan type that teachers can define. For example, if you have an Academic plan type for which you want to limit the available interventions and a Behavior plan type that has no limits, you must define rows for the Academic and Behavior plan types. For the Behavior plan type, you would select all codes the List of Interventions Allowed for Use with Plan Type interventions so there would be no limitation for that plan type.

Field	Description
Plan Type	Select the plan type to define restrictions for the plan types that can be selected in Teacher Access Center.
List of Reasons Allowed for Use with Plan Type	Select the reason codes for which the plan type can be assigned in TAC. Select codes from the field's drop-down list, or click (asterisk) to select all codes, then remove any that do not apply. The reasons that will be available for teachers in TAC is the list of all reasons selected in this section because reasons are entered before a plan type is assigned. If you do not select a reason on any row, then all reasons will be available for teachers. Note that when a success plan is defined, a manual SSP reason must be entered or selected before a plan type can be selected. TAC does not provide the ability for teachers to associate a plan with the at risk reasons that have been calculated for the student.
List of Goals Allowed for Use with Plan Type	The goal codes that should display in TAC for the selected plan type. Select codes from the field's drop-down list, or click (asterisk) to select all codes, then remove any that do not apply. If you leave this field blank for a plan type, teachers will be able to select any code when adding a goal for the plan type.
List of Interventions Allowed for Use with Plan Type	The intervention codes that should display in TAC for the selected plan type. Select codes from the field's drop-down list, or click (asterisk) to select all codes, then remove any that do not apply. If you leave this field blank for a plan type, teachers will be able to select any code when adding an intervention for the plan type.
Active	Checked if the restricted plan type should be available to users when they create a plan.
(Delete)	To delete a record, select the row's Delete checkbox, then click Save.