Analytics & Insights
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Add or move students

You can add students only to active or pending interventions. 

Add students from a dashboard

  1. Select a dashboard and drill down into the student detail.

  2. Select the students you want to add to the intervention.

  3. From the Actions menu, click Add to MTSS Intervention. 

  4. Select the status type.

    • Choose Active or Pending to add the students to an existing intervention.

    • Choose Intervention Plan to create and add the students to a new intervention.

  5. Select the intervention and click Save.

Add students from an intervention

  1. On the All Interventions page, navigate to the intervention and click the intervention name to open the intervention.

  2. Select Enrolled Students. Alternatively, select Manage Intervention.

  3. On the Manage Intervention page, enter the student's name and click Add Student.

  4. After you add all students, click Save.

Remove students from an intervention

Note: Students with an attached note can't be removed. 

  1. On the All Interventions page, navigate to the intervention and click the intervention name to open the intervention.

  2. Click Manage interventions.

  3. To remove a single student, select the delete (trash) icon on the student record.

  4. To remove multiple students:

    1. Select the students.

    2. Choose Bulk Actions, and then Delete Students.

    3. In the confirmation modal, click Delete.

  5. Click Save or Save & Close.

    1. Students are not removed until you save the intervention.

Move a student to another intervention

You can move a student directly from the student’s intervention card on the Overview page.

  1. Open the Overview page.

  2. Locate the student’s intervention card.

  3. Select Move.

  4. In the withdrawal section, select the reason the student is leaving the current intervention.

  5. In the enrollment section, select the intervention to which you want to move the student.

  6. Select the reason for enrolling the student in the new intervention.

  7. Review the information.

  8. Select Move Student to complete the process.

Review the student’s current interventions

When selecting the destination intervention, use the available tabs to:

  • Select the new intervention.

  • Review the interventions in which the student is currently enrolled.

Reviewing current enrollments can help you avoid moving the student into an intervention that is the same as, or similar to, an existing enrollment.