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

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 students to a new intervention

Once a student withdraws from or completes an intervention, you can move them to a new intervention. 

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

2. Click Manage interventions.

3. Select the Move student icon on the student's record.

4. In the Update Status window, select Intervention Plan (Create new intervention).

5. Choose the Intervention plan for the new intervention.

6. Choose the New intervention status.

7. Click Save updates. 

Manage student intervention pathways

When transferring a student from an existing intervention, you can create a new intervention directly during the transfer.

Note: Before moving to a new intervention, the student's status for the current intervention must be set to Withdrawn or Completed.

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

2. On the student record, click More…and choose Update status.

3. Select Intervention Plan (Create new intervention).

4. Choose the Intervention plan for the new intervention.

5. Choose the New intervention status.

6. Save updates.

A notification is displayed confirming that the student has been transferred to the New Intervention.