Analytics & Insights
Analytics & Insights
Breadcrumbs

Manage plan templates

District administrators can create Student Plan templates in a centralized place for all users to use. 

Create a plan template

  1. From the Utility Apps menu, choose MTSS Student Plans.

  2. Navigate to the Templates tab.

  3. Click Build Template.

  4. Choose an existing Plan Type or create a new type.

  5. Enter a Template Name.

  6. Choose the District to which the template applies.

  7. Select whether the template Is Secure. If selected, only staff members added to the plan will have access.

  8. Select whether the template status is Active or Inactive.

  9. Click Continue.

  10. On the Student Plan Template Builder page:

    1. Select and drag available form components to the template area.

    2. Update the component layout information and click Save. You can preview your component updates as you make them.

  11. You can edit, move, copy, or remove the data elements by clicking Edit (gear icon), Move (arrows icon), Copy (paper icon), or Remove (x icon) for the component.

  12. If needed, click the Edit (pencil) icon for the template name to update the Template Name, District, whether the template is a state-level template, if only state administrators can make edits, or whether the template Is Secure.


Clone a plan template

Use the Clone Template to create a copy of an existing plan template with updated settings. This helps you reuse templates while customizing them for different districts, access levels, or statuses.

  1. Plan Type: Displays the plan type associated with the template. This value is prefilled and cannot be changed.

  2. Enter a name for the cloned template. By default, the name appears as copy of [original template name].

  3. Select the district where the cloned template will be available. Remove or change the selected district using the X.

  4. Allow All Districts: When selected, the template is available to all districts.
    Note: The template must be set as State‑Level to enable this option.

  5. State‑Level Template: When selected, only State Administrators can edit the template.

  6. Is Secure? When selected, only staff members added to a student plan using this template will have access.

  • Active – The template is available for use.

  • Inactive – The template is saved but not available for use.

Edit a plan template

  1. On the record you want to edit, click the Edit in the Action column.

  2. Click the Edit option under Actions

  3. Make the necessary changes to the template and click Save.

Template properties

Use the Template Properties create or update the selected template

  1. Plan Type: Displays the plan type associated with the template. This value is prefilled and cannot be changed.

  2. Enter a name for the cloned template. By default, the name appears as copy of [original template name].

  3. Select the district where the cloned template will be available. Remove or change the selected district using the X.

  4. Allow All Districts: When selected, the template is available to all districts.
    Note: The template must be set as State‑Level to enable this option.

  5. State‑Level Template: When selected, only State Administrators can edit the template.

  6. Is Secure? When selected, only staff members added to a student plan using this template will have access.

  • Active – The template is available for use.

  • Inactive – The template is saved but not available for use.

    • If template is inactive, existing plans are still viewable and editable, but no new plans can be created using the inactive template.

Delete a template

  1. Select the template you want to delete, and click the Delete in the Action column.

    1. Delete will not be available if there are plans associated to the template, even if plans are completed, since deletion can cause a loss of data history.

  2. Click Delete again to confirm the delete action.

Bulk-update plan templates

  1. From the Utility Apps menu, choose MTSS Student Plans.

  2. Navigate to the Templates tab.

  3. Select the templates you wish to update and click Bulk Edit.

  4. Make the necessary changes to the Plan Type and plan Status Value, or choose to delete the templates (if no associated plans).

  5. Click Save.

Exporting Metrics to Student Plans

  1. Navigate to any analytics dashboard (Attendance, Behavior, Academics, etc.)

  2. Select the metric card you want to export.

  3. Click Card Tools (three dots menu).

  4. Choose Export → Add to Student Plan.

  5. Select the student plan from the dropdown.

The metric visualization is automatically added to the student's Image Gallery

Form components

When a plan is created, the system pulls the current student data for academics, assessments, behaviors, and attendance. Staff cannot edit or refresh the data for these field types.


The Template Builder allows you to design student plan templates by adding components from the left panel. Components are grouped into Input, Layout, and Data categories. Drag components into your template to build structured, interactive plans. Moving components within a student plan will not cause a loss of data, but deleting a component and re-adding will lose historical data.

Input Components

Input components collect information entered by users while completing a plan.

Input Component

Description

Text Input

Allows users to enter short, single‑line text such as names or titles.

Text Area

Used for entering longer, multi‑line text such as notes or descriptions.

Checkbox Group

Enables users to select one or more options from a list.

Radio Group

Allows users to select only one option from a list.

Select

Provides a dropdown list for choosing a single option.

Date Field

Allows users to select a single date.

Date Range

Allows users to select both a start date and an end date.


Layout Components

Layout components organize and structure content in the template.

Layout Component

Description

Label

Displays a short heading or field label to identify content.

Paragraph

Displays instructional or informational text within the template.

Tabs

Organizes content into tabbed sections for improved navigation.

Panel

Groups related components together within a bordered container for visual separation.

Data components

Data components display or capture structured data within a plan.

Important: Only refresh data domains when you want to bulk update all student plan data. Refreshing may affect many plans.

Component

Description

Image Carousel

Allows users to upload and view one or more images within the plan. Drag and drop the image Carousel to add the image.

Attachment

Enables file uploads.

Data Grid

Displays a custom table where users can add multiple rows of structured data.

  • Create a custom table embedded in the plan.

  • Useful for tracking progress, observations, or metrics over time.

  • Can pull in layout and input components into columns. Data components are not supported.

Academics

Academics are pulled from the SIS. They include Year, Mark, Course Subject, Course Name, Term, Staff Name, Type, Credits, and Grade.

Attachments

Allows you to upload attachments to Continuous Improvement Plans. You can upload files up to 50 MB.

  1. Drag and drop the attachment component into the template builder area.

  2. Provide a label for the component.

  3. Enter the button text and a brief description.

  4. Click Save to apply your changes.

The following file formats can be uploaded as attachments:

  • Basic types for images ( .jpg, .jpeg, .png, .svg,.gif)

  • PDF

  • Excel formats(.xls,.csv,.xlsx,.xlsm,.xlsb)

  • Word (.doc,.docx)

  • video & audio (.mp4,.mov,.avi,.mp3,.wav,)

  • PPT, PPTX (Microsoft PowerPoint)

  • TXT (Plain Text)

Assessments

Assessments are pulled from the student's uploaded assessments into a table. They include Test Name, Year, Completed Date, Administration Period, Test Subject, Test Score Value, Test Primary Results, Vendor, Product, and Test Class. 

Attendance

Attendance pulled from the SIS. It includes Year, Overall Attendance %, Absences by Term, and Chronic Absences Rating. 

Behavior

Behavior is pulled from Incident Data for the district (historical) in the SIS into a table. It includes Year, Date, School Name, Discipline Offense, and Discipline Action. 

Demographics

Add student demographic information. Demographics are pulled from the student's demographic page in the SIS. They include Name, ID, Age, Birthday, Status, Race, School, Grade, Cumulative GPA, School Changes, ELL, Primary Language, and Special Education. 

Interventions

Interventions details are pulled from the MTSS Interventions application and include: Intervention Plan, Intervention Name, Intervention Status, Instructor, Level, Type, Subtype, First Meeting Date, Last Meeting Date, Days, Goal Count, Visibility, Funding, Description, Intervention Secured, Is State Level, Is State Type, and Is State Plan.

Intervention data domain include the following filters: Intervention Plan, Intervention Name, Intervention Level, Intervention Type, Intervention Subtype, Withdraw Reason, Enrollment Reason, Intervention Status.

Export plans from a plan template

  1. From the Utility Apps menu, choose MTSS Student Plans.

  2. Navigate to the Templates tab.

  3. Click the Export (arrow) icon for the template to export plans.

  4. From the Export Student Plans page, select all plans to be exported.

  5. Click Export to CSV.

    1. Must have at least one field set as exportable.

    2. The following fields export by default: student ID, student name, current district - school, plan ID, plan name, start date, end date, and status.

  6. All available export fields are selected. Clear any selections that are not required for the export.

  7. Optionally, drag and drop fields to the desired order.

  8. Click Export.

  9. The exported CSV file will display in your browser’s default download folder with the file named by “Template Name_YYYYMMDD.csv”.