Manage plan templates - CIP | PowerSchool Learning and Engagement

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

Create a improvement plan template

From the Utility Apps menu, choose Improvement Plans.
Navigate to the Templates tab.
Click Build Template.
Select the Plan Type or create a new type.
Enter a Template Name.
Select a District.
1. To apply the template to all districts, select the option Allow All Districts. Note that the template must be state-level to use this option.
Choose whether the template is a State-Level Template and whether it Is Secure.
Set template Status.
Click Continue.

Bulk-update plan templates

From the Utility Apps menu, choose Improvement Plans.
Navigate to the Templates tab.
Select the templates you wish to update and click Bulk Edit.
Make the necessary changes to the Plan Type and plan Status Value, or choose to delete the templates (if no associated plans).
Click Save.

Form components

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

Data entry elements

Component	Description
Checkbox Group	Create multiple labels with checkboxes. You can require the user to include a checkbox group.
Date Field	Add a date field. You can require the user to include a date.
Label	Editable text label.
Paragraph	Editable text area.
Radio Group	Create a group of options with radio buttons assigned to each option. You can require the user to include a radio group.
Select	Editable drop-down menu. You can require the user to include a drop-down menu.
Tabs	Create horizontal tabs.
Text Area	Open text field that can be extended to create a larger field in the template. You can require the user to include a text area.
Text Field	Open text field. You can require the user to include a text field.

Data domains

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

Component	Description
Image Carousel	Allows you to add carousel images to highlight important content, such as product portfolios, promotions, or testimonials, in a visually engaging and space-efficient manner.
Attachments	Allows you to upload attachments to Continuous Improvement Plans. You can upload files up to 50 MB. Drag and drop the attachment component into the template builder area. Provide a label for the component. Enter the button text and a brief description. 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 staff’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 staff demographic information. Demographics are pulled from the staff’s demographic page in the SIS. They include Name, ID, Age, Birthday, Status, Race, and School.