Manage student plans

The Student Plans page displays a list of existing student plans. Use this page to create, copy, edit, and delete existing plans.

A student plan is available to the staff member who created the plan or to staff with RLS links to the student for whom the plan was made. District administrators can view and edit student plans created by other staff. A student plan can only be deleted by the staff member who created the plan.

If needed, use the table column filter functionality to limit the number of records.

Create a student plan

To create a student plan from the MTSS Student Plans application:

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

2. Navigate to the Plans tab.

3. Click New Student Plan.

4. In Find a Student, enter the student's name. At least three characters are needed to return search results.

5. In Find a Staff, enter the names of staff members associated with the plan. 

6. Choose a Plan Template.

7. Enter a Plan Name.

8. Specify a Start Date and End Date. 
   The start or end date cannot be a past date.

9. Click Continue.

To create a plan from the Student Profile page:

1. Click the Student Plans tab.

2. Click Create New Plan.

3. Choose a Plan Template from the drop-down or enter a template name.

4. Enter a Plan Name.

5. Select the school associated with the plan under Current District-School.

6. Specify a Start Date and End Date.
   The start or end date cannot be a past date.

7. Click Continue.

Clone a student plan

1. On the plan you want to copy, click the Clone in the Action column.

2. If needed, select the Assigned Staff.

3. Enter a new Plan Name.

4. Enter the Effective Dates. 
   The start or end date cannot be a past date.

5. Click Save.

Edit a student plan

1. To edit a plan, click the plan name or select the Edit option from the menu.

2. To edit a plan, select Edit from the three-dot menu.

3. Make the necessary changes to the plan.

4. Click Save.

Plan properties

Use the Plan Properties screen to create or update a student plan, assign staff, and set plan dates.

1. Find a Student: Search and select the student for the plan.

2. Find a Staff: Assign one or more staff members. Remove a selection using the X.

3. Plan Template: Select a template to pre-fill plan details.

4. Plan Name: Enter a clear, descriptive name for the plan.

5. Start Date: Choose when the plan begins.

6. End Date: Choose when the plan ends (must be after the start date).

Delete a student plan

1. On the record you want to delete, select More option (3 dots) menu and click Delete.

2. Click Delete again to confirm the delete action.

Pin Plans

Keep your most important student plans easy to find by pinning them to the top of the Student Plans list. Pinned plans remain prioritized whenever the page loads, helping you quickly access active and frequently used plans without searching through the entire list.

How to Use Pin Plans

• Select the Pin icon for a plan to pin it.

• Pinned plans automatically move to the top of the Student Plans list.

• When the page reloads, pinned plans continue to appear at the top.

• Plans are grouped into Pinned and Unpinned sections.

• Within each section, plans are sorted by status in the following order:

  1. Active

  2. Overdue

  3. Pending

  4. Completed

Plan Sorting Rules

Active Plans

• Sorted by Start Date (newest to oldest).

Overdue Plans

• Sorted by End Date (newest to oldest).

Pending Plans

• Sorted by Start Date (newest to oldest).

Completed Plans

• Sorted by End Date (newest to oldest).

Example: If you pin an active plan and a completed plan, the active plan appears first in the pinned section because Active plans are prioritized above Completed plans.

Bulk Actions

Bulk edit

To bulk-edit multiple plans:

1. Select multiple plans or select all plans in the table header to select all records.

2. Click Bulk Edit.

3. From the More (3 dots) menu:

   1. Change All Date Values: Enter a Start or End Date. The start date can be in the past.

   2. Delete All Selected: Select to delete all selected records.

4. Click Save.

Edit Properties

1. Select multiple plans or select all plans in the table header to select all records.

2. Click Plan Properties to edit or update a student plan, assign staff, and set plan dates.

3. Click Save.

Bulk Clone

Use this option to create copies of selected plans with updated details. Any values entered here will replace the corresponding values on all cloned plans.

1. Enter the name for the cloned plans.
   By default, the name appears as clone of {{existingPlanName}}.

2. When Include Existing Staff is selected, staff assigned to the original plans are copied to the cloned plans.

3. Optionally add a new staff member to all cloned plans.

4. Set the new start date for the cloned plans.

5. Set the new end date for the cloned plans.

6. When Include All Field Data is selected, all existing plan field data is copied into the cloned plans.

Bulk Complete/Delete

Bulk Complete: Use this option to mark the selected plans as complete.

Bulk Delete: Use this option to delete the selected plans.

Print a Plan

You can print a plan to generate a formatted view of the plan details.

Print a Plan

1. Open the plan you want to print.

2. Select Print.

Review the Printed Layout

When the print view opens, the plan header information is displayed in a horizontal layout across the top of the page.

The header includes key plan information, such as:

• Student Name

• Plan Name

• Plan Type

• Plan Dates

• Other summary details configured for the plan

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