Plan templates

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

Create a student plan template

From the Utility Apps menu, choose MTSS Student Plans.
Navigate to the Templates tab.
Click Build Template.
Choose an existing Plan Type or create a new type.
Enter a Template Name.
Choose the District to which the template applies.
Select whether the template Is Secure. If selected, only staff members added to the plan will have access.
Select whether the template status is Active or Inactive.
Click Continue.
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.
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.
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.

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.

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.
Date range	Add a date range field. You can require the user to include a range of dates.
Label	Editable text label.
Panel	Create a container to group elements, which can be collapsed by the user.
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 student plan data. Refreshing may affect many plans.

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