Student Plans - Student Profile

On the Student Plans page, you can create new plans for the individual student or manage existing plans.

You can also access student plans from the main menu by choosing Utility Apps, then MTSS Student Plans.

The Plans dashboard allows you to create, view, search, filter, and manage plans associated with a student. From this page, you can monitor plan status, review plan details, and perform actions on individual or multiple plans.

Access the Plans Dashboard

1. Open the student's profile.

2. Select Plans from the student profile navigation.

3. The Plans dashboard displays all plans associated with the selected student.

Create a New Plan

1. Select Create Plan.

2. Complete the required information.

3. Save the plan.

The new plan appears in the plans list.

Understand the Plans List

The dashboard displays plans in a table with the following information:

Sort Plans

Select a column heading to sort the list.

You can sort by:

• Plan Name

• Start Date

• Status

• Other available columns

Filter Plans

Use the filter row below the column headings to find specific plans.

You can filter by:

• Plan Name

• Template Name

• District or School

• Start Date

• End Date

• Status

To clear a filter, remove the entered value or reset the filter field.

Select Multiple Plans

Use the check boxes to select one or more plans.

1. Select the check box next to a plan.

2. To select all displayed plans, select the check box in the table header.

3. Choose Bulk Actions to perform actions on multiple plans at once.

View Plan Status

The Status column displays the current state of each plan.

Common statuses include: