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Manage Student Support Plans

Student plans are a critical component for state, federal, and local compliance. Beyond that, they form the cornerstone of student intervention for both high-achieving and struggling students.

Configure Plan Types

  1. From the Start Page, choose System Management, Forms, then Manage Student Support Plans.
  2. To add a new plan type:
    1. Click New.
    2. Enter the Plan Code and Plan Name.
    3. Click Submit.
  3. To edit an existing plan type:
    1. Select the Plan name.
    2. Update the Plan Code and Plan Name, as needed.
    3. Click Submit.
  4. To remove a plan type:
    1. Select the Plan name.
    2. Click Delete.

Plan type changes do not affect plans that currently use the plan type.

Add a Form

To add a form to a student support plan:

  1. Open an existing form in the Form Editor or create a new form.
  2. Select the form Title to open the form properties.
  3. Select a plan type from the Support Plan form property.
  4. Verify the form has the correct Share Permissions to be included on a student support plan.
  5. Set the Status to Published.
    • Forms that are part of a support plan do not show up in the list of published forms on the various portals. These forms are only available for students for whom a student support plan has been created and who match the form’s Share Permissions property settings.
  6. Click Save Form.

Create a Support Plan for a Student

  1. Locate and select the student record on the Start Page.
  2. Choose Student Profile, then Student Forms.
  3. Click the Student Support tab.
  4. Click New.
  5. Select the support plan Type you added to the form.
  6. Enter a Start Date.
  7. If needed, enter an Expiration Date.
  8. Click Save Changes.
  9. Select the plan to display all forms available for the plan, including the form you saved for the selected plan type.
  10. Select Activate the Plan.
    • Only one plan of each type can be active at a time.
    • Activating a plan will deactivate any other active plans of the same type.
    • There can be multiple active plans of different types for a student.
  11. To deactivate an active plan without activating a new plan, select Deactivate the Plan.

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