✏️ Building a Four-Year Plan V2

Here, you will learn to build a four-year plan.

Click Create New Four-Year Plan for Student from the left navigation menu.

Fill out all Required fields.

• Name of Plan (required): A Title or Name of a Plan you will remember.
• Name of Student (required)
• Career Cluster (required): Select one of the Career Cluster options from the drop-down menu.
• Career Preference #1 (optional): 
  • SELECT means you can select one of the options for Career Preference #2. 
  • TEXT means you can type in a Career in Career Preference #2.
• Career Preference #2 (optional): SELECT a Career or type from the drop-down menu or type one using TEXT Input, depending on your Career Preference #1 selection.
• Four-Year Plan Template (required): Select the Template you’d like to use to build your plan from the drop-down menu.
• Student Notes (optional): Student-written notes to educators.
• Educator Notes (optional): Educator-written notes to the student.
• Post Secondary Plan (required): Select one of the options from the drop-down menu for what they’d like to do post-high school.
• Graduation Pathway: Select the pathway the student wants to graduate from the drop-down menu.

Click Save when finished.

Schedule

Now add courses to the Four-Year Plan (IMPORTANT! You will only fill out Future Years. Student Completed and Scheduled courses will populate automatically). The schedule includes completed (past) and scheduled (current) courses. It also suggests courses for planned (future) grades/years.

Click View Mode. Click on Edit to change the courses for a planned year.

To add courses, hover over one of the Orange Graduation Requirements and click Choose Course.

The list of courses that appear will be filtered to the student's Grade Level, Graduation Requirement, and School. To add a course, click the checkmark to its left.

 Now, you will see the added course in the plan.

 Continue to add the remaining courses to the plan. 

Helpful tips: 

To remove a course, click on the Red Minus Button to the right of the course.

If a course warning appears, read the text carefully. For example, it may indicate 'Requirements Not Met' (such as trying to add the wrong type of course to a particular space). Or the class may have a prerequisite.

Students may have multiple plans, but only one can be designated as the Primary Plan. A primary plan is the student's most serious plan. The primary plan also controls the student Graduation Monitor Tracker Bar and is used for reporting purposes.

Utilize the Career Cluster 

1. Use the My Career Cluster Column and type in “yes,” or use the funnel to select yes. This filters the choices list to only those with a career cluster matching the selection on the details page of this Four-Year Plan.

2. A different way to filter is to use the Career Cluster filter to select the one on the plan or any other career cluster to see the classes offered.

Note: For this to yield the intended results for students, annual management is necessary in the SchoolData.net Four-Year Plans setup for the Career Path fields of your school's courses. This is done with the Data Admin persona in the Four-Year Plan Courses table. Career Paths should be identified based on specific purses for a Career Path or CTE pathways, providing the credits the students need to satisfy that career pathway.

To learn more about a course, click the Course Code blue hyperlink for a description, fees, prerequisites, co-requisites, or notes.

To mark a course for later use, click the heart icon to the left of the course code to favorite it for quick access.

Your advisor may “Lock” the plan to prevent any changes.  

Educator Only: On the Details page of the student's plan (the same page where we selected the student and their Graduation Pathway, Post-Secondary Pathway, etc.), there will be a “Not Locked” button in the top right corner. Click on the said button to lock the plan. To unlock the plan again, press the “Locked” button.

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PRIMARY PLAN

Students may have multiple plans, but only one can be designated as the Primary Plan. A primary plan is the student's most serious plan. This plan would also be used if the district wanted to utilize our Four-Year Application for future Course Requests. The primary plan also controls the student Graduation Monitor Tracker Bar and is used for reporting purposes.

Educator Only: To mark the plan as primary, click "My Student Plans" in the left navigation menu.

Search for the Student's name or the name of their Plan. Then click the gear icon to the very right of the row and select “Make Primary Plan.” You can also see if the Plan is their Primary based on the “Primary Plan” column.

Have additional questions? Reach out to us at support@schooldata.net 

• Building a Four-Year Plan V2.pdf1 MB