📌 Individual Intervention Plan Guide (Connect)

Here, you will learn how to configure and manage individual intervention plans.

Creating An Individual Plan (Details Tab)

1. Start by selecting Interventions in the left navigation menu, then choose Create Intervention Plan. 
2. This will bring you to the Details tab of Create New Intervention Plan. Some fields on this form are optional, but you must complete each required field to save the new plan. 

3. In the Parties section, click the magnifying glass in the Student field, then select the checkbox next to the desired student. 
4. Click the magnifying glass in the Responsible Educator field, then select the checkbox next to the Educator who should manage and add content to the plan.
5. Filling in the Supplemental Educators field is optional and can be completed in the same way as the Responsible Educator.
6. Optionally, click the Restrict Access to Plan Educators box.
7. Next, under the Intervention Support Type section, select one Target Condition. Based on that selection, the intervention/Support menu will provide a unique list of support options. A student plan allows for one Intervention/Support per plan.
   • Click the magnifying glass in the Targeted Condition field and select the checkbox next to the appropriate Targeted Condition.
   • Click the magnifying glass in the Intervention/Support field and click the checkbox next to the appropriate Intervention/Support. The options you see here are based on the Targeted Condition you chose.
   • Optionally, select the Contributing Factors similarly and fill in any Contributing Factors Notes.

8. Under the Schedule section, click Start Date and End Date, then choose the appropriate dates.
9. Filling in the Detailed Schedule Information is optional, but can be used to identify specific days, times, locations, etc. that are unique to this plan.

10. Under the Check-In section, you can set the Frequency at which an individual must check in with the student, as well as the Duration of the session. These two fields are not required but are highly recommended.
    • Click the magnifying glass in the field, then select the checkbox next to the appropriate selection.

11. Under the Description section are the Label and Description fields. You will only need to populate this label if you need to modify how the plan displays in lists. The label can be used to distinguish between multiple plans for a single student. If you do not specify a label, the plan will automatically be labeled with the student’s name.

12. Lastly, in the Intervention Outcome section, you may enter an Outcome.
13. Click the Save button when finished. This will take you to the plan you just created, where you can further manage the Details tab or complete information on any of the other tabs.
14. To return to this page later to manage the plan, click Interventions in the left navigation menu, then choose My Intervention Plans.

Assessments Tab

1. Select the Assessments tab from the top of the Manage Intervention Plan page.

• Optionally, start by selecting Interventions in the left navigation menu, then choose My Intervention Plans.
• You will see a data table of Intervention Plans you have created, or you have been assigned as the Responsible or Supplemental Educator.
• Click the Label (pencil icon), or select the Row Actions gear to the far right, and choose Manage.

2. Click on the magnifying glass in the Assessments field, select one or more checkboxes to the left, and click Accept.
   • Above each column are hidden options, such as filters. This lets you quickly search for an assessment.
3. Assessments will be listed in the table below, along with their Score and Performance Level.

Goals Tab

1. Select the Goals tab from the top of the Manage Intervention Plan page.

• Optionally, start by selecting Interventions in the left navigation menu, then choose My Intervention Plans.
• You will see a data table of Intervention Plans you have created, or you have been assigned as the Responsible or Supplemental Educator.

• Click the Label (pencil icon), or select the Row Actions gear to the far right, and choose Manage.

2. Click the Add Goal button in the top right to create a goal associated with this student’s plan.
   • Select the magnifying glass in the Goal Area field and click the checkbox to the left. These selectors are specific to your district and will filter the Goals list, allowing you to select an individual goal.
   • Select the magnifying glass in the Goal field and click the checkbox to the left. The goal selector is conditionally related to the goal subject area selected in the previous step. 
   • Optionally, similarly select a Goal Strategy field.
   • Optionally fill in any additional Notes if specifics are needed.
   • The Recorded On Date is automatically set but may be edited. 
   • Click Save. 

3. Once the goal is created, use the Row Action gear to the far right to periodically log the student's progress toward or achievement of the goal, edit, or delete it.
   • Add Progress Log
     • You will see a data table of the goal. If you prefer to add an additional goal, click the Add Record button in the top right.
     • In the Goal Progress section, click the magnifying glass in the Progress Selection field and select the checkbox to the left of the progress log descriptor. This list is specific to your district. 
     • Fill in Progress Determination Notes. 
     • Click Save. 
     • The progress note is now nested under the Goal and may be viewed by clicking the arrow to the left.

Accommodations

1. Select the Accommodations tab at the top of the Manage Intervention Plan page.

• Optionally,  start by selecting Interventions in the left navigation menu, then choose My Intervention Plans.
• You will see a data table of Intervention Plans you have created, or you have been assigned as the Responsible or Supplemental Educator.

• Click the Label (pencil icon), or select the Row Actions gear to the far right, and choose Manage.

2. Click the Add Accommodation button in the top right. 
   • Click the magnifying glass in the Accommodations field, click one or more checkboxes to the left, and click Accept.
   • Click Save.

3. You will see the accommodations listed in the Intervention Plan Accommodations table.
4. Select the Row Actions Gear to the far right for the accommodation and choose Delete to remove the accommodation.
5. Add any additional Notes to the far right and click Save in the bottom right when finished.

Communications

1. Select the Communications tab at the top of the Manage Intervention Plan page.

• Continue creating or start by selecting Interventions in the left navigation menu, then choose My Intervention Plans.
• You will see a data table of Intervention Plans you have created, or you have been assigned as the Responsible or Supplemental Educator.

• Click the Label (pencil icon), or select the Row Actions gear to the far right, and choose Manage.

2. Click the Add Communication button in the top right. 
   • Choose a Recorded Date from the calendar. 
   • The Last Edited Date will be automatically configured.
   • Click the magnifying glass in the Communication Method field and select the checkbox to the left.
   • Optionally, select Yes or No from the Sent to Parent(s) dropdown menu.
   • Fill in the Communication field.
   • Click Save.

3. You will see the communication listed in the Communications table.
4. Click the Row Actions Gear to the right of the communication to Edit or Delete.
   • When deleting, a confirmation pop-up window will appear. Click Yes to continue deleting. Note: this action is irreversible.

Commitments

1. Select the Commitments tab from the top of the Manage Intervention Plan page.

• Optionally,  start by selecting Interventions in the left navigation menu, then choose My Intervention Plans.
• You will see a data table of Intervention Plans you have created, or you have been assigned as the Responsible or Supplemental Educator.

• Click the Label (pencil icon), or select the Row Actions gear to the far right, and choose Manage.

2. Click the Add Commitment button in the top right. 
   • Click the magnifying glass in the Commitment field, click one or more checkboxes to the left, and click Accept. 
   • Add any Notes.
   • Click Save.

3. You will see the commitment listed in the commitment table.
4. Select the Row Actions Gear to the right of the commitment and choose Delete Commitment to remove. 

 Files Tab

1. Select the Files tab from the top of the Manage Intervention Plan.

• Optionally, start by selecting Interventions in the left navigation menu, then choose My Intervention Plans.
• You will see a data table of Intervention Plans you have created, or you have been assigned as the Responsible or Supplemental Educator.

• Click the Label (pencil icon), or select the Row Actions gear to the far right, and choose Manage.

2. Click the Add File button in the top right. 
   • Click on the File field, click Choose Files, open the file, and click Accept.
   • Optionally, fill in any Notes.
   • Click Save.

3. You will see the file listed in the Files table.
4. Select the file's Row Actions Gear to the far right and choose Edit, Download, or Delete.
   • A confirmation pop-up window will appear when deleting. Click Yes to continue deleting. Note, this action is irreversible.

Links tab 

1. Select the Links tab from the top of the Manage Intervention Plan page.

• Optionally,  start by selecting Interventions in the left navigation menu, then choose My Intervention Plans.
• You will see a data table of Intervention Plans you have created, or you have been assigned as the Responsible or Supplemental Educator.

• Click the Label (pencil icon), or select the Row Actions gear to the far right, and choose Manage.

2. Click the Add Record button in the top right. 
   • Fill in the URL,  Label, and Description fields.
   • Click Save.

3. You will see the file listed in the Files table.
4. Select the file's Row Actions Gear at the far right, then choose Delete.

Managing My Individual Intervention Plans 

1. Start by selecting Interventions in the left navigation menu, then choose My Intervention Plans.
2. You will see a data table of Intervention Plans you have created, or you have been assigned as the Responsible or Supplemental Educator.
3. Click the Label (pencil icon), or select the Row Actions gear to the far right, and choose Manage.

4. A page or pop-over window will appear with multiple subpages (tabs) across the top.

• Details: This is where you can edit the Start and End Dates, Check-In details, Description, and Outcome items.
• Assessments: Select assessments. Once scores become available, they will be displayed with the performance level.
• Goals: Use the Add Goal button to create a goal associated with the student’s plan. Once the goal is created, periodically log the student’s progress or achievement of the goal.
• Accommodations: This allows you to add one or more individualized accommodations.
• Communications: This will enable you to add correspondence with family members or track internal communications. 
• Commitments: This allows you to identify which responsible parties in the plan will do what.
• Files: This allows you to add third-party files or reports that would be helpful for this plan. 
• Links: This allows you to add third-party links that would be helpful for this plan.
• Student Data: Use the dropdown menu to view the following:
  • Additional Services: View the student's program and service enrollments for the current year.
  • Attendance History: View the student’s attendance History Summary over all School Years.
  • Languages: View the student’s home, native, and family preferred languages.
  • Students' Profile: View the student’s profile, including personal, contact, family, and other info.
• Print Preview: This lets you preview the data you entered and how it will appear in the standard report.

5. Click the “X” to close the pop-over window, or select My Intervention Plans under Interventions in the left navigation menu to return to your list of plans.
6. To open multiple plans to manage at once, select the checkbox(s) to the left of the student name in the My Intervention Plans list.
   • Click the Selected button gear in the top left and choose Manage Individual Student Plan(s).
   • Each student will have a tab at the top of the new pop-over window containing the entire plan. This will allow you to bounce between those students to edit.

• Individual Intervention Plan Guide (Connect).pdf1 MB