📌 Group Intervention Plans Guide (Connect)

Here, you will learn how to take a group of students and build an Intervention Plan in mass that covers common details.

Creating A Group Plan (Details Tab)

1. Start by selecting Interventions in the left navigation menu, then select Create Group Intervention Plans.
2. In the Plan section, fill in the Group Plan Label field to best describe who is in the group and the reason for the plan.

3. In the Parties section, select the Create Plan For and choose one of the three radio buttons, then complete the additional required steps. Students can be added by selecting them from a list or by adding a student group. Once the plan is saved, each student will have an individual plan that can be managed independently of the group.
   • Students: This will select an individual student. 
     • Click the magnifying glass in the  Students field, select one or more checkboxes to the left, and click Accept.
   • Student Group: This will be selected from an existing student group. 
     • Click the magnifying glass in the Students Group field and select the checkbox to the left.
   • Student Group & Students: This will select from an existing student group and/or individual student(s). 
     • Click the magnifying glass in the Students Group field, then select the checkbox to the left.
     • Click the magnifying glass in the Students field, select one or more checkboxes to the left, and click Accept.
   • Choose one of the Responsible Educator Selection radio buttons:
     • Assign All Students to One Responsible Educator: Click the magnifying glass in the Responsible Educator field, and then click the checkbox next to the employee.
     • Assign Student Advisor as Responsible Educator: This will automatically assign each student’s advisor as the Responsible Educator. 
   • Optionally, choose one of the Supplemental Educator Selection radio buttons: 
     • Select Educators to Assign to all Plans: Click the magnifying glass in the Supplemental Educators and/or Read-Only Supplemental Educators fields and select the checkbox to the left.
     • Assign Classroom Teachers as Supplemental Educators: You can automatically assign each student’s classroom teacher for the selected subject by clicking on the magnifying glass in the Class Subject Area field and selecting the checkbox to the left.

4. Under the Intervention/Support Type section, click the magnifying glass in the Targeted Condition field, then click the Intervention Plan Targeted Condition checkbox.
   • Next, select the Intervention/Support condition corresponding to your targeted condition similarly.

5. In the Schedule section, select the Start Date and End Date. 
   • The Detailed Schedule Information field may be used to identify specific days, times, locations, etc., that are unique to this plan.

6. In the Check-In section, you may optionally set the Frequency an individual will need to check in with the student and the Duration of the session. This option is not required but is highly recommended.
   • Click the magnifying glass in the field and click the checkmark to the left.

7. The Description field in the Description section allows you to add more context or details about the plan.

8. Click Save when finished.

Students Tab 

This tab consists of two sections.

1. Students with Plans: Here, students in the group with an intervention plan can be viewed, managed, and printed individually or in bulk.
   • To manage individually, click the Row Action Gear to the far right and choose:
     • Configure (or click the Plan column (pencil icon)
     • Add Communication
     • Add Progress Note
     • Print
   • To manage or print in mass, click one or more checkboxes to the far left, click the Selected Gear in the top left, and select one of the following:
     • Print Selected
     • Manage Plans for Student(s)
2. Students without Plans: Here, you may view students in the group who do not have intervention plans.

Manage My Group Intervention Plans

1. Start by selecting Interventions in the left navigation menu, then choose My Group Intervention Plans.
2. You will see a data table of Group 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. 
   • You will see the Manage Group Intervention Plan page with multiple subpages (tabs) across the top.

• Details: Here you can edit the group label to identify your group, the intervention/support type, start and end dates, and check-in frequency.
• Students:  Here you can view students with or without student plans
• Goals: Add a group intervention plan goal that supports nested progress tracking via a progress log.
• Assessments: Select a group intervention plan assessment. Once scores are available, they will be displayed on the plan and in performance levels.
• Accommodations: This allows you to add one or more group plan accommodations.
• Commitments: This allows you to identify which responsible parties in the plan will do what in the group intervention plan.

4. Click the Row Actions Gear to the far right and delete the group plans via two options:
   • Delete Group Plan (ONLY): This will delete the group plan only. It will not delete the individual student plans of the students in the group. This is helpful if you used the group plan to mass-create individual plans, but it is no longer needed to manage the individual plans it created.
   • Delete Group Plan (+STUDENT PLANS): This will delete the group plan and each student's individual student plan. This is an efficient way to remove individual plans tied to a group plan that were entered in error or contain incorrect plan content.

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