✏️ Create a Success Plan (Connect)

Here, you will learn how to create a success plan for a student.

1. Start in the left navigation menu and choose Plans, then Create Success Plan.

2. Click the magnifying glass in the Student field, and click a checkbox to the left.
3. The Success Plan Start Date will automatically fill with today’s date.
4. Click the magnifying glass in the Success Plan Status field and click a checkbox to the left.
5. Select the Responsible Educator field similarly.
6. Optionally, you may choose one or more Supplemental Educator(s) similarly and click Accept.
7. The Success Plan Label will automatically fill, but may be edited as needed.
8. Fill in any Success Plan Notes as needed.
9. Click Save.
10. You will see the Manage Success Plan page with several subpages (tabs) across the top. It will default to the Details tab, which contains all the basic information about the plan you just entered.

Characteristics Tab

Here, you will learn how to outline the student's strengths and interests.

1. Continue from the Create Success plan task.
   1. Alternatively, start under Plans in the left navigation, choose All Success Plans, and click the magnifying glass in the View column.

2. Click the Characteristics tab at the top of the page.
3. Fill in the Strengths and Interests fields.
4. Click Save.

Goals Tab

Here, you will learn how to select predefined Goals for Life, as well as create Target Behaviors.

1. Continue from the Create Success plan task.
   1. Alternatively, start under Plans in the left navigation, choose All Success Plans, and click the magnifying glass in the View column.

2. Click the Goals tab at the top of the page.
3. Click all checkboxes that apply to the left in the Working on the Following Goals for Life field.
4. Fill in the Target Behaviors field. Identify 1-3 target behaviors to help the student reach their goal.
5. Click Save.

Accommodation Tab

Here, you will learn how to select accommodations and scheduled breaks.

1. Continue from the Create Success plan task.
   1. Alternatively, start under Plans in the left navigation, choose All Success Plans, and click the magnifying glass in the View column.
2. Click the Accommodations tab at the top of the page and choose one of the following from the dropdown menu:

1. Accommodations Records: Here, you can identify accommodations or supports implemented to help the student reach their goals. If no date is listed in the Date Lifted column, the accommodation should be considered active.
   1. Click the Add Accommodation button in the top right.
      1. Click the magnifying glass in the Accommodation field and click the checkbox to the left.
      2. Select the Date Initiated. 
      3. The Date Lifted should be left blank while the accommodation is active. When the accommodation is to be lifted, come back in and select the date.
      4. Fill in any Notes.
      5. Click Save.

2. Click the Row Action Gear to the far right to Edit or Delete.

2. Scheduled Breaks: Here, you will list all scheduled breaks assigned to the student. If the Date Terminated column is blank, this is the accommodation the student is currently receiving.
   1. Click the Add Scheduled Break button in the top right.
      1. Click the magnifying glass in the Break Reason Selection field and click the checkmark to the left.
      2. Fill in the Scheduled Break Start and End Time if needed.
      3. Fill in the Scheduled Break Date Initiated.
      4. The Scheduled Bread Date Terminated Date should be left blank while a break is active. When the break is to be terminated, come back in and select the date.
      5. Fill in any Notes.
      6. Click Save.

Contributions Tab

Here, you will learn how to outline both students’ and staff contributions during crisis management.

1. Continue from the Create Success plan task.
   1. Alternatively, start under Plans in the left navigation, choose All Success Plans, and click the magnifying glass in the View column.

2. Click the Contributions tab at the top of the page.
3. Fill in the Student’s Job Contribution and Crisis Management fields.
4. Click Save.

Student Data Tab

Here, you will learn how to view languages, additional services, and attendance history data.

1. Continue from the Create Success plan task.
   1. Alternatively, start under Plans in the left navigation, choose All Success Plans, and click the magnifying glass in the View column.

2. Click the Student Data tab at the top of the page and choose one of the following options from the dropdown menu:
   1. Languages: Here, you can view the students' home, native, and family preferred languages.
   2. Additional Services: Here, you can view the student's program and service enrollments.
   3. Attendance History: Here, you can view the student's attendance history summary.

Skill-Based Coaching Tab

Here, you will learn how to select which skill-based coaching question you are working on with a student.

1. Continue from the Create Success plan task.
   1. Alternatively, start under Plans in the left navigation, choose All Success Plans, and click the magnifying glass in the View column.

2. Click the Skill-Based Coaching tab at the top of the page.
3. Select one or more checkboxes in the Skill-Based Coaching field.
4. Click the Document Drawer to the right to generate a skill-based coaching form you may use with the student.

1. Click the checkbox to the left of one of the selections under the Application Page Printable Documents:
   1. Select All
   2. Success Plan Report
   3. Success Plans Skill-Based Coaching Report
2. Click the Print Selected button. The report will be generated and will be downloaded to your computer.

Notes/Documents Tab

1. Continue from the Create Success plan task.
   1. Alternatively, start under Plans in the left navigation, choose All Success Plans, and click the magnifying glass in the View column.

2. Click the Notes/Documents tab at the top of the page and choose one of the following options from the dropdown menu:
   1. Meeting Notes: Here, you may add meeting notes.
      1. Click the Add Notes button in the top right.
         1. Fill in the Notes and click Save.
      2. Click the Row Actions Gear to the far right to Edit or Delete.
   2. Files: Here, you may add additional files to the plan.
      1. Click the Add File to Plan button in the top right.
         1. Click the “+” icon in the File field, click the Choose a file button, select your file, and click Accept.
         2. Fill in any Notes.
         3. Click Save.

Manage All Success Plans

1. Start under Plans in the left navigation, and choose All Success Plans.
2. You will see a data table of all Success Plans for all students.

3. Click the magnifying glass in the View column to view the Manage Success Plan page.
4. Click the magnifying glass in the Student Name Column to view the Student Dashboard page.
5. Click the clipboard icon in the Record Incident column to create a behavioral intervention report.
6. Click the Row Action Gear to the far right to Delete. A confirmation window will appear; click Yes to confirm.
7. Click one or more checkboxes to the far left.
8. Click the Selected Gear in the top left and choose one of the following:
   1. Success Plan Report(s): This will generate a PDF version of all selected plans.
   2. Reassign Responsible Educator (Plan Manager only): Here, you can select a new responsible educator for all selected plans.
      1. Click the checkbox to the left.

• Create a Success Plan (Connect).pdf700 KB