🗓️ Copying HiCapPlans from Year to Year V2

• You can copy a student’s HiCap plan year after year. This lets new teachers take over and keeps track of services for each year.
• Some historical information (Strengths, Observations, Goals, and Tasks) will remain, but the view defaults to the current school year.
• This feature will be used in the late summer or early fall after completing your Student Information System (SIS) rollover.  

1. In the Educator Role, start under Plans in the left navigation menu.
2. Use the column filters to sort and filter, then find the planning group you wish to copy.
3. Select one or more checkmarks to the left.
4. Click the Select Row Actions button at the top right and choose Create Next Year Plan.

5. You will see a new form appear with the following selections, which will be applied to the new plan created for each selected student: 

6. Click Save.

Several fields from the Details tab of each plan are either automatically generated or carried forward: 

• Label: The current plan label will be copied forward and appended with (for next school year). For example, if you are using a 2021/22 plan with the label Amy’s Math Plan, the newly created plan will be given the label Amy’s Math Plan (for 2022/23)
• Eligibility Date: This will remain the same. 
• Eligibility Areas: This will remain the same. 

 Fields on the details tab may be edited on the new plan as needed.

Other Important Things to Note:

• The Strengths, Goals, Tasks, and Observations tabs will retain all historical data as plans are rolled forward, but will filter to show data for the current year by default.   
• Only one plan can be created per student per year; therefore, if you attempt to create a plan for a student who already has one for the selected year, an error message will surface. 
• The Surveys, Additional Services, and Communications tabs are all year-based and will not carry forward. 

• Copying HiCap Plans from Year to Year V2.pdf200 KB