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Column Types in Otus Plans

Differences between status, dropdown, text, and date columns in a Plan template.

Olivia Reinauer avatar
Written by Olivia Reinauer
Updated over 2 weeks ago

Column Type Options

When adding an item to a Plan template, there are four column type selections: status, dropdown, text, and date. The table below provides an overview of each option.

Column Type

Description

Track Progress/Changes

Example

Status

Status scale or points (numerical) entry that can be tracked over time. Updates can include saved notes and attachments.

Yes

Scale: Not Started, Incomplete, In Progress, Complete

Points: Enter any number

Dropdown

Custom dropdown list of selections.

No

Frequency: Daily, Weekly, Monthly, Yearly

Text

Text entry

No

Individual goal

Date

Date selector

No

Date last updated

When to Choose a Status Column vs. a Dropdown Column

Scale-based status columns and dropdown columns both offer a list of selections to choose from. When selecting which column type to use, please consider the following:

  • Status columns are best for tracking performance or progress over time, and can also be used to view data visualizations on the current status for all students within the item.

  • Dropdown columns are best for limited, one-time selections that do not require analysis or tracking of performance/progress (e.g. staff member names, frequencies for interventions, curricular resources).


Adding Columns to a Plan Template

Column types are selected when adding a new column to a section in a Plan template.

What About 3rd Party Data?

The option to automate 3rd Party Data in a Plan is located in the Status column. After clicking the Select Scale box, it will be the first item on the list (Connect to Otus Data Source).


Entering Column Data


Otus Live Video

Click to see a video from our Otus Live series on when to use a Drop Down versus when to use a Scale in plans.

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