🎯 Purpose
Otus Plans allow districts to create flexible templates for monitoring academic progress, student services, and other goal-oriented programs. Administrators design templates, and teachers or other administrators track student progress over time. Plans provide actionable data to support informed decisions for individual students and groups.
🔑 Key Features
Plans give educators flexible ways to monitor, track, and analyze student progress.
Customizable Templates: Build sections with diverse items that can be evaluated using specific scales or simple text entry.
Flexible Student Assignment: Teachers can add students from their class lists, while administrators can add students across their site or grade level.
Visual Analytics: Access horizontal bar charts for item status breakdowns and drill down to see specific student assignments.
Historical Performance Tracking: View graphs plotting student progress over time with trendlines to identify patterns in growth.
Stakeholder Visibility: Share plan progress with students and families to encourage ownership and keep everyone informed.
📘 Why Use Plans?
Plans support tracking across a variety of academic and student services areas.
Academic Support |
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Student Services |
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College & Career Readiness |
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Eligibility Tracking |
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🛠️ How Plans Work
1️⃣ Create Plan Templates
Administrators design templates that define how data will be collected and organized.
Templates include:
An overall evaluation scale
Plan description and purpose
Sections and items to track
Templates can be:
Previewed before publishing
Saved as drafts
Published for district-wide use
Edited after publishing
Cloned or shared with other administrators
→ Click here for detailed instructions on creating a Plan template.
2️⃣ View Plan Templates
The Plans landing page displays all district plan templates. Educators can:
View plan titles, creators, and last modified date
Add students to plans
Open plan details
Administrators can create or edit templates
→ Click here for a full teacher's guide to plans.
3️⃣ Add Students to a Plan
After publishing, students can be assigned to the plan.
Teachers: Add students from class lists
Administrators: Add any student based on site- or grade-level permissions
Individual items can be shown/hidden per student if the template allows
⏱️ It may take up to 10 minutes for newly added students to appear in the plan.
→ Click here to access the step-by-step guide to adding students to Plans.
4️⃣ Update and View Plan Data
Educators can track progress and view plan analytics in multiple ways.
Full Plan: Student List View
Filter students to narrow results
Download CSV: Exports a list of students and their current status
Download Plan: Exports the selected student’s full plan, including all sections, items, and historical data
Full Plan: Details View
Read-only overview of the plan structure
Includes plan description, sections, items, and guidance notes
Item Status Analytics displayed as horizontal bar charts
Drill down into charts to view students with each status
Individual Student Plan View
Overall student plan status
Plan description and tracked items
Attachments or notes for each item
Download student summary report
→ Click here for detailed instructions on updating a student's plan.
5️⃣ Track Historical Performance
Track item-level progress over time:
Graph of status updates with trend lines
Table of each individual update
Helps identify patterns and student growth
→ Click here to learn best practices for analyzing historical item performance.
👥 Manage Plan Participants
Remove students if a plan is no longer relevant.
Plans can be marked complete once goals are achieved.
Previously removed or completed students can be reactivated. All previously saved data will remain.
🚪User Access to Plans
User access is based on role and district settings.
Role | Access |
Administrators | Create/edit templates, add students, manage plans |
Teachers | Add students, update progress |
Families | View plans if access is enabled |
Students | View plans if access is enabled |
🚀 Getting Started
Not using Plans for progress tracking yet? Contact your Otus Client Experience Partner or reach out via the in-app chat for guided setup and best practices.
Otus Live Video
Click to view a video from our Otus Live series on how Plans can be used to track and monitor student progress.
Click to view a video from our Otus Live series on how Plans can be used to track and monitor student progress.