Plans allows educators to create and monitor a variety of different data points in a district-specific, itemized plan. Progress can then be tracked across classes and school years, allowing for a more individualized and flexible approach to learning and growth. First, administrators create a flexible plan template to monitor criteria or items. These items can each be evaluated on different scales or even formatted to allow for simple text entry. After a plan template has been published in Otus, teachers can add students to the plan, view progress for any students in their classes, and update student progress for each plan.
🤔 Curious about adding Plans to your district? Contact your administrator or reach out to us using the in-app chat!
Viewing Available Plans
The primary navigation page of the plans module contains a list of the existing plans for the district. On this page, teachers can see the plan title, the overall status breakdown, who created it, and when it was last modified. Select a plan to open that specific plan and see a list of students that have been added.
Adding Students
Teachers can add individual students or student groups from their own classes to any plan. There are a few different places to add students.
From the Plan Overview PageSelect Add Students from the upper right-hand corner of the plan overview page. |  |
From the MenuSelect the ellipsis menu beside the student's name and choose Add Students. |  |
From the Status BarSelect Add Students in the status bar. This is only an option if no students are added to the plan. |  |
Viewing Plan Data
Step 1: Select Plans from your list of modules. Scroll through the list or use the built-in search feature to locate the correct plan template.
Step 2: Click on the name of the Plan you'd like to view to see the students already added to the Plan and the details of the Plan template. This page consists of two parts: Students and Details.
Step 3: Click on the bar chart for any item on the Details page to see all students with data tracked in each item. Filter to each value represented on the bar chart if needed.
➡️ Student List View
What You See:
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💡 Tip: To see a student’s plan and the status of the individual items within the plan, click on the student’s row. Click here to learn more about updating a student's plan.
➡️ Details View
 What You See
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Click on the bar chart for any item on the Details page to see all students with data tracked in each item. Filter to each value represented on the bar chart if needed.
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➡️ Individual Student View
Educators can start adding data and viewing historical progress as soon as the plan template is published and students are added.
Student Plan Page
An overall plan status
A description of the plan
Items that track the status of individual data points in the plan
Select an item to open its historical data and any added attachments.
Download a student summary report by clicking on the file download icon.
Updating Student Data
Once a student has been added to the plan, their progress can be viewed or updated by any administrator and any teacher who has access to that student.
Updating the Overall Status
Teachers can update the overall status of the plan by editing the status row.
Updating Plan Items
Teachers can also update specific items in the Plan by clicking on the status, dropdown, date, or notes fields in the student's plan.
Adding Attachments
Teachers can add attachments to a student's status update as well.
Receive more detailed guidance on updating a student's plan or adding attachments.
💡Tip: Save time and update multiple items at once.
Check the individual items you'd like to update
Status columns
Select the new value for the status column. You will see a different status field for each scale that is in use. In this case, two of the fields use the same scale while one of the fields is different.
Add any notes or attachments.
The same notes and attachments will show in each status update.
Dropdown columns
For dropdown columns, the same value will apply to all items selected.
Viewing Historical Data
As the items in a student’s plan are updated over time, the historical data of any status is recorded and accessible to all educators with access to that student’s plan. It is presented both as a line graph displaying the progress on that status over time, and a table showing each entry, with the newest at the top.
Accessing the Historical Data of an Item
Step 1: Open the plan and choose the student you'd like to view.
Step 2: On the student's plan page, select the item name or description of the item.
Removing Students
A student can be "removed" from a plan, or they can "complete" a plan.
Removing a Student |
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Completing a Plan |
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Reactivating Students |
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Editing Permissions for Students and Families
Teachers can grant access to an individual student's plans for both students and family members.
❗Teachers can only edit student and family access to plans if an administrator has granted them that ability. If you'd like to grant access to students and families and do not have the ability, connect with your administrator.
Step 1: Select the plan to make visible to your student and their family.
Step 2: Select the desired student.
Step 3: Choose the ellipsis and select Permissions.
Step 4: Enable the desired permissions and save.
