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Send a Copy of a Plan Template
Send a Copy of a Plan Template

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Monica Burke avatar
Written by Monica Burke
Updated over a week ago

Plans provides educators with a tool to ensure that every student has a customized plan for success and growth. See an example plan below:

These plan templates can be shared with other administrators inside or outside of the district. Sending a copy of a template can only be done from an administrator account and only by the author of the template.

🤔 Curious about adding plans to your district? Contact your district’s Client Experience Partner, or reach out to us using the in-app chat!


Sending a Copy of a Plan Template

  • Step 1: While on your list of plans, select the ellipsis next to the desired plan and choose Send Copy.

  • Step 2: Type in the email address of the administrator you would like to send a copy of the plan template to and then select Send.

You will receive one of two messages:

A copy was sent successfully.

The email address entered was incorrect.

Things to Consider

  • If the recipient of the copy is not in the same district as the sender, all non-points grading scales will be removed. The points grading scale will remain. The recipient will need to add grading scales to those items.

  • If the recipient of the copy is in the same district as the sender, the template will remain exactly as is with all of the same grading scales.

  • If you did not create the plan template you wish to share, you will need to clone the plan first. Then you can send a copy of the clone.

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