After a Plan template has been published, there may be scenarios where the template needs to be updated or modified in some way. This article will demonstrate what options are available, and how to edit the template safely.
❗️Things to consider:
Only the original creator of the plan can edit the plan template.
Changing a template can have a significant impact on the student data recorded in that plan. Please use caution when updating published templates, and note any warnings that appear in Otus.
Article Table of Contents
Navigating to Edit a Published Plan
❗ Editing templates can only be done from an administrator account.
Step 1: From the Plans module, select the ellipsis on the right side of the Plan row
Step 2: Select Edit.
Editing in the Template Builder
When editing a published template, most of the same options are available as there were when initially creating the template.❗️ However, since the template is already published, anything that is deleted will delete all student data associated with that feature of the template.
We’ll cover each type of change that can be made, but first here is a list of what cannot be edited after publishing:
🚫 Change Status Scale: The Grading Scale used in the overall status or in any individual item cannot be changed to a different scale after publishing.
🚫 Delete Status column: If there is only one Status column in an item, it cannot be deleted. Every item requires at least one Status column.
Any column, item, or entire section can be deleted from a published template.
❗️ Doing so will delete all student data associated with that feature.
➡️ Deleting Columns
Columns can be deleted. Select the ellipsis on the right side of the column header and select Delete Column.❗️This will delete all student data associated with that column.
➡️ Deleting Items
Items can be deleted. Select the ellipsis on the right side of the item title and select Delete Item.❗️This will delete all student data associated with all columns in that item.
➡️ Deleting Sections
Sections can be deleted. Select the ellipsis in the top right corner of the section and select Delete Section.❗️Since this will delete all student data associated with all items in this section, you’ll need to follow the instructions in the warning dialog and type the name of the section into the field for the Delete button to be enabled.
➡️ Deleting Templates
Entire templates can be deleted. From the main Plans list, select the ellipsis on the right side of the plan row and select Delete Template.❗️Since this will delete all student data associated with all items in this plan template, you’ll need to follow the instructions in the warning dialog and type the name of the section into the field for the Delete button to be enabled.
Editing Existing Features
Any of the following features that can be edited can be changed safely without negatively affecting data in the plan.
➡️ Editing Template Title, Status, Template Description, and Customization
❗️Note: Any items that were hidden before Customization is toggled OFF will remain hidden (but the data will not be deleted), and cannot be shown again unless Customization is turned back ON here in the template. See the Customization section of this article for more information.
➡️ Editing Sections
➡️ Editing Columns
➡️ Editing Items
Adding New Features
New features can be added to a published plan.
✅ New Columns can be added.
✅ New Items can be added...
❗️Note: Any new items will be hidden from use and will need to be manually enabled for each student. See Customize Plans for more details.
✅ New Sections can be added...
❗️Note: Any new sections (and any accompanying new items within that section) will be hidden from use and will need to be manually enabled for each student. See Customize Plan for more details.
❗ Note: Any changes made when editing the template are only officially saved once the Publish button is clicked. Click Cancel at any time to undo the changes made while editing.
When using Otus Plans, a template can be cloned to allow for easy recreation of the similar content or structure. To clone a template in Plans, follow the steps below.
❗ Please note - cloning templates can only be done from an administrator account. Teacher accounts are not able to clone templates.
Step 1: Navigate to the Plans module.
Step 2: Identify the Plan you'd like to clone. Select the ellipsis to the right.
Step 3: Select Clone.
What happens when you clone a template?
The clone is placed at the top of the Plans list.
The word -Copy is appended to the end of the title.
The cloned Plan is marked as a Draft. Once the title is changed, the Draft status will be removed.
Otus Live Video
Below is a video from our Otus Live series on how to edit a published plan, and what to consider when editing a plan after student data has been collected.