Once students have been added to a plan, their progress can be updated by any teacher or administrator with access to that student through their class rosters or site and grade level permissions.
🤔 Curious about adding Plans to your district? Contact your district’s Otus Client Experience Partner, or reach out to us using the in-app chat!
Opening a Student's Plan
Step 1: From your plans module, you will first select the plan that needs to be updated.
Step 2: Select the student from the plan's student list to see the details of the individual student's plan, including status updates, goals, and any attachments that have already been added.
Updating Items
There are four different types of columns available in plans. We'll cover how to update each column type.
Status |
➡️ Date and Time Fields (1)What is it?
How does it work?
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➡️ Status Field (2)What is it?
How does it work?
💡 Tip: It is possible to add the same status for multiple students at once from the item details view. Click here for instructions! |
➡️ Notes Field (3)What is it?
How does it work?
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➡️ Attachments Field (4)What is it?
How does it work?
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❗ Important Notes:
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➡️ SaveClick Save when you've completed your updates to the status field. |
Dropdown
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What is it?
How is it used?
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Text
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What is it?
How is it used?
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Date
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What is it?
How is it used?
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💡Tip: Navigate quickly from student to student by selecting the student you'd like to update next from the dropdown or using the navigational arrows to move from student to student.
Editing or Deleting an Update
Editing and deleting can only be done by the original author of the status or an administrator.
The overall status of a student's plan cannot be deleted. Only statuses on individual items of a plan can be deleted.
Step 1: Click the title of the item (for example, "Weekly Check-out" in the image below). This will open the student's historical performance for that item.
Step 2: Select the ellipsis to the right of the status you'd like to edit or delete.
Step 3: If you choose to delete the item update, you must confirm the deletion.
The ellipsis will only show on updates that you have entered. Only the original author of the status or an administrator can edit or delete an update.
Selecting an Overall Status
An overall status for the plan can be added to provide a visual indicator of the student’s status on the plan overview page. There are two places that you can update the overall status:
From the Plan overview page:
Click the status column for a student, then select the status you wish to add.
To update the status for multiple students at one time, use the checkboxes on the left side to select the students you wish to update. Then update the status for one of the selected students, and it will be updated for all.
From within an individual student's plan:
Select the pencil icon to edit the overall status of the plan.
To save your changes, click the checkmark next to the status dropdown.
Customizing the Items
If the Customization feature is ON in the template settings, an ellipsis shows in the top right corner of a student's plan.
Step 1: Open the plan you are updating.
Step 2: Select the student that should have a customized plan by clicking on their row.
Step 3: Click the ellipsis in the upper right-hand corner, and select Customize (see above).
Step 4: Use the eye icon to show or hide the entire section. You can also click the eye icon to hide only a specific item.
💡Tip: If the plan's section has multiple items and only a few apply to the student, hide the entire section and then click the eye icon to unhide only the items you need for this student.
Step 5: Click Save to update.
❗️Only items (rows) can be hidden/shown. Individual columns in each item cannot be hidden.
❗️If all items in a section are hidden, the entire section will be hidden for that student.
❗️If data was added to an item and the item is later hidden, the student's data is not deleted. Reveal the hidden data easily by selecting customize and clicking the eye icon again to unhide the item.
Completing or Removing a Plan
Students can be removed from the plan or marked as completed.
What does Completed mean?
The student met the goals of their plan
Educators have tracked all necessary data
What does being Removed mean?
The plan no longer applies to the student
The student was incorrectly added to the plan
Step 1: Option 1 - Select the ellipsis beside the student's name from the plan's student list. Option 2 - Select the ellipsis from the individual student's plan in the upper right-hand corner.
Step 2: Select Complete or Remove.
Step 3: If you remove the student, confirm your selection.
Adding Students to Groups
You can add students to student groups to help you differentiate learning directly from the plan's student list.
Step 1: First use the checkboxes to the left of the student names to select the student or students you would like to add to a group.
Step 2: Then select Add to Groups.
Step 3: Click directly on the search box to see a list of student groups. Groups can be selected one at a time. To add the same students to more than one group, click on the search box again to select another group.
Step 4: Choose Save to add the students to the group(s) you selected.
Otus Live
Click here to view a video from our Otus Live series on how teachers can view and update a student's plan as a teacher.
Click here to view a video from our Otus Live series on how teachers can view and update a student's plan as a teacher.
FAQ and Troubleshooting
Click to see FAQ and Troubleshooting Details.
Click to see FAQ and Troubleshooting Details.
Who sees the updates added to a student's plan?
Administrators from your district or school and other teachers who have access to this student through their class rosters can see a student's plan. Family and student accounts can also be granted permission to view plans.
Who can update a student's plan?
Administrators from your district or school and other teachers who have access to this student through their class rosters can update a student's plan. Family and student accounts can also be granted permission to update plans.
Can another teacher delete one of my updates?
No, only administrators and whoever added the update can delete a status update.