Otus Plans provides educators a way to ensure that every student has a customized plan for success and growth. This article will offer a brief overview of the Plans module including how to create, update, and view plans as well as details about who has access to specific features. Each section includes links to full articles that offer more detailed information.

🤔 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!

Plans Overview

❓ What is Plans? 

Otus Plans allows educators to create and monitor a multitude 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. Then, any other administrator or teacher in the district can add and view active plans for any student they can access. 

❓ What types of plans can be created?

Article Table of Contents

Plans List

The primary navigation page of the Plans module contains a list of the existing plans for the district. On this page, educators can see the plan title, the overall status breakdown, who created it, and when it was last modified. Selecting a plan will open it, the ellipsis button on the right allows teachers or administrators to add students to the plan. Administrators can also create or edit plan templates from here. 

Creating a Template - Admin Only

The Template Builder enables administrators to create a highly customized plan template that can be used by any other administrator or teacher in the district. The primary features of the template builder include:

  • Overall scale

  • Description

  • Items - which track the status of individual data points in the plan

  • Sections - which organize the items

Templates can be:

  • Saved as a draft.

  • Published for immediate access.

  • Edited by Administrators after publishing.

  • Cloned

  • Sent to other administrators.

Adding Students

After the template has been created, teachers or administrators can add students to the plan. Here are the key details to know when adding students:

  • Teachers can add students rostered in their classes

  • Administrators can add any students based on their admin permissions

  • Customization: If available, items in the plan can be shown or hidden on a per-student basis. Note: The option to customize is enabled in the Plan Template, as created by the administrator. As a result, Customization may not be available.

❗ It can take up to 10 minutes after saving for students to be added to the Plan.

For more information about adding students, view the article below!

Updating and Viewing Plan Data

➡️ Full Plan - Student List View

  • You can see the overall status of all students on the plan.

  • To export a CSV of this information, select the download button to the right of the Search Students field.

➡️ Full Plan - Details View

The Details page:

  • Presents a read-only view of the details of the plan, including the description and each section with all corresponding items.

  • Each section can also include a detailed description to guide teachers as they update each section of a student's plan.

  • This allows teachers and administrators to easily see the plan in its entirety without adding a student or opening a specific student’s plan progress.

  • The Item Status Analytics will show a horizontal bar chart to break down the details of that particular item. See more information here.

➡️ Individual Student View

With the template published and the students added, educators can start adding data and viewing historical progress. Here are the primary features of updating and viewing data:

  • The student plan page consists of

    • An overall plan status

    • A description of the plan

    • Items that track the status of individual data points in the plan

      • Selecting an item will open its historical data and any added attachments.

  • The historical item performance page displays

    • A line graph showing the progress of that status over time

    • A table listing the individual status entry details

For more information about updating a student’s plan, view this article:

For more information about viewing historical data, view this article:

Removing and Reactivating Students from a Plan

A student can be removed from a plan, or they can complete a plan.

➡️ Reactivating Students

  • If a student was removed or marked complete for a Plan, you can add them back to the Plan with all of their previously saved data.

Who has Access to Plans?


  • Create templates 

  • Add students

  • Update plans

  • Edit plan


  • Add students (from their own classes), 

  • Show/hide items (depending on Customize settings), 

  • View plans for students in their own classes

Next Steps

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