Overview: Plans
Learn to use plans, create templates, add students, and update, view, and download data.
Ethan Kelly avatar
Written by Ethan Kelly
Updated over a week ago

Plans provides a way for educators 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

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. Then any other administrator or teacher in the district can add and view active plans for any student.

Types of Plans

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.

❗️Important Note

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

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


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

  • Can include a detailed description for each section to guide teachers as they update a student's plan.

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

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

➡️ 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

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

  • Download a student summary report by click on the file download icon.

Historical Item Performance Page

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

  • A table listing the individual status entry details

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.

Accessing Plans


  • Create templates 

  • Add students

  • Update plans

  • Edit plan

  • Download student summary report


  • Add students (from their own classes), 

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

  • View plans for students in their own classes

  • Download individual student summary reports


  • View their own student's plans if family viewing is enabled

  • Download their student's summary report


  • View their own plans if student viewing is enabled

  • Download their own summary report

Related Resources

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