The Plans module in Otus allows educators to design district-specific academic, behavioral, or personalized learning plans for any student and track their progress across classes and school years. It all starts when an administrator creates a template!
Note: While teachers can add students and update items to a student's plan, templates can only be created from Admin accounts.
With the flexible tools in the Template Builder, it's easy to create a unique template for administrators and teachers across the district to enter data and monitor student progress on any type of plan.
Looking for an overview of Plans? Start here.
Article Table of Contents:
Create the Template
From the Plans module, select Create Template in the top right corner:
➡️ Title and Settings
Provide a title, overall scale, description, and choose customization settings.
Title: Enter a descriptive name for the Plan.
Status: Choose a scale to use in the Status drop-down menu.
The status allows educators to identify the current overall status of the plan for each student. The scale used here can be different from any Item status (see Add Sections and Items section below).
Note: The scale used in the status menu cannot be changed after publishing (for more information about editing published templates, click here).
The list of scales is drawn from the Grading Scales available in your district. (See FAQ for more)
Description: Describe the goals and objectives of the plan (5000 character limit)
💡 Tip from the Otus team: Include specific instructions about items in the plan, examples showing what should be entered in each column, and/or what the expected goals or results are.
Customization: Toggle ON/OFF Allow educators to customize plans.
ON (default) - Allows teachers and administrators to show or hide certain plan items from specific students (click here for guidance on customization).
OFF - No items in the plan can be hidden or shown by any teacher or administrator including the administrator who authored the plan.
Note: Customization can be toggled ON or OFF again after publishing. For more information about customization and editing a published template feature, click here.
Add Sections, Columns, and Items
Item rows in the template are comprised of customizable columns. Each section can have a unique set of columns. For reference, examples of completed templates are included at the bottom of this section.
➡️ Sections and Columns
Enter a Section title (Required). 60 character max.
Enter an Items column heading (Required). 80 character max.
Enter a Status column heading (Required). 80 character max.
Or move the column Left or Right, if there are additional columns.
❗️Use caution when deleting a column from a published template, click here for guidance.
Add Text, Status, or Date columns
Note: Needs a minimum of one Status column.
❗️Use caution when deleting a section from a published template, click here for guidance.
Enter the name of the item (Required).
Add a new Item to the section.
❗️Use caution when deleting an item from a published template, click here for guidance
Choose a scale (Required): Establishes the grading scale used for this item. It can be the same scale as the template's overall status, or each item’s scale can be unique. However, the scales cannot be changed after publishing (for more information about editing published templates, click here.)
Save & Publish (or Save as Draft)
➡️ Save & Publish
Makes the template immediately available for the district.
➡️ Save as Draft
Click the arrow on the right side of the Save & Publish button to save a draft. The current progress of the template will be saved into the template list.
In the Plans list, a Draft tag on the row indicates that it is only visible to you as the author of that template. Once published, the Draft tag is removed.
💡 Tip from the Otus Team: Complete the template entirely before publishing. If changes need to be made to the article after publishing, be sure to follow the guidance in this article.
Once published, who can see this Plans template?
All teachers and administrators in the district can see and add students to the Plan. For more information, click here.
Can we create a Grading Scale that is unique to Plans (and not used in Assessments)?
Yes! From the Main Admin account, in Control Center, create the desired Grading Scale and keep the boxes for Viewing and Creating Assessments unchecked. See this article for more information.