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. After a plan template has been published in Otus, teachers can add students to the plan, view progress for any students in their classes, and update student progress for each plan.
Viewing Available Plans
The primary navigation page of the plans module contains a list of the existing plans for the district. On this page, teachers can see the plan title, the overall status breakdown, who created it, and when it was last modified. Select a plan to open that specific plan and see a list of students added to that plan.
Teachers can add any individual students or student groups from their own classes to any plan. There are a few different places to add students.
From the Plan Overview Page
Select Add Students from the upper right-hand corner of the plan overview page.
From the Menu
Select the ellipsis menu beside the student's name and choose Add Students.
From the Status Bar
Select Add Students in the status bar. This will only be an option if there are no students added to the plan.
Viewing Plan Data
Step 1: Select Plans from your list of modules. Scroll through the list or use the built-in search feature to locate the correct plan template.
Step 2: Click on the name of the Plan you'd like to view to see the students already added to the Plan and the details of the Plan template. This page consists of two parts: Students and Details.
➡️ Student List View
What You See:
➡️ Details View
What You See
➡️ 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
Select an item to open its historical data and any added attachments.
Download a student summary report by clicking on the file download icon.
Updating Student Data
Once a student has been added to the plan, their progress can be viewed or updated by any administrator and any teacher who has access to that student.
Updating the Overall Status
Teachers can update the overall status of the plan by editing the status row.
Updating Plan Items
Teachers can also update specific items in the Plan by clicking on the status, date, or notes fields in the student's plan.
Teachers can add attachments to a student's status update as well.
Viewing Historical Data
As the items in a student’s plan are updated over time, the historical data of any status is recorded and accessible to all educators with access to that student’s plan. It is presented both as a line graph displaying the progress on that status over time, and a table showing each entry, with the newest at the top.
Accessing the Historical Data of an Item
Step 1: After opening the plan template, choose the student you'd like to view.
Step 2: On the student's plan page, select the name or description of the item.
A student can be "removed" from a plan, or they can "complete" a plan.
Removing a Student
Completing a Plan
Editing Permissions for Students and Families
Teachers can grant access to an individual student's plans for both students and family members.
Step 1: Select the plan that you'd like to make visible to your student and their family.
Step 2: Select the desired student.
Step 3: Choose the ellipsis and select Permissions.
Step 4: Enable the desired permissions and save.