ACCUTRACK SUCCESS PLANS SCREEN

When you click on Success Plans from the main System Administration Menu, you will see the following options:

• Student Plans: Use to view and complete Student Success Plans for a selected student.
• Action Items: Use to create Action Types and the Action Items that are grouped under an Action Package. After creating Action Types and Action Items you can create an Action Package and assign any of them to it.
• Bulk Assignment: Use to assign Action Items or Action Packages to individual Students or all members of a Student Group.

Purpose: View and complete Action Items for a Student.
Access: From System Administration, click on Success Plans > Student Plans.

Student: Click the button to select a student. If the student has any action items assigned, they will appear in the display grid. Click on an item in the grid to view the details for that item.

Show completed: After selecting a student, check this box to show completed Action Items only or leave it unchecked to view both completed and non-completed items.

Action Details: After you select an Action Item for a Student from the top grid, the center portion of the screen will show the details on the selected item.

Then use the Add New Assignment(s) button to add a new Action Item or Action Package for the selected Student.

Action Items: If you would like to add a single Action item for the student, click this radio button. Action Items are created in the Success Plans » Action Items screen and then assigning them here.

Action Package: If you would like to add a group of actions for the student, click this radio button. Action Packages are created in the Success Plans » Action Items screen by first creating the Action Types and Action Items, creating an Action Package from the items, and then assigning them here.

Select: After you have selected either the Action Items or Action Package radio button, click the Select button to add the item or package for the student. A screen will appear where you can select the action items you would like to add:

Select the desired Action Items and then click the Close button at the bottom. Back on the Assign Action Items screen, add any notes for the Action Items and then click the Assign button.

NOTE: If you have the same Action Item assigned to a student already and it is not marked as complete, when you assign the item(s), you will receive the following message:

Then in the Select Action Items picklist, you can select the items you would like to duplicate. Or if you do not select any items and simply click the Close button this would avoid adding any duplicate Action Items.

Date Assigned: Automatically generated.

Due Date: This field will be populated with the Duration you entered when you created the Action Item initially. You can change the date and/or time the item is due to overriding the default due date.

Assigned By: This field will automatically be populated with the currently logged in AccuSQL or AccuTrack user who is creating the assignment.

Assignment Notes: Enter any notes you would like to include for the assignment.

Assign: Click this button to assign the item to the student. It will then be added to the Student Plan you have selected.

Cancel: Cancels current operation and returns you back to the main Student Plans screen.

After you have selected a Student in the main Student Plans screen, any incomplete assignments will not have the Completed checkbox shown in the display grid at the top. Click on one of those assignments in the list and then a Complete Assignment button will become available at the bottom of the screen. Click the Complete Assignment button and you will be presented with a screen where you can enter any completion notes.

Enter your notes, if desired, and then click the Complete button. The screen will close at that time and you will be returned to the Student Plans screen with that item marked as complete in the top grid. Click on the Action Item again to view the details for it if it is not already selected.

If you wish to completely remove an assignment item for the student, select it from the grid at the top of the screen and then click the Remove Assignment button. You will then get a confirmation box. Click Yes to remove or No to cancel the operation.

Purpose: To create the action types and action items you will be assigning to the students’ success plans.
Access: From System Administration, click on Success Plans > Action Items.

First, you will need to click Add on the left to add an Action Type. All Action Items are grouped under a top-level Action Type. After you create the Action Type, then you can select it and click Add button on the bottom right of the screen to add the individual Action Items that will appear under the selected Action Type:

Mnemonic: Enter a short code for the action item.

Description: Enter the description for the action item.

Duration: First select the hours, days, or weeks radio button, then enter a number based on that value. This is when then action item is due after the date/time it is assigned to the student.

Notes: Add any notes to elaborate on the action item. These are internal and will not appear on the Action Plan report.

Save: After you have created the action item click Save to save your work. You can continue adding items for the selected Action Type using this method.

After you have finished adding the various Action Types and Action Items that appear under them, you can create an Action Package. You can assign the Action Package to the Student and all Action Items that are included will be assigned to the Student at once if you so choose.

To create the Action Package, click the Create Action Package(s) button. Now click the Add button and create a description. If desired enter the completion duration for the overall package and click the Save button.

Now click the Add Action Items button at the bottom. All of your action items will appear grouped by Action Type. Click the checkboxes next to the items you would like to include in the package and then click the Close button.

You will be returned to the Action Packages with the Action Items assigned to the package. You can now click the Close button to complete this process.

Note: In the Success Plans > Student Plans screen, after you select the student, you can click Add new Assignment(s) and then select the Action Packages radio to select an action package to assign to the student versus adding and individual item.

Purpose: Assign an Action Item or Action Package to several Students at once using either a pick list of Students or Student Group list.
Access: From System Administration, click on Success Plans > Bulk Assignment.

If you want to assign items via a pick list of Students, the Student list radio button should be pre-selected, but click it if not and a list of the students will appear in a picklist. Select the checkbox next to each Student to whom you want to Assign Items/Action Packages, and then click the Close button.

The Students will then be added to the Selected Students display grid at the top.

If you prefer to select the Students from a group, click the Student Groups radio button and then click Select. You can then select one or more Student Groups to populate the Selected Students display grid with all the student belonging to those groups:

After you have selected the desired students, using either method, click either the Action Items radio button or the Action Package radio button and then click Select to add the desired items to the Selected Students and then click OK.

Finally, change the Due Date if so desired, enter any Assignment Notes and then click the Assign button to assign the Selected Action Items for the Selected Students. After the process is done, you can then click Close. You can now access this information on the Success Plans > Student Plans screen to work with the individual Students you created the Action Items or Action Packages to complete them.

Purpose: Use this section to pull a report on a Student's progress in their Student Success Plan.
How to Access: From System Administration, click Success Plans then the Reports button in the bottom right to access the Individual Education Action Plan Report.

Note: You can filter this report for specific Students or Student groups:

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