Assigning a Student Plan

Abre Plans can be assigned by different staff roles. You can set permissions so that some plans are assigned by general staff members, while others can only be assigned by administrators.

In the Plan Settings, the "Assignability" setting lets Plan Administrators control whether a specific plan template can be assigned to students by standard staff members.

Assigning a Student Plan

1. Navigate to Plans
2. Select "View Student Plans" under Students Plans
3. Search for or select the student you wish to assign a plan to.
4. Once the student has been selected, click the "+" icon in the lower right-hand corner of the page.
5. Select a plan from the "Choose a Plan Template" dropdown, then click "Create"

Once created, you will see the plan assigned to your student. You will also see the following information:

• "Name"
• "Updated" - The time/date the plan was last updated
• "Last Updated by" - Name of the staff member who last updated the plan
• "Status" - The status will be either Complete or Incomplete.

To edit the plan, simply click the plan name. You can learn more about editing student plans here.

Bulk-Assigning Student Plans

1. Navigate to the Plans App
2. Click on "All Plans"
3. Find and click the plan you want to bulk assign
4. Click the "Bulk Assignment" Tab and filter accordingly. Click the Assign Plans button once all relevant students are selected.