Linked Data Fields & Progress Monitoring

Linked Data Fields pull student information into a plan automatically, saving time and reducing errors. Because linked data updates dynamically, plans stay accurate and current. Add assessment, attendance, behavior, or wellness metrics to support decisions, and show the same data in progress monitoring charts, either on screen and/or in printed/PDF exports. See below for steps for how to include Linked Data fields on a plan.

How to add Linked Data Fields to a Student Plan

1. Navigate to Plans > Click “All Plans”

2. Open the student plan you want to edit.

   • Click the “Settings” Tab
   • In the settings, select Add Linked Data Fields.

   

3. Choose the data source(s) you want to pull from (for example, assessments, attendance, behavior, wellness).

4. Choose how the data should display.

   • For Assessments, select an option: “All Assessment Scores”, “Most Recent Assessment Scores”, or “Specific Date Range”
   • For all other data fields, you may select a specific date range (optional).

   

5. For any data fields, check the box to include a progress visualization chart in the plan.
6. Click Save.
7. Review the plan preview to confirm the linked data is displaying correctly.
8. If you export or print the plan, confirm the linked data appears in the printed/PDF version as well.

Tips and best practices

• Use linked fields for the metrics the team references most often.
• Add only the fields you need to keep the plan easy to read.
• Each progress visualization chart prints as a separate page. Add visualizations only for the charts you need to keep the print length manageable.
• If a field is missing or empty, confirm the student has data available for that source.