Group Plan Management

Group plan management helps streamline the MTSS workflow by letting staff update a single plan for multiple students at once. Instead of opening each student’s plan individually, staff can assign a plan to an SIS-rostered course or a student group in Abre, then make updates from one easy-to-navigate screen.

Set up Group Plan Management

1. After you have created a Student Plan, enable group plan management using either option below.
   1. Forms app: Open the form, then go to Settings → Make this form a plan. Select the Group Plan Management checkboxes.
   2. Plans app: Go to All Plans, open the plan, then select Settings. Select the Group Plan Management checkboxes.
2. Click the pencil icon to choose which questions can be updated in group editing.
   1. Hidden: Does not appear in group editing.
   2. View only: Appears, but cannot be edited.
   3. Enabled: Can be edited.
   4. Greyed out: Not available for group editing.
3. Click Save. Student plans can now be edited individually or in bulk in the Students app.

Assign Plans to a Group

Once enabled, you can assign and update plans from the Students app for either a user-created student group or an SIS-rostered course.

1. In the Students app, open the student group or rostered course.
   1. To learn more about creating student groups, see Creating Student Groups.
2. Click Plan Assignment.
3. Use the dropdown to select the plan to assign. Follow the prompts to confirm.
4. To make updates, click Update Plans.
5. Select the plan you want to update.

Edit a Group Plan

1. Select a value in a dropdown, or clear it by clicking the X.
2. Enter a value in a number field, then click Copy to apply the same value to all students.
3. Enter a date manually, or click the calendar icon to choose a date.
4. Complete short answer fields for each student.