Step | Description | Screenshot |
1 | Select the Interventions module to access the dashboard. Click New Intervention. | |
2 | Select an action plan from the dropdown menu. | |
3 | Search for a student by name. OR Select a group made from the Data Warehouse to create a common intervention. | OR |
4 | Review details from the student information system, select a start and end date for the intervention, and identify a reason for referral. | |
5 | Select the Data tab and review information stored in Pivot’s Data Warehouse. Use this information to inform goal setting. | |
6 | Fill out each field for the action plan. Note: Fields can be customized for your district. Reach out to your account manager to learn more. | |
7 | Write a goal, or goals, for the action plan. Specify an intervention aligned to achieving the goal. Specific Specify an accommodation (if necessary). | |
8 | Throughout implementation, record notes (e.g., conversations with parent/guardian, supports provided). | |
9 | Throughout the intervention, record quantitative progress. | |
10 | Grant view or editing rights for this plan to colleagues. Upload files related to the intervention. | |
11 | Be sure to Save or Save and Return. | |
12 | On the dashboard, select an action plan type or search for a student’s name to quickly return to the target plan. |
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