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  1. Students can view their plans, including goals, notes, progress, and more.
  2. Students can add notes, facilitating dialogue with multiple teachers and support staff.
  3. Students can upload documents, promoting ownership and increasing efficiency.


Actions needed by the Pivot Administrator:

StepsDescriptionScreenshot
1Login to Pivot account > Navigate to the gear icon

2In the second row, select Student Plans

3You will see a list of all of the templates in your district's site

4

To enable the ability to share a students plan:

The Admin must designate the template as sharable using the Student Sharing toggle


Creating a Student Plan:

StepsDescriptionScreenshot
1Hover over Student Plans > Dashboard

2Student Plans Dashboard > New Student Plan

3

Search for the student > Select the student

Choose the correct template > Create

4

Once you have created the new student plan

Go to Sharing Tab > Switch toggle to allow the student to view this plan

5

To create a new note:

Go to the Notes Tab > New Note

6

Decide whether or not you would like to share your note with the student

To enable sharing > switch the toggle to green > click save

7

You can see if the note is enabled to be shared by looking for the green check mark

in the shared with student column


Student View:

StepsDescriptionScreenshot
1

Login to student account > Hover over Student Plans > Dashboard


Find the plan you would like to view > Click on the blue paper icon

2

Students can view notes that were enabled for student sharing


To create a new note > click on the green button

3

Students can add notes, facilitating dialogue with multiple teachers and support staff

4

Go to Resources tab to upload new documents


Resources Tab > New Upload

5

Students now have to ability to add a document and type a file description to upload to their student plan


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