[ARCHIVE] Student Plans Dashboard Navigation and Utilization

Your Student Plans Dashboard allows for simple filtering.

Note: “Student Plans” was formerly known as “Interventions”

To locate an existing plan, filter by plan type.

My Plans = Plans created by you and / or transferred to you.

Shared Plans = Plans created by a colleague and editing / viewing rights shared with you.

All = Pivot Admins have the ability to see all plans in the site.

Existing Plans can also be filtered by template types, start dates, and end dates of the plan.


Pivot Admins have the ability to select an existing plan and “Reassign” ownership of that plan to another staff member within the site.

From the Dashboard, existing plans can also be edited or deleted.

To create a new plan, select “New Student Plans”