Notes/Files/Forms/Audit
Learning Plans
eLearning:
The Notes, Files, Forms, and Audit section of a Learning Plan is essential for organizing documentation related to individual students. Documentation can be attached either to a Student Portfolio or specifically to a Learning Plan. Each section offers the same icons for adding and viewing information.
Notes
Enter and manage text-based information linked to a student’s record.
Select the Notes section to enter plain text information.
Notes are listed in reverse chronological order and can be filtered using the drop-down menu.
Click the green plus icon to add a new note.
Select a location from the drop-down menu (e.g., Plans for ALP or MTSS documentation).
Once a note is attached to a plan, it becomes read-only after the school year ends.
Check the Print box if you want to include the note in printed documentation, then click Save.
Notes can be sorted by location, year, date, time, user, type, or description.
Use icons to Print, Edit, or Delete notes.
To include a note in printed documentation, click the empty paper icon; to remove it, click the icon again. Notes with a green check mark will appear in printed documents.
Editing and deleting notes is restricted to their authors unless the user has a Campus or District Admin role. District Administrators can manage any notes for the entire school.
Files
Upload and manage PDF files tied to a student’s Learning Plan.
Click the Files section to upload PDF attachments to a student’s plan.
On the left, a running total of files and attachments for each student is displayed.
Click the attach icon to upload files.
Select the desired location from the drop-down menu.
Rename the file, and optionally attach it to a Data Source (a list managed in the Settings section of Learning Plans).
Click Save.
Files can be sorted by location or year, or managed using the Print, Edit, and Delete icons, which function the same as in the Notes section.
Forms
Integrates with the FormWorks® software (purchased separately) for completing custom online forms for students.
Select the Forms section to complete custom forms for students. Forms can be standalone or running records.
A form must be attached to Learning Plans via FormWorks for it to appear in this section.
Click the green plus icon to add a new form.
Choose the desired location and Select Template from the drop-down menus.
Check the Print box to include the form in printed documentation.
Forms requiring approval include a plus sign in the drop-down list.
Complete the required fields and click Save or Save and Close.
Sort forms by location or year and manage them using the Print, Edit, and Delete icons.
Audit
The Audit section keeps a record of all actions linked to a student’s plan and is read-only.
View audit records by using drop-down menus for plan, year, or type.
Sort the audit log using column headers by date, time, user role, type, area, or description.