Settings

About PlanWorks®

PlanWorks  is a collaborative piece of software that allows schools to create and manage district and campus plans. Before creating any plans, a District level login should establish the baseline settings. Campus level accounts have read-only access.

• Click Settings from the top navigation bar.

• On the Campus drop-down, select [all] or an individual campus name to view settings currently established.

• Lock plans to campus - Select Yes if you want campus plans to only be viewed by members of that campus.

Positions Responsible 

Identify the roles of individuals who will be responsible for carrying out strategies outlined in the plan.  Click Settings > Positions Responsible from the top navigation bar.

• Filter by [all] from the campus drop-down on the left of the page or choose an individual campus name.

• Use the Master List icon (top right) or click Add New to add positions to the list.

• Click the gear icon to return to the Settings home page.

• Click the Edit icon to modify a name or the red X to Delete.  Check more than one position at a time and click the Remove Selected button to delete multiple positions or reset the list.

Resources

Identify which resources are available on the Resources and Strategies sections of your plan. 

• Filter by [all] from the campus drop-down on the left of the page or choose an individual campus name. Source and Format filters are also available.

• Use the Master List icon (top right) or click Add New to add resources. 

• Name the resource, assign a source (Federal, State, Local or Other), identify the format (currency, number, text) and attach it to all or specific campuses. 

• Use the Campus Only checkbox for individual campuses to see other district resources.

• Check the Active checkbox at the top of the columns to view inactive resources. Click the restore icon to reactivate them.

• Click the Edit icon next to active resources to make changes or the red X to Delete.  Check one or more resources  and click the Remove Selected button to delete multiple resources or reset the list.

  
  

Data Sources

 Data sources are utilized in the Comprehensive Needs Assessment (CNA) section of a plan.

• Filter by [all] from the campus drop-down on the left of the page.

• Use the Master List or click Add New. Name your data source and select [all] campuses or an individual campus name.

• Click the Edit icon next to active sources to make changes or the red X to Delete.  Check one or more  and click the Remove Selected button to delete multiple data sources or reset the list.

• Check the Active checkbox at the top of the columns to view inactive data sources. Click the restore icon to reactivate.