Manage Individual Student Interventions

In this document:

Manage the intervention team
When and how to make intervention changes

Manage the Intervention Team

Who can manage the intervention team? The plan creator and champion are automatically added to the intervention team and may then add additional staff. Once added, anyone listed on the intervention team can also add or remove others from the intervention team.

Note: We recommend including at least one building or district manager on each intervention team to assist with transitioning intervention access during roster changes.

1. Locate and click on the student’s intervention. There are two ways to do it from the Students tab:

Click on the student’s name to go to the student’s profile page; then click on the intervention to display details, or;
Click My Plans under Interventions on the left; then click on the + to the right of the student’s name to display details

2. Click the More actions button and select Manage Team in the drop-down

3. Add or remove educators:

To add to team: begin entering staff name and select from drop-down
To remove from team: click small x to the right of existing team member’s name

4. Click Save to apply team changes

Educator missing from the list to add to the team? Confirm the following:

User has permissions to access the student (can see the student on the Students tab)

User has logged into Student Success at least once and an overnight update has occurred since first login

What functions are available to members of the team?

In addition to the overview available on My Plans, members of the intervention team can do the following:

add notes
edit or delete the plan
mark the plan complete
add/remove educators from the intervention team

To avoid possible mistakes or confusion, we recommend collaborating with your team to determine who will be responsible for maintaining the intervention plan.

Making Intervention Plan Changes

We get questions about making changes to intervention plans and whether to edit, complete or delete interventions. This section is intended to be a quick summary to guide users to the correct processes.

Edit intervention plan information when...

an error was made when entering the intervention information
you’re extending duration of the intervention
the intervention champion changes

Mark the plan as complete (and create a new plan, if applicable) when...

the student has met goal and no longer needs the intervention
changing intervention strategies
changing the progress monitoring measure. Note: PM changes usually align with instructional changes, which would prompt a new intervention plan.
Note: this creates a phase flag on the progress monitoring graph, once the new plan is created

Delete an intervention plan when...

The plan was created in error. Deleting an intervention plan permanently removes the intervention.

Pro-tip: Anyone on the intervention team can complete, edit or delete an intervention plan. To avoid possible mistakes or confusion, we recommend collaborating with your team to determine who will be responsible for maintaining the intervention plan.

Edit an Intervention Plan

Only the plan creator, champion, or intervention team member can edit an intervention plan. Editing a plan overwrites the existing intervention plan information for the student. Editing is appropriate when there's an error, you’re extending the duration or to change the champion.

Important note: Plans that have been marked as complete are no longer editable.

1. Locate and click on the student’s intervention. There are two ways to do it from the Students tab:

Click on the student’s name to go to the student’s page; then click on the intervention to display details, or;
Click My Plans under Interventions on the left; then click on the + to the right of the student’s name to display details

2. Click the More actions button and select Edit plan in the drop-down

Note: from the student’s page, you see Edit group plan in the drop-down, the student is in a group intervention plan and editing will change the intervention for all students in that plan group.

3. Make changes on the edit intervention plan pop-up screen. Remember, changing the strategy, tier or PM measure selected is not recommended unless it was entered in error.

4. Click Save

End (Complete) an Intervention Plan

Only the plan creator, champion, or intervention team member can end an intervention plan. Once an intervention is marked as complete, it can’t be edited or re-activated. Editing is appropriate when the student no longer needs the intervention (has met goal), educators are changing the intervention or the progress monitoring measure. The instructions below are for completing the intervention plan for a single student in the plan group. To complete the group plan, repeat for all students in the group.

1. Locate and click on the student’s intervention. There are two ways to do it from the Students tab:

Click on the student’s name to go to the student’s page; then click on the intervention to display details, or;
Click My Plans under Interventions on the left; then click on the + to the right of the student’s name to display details

2. Click the More actions button and select Complete plan in the drop-down

3. Enter Date of completion and Goal status. The recommendation field is optional but will appear on the student's intervention plan, if entered. You might use the recommendation field to indicate next steps or suggestions for maintenance after the intervention is completed.

4. Click Save. Remember: Once ended, the intervention can't be restored!

How do I remove completed interventions from My Plans?

If you created the intervention or are listed as the champion, the intervention will remain visible on your list and can’t be removed. All others on the intervention team: you can remove yourself (and others) from the intervention team, which removes it from your list. See: Manage Intervention Team.

We forgot to mark last year's intervention plans complete and they're visible under the current year. How can we remove them?

The original creator of the plan (which is listed in the intervention details) can mark previous year's intervention plans complete.

Delete an Intervention Plan

Only the plan creator, champion, or intervention team member can delete an intervention plan.Once deleted, previous plan information is completely removed from the can’t be restored. Delete is generally used when an intervention plan is created by mistake.