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Settings

About Learning Plans

Create individualized Learning Plans for students to document interventions for specific areas of focus and monitor student progress (Learning Plans was previously called RtI in DMAC).
Integrated into the Student Portfolio application. When searching for students, make sure the Plans tab is selected on the left to view data specifically tied to Learning Plans.

Access to Settings

Only District level logins can access Settings.
Click Settings > Learning Plans from the top navigation bar.
Schools should review Settings annually before new plans are created in the software.
From the top right of the Settings screen, click the Print icon to view or save a listing of all current settings as a .pdf.

General

New School Year begins on July 1 with the option to unlock the previous school year. This is important because documentation becomes read-only after the school year ends.
Print Settings – Identify which sections are available on printed documentation. Individuals can choose to exclude data on their copies; however, they can not include it if you select Never Show under print settings.
Plan Settings and Permissions – Limit access for teacher level logins or designate how multiple Focus Areas are displayed in MTSS (individual, separate or combined).
Review Date Notification – A color coded review date notification appears on the Search screen for students within the designated time frame. Red text for a focus area indicates it’s past the review date and blue text indicates that you are approaching the selected date.

Current Services

Identify any services or programs currently available for students at the district/campus level.
Select the Master or Add New icons (top right) to modify the list. Designate services by individual campuses or choose all campuses.

Click the icons to the right of individual services on the list. Use the View drop-down to see Active, Inactive or All services.

Active (check icon) – click to deactivate a service.
Edit – change the name, select a campus or deactivate a service.
Delete – remove a service from the list.

Data Sources

Identify different ways student data can be reported at your school.
Use the Add New icon on the top right to create new data sources.
The View drop-down displays active, inactive and all data sources.
Use the individual icons (see above) to deactivate, edit or delete.

Resources (the WHAT)

Identify any resources available at the campus/district level that can be used during a Learning Plan.
Use the Add New icon on the top right to create new resources. Choose Plan Type/Area of Focus (optional), Name and Campus.
The View drop-down displays active, inactive and all resources.
Use the individual icons (see above) to deactivate, edit or delete.

Strategies (the HOW)

Identify strategies at the campus/district level that can help with implementing a Learning Plan.
Use the Add New icon on the top right. Choose Plan Type/Area of Focus (optional), Name and Campus.
The View drop-down displays active, inactive and all strategies.
Use the individual icons (see above) to deactivate, edit or delete.

Student Search

Student Search > Plans tab

Learning Plans is integrated into the Student Portfolio application. When searching for students, make sure the Plans tab or button is selected and gray to see information tied specifically to Learning Plans.
The Student Search page is the default landing page for Learning Plans. Use the filters on the left to narrow down the list of students by Learning Plan Type, Campus, Grade, Plan Year, Local ID or partial First or Last Names.
District and Campus level logins can search across the school, specific campuses or grade levels.
Teacher level logins automatically see the students assigned to them via the Class Roster data file.

Learning Plan Type

ALP – Accelerated Learning Plan. Create Accelerated Learning Plans related to HB4545 and keep track of required hours for each student with the time log.
MTSS – Multi-Tiered Systems of Support. Create intervention plans by specific areas of focus.
RtI – Response to Intervention (historical documents)
Each Learning Plan Type displays different columns (see ALP vs. MTSS views).

Show Groups

Filter by custom student groups by clicking the toggle for Show Groups. The Settings icon will open the Utilities application to manage existing groups. Click the Refresh icon to update the list of current groups.
Click the Search button to update the list or Reset to clear all selections and filters.

Search Results

The total number of students returned in a search appears on the bottom left (250 students per page). Use the page numbers or arrows to navigate if you have more than 250 students appearing. The number also appears at the top of the column next to Select all in parentheses.
Use the Sort by drop-down to further filter results. Click the radio button to view in Ascending or Descending order.
Students appearing on the Learning Plans search screen are listed by Last Name, First Name with their current grade level in parentheses and their Local ID above their name.
The Review column is a visual indicator that displays red text if a student is past the selected review date (this is listed by focus area) or blue text if they are approaching the selected date range. NOTE: the date range controlling this feature can be found in the Settings/General section for Learning Plans and can only be changed by a district level account. Click the Review for each student to see a pop up displaying the Focus Area, Review Date and Decision.
The Hours column (ALP view) displays a running total to help monitor how much time a student has logged for each focus area or subject. Click the column to see details by date and area.
The Supports column (MTSS view) indicates if any online testing supports have been individually assigned. Hover over the green checkmark icon to see the number. Empty checkmarks indicate no active supports for that student.
MetStd R/W/M/SC/SS (MTSS view) includes performance on the most recent STAAR assessment. Clicking on the Y/N displays a pop-up window with historical assessment information (Green Check – Passed; Red X- Did Not Pass).

Status Icons:

Active Plan – clipboard icon > click to view a student’s plan.
Create – + plus icon > click to begin a new plan.
Modify/Edit – icon indicates a plan was initiated but does not include any data.
Delete – click red x icon to delete a plan that can later be restored. Check the box by “destroy plan” to remove it from the list. (Only for administrative roles).
Restore – click the refresh icon to reopen a previously deleted plan.

Individual Portfolios

Click the magnifying glass icon (far right) of each student’s name to open their Student Portfolio.
NOTE: This will take you out of the Learning Plan view to Student Portfolio. If you clicked it wanting to access a Learning Plan, select the Plans tab on the left and then the small magnifying glass to the right of the plan you wish to edit.

Filter, Batch & Print

The Filter, Batch and Print icons are located on the top right of the Student Search screen in Learning Plans.

Advanced Filter

The purple Filter icon allows you to sort students by Demographics, Teachers, STAAR test results, PGP information, additional Learning Plan filters and Testing Supports.
Check desired filters and click the Apply button.
The number of active filters appear in purple on the left under the Search button.
Use the Print icon (top right) to print or export grid only to save a copy of the list of students generated by your search or filter. This can be done for selected students or all students in the Search.

Batch Operations

Different options are available for MTSS vs. ALP. First, select Learning Plan Type (MTSS or ALP) from the drop-down on the left of the Student Search screen.
Select All Students or check next to individual student names and click the Batch icon on the top right.
Select an option from the drop-down and click Execute to complete the action.
Create – initiate a new plan (doesn’t add any data to the plan).
Add Note – include the same text-based on multiple student’s records.
Update – Refresh the demographics & class schedule based on the most recent Class Roster data file your school provided to DMAC.
Delete – Remove plan information for students.
Restore – Restore the ability to edit previously deleted plans.
Export – Select which fields to export data related to student’s ALP or MTSS plans..
Export Time Log (ALP only) – Export Time Log information by date, user, focus area, subject and/or details.
Add Time Log (ALP only) – Add time to student plans by date and subject or focus area.

Print Options

Check next to student names to print individual plans or select multiple students at one time and click the Print icon.
Choose Range (Selected Students or All Students in Search).
Check grid only to print/export a list of students based on your search. Choosing supports only will export information for each student selected detailing the type of Testing Supports assigned.
When printing full plans, check next to the sections you wish to include. The default button resets selections. If an area is grayed out, that indicates someone at the district level chose to exclude that information in Settings.
Check Print only my Notes, Files and Forms to include documentation only tied to your DMAC login.

Create and Navigate Plans

Click the green plus icon to create a new Learning Plan. Make sure the Learning Plan type (ALP or MTSS) matches the type of plan you wish to create.
This action initiates a new plan. Either ALP or MTSS appears in gray on the top left under the student’s name. Use this area to build out documentation.

Icons (top right)

Portfolio – Open student’s individual portfolio.
Students – Select another student from the Student Search screen.
Student Info – Opens a window including demographic information and a class schedule for the current year (mirrors the same information as the Profile tab).
Data – Includes state, local, reading inventory and other national assessment data. Click different tabs/sections to view information. Column headers are sortable and a magnifying glass icon opens student document, if available.
Plans – Opens a pop-up including all plans tied to a student. Sort by type or by year. Click the plan to open it.
Print – Print or documentation as a .pdf for the selected student.

Plan Sections (left)

Click on the available sections on the left to access data (this is aligned with the navigation for an individual Student Portfolios).
Utilize the Plans link record intervention/plan information for either the ALP or MTSS plan.
MTSS Plans include sections for Health Information and Services.
Accelerated Learning Plans (ALPs) provide a Time Log section to help keep track of required hours for HB4545.
Use the Notes, Files and Forms section to add documentation to a student’s record. Notes are text-based, Files are .pdf attachments and Forms integrate with DMAC’s FormWorks application (sold separately) to either create running records or complete customizable online forms for students.
The Audit section is a read-only screen that tracks all activity tied to a plan. No changes can be made to this area, but you can use the drop-down filters or the column headers to sort the information listed by Date and Time, User, Type, Area or Description.

ALP

MTSS/RtI Plans

Helpful Tips/Plan Sections

Anytime you see a yellow warning icon, information is missing on a plan. Hover over the icon for more details.
The + Add Period link only appears after completing the Introduction section.
You can only have one active Period of Intervention open at a time. Add more Periods once you have entered Intervention data, Progress Monitoring and a Decision in the Review section of a period. The Decision drop-down list is not activated until Intervention and Progress Monitoring data is entered in a Period.

Area of Focus

Enter one or more Areas of Focus..
From Settings > General, district level logins can control how multiple focus areas appear for MTSS plans as Individual, Separate or Combined.

Introduction

Identify a Date, School Contact and Members responsible for a student’s intervention/monitoring.
Click the View Roster button under the +Add Members link to select individuals who have DMAC logins –or, type out names manually.
Check next to member names and click the Email icon to send out notifications of meetings or share other information.
Click the Save icon on the top right to record any changes.

Attachments

Attach Files or Forms previously uploaded to a student’s record or upload new documentation.
Select the Files or Forms tab and click the Attach icon on the top right. Check any Files/Forms you want to attach to this plan and click Select.
If no documentation appears, click the +Add New icon to upload a file or complete a new form.
NOTE: The Forms section is integrated with DMAC’s FormWorks application. This is a separate application that allows you to create custom online forms for your school. Templates must be tied to Learning Plans for them to appear on the list.

Periods of Intervention

Click the green + Add Period link after completing the Introduction. The link will not appear if you have any yellow warning signs under the Introduction.
Enter the Start Date and identify the Review Date; click the Save Dates icon.
Attach other relevant documents as .pdfs or forms.

Interventions

Click the +Interventions icon
Area of Focus – choose from the drop-down menu.
Target Area – enter text specifying skill/concept (this will transfer as the Title of your Progress Monitoring Chart).
Tier – enter your school’s interpretation of the Tiers of Response to Intervention (ex. Tier 1 /2 /3).
Suggested Resources (WHAT resources will help the student with their area of focus) – choose resources from the drop-down menu; this list populates from Settings.
Suggested Frequency – how often will this intervention take place? (ex. Twice a week OR 30 mins/day).
Enter Expected level of performance – this should translate to a “Goal”.
Start Date – when does the intervention begin?
End Date – when do you plan to review the intervention?
Goal – Enter a whole number that represents the Expected Level of Performance previously stated.
Include Chart – click to set up Progress Monitoring Chart.
- Title auto populates from the Target Area.
- Label Y/X axis (ex. Grades/Time).
- Click OK.
Suggested Strategies (HOW do you plan to help the student?) – choose Strategies from the drop-down menu to utilize in implementing the Resources for this intervention (list populates from Settings).
Responsible – enter the title or position of the person who will be conducting the intervention (ex: lead teacher, interventionist, counselor, etc.).
Enter Length of time to reach goal – this can be the period of intervention or for the entire school year.
Click Save

Progress Monitoring

Click Add New to enter Progress Monitoring data related to the intervention. Each time a new data set is entered, it becomes a point on your progress monitoring chart, if included.
- Enter the Date.
- Target Area – choose related Target Area from drop-down menu (must select to appear on chart).
- Resources – Resource used during the intervention.
- Strategies – Strategy used to implement the intervention.
- Comments – list other relevant information.
- Chart Value – enter a WHOLE number that relates to a score.
- Click Save.
Click the Charts icon on the top right to view all charts for different Periods or Target Areas.

Review

Date – auto-populates. Change, if needed.
Members – recorded at the initial meeting will auto-populate for the Review; however, this list may be edited (add/ delete) for accuracy.
Email – click the icon to notify members of meetings.
Decision – after reviewing the data, choose a Decision from the drop-down menu.
Comments – enter comment to justify the decision before saving (required).
Click Save.
Once a decision has been made on the current period, you can click the + Add Period link to begin a New Period of Intervention – New periods can only be added after a decision was made on the current period.

Notes, Files, Forms & Audit

The Notes, Files, Forms and Audit section of a Learning Plan is used to add and organize documentation for individual students. This documentation can be attached to a Student Portfolio or specifically in a Learning Plan. Each section has the same icons to add and view information.

Notes

Select the Notes section to enter plain text information saved to a student’s record. Filter and view notes, listed in reverse chronological order, by using the drop-down menu.
Click the green plus icon to add a note.
Choose the desired location (e.g., ALP Plans or Portfolio) from the drop-down menu.
Notes recorded to a specific plan become ‘Read Only’ after the school year ends..
Print – check the Print? box to include the note on printed documentation for that student.
Click Save.
Sort by location or year with the drop-downs or use the column headers to sort by date, time, user, type or description.
Use icons to Print/Edit/Delete individual notes.
Check an empty paper icon to include a note on printed documentation. Any notes with a green check mark appear when printed.
NOTE: You may only Edit/Delete notes you authored unless you have a Campus or District Admin user role in DMAC.

Files

Select the Files section to upload .pdf files to attach to a student’s plan.
Click the paper clip icon to upload a new file. Choose the desired location to save a file from the drop-down menu (top left); Locate the file and click Save.
Sort files by location or year with the drop-downs at the top or use the Sort By drop-down to sort by Date, User, Type, Name or Printable files.
Click the paper icons next to individual files or use the top icons to select which files will appear when printed. Anything with a green checkmark will appear on printed documentation for a student.
The Print/Edit/Delete icons function the same as with Notes.
The total number of Files attached to a student’s plan appears in the number circled in grey on the left menu.

Forms

The Forms section is integrated with the FormWorks^® software (purchased separately).
Select Forms to complete and attach custom online forms for individual students (these can be standalone or running records).
For a form to appear, the template must be attached to Learning Plans when created in FormWorks.
Click the green Add New icon to complete a form. From the top drop-downs, choose the desired location and select a Template. Check the Print? box to include the form on printed documentation.
After selecting a template, complete the required fields; Click Save or Save and Close.
For Approvals, click the action button on the top of a form to send an email notifying a DMAC user that an approval is needed.
Sort completed forms by location or year with the drop-downs or use the Sort By filter to sort by date, user, type, name or if it’s printable.
Click the paper icons next to individual files or use the top icons to select which forms will appear when printed. Anything with a green checkmark will appear on printed documentation for a student.
The Print/Edit/Delete icons function the same as with Notes.
The total number of Forms attached to a student’s plan appears in the number circled in grey on the left menu.

Audit

The Audit section documents all actions tied to a student’s plan. This area is read-only and no changes can be made.
Click the drop-down to view information by location (i.e., Portfolio or Plans)
Use the drop-down lists to sort by Location, Plan year or Area.
Click the column headers to sort by date, time, user role, type, area or description.

Help Topics

Learning Plans (eLearning)