Updating and Managing Your Interventions

What you will learn in this article:

Updating Progress for Individual Interventions

  1. Start by finding a student with an intervention plan you’d like to update. There are a few ways to find intervention plans. If you know the name of the student whose intervention plan you want to update, simply search for their name and go to their page. You can also find students who have individual intervention plans by clicking on “My Plans” under Interventions on the sidebar. 
    1. Additionally, you can find students who already have intervention plans in progress, by using the “Intervention Plans” filters under the filters sidebar. Using these filters will show you students who have intervention plans that are on track, progressing, or behind so you can effectively implement supports. 
  2. Choose the intervention for which you’d like to update progress. Note that you can only update the progress of an intervention if you created the intervention, are part of the team, or were assigned as the champion of the intervention. Other users won’t be able to update progress, but will still be able to view the intervention on a student’s page and add notes. 
  3. Check the progress of the intervention. An “update progress” button will appear in the intervention if an update is due. For example, if the monitoring frequency for the intervention is “Weekly” but an update hasn’t been entered for the week, you’ll see something like this. You may also notice a red exclamation mark on this button is an update is past due.
  4. Update progress by clicking to expand the intervention and then clicking the blue “Update Progress” button.
  5. Finally, select the current date and whether the intervention was performed or not performed.

  • To update an intervention using a "notes only" monitoring method:
    • Indicate whether the student is on track to meet the goal by selecting “On track”, “Progressing”, “Behind”, or “Don’t know”.
    • Adding a note is optional.The status of a “notes only” intervention will reflect the most recent update’s selection--“On track”, “Progressing”, “Behind”, or “Don’t know”. 
    • If “Don’t know” was selected, the status of the intervention will read “No data”. 
  • To update the status of an intervention that uses a custom monitoring method:
    • Enter a numerical score indicating the student's progress. Adding an observational note is optional. 
    • A custom intervention will have a status listed in the top right corner of the box based on the most recent progress update. Custom interventions are tracked on a line and goal graph and the color depends on how the most recent score relates to the trend line.
    • On Track (green) - the most recent score is at or above the trend line connecting the baseline (initial score) to the target
    • Progressing (yellow) - the most recent score is more than half the distance to the trend line from the baseline score, but still below the trend line.
    • Behind (Red)  - the most recent score is closer to the baseline than the trend line. 
    • No progress reported - no score has been recorded since the intervention was created.

Each numerical progress update will be added to a student’s graph and trend line, allowing you to see their progress towards the target score.

Updating Progress for Group Interventions

If you click into a group intervention, you will see a new page that shows a summary of the group intervention plan along with a list of the students in the group. 

From the Students tab, click on “My Group Plans” under Interventions on the sidebar. This page shows all of your group intervention plans. Select the group intervention you want to update. After clicking on the group intervention, you’ll see the list of students in the plan. Similar to an individual intervention plan, you’ll be able to update a student’s progress by clicking the blue “Update progress” button.

Any team member can update a student’s progress by clicking the blue “Update progress” button. However, progress updates can only be edited by the educator who created that update. 


Editing Intervention Plans

Interventions can be edited by using the "Edit Plan" button on an individual or group intervention. To edit plans, find an individual or group intervention you want to edit by clicking on “My Plans” (for individual interventions) or “My Group Plans” for group interventions) under Interventions on the sidebar.

  • To edit an individual intervention: 
    • Click on the “More actions” button in the top right corner of the intervention and then click “Edit plan”. You will only be able to edit the plan if you created the intervention, are the champion, or are part of the team. 

  • To edit a group intervention:
    •  Click on the “More actions” button in the top right corner of the group intervention and then click “Edit  group plan”. You will only see this option if you created this intervention, are the champion, or are part of the team.
    • Group intervention plans can be edited even if one or more students have completed the plan. Once all students have completed the plan, the ability to edit the plan will no longer be available

    You may also delete an intervention if it no longer applies, however we recommend that you use "Complete Plan" to show when interventions were ended early. This provides transparency into strategies that have been tested but were not successful, so that future educators can see what has and hasn't worked for a student.

Completing Intervention Plans

You can complete an individual or group intervention plan and indicate whether students met the goal. You will only see this option to complete a plan if you created this intervention, are the champion, or are part of the team.

  • To complete an individual intervention:
    • Find the intervention by clicking on “My Plans” under Interventions on the sidebar or by going to a student’s page. Click on the “More actions” dropdown in the top right corner and then click “Complete plan”.

    After clicking “Complete plan”, you will be prompted to enter the date and whether the goal has been met or not met. Providing a recommendation for future support is optional. Once you click "Save", you will be unable to edit this intervention plan or re-enter the student into this intervention plan.

Once you’ve completed the plan for a student, you will see the update on their page.

  • To complete a group intervention:
    •  Find the intervention by clicking on “My Group Plans” under Interventions on the sidebar, and then select the group plan you want to complete. 
    • To complete the group intervention for all students in the plan,  you must click on “More actions” and then “Complete plan” for every student. 
    • When you click on “Complete plan”, you will be prompted to indicate whether the goal was met and if you have any recommendations for ongoing support.

Once you’ve completed the plan for a student, you will see the update appear under “Recent status”. Remember, once all students have completed the plan, you will no longer be able to edit the intervention.