Manage Success Planner 2.0

Overview

Manage the student's Success Planner 2.0 activity via the student folder.

Manage documents

Upload a document

1. Navigate to the student's folder and select Success Planner 2.0.

2. From Tasks, click the task name to display the details.

3. From Steps, select Attach document.
   The option to attach a document only displays when the task’s completion status is set to Staff uploads a document.

4. Locate the document and click Open.

Delete a document

1. Navigate to the student's folder and select Success Planner 2.0.

2. From Tasks, click the task name to display the details.

3. From Steps, click the Close icon for the document.

4. Click Confirm.

Update task status

Mark a task complete for a student

1. Navigate to the student's folder and select Success Planner 2.0.

2. From Tasks, click the task name to display the details.

3. Select Mark as complete.

Waive a task for a student

1. Navigate to the student's folder and select Success Planner 2.0.

2. From Tasks, click the task name to display the details.

3. Select Waive task.

Mark a task as reviewed

1. Navigate to the student's folder and select Success Planner 2.0.

2. From Tasks, click the task name to display the details.

3. Select Mark as reviewed.

Unassign a task for multiple students

1. Navigate to Planner 2.0 and select Task Library.

2. Click the More icon (three dots) for the task to unassign and choose Deactivate.

Review program status

1. Navigate to the student's folder and select Success Planner 2.0.

2. Select Programs.

3. Review the assigned programs.

4. Expand the program to display the included tasks. Optionally:

   • Review the task details.

   • Upload a document for a task

   • Mark a task as complete.

   • Waive the task.