Create an educational plan record

Create a record for a student’s educational plan to track review dates, accommodations, disabilities, and all information concerning the plan.

Note: Depending on your user roleClosed used to grant or restrict access to a group of users (such as teachers or nurses) to different areas and functions in Aspen privileges, you may be able to create a student's educational plan from the Student tab, Ed. Plans side-tab in the School, District, Staff, Health, and Special Education views. Family portalClosed a view in Aspen where authorized parents and students can access student data, including attendance, assignments, conduct incidents, and grades users may have view access to the plan.

To create an educational plan record:

  1. Log on to one of the following:
    • School view
    • District view
    • Staff view
    • Health view
    • Build view
    • Special Education view
  1. Click the Student tab.
  2. Search for and select the student.
  3. Click the Documents side-tab, and then click Ed. Plans.
  4. Click Open book, and select Educational Proficiency Plan.
  5. Select Options> Add. The templateClosed a page with a predesigned, customized format, such as the Student Detail page for a standard Educational Proficiency Plan appears.
  1. In the box at the top of the page, enter the general information for the plan:
  2. Select a Status (Draft, Active, Previous, Discarded, Rejected). When you change the status of a draft plan to Active, the system changes the draft to Previous.
  3. Type or click Select Date icon. to determine the Effective date, End date, Review date, District signed date, and Parent signed date.
  4. Type or click Search icon.to enter an Advisor.
  5. If you have created a meeting record, the date of the last meeting record you created for this plan appears.
  6. Click the following sub-tabsClosed row of buttons across the top of the Aspen user interface to enter the necessary information:
    • Attributes
    • English
    • Math
    • Science
    • Communication
    • Signatures
    • Optional
  1. Click Save.
    Note: To copy an ed. plan for a student, click Details on the side-tab. On the Options menu, click Copy.