Support Center

Plans: Categories and Rights

Last Updated: Aug 28, 2016 12:06PM EDT

Plans are useful for creating student plans such as reading, math, conduct, individual, group interventions or other forms of evaluations which will help a school with student achievement. In this article we will go over plan categories and rights involved.

 
Step 1

To access Plans select the IO Insights Dashboard and click on Plans.




Step 2

To create a plan category select the icon.




Step 3

When creating a plan category, provide a description and type you want to create the plan category under. Also you may setup user rights as an Admin or Team Member. Admins of a plan category can be made Owners of plans in the category. Plan Owners can Add/Edit team members, delete, and archive a plan. Team members can see all plans in the category but not modify it.



 

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