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https://academy.panoramaed.com/hc/en-us/articles/10713910496020

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https://academy.panoramaed.com/hc/en-us/articles/10713910252180-Creating-Individual-and-Group-Interventions

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2. Select Continue once you have filled out the required information.

3. After selecting Continue, you will be taken to the progress monitoring section of this page.

Here you can select a Champion, the Monitoring Method, and add an optional Pre-intervention reflection (Figure 5.).

4. Once you have finished, click Create Intervention.

The intervention will now be visible on the student's page (Figure 5.). Everyone who has access to that student's page can see the interventions they are receiving and how they are progressing towards their goal.

If references have been added, they can be viewed and opened from the bottom section in the expanded view your student's plan titled "Intervention References"(Figure 6.).

Anyone can add a note, but only the Champion, team members, and creator of the plan have the abili ty to update progress, complete the intervention, edit intervention completion information, reopen intervention plans, or delete the plan.

You can always return to your intervention and edit it if you need to. If you plan to change strategies, we recommend closing out this intervention and starting a new one so that the record of the student's progress and strategies that have been used is not erased.

Creating a Group Intervention Plan

Group interventions should be used when multiple students are receiving the same intervention from the same educator or team of educators.

First, use the checkboxes to select the students you want to include in your group intervention (Figure 7.). In the top right corner of the screen, click " Create group intervention plan".

Students in a group intervention plan will have the same intervention goal. If you choose to track progress using the custom method, you can assign different numeric baselines or targets to support each students individual learning process (Figure 8.). Click Create Intervention to save your custom method.

Aside from Group Name, all the fields are the same as when you're creating an individual student plan. See the glossary for complete details of each field. All fields are required, so you may find it helpful to fill out these details in your Student Support Meeting or with the champion who will be responsible for the students' progress.

Click Create Intervention to save the plan.

Add a Student to a Group Intervention

You can add students to a group intervention plan, but beforehand you'll want to note that all students within the group will have the same plan details, including the start date. So if you're already a few weeks into the intervention, consider starting a new group or creating an individual intervention plan for that student.
To add a student to an existing group intervention plan you will:

1. Navigate to the "My Group Plans" page on the sidebar.

2. Select the intervention you want to update.

3. Click the "More actions" dropdown on the top right on the page and then select "Edit group plans" (Figure 9.).

Next, you will see a short summary of the plan, so you can be sure which plan you are adding students to.

Click the dropdown and start typing the name of the student you want to add. As you type, you will see student names appear below the text box. Click on a student's name to select them. You may continue searching and adding as many students as you would like (Figure 10.).

Once you have selected the students you would like to add, click Save in the bottom right corner to make sure the students are added to your plan.

Managing an Intervention Team

You can add members to an intervention team so that they can do things like updating progress or editing, completing, and deleting an intervention. Keep in mind that any account included as a member of the intervention team will have the same permissions as the champion or creator.

For Individual Student Interventions:

1. Click on the Students tab (Figure 11).

2. Search for the student or select from your student roster.

3. Locate the intervention plan and click on the More actions drop-down menu (Figure 11.).

(Figure 12.)

4. Click on Manage team (Figure 12.).

5. Advance to Add or Remove Team Members.

For Group Interventions

1. Click on the Groups (Figure 13.)

(Figure 13.)

2. Click on "Manage team" (Figure 13.).

3. Advance to Add or Remove Team Members.

Take Action

Analyze your intervention plans outside of the Student Success platform, by using the Export feature in the groups tab.

Exports provide educators with the ability to view critical student support data, and intervention data via a pdf or .csv file. intervention export allows educators to export intervention data for any student they have access to, with fields such as number of # of sessions completed, minutes/session, total support minutes, and goal met. You can learn more by visiting the " Exports and Printing Your Data" article in Panorama Academy.

Add or Remove Team Members

Before getting started, keep in mind the following:

For individual student interventions, only users with access to the individual students will be eligible to be added to the team.

For group interventions, any user may be added as a team member. However, they will be able to see only students they have access to.

To add or remove team members from your intervention plans:
1. Click on the drop-down menu (Figure 14.).

2. Type the name of the user(s) to be added to the intervention team or select from the available options.

3. If you need to remove any team members, click on the X icon for that member (Figure 15.).

4. When you are done, click on the Save button (Figure 16.).

Newly assigned team members will receive an email notification indicating that they have been added to an intervention's' team.

Your Intervention Team Membership

To find out in which plans you have been added as an intervention team member, click on My Plans in the left navigation panel (Figure 17.).

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Creating Individual and Group Interventions

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2. Select Continue once you have filled out the required information. 3. After selecting Continue, you will be taken to the progress monitoring section of this page. Here you can select a Champion, the Monitoring Method, and add an optional Pre-intervention reflection (Figure 5.). 4. Once you have finished, click Create Intervention.

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There are a few ways to managing individual and group intervention plans in Student Success. This article will walkthrough how to update progress, edit, complete your student plans.

You can watch the video or read on below to learn more how to update progress and edit your student intervention plans.

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.

2. 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.

3. 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.

4. 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 if an update is past due.

5. Update progress by clicking the plus sign to expand the intervention and then clicking the blue "Update Progress" button.

6. 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, however you have the option to add text or link to any external documents.--"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.

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. You can update plans in two ways:

Update an individual student's progress within the group plan clicking the blue "Update progress" button.

Update the entire group as a whole by clicking the " "Update group 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:

1. Click on the "More actions" button in the top right corner of the intervention.

2. 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:

1. Click on the "More actions" button in the top right corner of the group intervention.

2. 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.

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:

1. Find the intervention by clicking on "My Plans" under Interventions on the sidebar or by going to a student's page.

2. Click on the "More actions" dropdown in the top right corner and then click "Complete plan".

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

To complete a group intervention:

1. Find the intervention by clicking on "My Group Plans" under Interventions on the sidebar, and then select the group plan you want to complete.

2. To complete the group intervention for all students in the plan, you must click on "More actions" and then "Complete plan" for every student.

3. 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".

Editing Completed Intervention Plans

Once an intervention plan is complete, you still have the ability to edit the intervention completion notes or reopen the intervention plan. Reopening an intervention plan reverts the status of the intervention plan to "in-progress", which includes ability to add a note, update progress, and edit the plan.

Edit Intervention Completion Information

To edit a completed intervention plan's information:

Click on the "Edit completion info" in the "more actions" dropdown of the completed Intervention plan.

2. Edit any information such as the completion date, goal met or goal not met, and on going support notes.

Once the information is saved, the details in the intervention timeline will update to reflect your updated completion notes.

To reopen an intervention plan:
Reopening Intervention Plans

Click the "More actions" dropdown menu on a completed plan and select" Reopen plan"

2. A pop-up will appear indicating the plan will revert to an "in progress" status and if you would like to reopen the plan. If yes, select "Yes, reopen this plan".

Once the intervention plan is reopened, the intervention timeline log will update with this information. You or other educators who have access to the intervention plan can see what actions have been taken.

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Updating and Managing Your Interventions

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There are a few ways to managing individual and group intervention plans in Student Success. This article will walkthrough how to update progress, edit, complete your student plans. You can watch the video or read on below to learn more how to update progress and edit your student intervention plans.

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https://academy.panoramaed.com/hc/en-us/articles/10713910398612

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Creating groups is a great way to identify students you want to continue to support throughout the school year. in Student Success, we have two types of groups: smart and static.

Smart groups allow you to create a dynamic group based on a saved set of filters. For example, if I want to track my seventh grade students who are declining in attendance, I can create a smart group by selecting the correct filters and clicking "Save." This group will update as students' circumstances change, allowing you to keep track of students who need the most support!

Static groups allow you to save a list of students that will not change. This can be useful for keeping an eye on students you support in an after-school club or extracurricular activity, such as a sport or lunch bunch. You can select students with the checkboxes on the left to add them to a static group.

In the Groups tab on the main navigation bar, you can see a list of all groups you have created or have been given access to.

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Creating groups is a great way to identify students you want to continue to support throughout the school year. in Student Success, we have two types of groups: smart and static. Smart groups allow you to create a dynamic group based on a saved set of filters.

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[April 2023] Federal Way  - Navigating Student Success

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https://academy.panoramaed.com/hc/en-us/articles/13773560482964-Reimagined-Intervention-Management

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Overview Panorama Education is proud to share our reimagined Intervention Management in Student Success. These enhancements were made specifically with interventionists and school-level leaders in ...

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https://academy.panoramaed.com/hc/en-us/articles/10713958204948-Navigating-SEL-Progress-Monitoring

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SEL Progress Monitoring is an enhancement to Panorama's Multi-Tiered System of Support (MTSS) intervention tool. If enabled, any user with access to individual Student Reporting can build short progress monitoring surveys from Panorama's library of questions based on the SEL focus areas chosen for the intervention. Student responses to Progress Monitoring questions are recorded over time and graphed on the student profile. If you don't have access to this but would like to, please reach out to your Panorama project team.

SEL Progress Monitoring serves as a bridge between administering Check-ins and Social-emotional Learning Surveys (Tier 1 supports) and SEL interventions (Tier 2 and Tier 3 supports). Educators are able to select an intervention focus area aligned to SEL topics based on student needs.

To understand how to best implement this new tool, read SEL Progress Monitoring Best Practices.

The video below and the written instructions that follow detail the steps to Create an Intervention Plan:

Create an Intervention Plan

1. From the Student Overview page, select multiple students who you'd like to have answer the monitoring questions. Click the "Create group intervention plan" button at the top of the page. (Figure 1.).

(Figure 1.)

2. In the "Create group intervention plan" window, type in a group name. Use the dropdown to select "🖤 SEL" as the Intervention type. Click the button to indicate whether this is a Tier 2 or Tier 3 intervention. (Figure 2.).

(Figure 2.)

3. Select up to three SEL focus areas based on the results of an SEL survey (Figure 3.).

Few examples of what you might select as a focus area includes:

Challenging Feelings

Engagement

Learning Strategies

(Figure 3.)

Choosing up to three focus areas decreases teacher administration time, makes survey length manageable for students, and ensures that interventions are targeted.

4. In the Intervention goal textbox, briefly explain the types of skills you are aiming to improve. (Figure 4.).

(Figure 4.)

5. Select an intervention strategy from the dropdown menu. (Figure 5.). The available strategies come from Panorama's library of research-based SEL intervention strategies. Intervention Administrators have access to the intervention library page and can configure district-wide intervention settings.

(Figure 5.)

6. Modify the intervention start date and duration of the intervention based on knowledge of the students' needs. If desired, select "+ Add Schedule" to specify the desired Session frequency and Session duration. Select "continue" to move to the next page of the intervention set-up. (Figure 6.).

(Figure 6.)

Set Up Progress Monitoring

7. Select a Champion who will monitor this intervention. After the plan is created, you can add any additional staff team members you wish to also be notified of this intervention and be able to manage the students' plan. These are typically other educators working with these specific students on SEL intervention. (Figure 7.).

(Figure 7.)

8. From the "Monitoring method" drop-down menu, choose "Monitoring questions." Determine the frequency that the Champion will monitor student progress. The frequency indicated will determine when the Champion will be notified within the Panorama platform to distribute the students' progress monitoring questions. (Figure 8.).

(Figure 8.)

Manage Monitoring Questions Students Receive

9. Educators can manage the monitoring questions students will receive.

Two SEL monitoring questions from Panorama's question library will be recommended to users based on each SEL focus area identified for this SEL Progress Monitoring intervention. To choose a different monitoring question, use the dropdown menu to select an available question for each desired focus area. (Figure 9.A.).

To add an optional free response question for a focus area, click "+ Add a free response question (optional)" and follow the prompts. (Figure 9.B.).

10. When finished customizing the monitoring questions, click the "Create intervention" button (Figure 9.C.).

(Figure 9.)

11. Within approximately 30 seconds, a pop-up will let users know the monitoring questions have been successfully created. (Figure 10.). Feel free to close this box; the link will still be generated in the background.

(Figure 10.)

Distribute Progress Monitoring Surveys to Students

12. Champions of the Intervention Plan will receive notifications in the platform (at the frequency established during set-up of the intervention) to remind them to send the Progress Monitoring Survey link to the students in the intervention group. (Figure 11.). Copy the link directly from the notification to send to students.

(Figure 11.)

13. Access the monitoring questions link in the intervention details on the student profile's page or on the "My Group Plans" page. (Figure 12.). All students in the same intervention group should receive the same link. Champions will email the monitoring questions URL to the students in the intervention group.

(Figure 12.)

14. Students access their individual survey through their Access Code. (Figure 13.). Each survey takes less than 5 minutes to complete.

(Figure 13.)

Question language is accessible to students in grades 3-12, and can be automatically translated into English, Spanish, Korean, Vietnamese, Tagalog, Simplified Chinese and Arabic.

15. Champions can update the perception of a student's progress during the intervention:

View your student progress on a graph on their student profile. Use this information to inform conversations with the student and/or to adjust the intervention strategy.

The champion can update student progress during the intervention. Select "Update Progress" and mark whether or not the intervention has been performed as well as the dropdown indicator of "On track," "Progressing," or "Behind". (Figure 14.).

(Figure 14.)

Complete an Intervention

16. At the end of the 4 week intervention, after students have completed the final survey, complete the intervention by clicking the "More actions" drop down and selecting "Complete plan." (Figure 15.).

(Figure 15.)

17. Enter the additional information and any notes you have on the intervention and select save. (Figure 16.).

(Figure 16.)

Student Success

Social Emotional Learning

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SEL Progress Monitoring is an enhancement to Panorama's Multi-Tiered System of Support (MTSS) intervention tool. If enabled, any user with access to individual Student Reporting can build short progress monitoring surveys from Panorama's library of questions based on the SEL focus areas chosen for the intervention.

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https://academy.panoramaed.com/hc/en-us/articles/13402846318996-Check-in-Check-out-Intervention-