Creating Success Plan Templates and Success Plan To Do Templates

As a member of faculty or as a student advisor, you can create success plan templates. These are created to function as containers or shells. They are referred to as success plan templates as they are assigned to a group of students in scenarios where student tasks are repetitive or if they apply to a large section of the student community at the same time. Typically, success plan templates are just that, templates that contain time-bound tasks (also known as success plan to do templates) to address student scenarios. Based on repetitive scenarios that occurred previously, student advisors can create success plan template records and their associated success plan to do templates. As the records are already created, advisors simply need to assign them to students to direct them to complete the required tasks.

In the success plan to do template, perform the following steps to set a value in the Due Date Calculation Type field:

• If you select Static:

  • Select a valid date and time in the Due Date-Static field.

• If you select Calculated:

  1. Type a count of days in the Due Date Number of Days field.

  2. In the Due Date Days Direction field, select Before or After.

  3. In the Due Date Calculation field, select one of the following values:

     • Assignment Date

     • End of Academic Period

     • Start of Academic Period

     Example
     If you type 10 in the Due Date Number of Days field, select Before in the Due Date Days Direction field, and then select End of Academic Period, the due date will be 10 days before the end of the academic period.

  Note

  • By default, the academic period selected in the Current Academic Period field of a contact record is used for the calculating the due date of a To Do when one of the following values is selected in the Due Date Calculation field:

    • End of Academic Period

    • Start of Academic Period

    However, when a Success Plan is created based on an enrollment record associated with a contact, the academic period configured in the Start Term of the Enrollment record is used for calculating the due date of the To Do.

  • The logic to update the Current Academic Period field in associated contact records is based on business processes defined in your institution.

  • If you have not configured Anthology Reach to populate and use the Current Academic Period field on the Contact record, please do not define the due date calculation based on the Academic Period Start and End Date.