Onboarding

Goals

Career Interest Inventory Assessments

Course Planning for Students

Course Planning for Counselors

Course Planning and Configuration for District Admins

Reports

Exploring Schools

School Lists & Final List

Scholarships & Financial Aid

Exploring Careers

Personalized Plans for Students

Personalized Plans for Counselors

When is a Personalized Plan done? (PGP, IGP, ICAP, etc.)

How to use the Personalized Plan dashboard as a counselor (PGP, IGP , ICAP, etc.)

How to review Personalized Plans as a counselor (PGP, IGP, ICAP, etc.)

How to approve a Personalized Plan as a counselor (PGP, IGP, ICAP, etc.)

How to plan and submit a Personalized Plan on behalf of students as a counselor (PGP, IGP, ICAP, etc.)

How to approve a Personalized Plan on behalf of guardians as a counselor (PGP, IGP, ICAP, etc.)

How to download a Personalized Plan completion report as a counselor (PGP, IGP, ICAP, etc.)

How to print a Personalized Plan as a counselor (PGP, IGP, ICAP, etc.)

How to bulk download Personalized Plans as a counselor (PGP, IGP, ICAP, etc.)

Personalized Plans for Guardians

Exploring Opportunities

Student Portfolio

Learning Plan

Applications & Transcripts for Students

Applications & Transcripts for Counselors & Registrars

Letters of Recommendation

Message Center

Volunteer Hours for Students

Volunteer Hours for Counselors and Supervisors

Test Scores for Students

Test Scores for Counselors

Indicators

To-Dos and Reminders

Student Casefile

Counselor Dashboard

Guardian Accounts

Staff & Student Account Settings

School Admin Management

Student Demo Experience

How to approve a Personalized Plan on behalf of guardians as a counselor (PGP, IGP, ICAP, etc.)

Updated 1 month ago by Sarah Welbes

  • In this article,we will show counselors how to approve a Personalized Plan on behalf of guardians

1. Accessing Personalized Plans

From the dashboard, hover over the apple icon and click Personalized Plans

2. Approving a Personalized Plan on behalf of a Guardian

Click the student's name to be taken to their Personalized Plan

Click Approve for Guardian.

Then select the Approval Status by clicking the arrow next to approval status.

Finally, click Update Status to finish approving on behalf of the guardian.

If the student has not submitted their plan, counselors will have to plan and submit on behalf of the student.
Counselors also have to approve the plan, before approving on behalf of guardians.


How Did We Do?