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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.)

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

Updated 1 month ago by Sarah Welbes

  • In this article, we will show counselors how to use the Personalized Plan dashboard

1. Accessing Personalized Plan Dashboard

To access Personalized Plan Dashboard, hover over the Apple icon on the navigation bar on the left, then select Personalized Plans from the dropdown menu.

2. Using the Course Planner Dashboard

The Course Planner Dashboard is where counselors will be able to see student course plans and the status of those course plans.

At the top there is a progress bar that shows the status of course plans for students.

  • Not Submitted - student has not submitted their personalized plan
  • No Approvals - personalized plan has been submitted by the student, and is awaiting approval by counselors and guardians
  • Counselor Missing/Guardian Missing - personalized plan has not been approved by either the counselor or guardian
  • Approved - personalized plan has been approved by all stakeholders of the student's personalized plan

Counselors can click on any of the personalized plan statuses to see plans that are Not Submitted, No Approvals, Counselor Missing/Guardian Missing, or Approved

Use the message and remind features to message students and/or guardians and remind them to complete their personalized plans!


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