Creating a Multi-Year Plan Template

A Multi-Year Plan Template contains a list of suggested high school courses based on a career.  SchoolSERVER allows you to create plans according to your school's curriculum and the programs you support.  See  About Multi-Year Plans and Templates for more information on Multi-Year Plans and the templates on which the plans are based.

 

To create a Multi-Year Plan Template:

  1. Starting from the Principal Homepage, click on the Maintenance tab on the navigation bar.  This will take you to the Maintenance page.

  2. Select Multi-Year Plan Templates from the School and District Information list.  The Maintain Multi-Year Plan Templates page will appear.

  3. Click on the Add a New Multi-Year Plan Template link.  The Add a Multi-Year Plan Template page will appear.   

  4. Enter the following:

  1. Click Continue.  The Add a Multi-Year Plan Template page will refresh itself and display more data fields.  On this page, you will begin searching for courses to add to the plan.  Enter at least one of the following for your search criteria:

  1. Click Search after you enter your search criteria.  The page will refresh itself and display a list of courses that met your search criteria.

  2. If a course, or courses, you want to add to the template appear(s) in the list, enter the following information:

  1. If the course you want to add to the plan does not appear in the list, enter new search criteria at the bottom of the page and click on Search.

  2. Click on Add Courses when you are finished.  The page will refresh and display the list of courses added thus far.  To continue adding courses to the plan, scroll to the bottom of the page and click on Add Courses.  Continue to add courses until you are satisfied with the course list.  Remember, you can modify multi-year plan templates at any time, so if you overlook a course, it can be added later.

  3. To add an elective course to the plan, click on the Add Electives button located at the bottom of the page.  The Add a Multi-Year Plan Template page will refresh itself and display a list of elective courses.  If you want to add another course to the list of elective choices, see Adding an Elective Choice.

  4. Enter the Year and Term for each course you wish to add,  then click on Add Elective Choices.  You will return to the page with all the courses listed by Year.  

  5. Click the Finished button.  You have now created a new multi-year plan template.