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For Counselors: Creating and Managing Assignment Plans

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With Plans, you can group student Tasks and Forms and reuse them year after year. They’re great for milestones and guiding students through college and career planning.

You need the Student Counselor role to use Plans. Contact your account administrator if you don't have access.

How Plans Work

🎥 Watch a video: Introducing Assignment Plans

Scoir is always evolving! Some newer features may not appear in this video, but it should still be close enough for you to follow along.

You'll create and find all of your Plans in Assignments > Plans.

Every Plan starts as a draft, giving you time to build it out before students see anything. Add your Tasks, set your dates, and make any changes before anything reaches students. When you're ready, publish the Plan to assign Tasks to students. Once published, Tasks will appear on students' dashboards to complete. Tasks with future start dates or prerequisites will appear once those conditions are met.

There are two Plan types to choose from, each determining which group of students receives the Tasks, whether you're targeting a single grade or building a multi-year Plan that follows students as they progress. 

If your school is part of a district, your district admin can also create and publish Plans across all schools. These will appear on your Plans page alongside your own and can only be edited by district admins.

Looking for a head start? Scoir-Created Plans are pre-built, fully customizable Plans based on our ASCA-compliant curriculum.

You'll find them in Assignments > Plans alongside your own Plans, labeled "Scoir" in the Created By column. Use the Show Scoir-Created Plans toggle on the Plans page to show or hide them. See the Scoir-Created Plans Playbook to learn more.

Plan Types

When creating a Plan, you need to choose between two types. This selection determines which group of students will be assigned the associated Tasks once published:

1. Plan for a Specific Grade

Use this when you have a group of Tasks built around one grade, like seniors. Tasks will be assigned to all students in that grade level.

At the end of each academic year, Scoir's Rollover moves this Plan type to draft. You'll need to review and republish it for the next class. See the Managing Plans After Rollover section below for more details.

2. Plan that Spans Multiple Grades

Use this for Tasks that span several grade levels, like our 4-year High School College and Career Readiness Plan covering grades 9 through 12. Each Task can be tied to a grade and month, and Scoir assigns it automatically when a student reaches that grade and month.

Students who are already in higher grades—or who enroll after the Plan is published—will automatically receive Tasks from earlier grades and any prior months in their current grade so they don’t miss anything. For example, if a junior is already on Scoir or joins mid-year, they will receive Tasks assigned to grades 9 and 10, as well as earlier months in grade 11. If this is not what you want, consider creating separate grade-specific Plans instead.

If you set prerequisites, students must still complete them in order, even if the start dates have already passed.

This Plan type is not affected by the annual grade rollover. Tasks continue going out correctly as students advance through grades.

Create a Plan

Plans are for students only. Parents won't see student Tasks or Plans in their account. To assign a Task to a parent or guardian, create a standalone Task instead.
  1. Go to Assignments > Plans.
  2. Click + Add Plan.
  3. Enter a title (required, max 60 characters) and an optional description (max 160 characters). Then, choose whether the Plan is for one specific grade or spans multiple grades. If you choose Specific grade, select the grade level.
  4. Click Create. Your Plan opens as a draft, ready for you to add Tasks.

Add Tasks to a Plan

After creating your Plan, the next step is to add Tasks.

If your Plan is still a draft, you can build it out before anything reaches students. Tasks won't be assigned until you publish. If your Plan is already published, any Tasks you add will be assigned to the right students right away.

Create a New Task

  1. Inside the Plan, click + Add Task.
  2. Enter a title (required) and description (optional).
  3. Set a start date and due date (optional). The start date is when the Task appears on students' dashboards. The due date is when it should be completed. If the due date passes, the Task will be marked overdue, but students can still complete it.
    1. Specific grade Plans: Set a calendar start and due date. If no start date is set, the Task appears when the Plan is published.
    2. Multi-grade Plans: Set a start grade and month, a due grade and month, or both. If you set a grade, you are required to set the corresponding month. If no start is set, Scoir assigns the Task when the Plan is published.
  4. Set a prerequisite (optional). Use the dropdown to select another Task in the same Plan. The Task will not be available until the prerequisite is completed and the start date (if set) is reached. Prerequisites cannot be added to the first Task in a Plan, but can be added to any Tasks created after.
  5. Click More details to expand additional options to add a topic, Form, video link, or PDF attachments.
  6. Click Create.

Duplicate a Task Into a Plan

You can duplicate any existing Task, whether it's a standalone Task or a Task from another Plan, into your Plan without recreating it from scratch.

Tasks duplicated into a published Plan are assigned to students right away. Tasks duplicated into a draft Plan are not assigned until you publish.
  1. Go to Assignments > Tasks and find the Task, or open the Plan containing the Task you want to copy.
  2. Click the more options button (•••) to the right of the Task and select Duplicate Task.
  3. In the Plan dropdown, type the name of your Plan or click the arrow to browse and select it. Then click Duplicate.
  4. Update the details as needed and click Create.

Publish a Plan

When you're ready to assign Tasks to students, open the Plan and click Publish.

If your school is part of a district, coordinate with your district admin before publishing Scoir-Created Plans to avoid publishing the same Plan twice, which could result in duplicate Tasks for students.

Plans cannot be unpublished. To remove a Task after publishing, you can delete or archive it individually. To remove all Tasks, you can delete the Plan entirely.

Once published, Task Status updates from “Pending” to “Active” for counselors, and Tasks appear on students’ dashboards ready to complete. Tasks with future start dates or unmet prerequisites will appear automatically once those conditions are met. Any new Tasks you add to a published Plan are automatically assigned to the right students.

What Do Students See?

When your Plan is published, Tasks will appear on students' dashboards for them to complete. Share our student guide on completing Assignments directly with students to help them get started.

Manage a Plan

You can make updates and manage your Plans and Tasks at any time, and track student progress once your Plan is published.

Track Progress and Send Reminders

Open the Plan to see a status label for each Task at a glance.

Click any Task to open a panel showing individual student assignments and completion rates. From there, you can send a reminder to all assigned students or to individual students who haven't completed the Task.

Edit a Plan

This works for both your own Plans and Scoir-Created Plans. Draft Plans can be fully edited. For published, active Plans, you can only update the title and description.

  1. From Assignments > Plans, click the more options button (•••) to the right of the Plan and select Edit Plan, or open the Plan and click Edit at the top.
    If the Edit button is disabled, the Plan may be managed by your district admin. Reach out to them to request any changes.
  2. Make your changes and click Save.
    If you switch a Plan from grade-specific to multi-grade (or vice versa), the start and due dates on all Tasks will be cleared. You'll need to re-enter them in the format used by the new Plan type.

Export a Plan

You can export a Plan's Task and student completion data as a CSV file.

  1. Open the Plan.
  2. Click Export in the top right. Scoir downloads a CSV file with Task details and student completion data.

Delete a Plan

Deleting a Plan permanently removes it and all of its Tasks. If the Plan is published, all student assignment history will also be removed and students will no longer be able to see them.

Deleting a Plan cannot be undone. Consider archiving individual Tasks instead if you want to keep completion data.
  1. From Assignments > Plans, click the more options button (•••) next to the Plan. Select Delete Plan.
  1. Confirm when prompted.

Edit a Task

You can update a Plan Task's details at any time, including the title, description, dates, attached Forms, and more. If a Task belongs to a Plan managed by your district admin, it cannot be edited. Reach out to your district admin to request any changes.

  1. Open the Plan containing the Task.
  2. Click the more options button (•••) to the right of the Task and select Edit Task.
    Once a Task's start date has passed, you cannot change that date or add/remove an attached Form.
  3. Make your changes and click Save.

Archive a Task

Archiving a Task removes it from students' active Assignments list on their Dashboard and stops assigning it to new students. All past completion data is kept for reporting. We recommend archiving over deleting Tasks when you want to keep your records.

Archiving cannot be undone. Only archive a Task you are ready to retire. To reuse it later, duplicate the archived Task.
  1. Open the Plan containing the Task.
  2. Click the more options button (•••) to the right of the Task and select Archive Task.
  3. Confirm when prompted.

Delete a Task

Deleting a Task permanently removes it from the Plan. If the Plan is published, the Task will also be removed from all student assignments and students will no longer be able to see it.
  1. Open the Plan containing the Task.
  2. Click the more options button (•••) to the right of the Task and select Delete Task.
  3. Confirm when prompted.

Managing Plans After Rollover

Rollover takes place over the summer, when students advance to the next grade level in Scoir. When rollover occurs, your published Plans for a specific grade automatically move back to draft. Plans that span multiple grades are not affected.

Once your Plans are in draft, review and update them before publishing to the next group of students. Nothing is assigned to students until you publish again. Any edits you make will only apply to the new group, not students who were assigned the Plan previously.

Here are a few things to review before republishing:

  • Tasks: All Task content is preserved, including descriptions and attachments. Update anything that needs to reflect new information or resources.
  • Due dates: Due dates shift forward by one year automatically, but review them to make sure they align with your current timeline.

Forms: If you plan to keep the same Form, past and future responses will be stored together. If you want to collect fresh responses without affecting historical data, duplicate the Form and swap it into the Task before republishing. Keep in mind that any edits made directly to a Form will also apply to past responses, so duplicating first is the safer option if you need to make changes.

What happens to Tasks from the previous year?

Tasks from previous academic years remain visible and unchanged. You can find them by opening the Plan and selecting the previous year from Academic History. From there, you can still send reminders or make edits, though any changes will only affect the students who were originally assigned those Tasks.

Students who had incomplete Tasks before rollover will still see them in their assignments. If you don't expect them to complete those Tasks, archive them to keep things focused on what's current.

District-managed Plans also move into draft after Rollover. District admins should review, update, and republish them across schools.

Frequently Asked Questions

Can I continue to add tasks to a Plan after it's published?
Absolutely! Any new tasks added to a published Plan will automatically assign those tasks to the appropriate group.
Will new students who enroll during the class year have access to Plans?
Yes, new students who join mid-year will automatically get all the Plans relevant to them. The only students not included when you publish a Plan are disenrolled students.
Why would a District or Network set up Task Plans instead of a middle or high school?
Setting up a Plan at the network level is an opportunity for the Network to standardize Task assignment and data collection through Forms for all schools. This will also eventually enable this history to transfer with students if they move to a different high school in the network
How do I hide Scoir-created Plans?
Turn off the Show Scoir-Created Plans toggle at the top of the Plans page to hide Plans added by Scoir and view only your school’s Plans. This setting resets each time you return to the page, so you’ll need to turn it off again.

Additional Resources

For Counselors: Create and Assign Tasks

For Counselors: Creating and Assigning Forms

For Students: Access and Complete Your Assignments

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Counselors: Creating and Assigning Tasks

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