Generating Plans in August Schools is an easy and collaborative way to record accommodation, safety, or more plans that you may need for students. This article provides step-by-step directions on creating new plans.
Adding a Plan
- Navigate to the Plans page on the left-hand menu. 
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- Click "Create Plan" 
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- A modal will appear asking for the following information: - Student: search for the student name that you would like to create a plan for. 
- Concern: This is the category of plan; Accommodation, Safety and Planning are the default options. Select from the options configured for your August Platform. 
- Optional Collaborators: add August users that you would like to collaborate on this plan. 
 
- Click "Confirm" and a row will be added to the Plans page with the student's name. 
- Click into the row of the student to open the plan details. There are two options: - Have a plan developed outside of August? Upload the document(s). 
- Want to build the plan directly within August? Send us the template and we can get that built! - Click "Add Form" to select the template 
- Fill out fields on the form template 
- Once the form is complete, navigate back to All Files and select to "Generate files" to get a PDF copy. 
 
 
Questions or Concerns?
Please do not hesitate to reach out to the August Schools Support Team at via live chat with the "Help" icon or via email at [email protected].





