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Archiving Plan(s)

This article describes the process on how to archive/remove plans from a student.

Updated over a year ago

As student plans expire, they should be marked as "Archived" in August Schools. Archived plans are still accessible on the student card, but are no longer active. There are two options to archive plans:

  1. From the Student Card

  2. From the Plans page

From the Student Card

  1. Search and open the desired student card

  2. Select the "Action Plans" tab

  3. Select the Plan to archive (if there are multiple on file)
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  4. Click the "Archive Plan" button

  5. The plan has been archived!

From the Plans Page

  1. Find the student using the filter funnel

  2. Open the row to view the plans on file.

  3. Select the Plan to archive (if there are multiple on file)

  4. Click the "Archive Plan" button

  5. The plan has been archived!


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].

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