How to email and/or download an Action Plan

Modified on Mon, 25 Mar at 1:12 PM


How to Download & Print an Action Plan in Connect





There are 3 ways you can print a Student Action Plan. Option 1 is to download directly from the Student Action Plan Table. 

Option 1: Download directly from the Action Plans table

  1. On the left-navigation menu, click the Action Plans tab.

  2. Click the checkbox to the left of the name of the student(s) you would like to download the action plan for.

    1. You can only select Student Action Plan Letters for downloading if the ‘Status’ column is set to  or 'Ready to Print'.


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3. Click ‘Download (docx)’ in the top right corner and the download will start.

  1. If you are downloading for one student, one single document will be downloaded.

  2. If you are downloading for multiple students, a zip file will be downloaded. Unzip locally and you will be able to access and print students' individual Action Plans.



Option 2: Email the Action Plan 

  1. On the left-navigation menu, click the Action Plans tab.

  2. Click the checkbox to the left of the name of the student(s) you would like to email the action plan to.

    1. You can only select Student Action Plan Letters for email if the ‘Status’ column is set to  or 'Ready to Print'.

  3. Click the ‘Email’ button

    1. The status of the email delivery will be displayed in the ‘Emailed’ column.  If you hover over the icon it will provide additional details on the status of the delivery.



Option 3: Print Action Plan Directly in Connect

  1. On the left-navigation menu, click the Action Plans tab.

  2. Click the checkbox to the left of the name of the student(s) you would like to print the action plan for.

    1. You can only select Student Action Plan Letters for printing if the ‘Status’ column is set to  or 'Ready to Print'.

  3. Click the Print button

    1. If you have selected multiple students, all of the student action plans will be printed for the selected students.


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