These eight guides cover everything you will enter in SuccessEd, in the order a student's record grows. They are generic: the SuccessEd help pages need a login and could not be read for this handbook, so exact button names are left for you to write in.
Do this first. Sit with a district SuccessEd trainer or an experienced counselor for 30 minutes. Walk through one real student record with these guides open and fill in the right-hand column of each table. After that, these pages match your screen. SuccessEd's own help site has an RTI/MTSS Management section. Ask the trainer how to reach it from your account.
Guide 1Open or start a student's RTI record
| Step | What to do | On your screen (write it in) |
|---|---|---|
| 1 | Log in and search for the student by name or ID | |
| 2 | Check the name, ID, grade and campus against the referral form | |
| 3 | Look for an existing RTI/MTSS record before making a new one | |
| 4 | If none exists, start a new RTI/MTSS record for this school year | |
| 5 | Save, then reopen the student to confirm the record is there |
Check before you leave: one student, one open record. Duplicates are the most common mistake.
Guide 2Record the concern and what was tried in class
| Step | What to do | On your screen (write it in) |
|---|---|---|
| 1 | Enter the date of the referral and who made it | |
| 2 | Choose the area: reading, math, writing, behavior or other | |
| 3 | Enter the screening scores and classroom data | |
| 4 | Enter the Tier 1 supports tried, the dates and the result | |
| 5 | Attach the teacher's referral form and work samples |
Guide 3Build the intervention plan
| Step | What to do | On your screen (write it in) |
|---|---|---|
| 1 | Set the tier (2 or 3) and the start date | |
| 2 | Pick the intervention from the list. Avoid free text when a list choice fits | |
| 3 | Enter who delivers it, how many minutes, how many days a week | |
| 4 | Write the goal with a starting score, a target score and a date | |
| 5 | Choose the progress check tool and how often it is used | |
| 6 | Set the review date |
A good goal reads like this: "By Feb 12, Ana will read 60 words correctly per minute on a first grade passage, up from 38."
Guide 4Send and save the parent notice
| Step | What to do | On your screen (write it in) |
|---|---|---|
| 1 | Create the Notice of Interventions from the plan | |
| 2 | Check the five required parts are filled in | |
| 3 | Choose English or the parent's home language | |
| 4 | Print or send it on or before the day help begins | |
| 5 | Record the date sent and how it was sent | |
| 6 | Upload the signed copy when it comes back, if a signature is used |
Guide 5Enter progress scores
| Step | What to do | On your screen (write it in) |
|---|---|---|
| 1 | Open the student's plan and find the goal | |
| 2 | Add a new score with the date the check was given, not today's date | |
| 3 | Note if the student was absent or the session was missed | |
| 4 | Save and look at the graph. The new point should appear |
Guide 6Record a meeting and its decision
| Step | What to do | On your screen (write it in) |
|---|---|---|
| 1 | Add the meeting with its date and type (first meeting or review) | |
| 2 | Enter who attended, including the parent if present | |
| 3 | Enter the data the team looked at | |
| 4 | Enter the decision and the reason in one or two plain sentences | |
| 5 | Set the next review date | |
| 6 | Finish within 2 school days of the meeting |
Guide 7Change a tier, exit a student, or hand off a referral
| Step | What to do | On your screen (write it in) |
|---|---|---|
| 1 | Record the review meeting first (Guide 6) | |
| 2 | End the current intervention with an end date and a reason | |
| 3 | For a tier change: add the new plan (Guide 3) and send a new notice (Guide 4) | |
| 4 | For an exit: set the status to exited with the date and reason | |
| 5 | For a referral: record the referral date and who received the record |
Never delete an old plan to make room for a new one. End it and add the next. The history is the record.
Guide 8Run reports
| Step | What to do | On your screen (write it in) |
|---|---|---|
| 1 | Open the reports area and find the RTI/MTSS reports | |
| 2 | Run the RTI/MTSS Progress Monitoring Report for your campus | |
| 3 | Run a list of all students with an open record, with tier and start date | |
| 4 | Save or export the list for your monthly checkup |
If SuccessEd will not let you do something, stop and ask. Do not work around it with a paper note. Write down the student, the screen and the message, and send it to your district SuccessEd contact.