Apply Care Plans to Alerts

Apply a care plan to record alerts to support the respective learners.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To apply care plans to alerts: Education Cloud Full Access
  1. From the App Launcher, find and select Student Success.
  2. On the advisor console, click the dropdown navigation menu, and select Record Alerts.
  3. Select the record alerts, and then click Apply Care Plan.
  4. Enter a name, and choose the status of the care plan.
  5. Confirm the participants, provide any other relevant details, and click Next.
  6. Add or remove goal definitions and benefits as required, and then click Add.
  7. Review the care plan details and save your changes.