Plan Groups

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Plan Groups

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Plans can be associated with a group, making it easier to organize and navigate plans lists.

A plan can be linked to a subgroup via the Control Panel > Manage Plans > Edit function.

 

These groups and subgroups will appear when the Group view option is chosen by a user after selecting the main Plans tab.

 

Plans can also be associated with a department. The department and its parent school must first exist.

 

For those systems with the Xitracs Credentials™ module installed, Schools and Departments are managed via the Credentials > Control Panel > Departments function.

 

For those systems without the Xitracs Credentials™ module, Schools and Departments are managed via the Administration > System Configuration > Departments & Schools function.