Preparing User Accounts:  

Method 1: Data Integration through OneRoster API

1. Step 1: Download and Sign our MyPlanPA Data Integration Documentation

2. Step 2: Obtain Signature from Superintendent or Designee

3. Step 3: Submit Information Data Sharing Credentials via secure transfer

4. MyPlanPA will automatically sync with your Student Information System for learner account management, updating enrollment status, enrollment dates, etc.

Method 2: CSV Upload

1. Step 1: Login to MyPlanPA

2. Step 2: On Side Menu, select Administration Side Menu, choose "Import Student Data" under 'Admin' (for System Admin Roles Only) 

3. Step 3: Download and Fill out CSV Template with necessary district data, save and upload on the same "CSV Upload Page" (Note - New Data will merge with existing records according to the following rules below)

   1. Follow Directions on Import Data Page.

   2. Prepare the following data import fields:

      • Demographic Information: School Name, Student ID, Last Name, First Name, Grade Level, BirthDate, School Email, Graduation Year, Enrollment Status

      • Grad Pathway Data: Algebra Keystone, Biology Keystone, Lit Keystone, Algebra Course Grade, Biology Course Grade, or English Language Arts 10 Course grade, PSAT, ASVAB scores 

      • Other Possible Data Uploads in the future:  

        1. Portfolio and WBL artifacts mapped to CEW standards

        2. PA Future Ready Index: Credentials: Credential Name, Provider, Cluster, Date Earned, Work-Based Learning, Cluster, Date Completed

   3. New records will be created for learners that have no existing record.

   4. Existing records will be updated for newly entered information.

   5. In the case of scores and grades, if prior scores are higher they will remain in effect unless manually changed.

   6. Also note: Blank columns are ignored and do not delete existing data.

CSV Data Uploads: 

Preparing Data for Uploading

1. 1. 1. 1. Make sure to include Student ID Numbers in data reports

         2. Delete Unnecessary Rows (Only include StudentRefId and the specific data columns you are importing)

         3. Do not include other information like name or status or school name unless you are intentionally trying to change them.

         4. Delete any rows of blank data from your data set.

         5. Organize your Data Sheet to be in same order as the Template

         6. Copy and Paste data into modified csv template (See instructions below)

Steps to successfully upload data:

1.         Navigate to MyPlanPA Menu item labeled “Admin”

2.        Click on “Import Student Data”

3.        Click on the blue link “Click Here to Download CSV Template”

4.        Open the Template in your preferred spreadsheet software

5.        Option A (when uploading a small quantity of data)

1. • • 1. 1. • Navigate to learners’ data row

             • Enter new data or make changes

             • Save and export as .csv

             • Upload to the MyPlanPA by clicking “Choose File,” selecting the file, then clicking “Import Selected File.”

             • Review changes on MyPlanPA to ensure data was properly updated

   Option B (When uploading a large quantity of data)

• On the Template, Keep Header Row 1,  but delete / clear all other rows of student data

• Also Delete all unnecessary columns (Keep StudentRefId Column and only the Necessary Columns)

• Note* All data uploads must have StudentRefId Column

• Copy and paste your data onto the csv template in the appropriate columns

• Save and export as .csv,

• Upload to the MyPlanPA by clicking “Choose File,” selecting the file, then clicking “Import Selected File.”

• Review changes on MyPlanPA to ensure data was properly updated

MyPlanPA Portfolio Compliance Bulk Artifact Upload 

1. Get report of Portfolio data from School Districts program of choice and put into spread sheet

2. Make sure Student RefID from the school district is included as a column

3. Organize and match artifact activities to PA Career and Work Standards

4. Make sure to freeze Header Rows containing Activity names, description, and Standard met and Sort Activity column in ascending order

5. Copy the Student RefIDs that have a “Yes”

6. Go to MyPlanPA Learners Page, Paste copied ID's, and press “Select by Student RefID”

7. Then press “Batch Portfolio Upload” and fill in the proper information and either Upload artifact or URL of Artifact Description.   

8. Repeat steps above until completed with all artifacts.

NOTE: In order to not duplicate artifacts when bulk uploading, The Activity Selection, Item Description, and Artifact Name need to be identical so when performing bulk uploads, ensure your team is using consistent language so as to decrease the risk of artifact duplication when uploading bulk artifacts for entire grade levels over time.

MyPlanPA Configuration Page 

Customize each 'choosable' list contained in MyPlanPA through going to MyPlanPA/config

1. Go to 'Manage Lists' option under the Admin Menu Options

2. Select List Type

3. Click "Add Item" in order to add something to the corresponding list.

4. Edit, Delete or Hide items from list.  (List items for which student data exists will need to be hidden from chosen lists instead of deleted. These items will still show for student accounts that have previously chosen that option, however, it will not display as a newly choosable item.)

Settings

Control system-wide settings with a single click.  Simply navigate to 'Settings' option under the Admin Menu and make your desired selections for your school district's needs.

Manage Users (Coming Soon)

1. Click on Admin / Manage Users

2. Create and Edit User Profiles including Roles

3. Select Roles for Users

LOGGING IN: 

OPTION A: Have learners navigate to myplanpa.com on any device and login using their school Google Account.

HIGH SCHOOL

1. Self Directed Method: Have learners watch videos 1 through 7 above, have them pause videos to perform instructions.

2. In Person Method: Meet with learners one on one, small group, in a classroom, or in a large group to have them complete sections of MyPlanPA.  This process is most effective when led by caring and knowledgeable adults that can encourage learners to make choices and selections based on their current interests, skills, and abilities.  Keeping in mind the purpose of helping the school connect learners with opportunities aligned to their first or second choices in careers.

3. Purpose is to have a current career plan that 

MIDDLE SCHOOL

1. Update Career Choice, High School Plan, Post-Secondary Plan

2. Update Career

ELEMENTARY

1. Make Career Choice Selections

2. Upload Career Portfolio Artifacts using CSV Uploader

1. Navigate to the Learners List

2. Select the Learners you want to invite parents to have MyPlanPA access.

3. Click 'Invite Parents'

4. Parents will receive an email invite to join and will have access to view their child's account.  They will also have the ability to edit certain pertinent pages on their child's MyPlanPA account, such as adding meeting notes, adding notes to the PostSecondary Planning Page, and ability to enter information in selected work-based learning pages.