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MTSS: Setup, Tracking & Management

Learn how to set up and edit MTSS settings to ensure intervention options, support levels, and tracking tools are configured to meet your school’s needs.

For more training and resources on Multi Tiered System of Supports, utilize the California Department of Education Guidelines: Multi Tiered System of Supports

Admin MTSS Page Policies: 

Go to the Options Cogwheel in the right hand corner and select Page Policies

  • From Dropdown Choose (see image below)

Functionality Policies

  1. Does the school want to support Tier 1-Core/ Universal Instruction? 
  2. Which tiers are checked by default? 

Importing Policies 

If using our Data Importer, set these policies: 

Importer ID type, which Student ID the importer should use by default and Importer Scope Type whether it should use the Scope ID or Scope Title. 

Data Importer Instructions: Data Importer

MTSS Settings & Entries 

Navigation

Go to: Admin > Settings > MTSS Settings

On Initial, open, the screen may be blank

  • Click the Add Tab under each section, MTSS Areas of Concern, MTSS Statuses & MTSS Tiers to create topics (you can use ours as an example)

  • Once your Topics are created, you can reorder them:

  • Click the Icon to the Right of each line item to reorder

OR

  • Click in the Numbered Box to reorder topics by changing the numbers

  • Click Save in Each Section when complete

These settings will reflect on the Students MTSS tab on their Dashboard

  • Student Dashboard > Special Programs/Accoms > MTSS

Screenshot 2026-08-25 at 3.44.51 PM

  • Fill out the Form for a Student
  • Once completed, press save. 
  • Historical entries will showcase below, in purple with dates reflecting whom it was Last Created by and who it was Last Updated By. 

Screenshot 2026-08-25 at 4.00.45 PM

  • To delete an entry, in the left-hand corner of the entry, type confirm to delete.


Screenshot 2026-08-25 at 4.02.14 PM

Reporting
Utilize the MTSS Report Page and make edits directly on page. 
 

Go to: Reports > Students > Special Programs > MTSS Item Report

There are several filtering options: 

  • Other Options: allows you to filter by different Stages of the Process

  • Click Next once filters are chosen

Screenshot 2026-08-25 at 3.51.11 PM

 

  • Scroll to the bottom of the screen to view the current info based off the filters you chose

  • Click View/Edit to see more detail and make edits on screen.


  • Click Save once you have made all necessary edits

MTSS Data Importer 

Use our Importer to Import MTSS data into the SIS. 

Admin > Student Info > Mass Changes > MTSS Data Importer

  • We have a CSV Template you can use to create your data for Import

  • Click Download Import Template

 

  • Scroll to the bottom of screen an open the document

This is what the Template looks like:

Sample shows

  • Column Titles
  • Order to use for data

Once your CSV is complete:

  • Choose your Import Type

  • Upload File

  • Click Import