Creating and editing course plan templates

Build district-wide course plan templates that can be applied to multiple students.

Overview

Course plan templates (sometimes called "admin course plans") are reusable course sequences administrators create at the district level. A template defines which courses students should take in each year and term across a grade range. Once created, a template can be applied to one or many students at a time.

Common examples:

• 4-year college prep track (grades 9–12)

• Career and technical education (CTE) pathway

• Honors or AP track

This guide covers:

• Navigating to course plans

• Creating a new template

• Editing an existing template

• Adding courses to year/term sections

• Deleting a template

Navigating to course plans

1. Click Settings in the sidebar

2. Open the Graduation tab

3. Select Course plans

You'll see a list of all existing course plan templates with their name, grade range, and course count.

Creating a new template

1. Click Add course plan in the top right

2. The list view swaps to the inline plan editor

Plan details

Fill in:

• Plan name — e.g., "Default 4-year high school plan"

• Start grade level — the first grade the plan covers (e.g., 9)

• End grade level — the last grade the plan covers (e.g., 12)

Scout automatically generates one section per year/term combination based on the grade range and your school's term setup (semesters, trimesters, or quarters).

Adding courses

Each year/term section has an Add courses button. Click it to open the course picker:

1. Search the course catalog by name, subject, category, or other filters

2. Click a course to add it, or select multiple and click Add N courses

Once added, courses appear in the section grouped by their transcript category (e.g., Math, English, Science). You can:

• Drag and drop courses between year/term sections to reorganize

• Hover and click X on a course card to remove it

Saving the template

Click Create at the top right to save the template. Click Cancel to discard changes and return to the list.

Editing an existing template

1. From the course plans list, click the pencil icon next to a plan

2. Make your changes (add courses, remove courses, rename, change grade range)

3. Click Update at the top right

Deleting a template

Click the trash icon next to a plan in the list. Confirm the deletion when prompted.

Tips

• Course catalog filters in the picker let you narrow down by subject, grade level, transcript category, and more — useful when your district has hundreds of courses

• Categories appear automatically based on each course's transcript category, so plans stay organized without manual grouping

• For details on assigning a single template to a student, see the student course planner article

Permissions

Course plan templates can be created and edited by:

• District admins

• School admins