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External Agencies 4 Articles

• How to share a plan with an external agency
• How to revoke an agency’s access to a shared plan
• How to edit the expiry date for an agency’s access to a shared plan
• How to communicate with an external agency

Transition Tool 4 Articles

• Transition tool setup process
• How to approve or deny membership to a transitioning cluster
• How to request the transfer of pupil documents from another school
• How to manage transfer requests from another school

Area user management 3 Articles

• How to add a new area user
• Area user permissions explained
• How to approve or deny membership to an area

Workflows 5 Articles

• How to create a new Workflow
• How to edit a workflow
• How to delete a workflow
• How to create a custom workflow template
• How to edit a custom workflow template

Getting Started 3 Articles

• How to log-in
• How to reset password
• How to edit account details

Useful documents 2 Articles

• Provision Map admin Checklist
• How to set up EduKey One Time Pass Cards

Quick Start Guides 10 Articles

• Quick Start Template guide
• Quick Start Plan guide
• Quick Start Provision guide
• Quick Start School Robins Guide
• Quick Start Staff Management guide
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Home Page 8 Articles

• How to view active provisions
• How to view active learning plans
• How to view average outcomes for provisions and learning plans
• How to view reviews due soon
• How to view overdue reviews
• View all articles

Admin 68 Articles

• Pupil management
  • How to manage archived pupils
  • Sharing pupil documents from Provision Map to Class Charts
  • How to enable communication with parents
  • How to request the transfer of pupil documents from another school
  • How to manage transfer requests from another school
• Tutor group management
  • How to view tutor groups
  • How to add a tutor group
  • How to delete a tutor group
  • How to manually update Year and Tutor groups
  • How to edit a tutor group
• School settings
  • How to link your school’s Provision Map account to a Class Charts account
  • How to enable school wide dual authentication
  • How to change the calculated date range for overdue reviews
  • How to display Class Charts behaviour data on pupil profiles
  • How to set up provision types
• Manual imports
  • How to manually add new pupils
  • How to manually import custom fields
  • How to manually update Year and Tutor groups
• Staff management
  • How to grant staff members with access to all safeguarding concerns
  • How to create an account for a staff member
  • How to restore an archived staff member
  • Staff permissions explained
  • How to change staff permissions
• Sharing pupil documents from Provision Map to Class Charts
• How to link your school’s Provision Map account to a Class Charts account
• How to manually import custom fields
• How to create an account for a staff member
• How to restore an archived staff member
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Learning Plans 40 Articles

• Passports
  • How to use passport text tiles
  • How to use passport list tiles
  • How to archive and delete passports
  • How to edit a passport
  • How to create a passport
• Templates
  • How to implement pre-filled fields, text areas and data tables
  • How to apply page breaks to a plan template
  • How to add a template from the library
  • How to apply a custom template to a learning plan
  • How to create a custom learning plan template
• How to apply page breaks to a plan template
• How to archive a plan
• How to edit a meeting log
• How to set a meeting log as DSL only
• The sections of a Learning Plan explained
• View all articles

Provision Map 22 Articles

• How to track provision costs related to COVID-19
• How to find out who is assigned as the main school admin
• How to review a provision
• How to set up funding streams
• How to add another instance of a pupil to a provision
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Reports 9 Articles

• How to view a school summary report
• How to create a plans outcome report
• How to view an outcome trends report
• How to view National Baseline Statistics
• How to create a costs report
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Print Centre 4 Articles

• How to print multiple documents for a pupil
• How to bulk print multiple Learning Plans
• How to bulk print multiple provision summaries
• How to bulk print multiple passports

Confidentiality 3 Articles

• How to mark a plan as confidential
• How to mark a provision as confidential
• How to upload a confidential file

School Robins 6 Articles

• How to send a school robin about a specific plan
• How to keep track of school robin replies
• How to change the default school robin messages
• How to create a new school robin
• How to download a printable school robin
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Safeguard my School 23 Articles

• How to grant staff members with access to all safeguarding concerns
• How to create, use and remove custom statuses for safeguarding concerns
• How to send a safeguarding acknowledgement email
• How to view the safeguarding dashboard
• How to assign a staff member as the main DSL
• View all articles