Learning Plans & Provision Map Writer
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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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles

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
  • View all articles

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

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