Creating, Cloning and Managing Student Plans

Student plans are created and managed through the Pastoral care workspace in the Student plans page.

Access to Student plans are managed by a set of permissions. Refer to the article Student Plan Permissions for details.

This article contains the following sections:

• Creating and Editing Student Plans
• Cloning an Existing Plan
• Deleting Plans
• Changing Plan Status (Active or Inactive)

Creating and Editing Student Plans

1. Go to the Pastoral Care Workspace > Student Plans.
2. Select the students name, to create or edit their student plan.
   

   

3. Select New Plan to create a new plan. Alternatively, select an existing plan to Edit.

   

4. In the 'Parameters' section, set the Plan Type, Status, Last Review Date (if this is left blank the system will assign the current date when saved). Optionally, enter a New Review Date.

   

5. If applicable, type names in the Panel Members into the text box.
6. To attach a resource, select Add File then select the file you would like to attach.
7. Enter information about the student plan under the Background tab.
8. To add items to the Student plan table, select the Details tab.
   • Click on the plus symbol "+"  on the right hand side at add a row.
   • Click in the field to edit, delete or assign the applicable options.
   • Click the Bin Icon to delete a row.
9. Click Save to keep changes.

Cloning an Existing Plan

Cloning a student plan will create additional copies of the selected student plan to use for other students. The cloned plans will not be linked to the original plan in anyway, rather each student plan is updated individually.

1. Go to the Pastoral Care Workspace > Student Plans. Select the name of the student with the plan that needs to be cloned.

   

2. Select the plan to highlight it and click Clone.

   

3. Select the student name you would like to clone the plan to from the drop-down list. Alternatively, click on the more button "..." to select a group of students.

   

4. Click Save to keep the changes.

Deleting Plans

If a record is required for old student plans this can be obtained by printing the Student plan prior to deleting it. If required, these can be uploaded to the Student files pane in the SIP or imported using the bulk import tool (if using the Bulk import tool ensure the student code is included in the file name).

Student plans should not be deleted, unless they were created in error (i.e. against the incorrect student). Rather, plans that are no longer required should have the status changed to Inactive.

1. Go to the Pastoral Care Workspace > Student Plans.
2. Select the student with the plan that needs to be created.
3. Select the plan you would like to delete and click the Bin Icon, then click Delete to confirm.

Changing Plan Status (Active or Inactive)

Student plans can be set as 'Inactive' or 'Active' by editing the plan through the Student plans page (steps above). This will prevent the plan from appearing in SEQTA anywhere except for the Student plan page, where they will be displayed with red-shading.

Related articles:

• Uploading and Managing Student Files Through the SIP