How to create a learning plan

Modified on Mon, 23 Mar at 12:08 PM

In Provision Map, you can create a new Learning Plan in two different ways:

Creating a Learning Plan from the Plans menu

To create a plan from anywhere within Provision Map, mouseover the Plans tab in the top menu and select Create a plan from the drop down menu.

Provision Map create a plan tab

You will be taken to the screen below. Use the Find pupils filter to locate the pupil you wish to create a Learning Plan for and toggle the radio button next to their name. If this is the pupil’s first plan, a button labelled Create a plan now will appear below the list. If the selected pupil already has an existing plan in place, you will be given the options of creating a new plan (which archives their active plan), or editing their current plan.

Provision Map plan_find_pupils

Creating a Learning Plan from the Pupil details page

To create a Learning Plan from the pupil details page, mouse over the Admin tab in the top menu and select Pupil details from the drop down menu.

Provision Map admin-pupil-detials

Next, click on the three dots next to a pupil’s name and select Create new plan from the resulting menu.

Provision Map pd_3_lines

Provision Map pd_create_new_plan

Both of these methods will take you to the Edit plan page, where you can begin entering details about the pupil’s individual education needs.