Creating individual plans

To create a new individual plan:

1. Click .

   The Individual Plans window is displayed.

   

2. Select the
   • Plan Type. See the luIndividualPlanType lookup table in the Synergetic System maintenance manual.

   For example:

   • literacy plan
   • numeracy plan
   • behavioural plan.
   • Plan Status. See luIndividualPlanStatus lookup table in the Synergetic System maintenance manual.
   • Topic/Skill Area. See luIndividualPlanArea lookup table in the Synergetic System maintenance manual.
   • Start Date and End Date
   • Review Date
   • Reason for Plan, if necessary.
   • Staff Member Responsible.
3. Click the Details tab.
4. Type details about
   • Starting Level
   • Goal
   • Strategies
   • Monitoring and Evaluation.
5. Click .

   The Activities tab is displayed.

6. Click .

   The Individual Plan Activities window is displayed.

   

7. Click .

   The Individual Plan Activities window is displayed.

   

8. Select the:
   • Activity. See luIndividualPlanActivityType lookup table in the Synergetic System maintenance manual.
   • Activity Date.
   • Activity Status. See luIndividualPlanActivityStatus lookup table in the Synergetic System maintenance manual.
   • Follow Up, if required.

   The Activities tab is updated.

9. Click .

Last modified: 2/03/2015 12:28:53 PM