Creating individual plans

To create a new individual plan:

1. Click .

The Individual Plans window is displayed.

1. Select the

• Plan Type. See 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.

1. Click the Details tab.
2. Type details about

• Starting Level
• Goal
• Strategies
• Monitoring and Evaluation.

1. Click .

The Activities tab is displayed.

1. Click .

The Individual Plan Activities window is displayed.

1. Click .

The Individual Plan Activities window is displayed.

1. 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.

1. Click .