Creating individual plans

To create a new individual plan:

1. Click .
   The Individual Plans window is displayed.
   
2. 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.
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 .