Editing the default learning plan template - comment boxes and target columns

In the previous help guide, we looked at the new learning plan feature, and learned how to complete and download a basic plan. In this help guide, we're going to find out how to make some simple changes to the template so it can better reflect your desired format. In subsequent help guides we'll learn how to make further changes to the template in Word and then go on to build a template from scratch.

In the last help guide, we downloaded a completed learning plan that looked like this:

This is based on our default template with no modifications. To make changes we need to access the template by clicking Admin>Learning Plan Templates. You will now be presented with the following screen.

Any learning plans you have created and uploaded will appear in the list. By default, there will be just one. Click the Learning Plan link to access to the edit area. This is split into two sections. The first, lists the headings of the Target Columns and Comment Boxes.

The next section contains buttons to download a template you want to edit and upload a completed template, as well as a list of placeholders. Placeholders are bits of code you can embed into your template to instruct Insight to place certain items of information in a specific location on the plan when it's downloaded.

If you have already built a parent report template then you will be familiar with placeholders. Learning plan templates work in much the same way.

Renaming the template

We can now make some changes to the default template. Let's start by renaming the existing template so we can differentiate it from any others we create in future. Scroll up, click the Rename button, and give the template a meaningful name.

Click the Rename button in the pop-up window to save the new name.

Don't worry about editing the default template. By returning to the Admin>Learning Plan Templates area and clicking the New Template button, you can reinstate a copy of the default alongside any other templates you have created. You can also delete templates that you no longer need.

Changing the Target Columns and Comment Boxes

Changing the headings of the target columns and comment boxes is easy. Simply click on the respective edit boxes and you can change the names. You can also change the order of the boxes, add new ones and delete those you don't need.

Change the names of the target column headings, add more and re-order if required. Then click Save Changes.

Editing the comment boxes gives an extra option: to define whether the box will appear above or below the targets on the Learning Plan tab of the pupil page. Again, change the names and the order, and delete any you don't need. Then click save:

You will return to the main template editing area, which now looks like this:

At this point it's worth scrolling down to look at the list of placeholder. Note that the names of the placeholders for the comment boxes now match the headings of the boxes you created in the step above and differ from those we started with (scroll up to compare to list of placeholders shown earlier in this help guide).

Viewing the changes in the pupil page

Now let's return to a pupil page and create a new learning plan. If you have more than one template, select the recently edited version from the dropdown provided. You should now see the comment boxes and target columns with the newly defined headings.

We can now add some information, as shown in the previous guide, and download the learning plan to view it. Click Download button and select Word or PDF format.

This help guide covers how to make changes to the target columns and comment boxes, and how to view those changes. In the next help guide, we'll look at how to make further changes by opening the template in Word and inserting extra placeholders.

We hope this help guide has been useful. Please get in touch if you have any questions or comments.


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