Learning plans - Adding and using plans

Learning plans enable you to capture and monitor information about pupils with SEND, to ensure provision is effective, and that pupils are making good progress towards their targets.

This guide details how to use the default learning plan in Insight.

To begin, click Pupils on the main menu bar, followed by the pupil you need to begin a learning plan for.

Choose the Learning Plan tab, and you will see a button inviting you to Create Learning Plan. If your school have more than one Learning Plan template, you'll be able to select which one you want to use for your new plan.

Click the button to be presented with a blank plan.

At this point, the new plan is saved, and it will continue to auto-save as you enter data and make changes.

Standard options

Each text box allows you to type the required details directly.

There are a number of other features and options detailed below.

Owner - The Owner is the member of staff with overall responsibility for the Learning Plan. Click the pencil icon to edit. You do not have to be the owner to make changed to a Learning Plan.

Created - The date the Learning Plan was created. This is editable as, for example, you may be adding a plan that has already been running for a while.

Review Date - Allows you to indicate a date by which the learning plan should be reviewed. It is recommended to enter this as Insight will automatically send a reminder email based on the date. It is not possible to set a historical review date. Review dates can only be set for the current date or a future date.

Review - This could be the end of this plan or a point at which you want to check and discuss progress. When you want to complete a review, this button will offer the following three options:

1. Set a new review date to keep this plan running longer - This option treats the learning plan as a working document and is useful if you want to continue to work on the same targets, which may include adding additional ones, and append additional comments.

2. Create a new plan, which may reuse parts of this plan - Your review may result in the existing plan being completed, with a need for a new one with new targets. This option will archive the current learning plan but give you the option to copy certain elements into the new plan to save time. You can choose a different template to the original plan if required.

3. Archive the plan if it's no longer needed (you can view it again later.) - Your review may conclude that the learning plan has been completed, with no need for a new one. Archiving the plan does not delete it, and any archived plans are still available to view.

Preview - View the Learning Plan as it will appear if downloaded. This will include any visual elements included as part of a Word template. Previewing also gives you the option to download the plan as a PDF or a Word file.

Subscribers - Related to the review date, this allows you to indicate any staff to email when the review date is approaching. Click the button to see a list of users in your school and select as appropriate. Staff will be emailed before the review date (3 days before by default but an admin user can change this setting), including a link to the learning plan concerned. The Learning Plan Owner is automatically added to the Subscriber list and cannot be removed. If you subsequently change the Owner the previous owner will remain on the Subscriber list but may be removed.

The number of subscribers will be indicated on the button once added.

You do not have to be a subscriber to make changes to a Learning Plan.

Comment Boxes

Depending on the Learning Plan template used to create the plan, there may be a number of comment boxes.

These should be completed as appropriate.

Assessments

It may be useful to reference certain existing assessments as part of your learning plan.

Click Add Assessment to see assessments for the current pupil. The current year, and last summer, is shown by default, but the Academic Year menu allows you to choose any period.

Just click any assessment to add it to the learning plan.

Once added, you can use the arrows icon to drag assessments to place them in the desired order. The small trash icon allows you to remove any assessments if you need to.

It may be useful to add a narrative or additional assessment information. Use the Other assessments/notes box for this.

Targets

Targets enable you to give clear expectations and an outcomes focus to your plan.

Click Add Target to add a new target row to the table.

Simply click in each section and type to complete it.

If you add multiple targets, you can change the order by clicking and dragging the double arrow icon on the right of the target table.

The trash icon allows you to delete targets.

The Provision cell allows you to link to any provision groups you have in your school. Click the Link to see your list of provision groups.

To link the Learning Plan to a Provision Group, click the tick box(es) as appropriate, then click Save. This will add the pupil to that provision group within the Provision Mapping feature. See our guides on Provision Mapping for more detail.

If you're not using provision groups, or not using them for some pupils, you can click the Provision Types tab to choose a type the pupil is in receipt of.

The Review cell enables you to give a broad indication of outcomes for each target. Click in the cell and choose the appropriate option.

Deleting a Learning Plan

If a Learning Plan has been created in error, or maybe as a practice, you may want to delete the plan completely.

Only Archived Learning Plans may be deleted. See the section on Review above.

Any pupil with archived plans will have them listed in their Learning Plans tab.

Click the plan you want to delete to open it on screen.

A Delete button will now be available to permanently delete the Learning Plan.

If you archived the plan in error, the Un-Archive button will make it active again.