Add an Individual Educational Plans (IEP) to a Student Profile

Go to Student Profile > Support > I.E.P/Personal Profile.

User roles required:

In order to add and edit an IEP, you will need the user role of either SENCO or SLT.

If a teacher needs access to IEPs, they will need both the teacher and tutor user role assigned to them - this will allow them to create and edit IEPs. 

Student Profile > Support > I.E.P/Personal Profile


Add an IEP

Within a student's profile > Support tab, you are able to input multiple Individual Education Plans (I.E.Ps) using the cog wheel.

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Click Add New and then a template will appear for you to edit and input data relevant to the specific student's educational plan. Make sure you have templates set up: Individual Education Plan (IEP) Template

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Before inserting the I.E.P the following fields must be completed:

  • Effective date
  • Review date
  • Academic year

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Once you have inserted the I.E.P into the student's profile, the plan will appear in the support tab. You can view the student's I.E.P by clicking on the text.

In order to amend the plan you will need to click on the cog wheel. A window will appear giving you the option to change any I.E.P which was designed previously.

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Copy a Students IEP

If you wish to copy an individual student's IEP for the next academic year, in order retain the body of text but just edit specific areas, this is possible by copying the source code.

On the student profile Support tab, click on the cog next to IEPs. It will open up a view so that you can Edit the current IEP. 

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Go to the Source tab and click anywhere within the text, use CTRL A to select all, then CTRL C to copy. This will copy the entire source code for the student's current IEP.

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Just above the IEP table, click Back to Profile to take you back to the student's Support Tab.

Click again on the cog next to IEPs, then Add New.

On the Source tab, click anywhere into the code showing, then use CTRL A to select all then delete the text. 

Use CTRL V to paste the previous IEP into the space. 

You will be able to edit the text on the Start tab. At the base of the new IEP you will need to add an Effective Date as well as a Review Date, and the student's academic year group within those dates, prior to clicking on Insert to save. 

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