Add an Individual Educational Plans (IEP) to a Student 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



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

For first time use, you will need to click 'Add New' and then a template will appear for you to edit and input data relevant to the specific student's educational plan.

(If no template appears please go to Admin > Config > I.E.P template to design one)

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

  • Effective date
  • Review date
  • Academic year

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 itself as shown in the image above.

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.

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. 


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.


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. 




You can print any of the student's I.E.P's using the export buttons at the top of the students profile, as shown below.


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