Creating a Plan for a Student
This guide walks through creating a basic student plan — from selecting the student through to filling in the plan fields.
Step 1: Start a New Plan
- Navigate to Plans > Add Plan in the main navigation.
- You will see the plan creation wizard with two steps: Select Student and Select Template.
Step 2: Select the Student
You can find the student in two ways:
Search by Name
Type at least 3 characters of the student's name into the search field. Matching students will appear with their:
- Name
- Year/grade level
- Adjustment level (QDTP, Supplementary, Substantial, Extensive)
- Disability category
Click on the student to select them.
Filter by Cohort
Use the Cohort Filter tab to narrow students by:
- Grade or year level
- Disability category
- Adjustment level
- NCCD reporting status
This is useful when you need to create plans for a specific group of students.
Step 3: Select a Template
After selecting a student, choose the template for this plan. Templates are grouped by category:
| Category | Examples |
|---|---|
| Educational Plans | Individual Education Plan (IEP), Curriculum Plan |
| Safety and Support | Safety Plan, Risk Assessment |
| Behavioural Plans | Behaviour Management Plan |
| Health and Medical | Health Care Plan |
| NCCD Specific | NCCD Imputed Disability Plan |
You can switch between table view and card view to browse templates. Click the preview icon to see the full template structure before selecting it.
If the student already has an active plan of the same type, Junipa will let you know. For templates that only allow one instance per student, you will be given the option to edit the existing plan instead.
Step 4: The Plan is Created
After selecting a template, Junipa creates the plan and opens it in the Plan Editor. The plan starts in Draft status.
You can now:
- Fill in the fields defined by the template
- Upload supporting documents
- Add notes and observations
- Request electronic signatures (if the template includes signature fields)
Plan Editor Overview
The plan editor shows all sections and fields from the template. Each field type has its own input control:
- Text fields — type directly into the input
- Select fields — choose from the dropdown options
- Date fields — use the date picker
- File fields — click to upload or drag and drop
- Signature fields — shows the current signature status and a button to request a signature
Changes are saved as you work. The plan's status can be updated from Draft to Active, Completed, or Archived as it progresses.
Next Steps
If your plan includes electronic signature fields, see Requesting Signatures on a Plan to learn how to send signature requests to parents, guardians, and other stakeholders.