Creating a Plan Template

Plan templates define the structure of the documents your staff will fill in for students. A template can be an Individual Education Plan (IEP), a Safety Plan, a Health Care Plan, or any other structured document your school needs.

Accessing the Template Builder

1. Navigate to Plans > Templates in the main navigation.
2. Click Create New Template.

This opens the Plan Builder, where you define the sections and fields that make up your template.

Template Structure

A template is made up of sections and fields:

• Sections are visual groupings (like headings or dividers) that organise your template into logical parts.
• Fields are the individual items that staff fill in for each student — text boxes, dropdowns, date pickers, file uploads, and more.

Available Field Types

Field Type	Description	Example Use
Text	Single-line text input	Student goals, short descriptions
Text Area	Multi-line text input	Detailed notes, strategies, observations
Select	Dropdown with predefined options	Adjustment level, disability category
Date	Date picker	Review dates, start/end dates
File	File upload	Supporting documents, medical reports
Electronic Signature	Collects a legally binding signature	Parent consent, medical sign-off

Adding an Electronic Signature Field

When you add an Electronic Signature field to your template, you configure:

1. Title — what the recipient sees (e.g. "Parent/Guardian Consent").
2. Description — instructions shown to the signer (e.g. "Please review and confirm you agree to this plan").
3. Who must sign — select one or more signer groups:
   • Parent/Guardian
   • Student
   • Medical Professional
   • Work Experience Host
   • Other
4. Signer logic — whether all listed groups must sign, or any one of them is sufficient.
5. Allowed delivery methods — Email, In Person, or both.
6. Request type — Consent, Approval, Acknowledgement, Agreement, or a custom type.
7. Consent checkboxes — the specific items the signer must tick before signing (e.g. "I have read and understand this plan").
8. Legal text — the legal notice shown alongside the signature (references the Electronic Transactions Act 1999).

tip

You can have multiple signature fields on a single template. For example, an IEP might have one signature field for the parent/guardian and another for a medical professional.

Saving and Publishing

Once your template is complete:

1. Click Save to store the template.
2. The template now appears in the Templates list and is available when creating plans for students.

Templates can be edited at any time. Existing plans based on the template will retain the structure they were created with — only new plans will use the updated template.