Plans in Educa can be used in many ways — from mapping learning experiences and setting goals to preparing group activities or long-term learning journeys. This guide shows you how to create plans using standard and table templates, and how to link them with children, teachers, and frameworks.
Plan Templates
All plans are based on templates that outline the fields and structure you’ll complete. If you don’t see the template you need, please contact your Site Admin.
👉 See Setting Up Planning Templates for more details.
Plan Access & Collaboration
You can link teachers to a plan to give them permission to view and comment. Teachers will only see plans they have created or those they have been linked to. If a teacher cannot see a plan, they’ll need to ask the creator to link them. Draft plans are also hidden from linked teachers, so the creator will need to publish the plan before it becomes visible.
Note: If you would like linked teachers to also be able to edit plans, please ask an admin to contact Educa Support to have this option enabled for your site.
Writing a Plan (Standard Template)
Go to Tools > Planning > Create Plan.
Select the template you want to use.
Choose the child/children for the plan.
If you select multiple children, they will all be attached to the same plan.
All related family members will be able to view and comment on that plan.
Link the teachers you want to give access.
Add a title and (optional) short summary.
Choose a title that makes the plan easy to recognise later — for example, include the child’s name or a date so it’s clear when linking to stories.
Complete the custom fields in the template.
Each field will indicate whether or not it is visible to families.
See below if you are using a table plan.
Before saving, you can also:
Attach resources.
Link to Frameworks.
Link Stories and other Plans.
When finished, choose Save as Draft or Publish.
Draft plans are not visible to families or linked teachers.
Published plans appear on the child’s profile and can still be edited to add reflections and track progress.
Tip: After publishing, you can notify families by selecting Send Notification.
Writing a Plan (Table Template)
Table templates work the same way as standard templates, but information is entered into rows and cells.
Click Add Row to begin.
To add information:
Click inside a cell → type in the pop-up box → click OK to save.
Attach stories or other plans directly to specific cells using the buttons inside each cell.
Use the Header style to highlight important cells or sections.
Manage rows easily:
Delete a row using the bin icon on the right.
Add new rows with the Add New Row option at the bottom of the table.