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Who sees my Draft Plan, Plan and comments?
Who sees my Draft Plan, Plan and comments?

Access and visibility conventions and options in Educa for planning

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Written by Educa
Updated over 4 months ago

Educa's Planning feature includes customisable defaults to fit various workflows and planning needs.


Here are the standard visibility settings:

  • Draft Plans: Visible only to linked teachers and the author.

  • Published Plans: Visibility depends on the template settings. By default, these plans can be viewed and edited by linked teachers, admins, and families. You can create templates that restrict family visibility or hide specific fields from them.

  • Plan Comments: Visible to everyone with plan access, including families.

Plan Access is defined by the template used

Once a plan is created from a planning template, its visibility and fields cannot be changed. Adjust these settings by creating or editing a template before generating a plan.

Learn more on plan templates here.

Create private teacher discussion field In Plans

For curriculum planning or lesson plans not meant for families, adjust visibility in the planning template. You can make the entire plan visible only to teachers or set privacy on a field-by-field basis.

Linked Teachers can view and edit Draft and Published plans.

โ˜๏ธ Comments aren't available in Draft mode. For teacher discussions during drafting, ask your Admin to include a "Private Teacher Discussion" field set to private. This field can also be used for teachers after the plan is published.

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