The Planning feature can be used for a number of purposes: You can set up individual goals for children, class or group plans, strategic goals for your service, and more.
1: Select the "Planning" button from the toolbar on the left hand side
This will take you directly to step 4.
2: Alternatively click the "Centre" link (alternative labels: Service, Company, or School) and from the drop down select About Us
3: Click the orange "Planning" button
4: Click the orange "Create Plan" button to create a plan
5: Fill out your Plan form as shown in the images below
Plan Template, Individual Child, Title and Summary are all mandatory fields that need to be filled out in order to draft/publish the plan.
6: Some plan templates will allow you to link your plan to Curriculum and/or Resources.
7: Click the option to either "Draft" or "Publish" your plan