In this guide, learn how about:
Note: The following information only applies to plans at a service. We also have help articles dedicated to portfolio planning.
Edit an open plan
On your service's or room's Planning tab under Open plans, tap any plan to edit it. The plan will open and you can select and edit any aspect of it.
You can learn more about how to add content and build your plans here.
When you're finished editing, tap Save and exit:
Archive a plan
When you complete a planning cycle, or you simply don't need a plan anymore, you can archive it.
Archiving a plan keeps your Open plans area current and relevant, making it easier to find the plans you are working on.
Archived plans can still be accessed by educators at the service, they are just filed in a different place to your open plans.
In any plan, tap the Archive button in the top right menu:
This will close and archive it, and it will now be listed in your Archived plans area:
You can comment on an archived plan but you can't edit it. If you wish to edit it, you can reopen an archived plan at any time.
Reopening and editing an archived plan
To edit an archived plan you will need to reopen/restore it first. Simply Select the archived plan you wish to edit and in the top right corner, tap Reopen.
This plan will now appear in your Open plans area and you can edit it just like any other open plan.
Deleting a plan
In any plan, select 'Delete' from the top right menu. You will be asked if you wish to continue, and on selecting 'Yes' the plan will be deleted.
The plan will be deleted from the planning area of anyone who the plan had been shared with.
Restore an accidentally deleted plan via the deleted items bin. Deleted plans can be restored for up to thirty days from deletion.
Frequently asked questions
Q: How long do archived plans stay archived/do archived plans get deleted after a time?
A: Indefinitely - archived plans stay at a service unless educators choose to restore or delete them.
Q. Can Family Admins/Parents access archived plans?
A. Family Admins/Parents can only access active plans you've shared with them. As soon as you archive a plan, they can no longer access it.