We'll shortly be launching 'Planning', a better way to plan with your team. We are inviting services to access this new feature before we officially launch it. This article is for services that opt in.
What are planning templates?
A planning template is a pre-populated plan, saved as a 'template' from which you can start a new plan.
Templates are designed to save you time so don't have to start from a blank slate every time you want to create a plan.
If for example, you have a fortnightly staff meeting at the beginning of each planning cycle, you can simply go to your templates page, and next to your 'Meeting minutes' template tap 'Start plan'. This will begin a new plan based on your Meeting minutes template which you can begin filling out. Give your new plan a name, eg. 'Staff meeting 29 Feb 17' to differentiate it from your other meeting minutes plans, and when you finish your meeting, tap 'Save and exit'. Your new plan will be listed in your Open plans area.
If ever you want to see all your meeting minutes, go to your Open plans or Archived plans and simply filter by your 'Meeting' category. You will then only see those plans on the page. Learn more about ordering and filtering plans.
Find your templates
Your templates list is shared by all teachers and rooms in your service. If any teacher from any room adds, edits or deletes a template, these changes will be reflected across all rooms and for all teachers.
To find your master set of templates, go to the Planning tab on your service's profile page, and tap on 'Templates'.
Each room can also see this set of templates, however if children who are not in your room have been added to one of the templates, then that template will not appear in your room's template list. This means that if you wish to have room-specific templates (and you want to add children to the templates) then you need to make sure that you only add children from your room to them.
When you first start using Planning, you'll see Storypark's set of example templates which you can use, edit or delete, depending on how you plan. Don't feel like you need to use any of these if they don't suit your needs – this list is to show you what's possible and to give you some inspiration for creating your own. We'd love to see what you come up with.
The initial set of example templates are:
- All About Me
- Annual Plan
- Appraisal Goals
- Group Plan
- Individual Child's Plan
- Internal Evaluation for Improvement
- Meeting Minutes
- Planning Cycle (EYLF example)
- QIP Overview and Self Assessment
- QIP Quality Area Plan for Improvement
- Self Review
- Transition to School Statement (NSW example)
If you don't see a template listed here it's because someone at your service has deleted it or edited its name. (If you don't see a template listed here in your room planning area, it could mean that a child has been added to it that isn't part of your room. But it will still show in the main centre template list.)
Start a plan from a template
Next to any template, tap the Start plan button. A new pre-populated plan will open in a new browser tab that you can begin filling out. This plan will now be listed on your service's or room's Open plans page.
Edit, rename or delete a template (Admins only)
In the your main service's templates page, next to any template tap the Edit template button. That template will open up in a new window. You'll see a blue panel above the plan that says You're editing the template '___' and a Rename option. You cannot save Share settings in a template, you will need to choose who you want to share each plan with in the plan itself, not the template.
Edit a template
You can change anything you like in a template, including the category and any headings, children and content within the plan. Once you tap 'Save and exit' those changes will be reflected in the updated template.
Rename a template
Simply tap 'Rename' in the blue panel, and enter a new name when prompted.
Delete a template
If you don't need a template anymore, simply open the template and at the top of the screen tap 'Delete'. Be careful when deleting templates as once they're deleted they are gone. We can restore any of the Storypark example templates if you delete them, you just need to get in touch with the name of the template you wish us to restore.
Creating a template
Your planning area will become much more useful once you begin creating your own planning templates.
1. Begin by starting a new plan.
2. Add any headers, children and content that you would like to appear in each new plan you create from this template. We'd recommend starting by keeping it simple and just adding a few headers.
3. Once your template is ready, tap Save template in the menu bar and give your new template a name.
This will take a kind of a snapshot of your plan and then it will be listed on your service's Templates page.
We'd love to see what kind of templates you create. If you're happy sharing your creations with Storypark, and even the wider community, please get in touch at firstname.lastname@example.org. Of course, any information relating to individuals will be taken out to respect their privacy.