Overview
This guide explains how to create an ILP (Individual Learning Plan) template in Onefile. ILP templates allow you to build structured, repeatable plans using predefined and custom fields, with configurable signature requirements.
Who Can Use This Feature?
- Centre Manager
Permissions
- Design and assign forms
Centre Settings
No additional centre settings are required to create ILP templates.
Steps to Create an ILP Template
Step 1: Create a New ILP Version
- Click Centre in the navigation menu.
- Click ILP Versions.
- Click Create New Version.
- Enter the ILP Name.
- Click Save.
Creating Sections
Step 2: Add a Section
- Click Create New Section.
- Enter the Section Name.
- Click Save.
Top Tip: Create multiple sections to help organise fields into relevant headings such as “Learner Information”, “Review Summary”, or “Learning Targets”.
Adding Fields to Your ILP
Step 3: Add Fields
- Click Add Field(s).
- Select the section of Onefile you want to pull fields from (e.g., Learning Aims, Reviews, Custom Forms).
- Select the fields you want to include.
- Click Save.
Top Tip: Hold Ctrl on your keyboard to select multiple fields from the same list.
You can also include fields from Custom Forms you have created. These appear as options in the section dropdown.
Setting Up Signatures
Step 4: Configure Signature Requirements
- Scroll to the Signatures section at the bottom of the page.
- Tick the checkboxes for the users who must sign the ILP.
- Use the Move Up and Move Down icons to set the signing order.
Publishing the ILP Template
Step 5: Publish Your ILP
- Scroll to the top of the page.
- Click Publish: Off.
- Select the On option.
- Click Save.
Your ILP is now ready to assign to learners.
✅ Tip: Review your ILP layout before publishing to ensure sections, fields, and signature order meet your centre’s requirements.
Terminology
The terminology used in this article may differ depending on your Centre.
❓Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.