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Create an ILP Template

  User Roles

This feature can be used by the following user roles:

  • Centre Managers

  Permissions

Design and assign forms

Follow the steps below to create an ILP:

  1. Click Centre in the navigation menu
  2. Clikc ILP Versions 
  3. Click Create New Version
  4. Type the ILP Name 
  5. Click Save

Once you've named the ILP, the next step would be to create a section:

  1. Click Create New Section
  2. Enter Section name
  3. Click Save

  Top Tip

You can create multiple sections to help categorise the fields into relevant headings

Once a section has been created, you can add the fields you to be included within that section:

  1. Click Add Field(s)
  2. Select the Section of OneFile you would like to pick a field from
  3. Select the fields from the list box
  4. Click Save

  Top Tip

Hold "Ctrl" on your keyboard whilst clicking to select multiple fields from the same section

It's also possible for you to include fields from custom forms that you've created into the ILP. The custom forms will appear when selecting the section in step 2, above.

When you've added all of the required fields, you need to specify which users must sign the ILP and in which order the signatures are captured:

  1. Scroll to the Signatures section at the bottom fo the page
  2. Tick the check boxes of the users who need to sign the ILP
  3. Click the Move Up and Move Down icons to change the order of who needs to sign

When you're happy with how you've designed your ILP, you will need to publish it:

  1. Scroll to the top of the page
  2. Click Publish: Off
  3. Tick the On publish option
  4. Click Save

Finally, remember to assign the ILP to your learners.

T
Tracy is the author of this solution article.

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