Planner and sessions

No. It only says it happened. The full account is still to write.

The contacts set up on the young person's record, such as the school, but only on the day.

It already has an answer, it is finished or cancelled, or you only help deliver it.

There is no undo on Home. Tell your manager straight away.

Yes. The check-in page lists your sessions for the day with the same two answers.

No. The reason and your words finish it, and your manager reads them.

You probably chose Save as draft. A draft keeps your work but does not mark the plan finished. Open it and press Save plan.

A booking puts the session on the calendar: who and when. Planning says what you intend to do and how.

Only within the window your organisation sets, three weeks by default. Further ahead, the booking is saved and you plan it later.

A plan with no goal is often sent back. The prompt before you send names what is missing and lets you add it at once.

Only if you also choose a room and the booking is confirmed. A typed place name reserves nothing.

Open it, press Make the changes, fix what they asked, and press Resubmit planning. There is a separate guide for this.

Yes, with Edit plan, until recording has started. After that the plan is locked and you amend details in the write-up.

A saved draft still shows Scheduled. Only Save plan changes it to Planned ✓.

A manager's. They will sign it or send it back. You cannot edit it meanwhile.

A returned plan is about your preparation: use Make the changes. A returned write-up is about your account: use Make requested changes.

No. Save & exit and Save as draft keep your work only. Sending is a separate button.

Not from Home or the phone. Tell your manager, who can correct it.

The plan must be finished and you must be the mentor recording. Read the label in the corner of the pop-up.

Check the date and the view first. Then check the status buttons and the young person drop-down. A cancelled session stays hidden until you tick Show cancelled.

It always opens on the current week. Choose Day and then Today to see only today.

Choose Month and press the left arrow. Or choose All and open the earlier days that are folded away.

It counts the upcoming sessions in what you are looking at. A second figure shows the total when some are in the past.

Mentors see their own planner. Managers and admins see everyone's. Ask your manager if you think you should see more.

Not by status on your own planner. Switch to Day or Month to use the filters.

Press Clear filters. It resets the young person, the status and the two tick boxes.

You probably pressed Save as draft. A draft keeps your work but does not mark the plan finished. Open it again and press Save plan.

Scheduled is about the plan. Draft is about the write-up. A draft write-up has been started but not yet sent.

The plan must be finished first, and you must be the mentor recording. Check the label in the corner and read the note in the pop-up.

A manager read your write-up and asked for changes. Press Make requested changes, fix what they asked for, and send it again.

Only managers and admins. If it is not going ahead, record it as Not delivered. A manager can then take it off the schedule.

The plan has no learning plan goal linked. Open the plan and tick a goal before you send it on.

Only managers, admins and other senior roles can book. A mentor plans slots that are already there.

Choose their name from the menu at the top left of the Planner, then press Create session. It is stored as theirs.

No. Past date stops it. If it already happened, open its write-up from the Write-ups needing attention list.

The mentor already has a session at that time. Pick another time, or choose Book anyway if the overlap is intended.

That week has been submitted for approval, so its plans are fixed. Ask for it to be moved back to draft.

Only if you also choose a room. Check the room shows on the new slot afterwards.

Open the extra one and ask a manager to cancel it. Cancelling keeps the record and frees any room.

Your organisation holds plans back that have no linked goal or no place. The window names which. Add it and press Save plan again.

Only if the window shows Send anyway. If it does not, the young person has open goals you must link first.

You are not held back. Send the plan, and link goals once an ILP exists.

No. Save as draft keeps what you have and checks nothing. Nothing is sent to anyone.

The session is more than three weeks away, or whatever window your organisation sets. Its booking is saved. Plan it when it is closer.

Managers and admins, under Rules. Ask them if the checks do not suit how you work.

You get a message with the reason. In the Planner the plan carries Plan sent back, and the pop-up shows the reason at the top.

You may have saved without sending. Press Resubmit planning. It saves and sends together.

Yes. The pop-up offers Resubmit planning when the form is closed. Try to answer the reason first, or it may come back again.

You may be looking at someone else's plan, or watching a colleague. Ask the mentor the plan belongs to.

Back to the manager's countersign queue, under the planning tab. Its label changes to Plan awaiting manager.

Talk to the manager who sent it back. Explain it in your plan notes if you resubmit, so they see why.

Only managers and admins can. If you are a mentor, record it as Not delivered and give the reason. A manager can then take it off.

No. The record is kept and the room is freed. Tick Show cancelled to see it, and use Restore to bring it back.

Yes. Tick Show cancelled, find it, and press Restore. Choose a room again if it was at a venue.

The session has held a room or has a write-up. Use Cancel this session instead. It frees the room and keeps the record.

It is released straight away, so another booking can take it.

It drops out of their usual Planner views and shows under Show cancelled. Tell them yourself so they are not surprised.

You are looking at everyone's Planner. Choose a named mentor from the drop-down at the top left to plan, edit or book.

Pick their name from the drop-down, then press Create session. The session is stored as theirs.

On everyone's week, press Unassigned. It lists every session with nobody assigned.

The mentor has booked leave on that day. Move the session to someone else, or to another day.

The session is at a venue with rooms, but none is held for it. Open it and choose a room.

Home is set to your caseload, so the Planner follows it. Pick All practitioners to see everyone for this visit.

Collected & start marks the session delivered and opens the write-up. Just mark collected (no recording) marks it and leaves the write-up for later.

Not from this page. Tell your manager what you pressed by mistake. They can send a finished one back.

The organisations set up as the young person's contacts, such as the school or local authority. The message after you tap says how many were sent.

Either the session was not today, or no contacts are set up. Your answer is saved either way.

No. The reason and what you wrote finish it. Your manager reads them.

The page lists only your own sessions for the chosen day. Check the date, and that the session is booked to you.

It is published, so it is fixed. Press Open a new version to make a draft you can change. If you see no button, a manager or an admin has to do it.

No. Plans already written keep the wording they were written with. Only new plans use the new version.

It marks the question as one that must be answered. Leave it unticked for an optional question.

Not directly. Open a new version, change it back, and publish that. The earlier version stays as a record.

The section repeats for each goal on the plan, so each goal gets its own answers.

Anyone who can see the template can read it, but a draft is not used by new plans until it is published.

No. It only lists them. You open each ILP and choose Edit this plan here from now on that plan.

Choose Bring in from a file on the plan first, and add them. Then move it, so nothing is lost.

Yes, if the move was a mistake. The option sits on the plan.

They have a review that is overdue and have not moved. The page puts the most overdue first.

The read failed. Press Reload the list. Do not rely on counts until it loads.

Only managers and admins can use it.