When you press Save plan or Resubmit planning, the Planner checks three things. It checks for a linked goal, a place and an intent. If one is missing, a window called Before you send it opens. Nothing has been sent yet.
What it checks
- A goal: the plan should be linked to at least one of the young person's open ILP goals.
- A place: a venue, or for community work, where it will be.
- An intent: one line saying what the session is for.
What the buttons do
- Link a goal, Add the place and Add the intent take you straight to the box that needs filling.
- Send anyway sends the plan as it is. It only appears when the missing thing is advice rather than a stop.
If it goes wrong
- No Send anyway button? Your organisation holds plans back until the goal or place is added. Add it, then send again.
- No goal to link? A young person with no open goals yet is never held back.
- Not ready? Save as draft never asks. It keeps your work and sends nothing.
Advice and stops
Each organisation chooses how firm the goal check and the place check are. They can hold the plan back, warn and let it through, or say nothing. A manager changes this under Rules. A missing intent is only ever advice.
By default a plan with no goal, when the young person has goals to link, and a plan with no place are held back. The window then names exactly what to add and has no way past it.
Why the checks exist
Most plans that managers sent back were missing the same two things: a linked goal and a stated intent. Asking before the plan goes saves a round trip.
When you are never held back
- A young person with no open goals yet.
- A group session, which does not offer goals.
- Anything you save as a draft.
- A write-up. These checks are about plans only, never about recording what happened.
How soon you can plan
You can plan a session when it is within three weeks. Further ahead, its schedule is saved and the page says to plan it later. Your organisation can change that window under Rules.
After a plan is sent back
The same checks run again when you press Resubmit planning. Fix what the manager asked for and the goal, place and intent at the same time.
- DraftSaved, no checks
- CheckedGoal, place, intent
- SentA manager is asked to sign
- Signed or returnedA returned plan comes back
How it links together
The goal comes from the young person's learning plan, so linking one here shows it later on the write-up and in goal progress reports. The strictness comes from the Rules screen in the manager section, and the planning window from the same place. A plan that passes the checks appears in the planning tab of the countersign queue. See the guide to signing plans for the manager's side.