Individual Learning Plans – Template Configuration (Sysadmin)
In this article
1 Overview
2 Prerequisites
3 Accessing the Template Overview
4 Creating a Template
4.1 Naming the template and setting scope
4.2 Adding fields
4.3 Configuring field permissions
5 Managing Templates
Individual Learning Plans (ILPs) in itslearning are structured using templates. A template defines the fields that mentors, teachers, students, and parents can view or complete for each learner. Templates are created and managed by the system administrator. At least one template must be created before mentors can record ILPs.
1 Overview
Each ILP template consists of one or more text fields. For each field, the administrator specifies which roles can view it and which roles can edit it. Templates are scoped to either the entire site or to a specific school or organisation within the hierarchy.
Multiple templates can exist at the same time. Each template can be made visible or hidden independently.
2 Prerequisites
Prerequisite: An Administration profile is required. The Mentor and Headteacher roles must be configured before templates are used. See Mentor and Headteacher Roles – Configuration (Sysadmin).
3 Accessing the Template Overview
- Log in with an Administration profile.
- Go to Administration > Individual learning plans.
The template overview lists all existing templates. Use the left sidebar to filter by organisation, or select All to view templates across all organisations. The list shows the template name, organisation scope, last edited date, and current visibility status.
Use the Only show active templates toggle to filter out hidden templates.
4 Creating a Template
4.1 Naming the template and setting scope
- In the left sidebar, select the organisation you want to create the template for.
- Click New template.
- Click Change title to enter a name for the template.
The scope is confirmed by the organisation name shown in the upper right corner of the template editor.
4.2 Adding fields
- Click + Add field to insert a new field.
- Enter a name in the Field name column.
- Repeat for each field required.
Note: All fields are of type Text. Fields can be removed using the delete icon on the right side of each row.
4.3 Configuring field permissions
For each field, configure two permission settings:
| Setting | Description |
|---|---|
| Can be seen by | Which roles can view the field and its contents. |
| Can be edited by | Which roles can write to the field. |
The available roles are: Mentor, Teacher, Student, and Parent.
Note: A field restricted to specific roles in Can be seen by will not be visible to other roles, regardless of the edit setting. For example, a field with Can be seen by: Mentor, Teacher will not appear for students or parents.
When all fields are configured, click Save and exit.
5 Managing Templates
Existing templates are listed in the template overview. Each row includes a three-dots menu with options for managing the template, and an eye icon indicating current visibility. Visibility can be toggled to control whether a template is available to mentors.
