How to share a plan with an external agency
This guide will explain how to share a plan with an external agency.
If enabled by your School administrator, you can share plans created in Provision Map with external agencies.
°Â³ó±ð²ÔÌýcreating a new learning planÌýor editing an existing plan, either scroll down to theÌýExternal agenciesÌýsection or click on theÌýExternal agenciesÌýoption in the navigation menu.
You will be presented with theÌýExternal agenciesÌý²õ±ð³¦³Ù¾±´Ç²Ô. This is where you can manage which external parties the plan has been shared with and the duration of their access.
To share the plan, click on theÌýShare plan with an agencyÌý²ú³Ü³Ù³Ù´Ç²Ô.
°Õ³ó±ðÌýInvite external agencyÌýpopup will appear. Enter the agency’s details into the form provided and click on theÌýSend inviteÌý²ú³Ü³Ù³Ù´Ç²Ô.
Sharing all active plans with an agency
If you would like to grant the agency access to all of a pupil’s active plans, tick the checkbox labelledÌýShare all current plans forÌýthe selected pupil.
A second, optional checkbox will appear labelledÌýInclude confidential plans forÌýthe selected pupil. Tick this checkbox if you want the agency to view the pupil’s active confidential plans.
Sharing provisions with an agency
If you would like to grant the agency access to all of a pupil’s provisions, tick the checkbox labelledÌýShare provisions list. The provisions list will then appear on the shared plan if it includes theÌýProvisionsÌý²õ±ð³¦³Ù¾±´Ç²Ô.
Agency confirmation
Once invited, the agency will receive an invitation email that provides them with a sign up page and anÌýAccess codeÌýfor the shared plan. Until the code has been applied to their account, the agency’s status will be displayed asÌýWaiting for agency.
