Create and setup career plans

Career planning is the ongoing process where the students can: Explore their interests and abilities; Strategically plan their career goals; and. Create their future work success by designing learning and action plans to help them achieve your goals. 

XUNO gives you the ability to create career plans for your students and gives you the option to allow students to modify specific fields in their plans, if they choose to.

Each career plan must have custom fields added which will be used to record data. Once you have created these fields you can create a Microsoft Word document which can be printed at any time. This template will be formatted accordingly and will include the data entered by the users.

View existing templates

  1. Login to your XUNO Suite as an administrator.
  2. Click on the Options menu then click on the Assessment Settings menu item.
  3. Using the drop-down list choose the Career Plans option.
  4. Your existing plans are displayed in the list.

Creating new or modifying existing templates 

You can setup as many plan templates as you like - each with its own questions, text fields, drop-down lists and checkboxes.

  1. Click on the Options menu then click on the Assessment Settings menu item.
  2. Using the drop-down list choose the Career Plans option.
  3. If you are creating a new plan, enter the name of the plan in the text box which says Enter a new plan name… and then click the Add button. Once the new plan is created it will appear in the list.
  4. To add or edit the fields of a plan, click the Edit fields  icon.
  5. In the window opened, enter the name and type of field you would like to add and then click the plus button. The types of fields are:
      • Text - General text to be displayed on the page for user information
      • Check boxes - A set of one or more check boxes which the user can select
      • Date - A field in which users can select a date from a calendar displayed on  the page
      • Drop down (Multiple) - A drop-down list of pre-defined entries of which the user can select multiple options
      • Drop down (Single) - A drop-down list of pre-defined entries of which the user can select only one option
      • Sub-heading - A sub-heading to be displayed on the page in bold text
      • Heading (with line) - A sub-heading with a horizontal line underneath the text
      • Radio buttons - A set of pre-defined options of which the user can only select one.
      • Text area - A text entry field in which the user can type large amounts of text spanning across multiple lines
      • Text box - A text entry field in which the user can enter a single line of text
  6. Add field options using the Options button if applicable.
  7. Adjust the position of the field using the arrows if necessary.
  8. Choose whether or not students can edit the fields.

To upload a new or existing template to you new career plan, click on the Add a Microsoft Word template file icon or Replace the Microsoft Word template file icon accordingly. Choose the template you want to attach to the specific plan and click on the Add button.

Creating a new Word template

  1. Open a new Microsoft Word document or one of your existing school templates.
  2. Create your document with fonts, formatting and images to suit your school.
  3. Add any merge fields to the template that you would like to include from the plan. The merge fields specific to the plan can be found in the first column of the Edit fields window of the plan you are editing. You can also find generic merge fields relating to the student, family details and more by clicking on the Show Merge Fields button. These options are available through the Assessment Settings window from the Options menu.
  4. Save your completed template as a Microsoft Word document (.docx) and close the file.

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