Creating templates for Learning or Behaviour Plans

This article shows how to create templates for staff to use when completing Learning and Behaviour plans for students.

Proper classroom planning will keep teachers organised and on track and help the students to reach their objectives more easily, class room disruptions are minimised, the stress on the teacher is reduced, and the learning environment is optimised for students. Learning and Behaviour Plans will help you achieve that.

XUNO allows you to create learning or behaviour plans for your students with customised fields depending on the data you want to record. 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.

In this article

• Viewing existing templates
• Creating new or modifying existing templates
• Creating, editing and replacing Microsoft Word templates
  
  • To create a new Microsoft Word template
  • To upload a Microsoft Word template to a Learning or Behaviour Plan template
  • To download and edit a Microsoft Word template

Viewing existing templates

1. Log in to XUNO as an Administrator.
2. Go to Options > Software Settings > Assessment Settings.
3. Using the dropdown list, choose the Learning & Behaviour Plans option.
4. Your existing plans are displayed in the list.

Creating new or modifying existing templates 

You can set up as many plan templates as you like - each with its own questions, text fields, dropdown lists and checkboxes.

1. Follow steps 1 and 2 above to navigate to your current list of learning and behaviour plans.
2. If you are creating a new plan, enter the name of the plan in the text box that says Enter a new plan name… and then click the Add button. Once the new plan is created it will appear in the list.
3. To add or edit the fields of a plan, click the Edit fields icon next to the name of the plan.
   

   Note: If you edit a field for templates that have already been used to create plans, this can affect data integrity and display of the Microsoft Word templates when printed. Proceed with caution, and contact XUNO Support for assistance if needed.

4. In the popup window opened, enter the name of the new field you would like to add in the Add new item... text box.
5. Select the type of field you would like to add from the dropdown list in the Type column. 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 checkboxes which the user can select. Users can select as many checkboxes as they want. You will create options in Step 7.
   • Date - A field in which users can select a date from a calendar displayed on the page.
   • Drop down (Multiple) - A dropdown list of pre-defined entries of which the user can select multiple options. You will create options in Step 7.
   • Drop down (Single) - A dropdown list of pre-defined entries of which the user can select only one option. You will create options in Step 7.
   • Sub-heading - A sub-heading to be displayed on the page in bold text.
   • Heading (with line) - A heading with a horizontal line underneath the text.
   • Radio buttons - A set of pre-defined options of which the user can only select one. You will create options in Step 7.
   • 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. Click the + icon to add the field.
7. To add options for a field type that requires them (e.g. checkboxes, dropdown lists), click the [ Options ] text.
8. In the popup that appears, enter as many options as required by typing a name into the Add a new item... field in the Item Name column, then clicking the + icon.
9. Adjust the position of the field using the up and down arrows if necessary.
10. Repeat Steps 4 to 9 for additional fields as necessary.
11. Close the popup window using the X icon in the top right when you have finished adding or editing all fields.

Creating, editing and replacing Microsoft Word templates

You can create Microsoft Word templates to attach to your Learning or Behaviour Plans. These use the information entered into a student's plan, and can be printed from a student's profile, or in bulk. See the related article ' Adding Learning Plans, Behaviour Plans or Career Plans for individual or multiple students' for more information.

To create a new Microsoft Word template

1. Open a new Microsoft Word document.
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. To include a merge field in a Word template, simply type or copy and paste the text, including the square brackets.
   
   The merge fields specific to the plan can be found in the Code column of the Edit fields window of the plan you are editing. See Steps 1 to 3 in the section above, 'Creating new or modifying existing templates' for how to access this window.
   
   You can also find generic merge fields relating to the student, family details and more by clicking on the Show Merge Fields button.
   For example, if we used a merge field from the table shown in Step 4 of the above section, 'Creating new or modifying existing templates', a Microsoft Word Template could include the following: When this Learning Plan is filled in and printed for a student, this part of the Word template will display whatever text was entered in the 'Goal 1' text area when the staff member saved the plan in the place where the merge field '[206-FIELD]' is located.
4. Save your completed template as a Microsoft Word document (.docx) and close the file.

To upload a Microsoft Word template to a Learning or Behaviour template

1. If there is currently no Microsoft Word template attached to the plan, click the Upload Word template icon next to the name of the plan.
2. Choose your file using the Choose file button, then click the Add button.
3. If there is already a Microsoft Word template attached to the plan, click the Replace Word template icon next to the plan.
   
   

   Note: If you replace a Microsoft Word template for plan templates that have already been used to create plans, this can affect display of the Microsoft Word templates when those plans are printed. Proceed with caution, and contact XUNO Support for assistance if needed.

   

To download and edit a Microsoft Word template

1. Click on the Download icon next to the name of the plan.
2. Open the downloaded file in Microsoft Word. The file should be in your computer's Downloads folder - check your browser settings if you cannot find it.
3. Make your changes, then save as a docx. file.
4. Follow the steps above in the To upload a Microsoft Word template to a Learning or Behaviour Plan template section.