Moving/copying planning to another week
You can have completed planning sheets moved or copied to different weeks. Moving a sheet will move all the information from a planning sheet to another week while erasing the information in the current planning sheet. Copying a sheet will copy all the information over to another week while preserving the information in the current planning sheet.
Moving/copying planning on the practitioner app
- Log in as a practitioner to see the list of children you have access to.
- Tap the
Planning Sheet icon at the top.
- Change which group you want to see using the drop-down menu in the top left.
- Tap the date beside Week Beginning to change which week this planning sheet is for, then click View.
- Check the box next to a child’s name to select them. Do this for as many children as you need.
- Tap the Select Week field to choose which week you want to copy/move the planning sheet to.
- Tap Move or Copy.
Moving/copying planning on the web version
- In the sidebar, click on
- Use the filters along the top to change which children’s planning sheets you want to see, and for which week, then click View.
- Check the box next to a child’s name to select them. Do this for as many children as you need.
- In the Bulk Actions drop-down menu that appears, select Copy/Move Planning to Another Week.
- Click the Select Week field to choose which week you want to copy/move the planning sheet to.
- Click Copy or Move.
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