All features in Plan

Explore features for service planning, groups, teacher workload, validation and insights.

Getting started

Work flow

Create a plan for the school year or select an existing plan

Synchronize available staff, group and study-plan data

Follow plan status and workflow steps in the overview

Features

  • Create a plan
  • Synchronize data
  • Plan overview and workflow

Periods and groups

Work flow

Select a period and review the school year's holidays

Configure rules for classes, teaching groups and activities

Generate groups and activities from study plans or time plans and adjust them as needed

Features

  • Periods and holidays
  • Generate groups and activities
  • Grouping rules
  • Review and edit

Teacher allocation

Work flow

Set duty percentages, working time, qualifications and assignment rules

Assign activities manually or let Plan automatically assign and save them

Compare teacher workloads and investigate activities that could not be assigned

Adjust assignments and continue working with the saved plan

Features

  • Manual allocation
  • Automatic teacher allocation
  • Working time and workload
  • Qualifications and exceptions

Validation and findings

Work flow

See warnings and critical findings in the plan status

Filter findings and investigate study plans, qualifications, time and groups

Resolve selected issues and watch the status update

Features

  • Plan status
  • Filter findings
  • Resolve selected findings

Insights

Work flow

Choose a category and explore distributions and outliers

Compare teacher workloads and qualifications

Pin an insight for quick access in the plan overview

Features

  • Students, groups and activities
  • Qualifications and workload
  • Origins and pinned insights

Plan settings

General

  • Plan details and holidays

Group and activity generation

  • Choose a grouping strategy
  • Control what is generated
  • Share across programmes and years
  • Subject-specific rules
  • Names and fallbacks
  • Externally owned groups
  • Priority for overlapping activities
  • Exclude students

Teacher allocation

  • Qualification exceptions
  • Planning time
  • Regulated and self-directed time
  • Same teacher for subjects and groups
  • Mentors

Staff

  • Roles included in allocation
  • Exclude staff