Provision Map knowledge base

How to mark a plan as confidential

This guide will explain how to mark a plan as confidential.

When editing a plan, you can restrict access so that only certain members of staff can view it. To mark a plan as confidential, tick the checkbox labelled This is a confidential document in the Stage section of the plan.

Provision Map plan_tick

Once ticked, you will see an additional button labelled Share. Click on this button to choose which members of staff can access the plan.

Provision Map plan_share_button

In the resulting pop up, click on the Add more button to begin searching for staff members who will be given access to the plan. Users with the School Admin role will automatically be granted access, but you can add additional staff members by clicking on the Share button next to their name. To remove access to the plan, click on the Remove button for a user underneath the Shared with heading.

Provision Map plan_share

If a user doesn’t have the permission to view confidential documents or hasn’t been given access to the confidential plan, they will see a padlock icon on the plan when accessing it from the plans list.

Provision Map plan_confidential

Interested in Provision Map?

Give your SENCO the power to document, review and track learning plans and interventions quickly and simply.

Image
Provision Map MAT Dashboard