Progress notes are a great way to record the progress of a learner as they work with their plan. These notes inform the formal review and if a learner is achieving their targets.

You can link a progress note to specific targets and then filter then later on the progress notes screen. This helps you determine if the target has been achieved or not, and how the plan should be iterated.

Make sure you are on the ILPs tab of the Learner Profile. Then click on the Progress Notes button on the selected ILP.

This will display the Progress Notes screen. Click on the + Add a Progress Notes button to add your note.

Simply selected the date you want the progress note to be stored under and complete the progress note details. If you would like to notify the lead teachers and the co-ordinator for the ILP, you can enable this toggle (to green). Then click Save.

If you want to link a progress note to specific targets in the ILP. You can click on the Link to ILP Targets button. Simply click on the targets that you want to link with the progress note and click the Link button.

You can now see the progress note will indicate the number of targets that will be linked. To adjust or change the targets, simply click the button again.

Learners that have an ILP, will have a purple check under the ILP column on the dashboard. To add a Progress Note to the ILP, simply click the Actions button at the end of the learner row.

Then click on the Add a progress note to an ILP option on the menu.

Complete the progress note details and click the Save button.