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Initial module enablement and manager assignment must be performed by an Administrator.

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Quick Start

Follow these four steps to enable and launch the Pupil Provisions module for your school:
1

Enable the Pupil Provisions Module

Navigate to Administration > Modules in the main navigation. Locate Pupil Provisions and toggle the module to Enabled.
2

Assign a Provisions Manager

In Administration > Staff, assign the Provisions Manager role to designated leaders (such as the Special Educational Needs Coordinator (SENCO), Inclusion Manager, or Assistant Head for Pastoral Care).
Until at least one Provisions Manager is assigned, administrators receive automated alerts reminding them to delegate module leadership.
3

Open the Pupil Provisions Hub

Reload the page and select Pupil Provisions from the main navigation sidebar (or navigate directly to /pupils or /areas).
4

Review Support Areas & Default Provision Catalogue

Navigate to Areas (/areas) and Manage (/admin/areas) to review pre-loaded provision areas and confirm default support items reflect your school’s educational phases and specialist services.

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Further Setup (Manager Guide)

Operational configuration, staff permissions delegation, area creation, and item taxonomies are managed by an appointed Provisions Manager via the Manage console (/admin/areas).

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1. Authorising Owners & Viewers

Navigate to Manage > Owners (/admin/owners) and Viewers (/admin/viewers):
  • Grant Owner Permissions (provisions_own): Authorise Higher Level Teaching Assistants (HLTAs), Emotional Literacy Support Assistants (ELSAs), Key Stage leaders, heads of year, and subject specialists to manage assigned provision areas and update pupil intervention delivery.
  • Grant Viewer Permissions (provisions_view): Authorise governors, trustees, administrative staff, and multi-agency link workers who require read-only visibility into whole-school provision mapping and pupil dossiers without editing privileges.

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2. Configuring Areas of Provision

In Manage > Areas (/admin/areas):
  • Click New Area of Provision to create custom categories that reflect your school’s support architecture (e.g. Communication & Interaction, Cognition & Learning, Social, Emotional & Mental Health (SEMH), Sensory & Physical, EAL & Language Development, Pastoral & Attendance).
  • Designate an Area Owner from the staff dropdown to take overall responsibility for monitoring that support category.
  • Use table checkboxes and select Change Owners with Cascade to items enabled to quickly assign an Area Owner across all nested provision items simultaneously.

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3. Populating Specific Provision Items

Click an area name in Manage > Areas to open its items editor (/admin/area/{area}):
  • Click New Provision to define specific interventions, resources, or reasonable adjustments (e.g., 1:1 Precision Teaching, Colour Overlay Provision, Small Group Social Skills, Sensory Circuit Routine).
  • Provide a clear, actionable description for staff members.
  • Assign a specific Item Owner (e.g., the specific HLTA or specialist delivering the intervention).
  • Use the drag handles (fa-bars) to order items into a logical operational hierarchy.

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4. Linking Centrally Synchronised Frameworks (MAT Settings)

In multi-academy trusts or federations with central tenant configuration:
  • Items synchronised from the central trust template display a locked indicator.
  • Local managers cannot delete or alter synced descriptions, ensuring alignment across schools while allowing local pupil allocation and note recording.

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Staff Workflow & Graduated Response Cycle

Once the provision catalogue is established, staff can deliver and record pupil support through an efficient four-step routine:
1

Identify Pupil Support Needs

Class teachers, SENCOs, and pastoral leads identify a learning barrier, emotional need, or required access arrangement as part of the Assess phase of the graduated response.
2

Select Pupil & Category

Navigate to Pupils (/pupils), locate the pupil using search filters, click into their profile (/pupils/{pupil}), and select the appropriate Area card (e.g., Cognition & Learning).
3

Set Implementation Status & Log Commentary

In the area workspace (/pupils/{pupil}/{area}), click the item avatar to open the Edit Modal. Update the status (Implemented, Multiple implementations, Not yet offered, Refused, Ineligible) and record detailed narrative notes regarding frequency, group size, targets, and expected outcomes.
4

Review Impact & Stream Dossiers

During termly progress meetings or annual reviews, open the pupil profile, inspect progress across all areas, and click Print PDF to stream an official, formatted pupil provision dossier for parents, specialists, and annual review records.

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Next Steps & Guides

Tutorials & Walkthroughs

Practical walkthroughs for updating statuses, running cross-area searches, and printing dossiers.

Workflows & Lifecycle

Deep dives into the graduated response model, EHCP evidence assembly, and review cycles.