> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cleverschool.systems/llms.txt
> Use this file to discover all available pages before exploring further.

# Pupil Provisions

> Tutorials & Walkthroughs

## Practical Tutorials

This section provides practical, step-by-step guides for Special Educational Needs Coordinators (SENCOs), pastoral leads, teachers, and school administrators using the Pupil Provisions module.

***

### Tutorial 1: Recording & Updating a Pupil's Provision

Learn how to record a new intervention, update delivery status, and log rich commentary for an individual student.

**1. Locate the Pupil**

Navigate to **Pupils** (`/pupils`). In the search input, type the student's name, year group, or form.

> [!TIP]
>
> Use the **With provisions** toggle to filter between students with active support records and the entire school cohort.

**2. Open the Pupil Profile**

Click on the pupil's name or row to open their **Pupil Provision Profile** (`/pupils/{pupil}`). Review the matrix of Provision Area cards and their current status indicator avatars.

**3. Enter the Target Provision Area**

Click on the relevant Area card (e.g. *Social, Emotional & Mental Health (SEMH)*) to open the **Pupil Area Provisions** workspace (`/pupils/{pupil}/{area}`).

**4. Open the Status & Commentary Editor**

Locate the specific intervention card (e.g. *1:1 ELSA Support*). Click the status avatar button to open the **Edit Modal**.

**5. Select Implementation Status**

In the **Status** listbox, select the appropriate implementation level:

* **Implemented (Lime)**: Currently active single delivery.
* **Multiple implementations (Green)**: Delivered across multiple sessions or settings.
* **Not yet offered (Gray)**: Planned or recommended, awaiting launch.
* **Refused (Red)**: Offered but declined.
* **Ineligible (Blue)**: Evaluated but does not meet entry criteria.

**6. Record Evaluative Notes & Save**

In the rich-text **Comment** editor, enter specific notes regarding delivery frequency, session length, group size, targets, and specialist recommendations. Click **Save** to update the record instantly.

***

### Tutorial 2: Searching & Auditing Provisions Across the Whole School

Learn how to search across all support items, audit staff workloads, and generate filtered provision reports.

**1. Navigate to Provision Items Search**

In the navigation menu, select **Provision Items** or navigate to `/areas/items`.

**2. Apply Search & Filter Criteria**

Use the multi-dimensional filter bar to refine your inventory:

* **Search Keyword**: Type terms like `Speech`, `Phonics`, `Sensory`, or `ELSA`.
* **Filter by Area**: Select a specific domain (e.g., *Communication & Interaction*) to view all related interventions.
* **Filter by Owner**: Select a staff member to audit all provisions managed by that individual.
* **Filter by Status**: Toggle to view active items or inspect disabled entries.

**3. Edit an Item from the Directory**

Click the edit icon on any item row to adjust its description or reassign the item owner (if authorised for that area).

**4. Stream a Filtered PDF Report**

Click **Print** in the top action bar. The system will compile the filtered items into an official, branded PDF document (`trans_choice('provisions::provisions.item.model', 2)`) and stream the download directly to your browser.

***

### Tutorial 3: Generating Official Pupil Provision Dossiers

Learn how to produce formal, branded PDF provision summaries for parents, annual reviews, and multi-agency meetings.

**1. Open the Target Pupil Record**

Navigate to **Pupils** (`/pupils`) and select the student to open their profile (`/pupils/{pupil}`).

**2. Trigger PDF Generation**

In the breadcrumb header next to the pupil avatar, click the **Print PDF** button (`<x-button.print wire:click="printOne" />`).

**3. Review the Generated Dossier**

The system dynamically compiles all active, implemented, and non-pending provisions into structured tables grouped by Provision Area. Each table includes:

* Provision description and intervention title.
* Full rich-text delivery commentary and targets.
* Colour-coded status pill (*Implemented*, *Multiple implementations*, *Refused*, *Ineligible*).
* School logo, pupil avatar photograph, and official print timestamp.

***

### Tutorial 4: Creating & Customising Provision Areas (Manager Guide)

Learn how Provisions Managers structure the school's provision architecture and delegate responsibilities.

**1. Access the Area Administration Console**

Navigate to **Manage** > **Areas** (`/admin/areas`).

**2. Create a New Area**

Click **New Area of Provision**. Enter a descriptive title (e.g. *Sensory & Physical Support*) and select an initial **Area Owner**. Click **Save**.

**3. Reorder Provision Areas**

Use the drag handles (`fa-bars`) on table rows to reorder areas into the preferred reporting sequence.

**4. Manage Nested Provision Items**

Click on the area name to open **Manage Area Items** (`/admin/area/{area}`).

* Click **New Provision** to add specific interventions.
* Enter the item description and assign a dedicated **Item Owner**.
* Reorder items within the area using drag handles.

**5. Cascade Ownership to Nested Items**

To reassign an entire area and all its items to a new leader, select the area checkbox in `/admin/areas`, choose **Change Owners**, select the new staff member, check **Cascade to items**, and confirm.

**6. Archive or Restore Areas**

Click the archive icon to soft-delete an unused area. To restore historical areas, toggle **Show Archived**, locate the area, and click **Restore**.

***

### Tutorial 5: Delegating Staff Roles & Governance Visibility

Learn how to authorise staff owners and grant read-only access to school governors.

**1. Open the Owners Directory**

Navigate to **Manage** > **Owners** (`/admin/owners`).

**2. Assign Provision Owners (`provisions_own`)**

Select teaching assistants, ELSAs, or phase coordinators who require permission to update pupil provision statuses and log delivery notes.

**3. Open the Viewers Directory**

Navigate to **Manage** > **Viewers** (`/admin/viewers`).

**4. Assign Provision Viewers (`provisions_view`)**

Select governors, trustees, administrative staff, or student welfare officers who require read-only access to monitor provision maps and download dossiers without editing permissions.

***

## Next Steps

> [card] [Conceptual Architecture](https://docs.cleverschool.systems/provisions/introduction.md)
>
> Review data models, status colour taxonomies, and permissions matrices.

> [card] [Workflows & Graduated Response](./workflows)
>
> Explore end-to-end lifecycles for annual reviews, EHCP submissions, and funding audits.


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