> ## 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

> Workflows & Lifecycles

## Provision Workflows & Lifecycles

This section details how schools leverage the Pupil Provisions module to execute statutory Special Educational Needs and Disabilities (SEND) workflows, manage graduated response cycles, and prepare evidence for Education, Health and Care Plan (EHCP) annual reviews.

***

## 1. The Graduated Response Workflow (Assess-Plan-Do-Review)

Under the statutory **SEND Code of Practice**, support follows an ongoing four-part cycle to ensure high-quality teaching, targeted adjustments, and specialist interventions are continuously evaluated for impact.

```mermaid theme={null}
flowchart TD
    subgraph Assess["1. Assess"]
        A1["Identify barrier to learning or emotional need"] --> A2["Baseline diagnostic assessment or teacher screening"]
    end

    subgraph Plan["2. Plan"]
        A2 --> P1["Select Provision Area & appropriate Provision Item"]
        P1 --> P2["Mark Status as <b>Not yet offered</b> (Gray) or <b>Implemented</b> (Lime)"]
        P2 --> P3["Record SMART targets, session frequency & delivery owner"]
    end

    subgraph Do["3. Do"]
        P3 --> D1["Deliver intervention (1:1, small group, or classroom adjustment)"]
        D1 --> D2["Update status to <b>Multiple implementations</b> (Green) if scaled"]
        D1 --> D3["If declined by family: Mark <b>Refused</b> (Red) with reason"]
    end

    subgraph Review["4. Review"]
        D2 --> R1["Evaluate progress against baseline targets"]
        D1 --> R1
        R1 -->|Outcome Achieved| R2["Conclude intervention or step down to Wave 1"]
        R1 -->|Ongoing Need| R3["Refine commentary, adjust frequency, or update status"]
        R1 -->|Escalation Required| R4["Commission external specialist / initiate EHCP assessment"]
        R4 --> A1
    end
```

***

## 2. Three-Tiered Intervention Model (Waves of Provision)

The module accommodates the standard UK three-tier provision model:

> [tab] Wave 1: Universal Quality First Teaching
>
> * **Focus**: High-quality, inclusive classroom teaching and universal reasonable adjustments accessible to all pupils.
> * **Example Provisions**: *Visual Timetables*, *Differentiated Worksheets*, *Dual-Coding Presentations*, *Brain Breaks*, *Writing Slopes & Pencil Grips*.
> * **System Tracking**: Categorised under relevant academic or pastoral areas; assigned to class teachers or subject coordinators.

> [tab] Wave 2: Targeted Interventions (SEND Support)
>
> * **Focus**: Time-limited small group interventions designed to accelerate progress for pupils working below age-related expectations.
> * **Example Provisions**: *Phonics Catch-Up (4x weekly)*, *Number Stacks Intervention*, *Lego Therapy Group*, *Social Skills Circle*.
> * **System Tracking**: Status set to *Implemented* or *Multiple implementations*; detailed commentary logging start dates, pre/post intervention assessment scores, and attendance.

> [tab] Wave 3: Specialist & Individualised Support (EHCP / High Needs)
>
> * **Focus**: Highly personalised 1:1 specialist support, multi-agency therapy, and statutory adjustments specified in an EHCP.
> * **Example Provisions**: *1:1 Speech & Language Therapy (NHS SaLT)*, *Sensory Integration Occupational Therapy*, *Bespoke ELSA Programme*, *Specialist Literacy Dyslexia Tuition*.
> * **System Tracking**: Explicitly documented targets, external therapist notes, and scheduled reviews matching local authority EHCP outcomes.

***

## 3. Statutory EHCP Annual Review & Evidence Assembly

When preparing for statutory annual reviews or applying for an Education, Health and Care Needs Assessment (EHCNA), schools must demonstrate a sustained history of graduated intervention.

**1. Collate Provision History**

Open the student's **Pupil Provision Profile** (`/pupils/{pupil}`). Review all active and historical provisions recorded across *Communication & Interaction*, *Cognition & Learning*, *SEMH*, and *Sensory & Physical*.

**2. Audit Status Notes & Specialist Commentary**

Click into each relevant area (`/pupils/{pupil}/{area}`) and verify that rich commentary details session counts, staff delivery notes, targets met, and ongoing barriers.

**3. Generate the Formal PDF Dossier**

Click **Print PDF** in the breadcrumb bar to download the formatted pupil dossier containing branded headers, student photo, categorised intervention tables, status pills, and complete notes.

**4. Distribute to Local Authority & Multi-Agency Partners**

Submit the generated PDF alongside teacher reports and external specialist assessments to the Local Authority SEND Casework team and review panel members.

***

## 4. Pupil Premium & Targeted Funding Accountability

Schools must demonstrate how Pupil Premium, recovery premiums, and catch-up funds are deployed to narrow attainment gaps.

* **Cohort Identification**: In **Pupil Provisions** (`/pupils`), filter for target cohorts and review intervention coverage.
* **Cost & Delivery Auditing**: Use **Provision Items Search** (`/areas/items`) to filter by specific funded interventions (e.g. *1:1 Tuition*, *Breakfast Club Mentoring*, *Accelerated Reader Catch-up*) and review the total number of pupil allocations.
* **Governor & Trustee Reporting**: Export filtered PDF item reports for governor curriculum and finance committees, demonstrating tangible, evidence-backed funding impact.

***

## 5. Year-End & Key Stage Transition Handover

During summer term transitions or primary-to-secondary transfers, preserving provision knowledge is essential to avoid regression:

**1. Review & Conclude Completed Provisions**

In the student's area workspace (`/pupils/{pupil}/{area}`), review provisions where targets have been securely met. Update commentary to record final attainment outcomes.

**2. Flag Inactive or Refused Provisions**

Ensure interventions declined or discontinued are accurately marked as *Refused* or *Ineligible* with explanatory notes so new teachers understand prior attempts.

**3. Export Transition Dossiers**

Generate the pupil's comprehensive PDF provision dossier to accompany transition meetings with receiving heads of year, secondary SENCOs, and form tutors.

***

## Next Steps

> [card] [Module Overview](https://docs.cleverschool.systems/provisions/overview.md)
>
> Return to the high-level executive summary and feature guide.

> [card] [Conceptual Model](https://docs.cleverschool.systems/provisions/introduction.md)
>
> Review data structures, status colour schemes, and permissions.

> [card] [Practical Tutorials](./tutorials)
>
> Access step-by-step guides for daily provision administration.


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