The guides for the Policy module within IP offer step-by-step instructions, best practices, and real-world examples to help you configure, manage, and enforce policies with confidence and ease. They ensure you make the most of every feature while maintaining compliance and security throughout your IP workflows.
These guides provide support for resolving common system issues, including how to report a problem to the team, troubleshooting blank pages on staff login, and resetting your browser cache.
These help guides provide guidance on how to effectively set up iP, ensuring your school or college settings are tailored to your organisation’s needs.
The Users section within iP allows you to manage staff members, assign roles and departments, and configure access rights. These help guides show you how to add and edit users, manage permissions, and ensure the right people have access to the right areas of the system.
iP integrates with all management information systems (MIS), allowing for data to be automatically synced. These guides help you set up iP with your MIS provider and assist with the documentation provided by your provider.
Our help guides walk you through how to set up Single Sign On (SSO), allowing users to log into iP Suite using a single set of credentials. SSO streamlines access by removing the need to remember multiple usernames and passwords, providing a smoother and more efficient login experience. Also, increasing the user's security by reducing the number of passwords the user needs to remember, and centralising authentication.
This section provides step-by-step guidance on setting, managing, and reviewing performance objectives within iP. These guides are designed to support staff and managers in utilising the performance management features effectively.
Our Professional Review help guides provide clear, step-by-step instructions for managing all aspects of the review process in iP. From starting a review and adding evidence to managing interim updates and closing completed reviews, these resources support a structured and transparent approach. Use these guides to ensure consistency, encourage meaningful reflection, and make the most of the professional review tools available.
Our Monitoring guides support effective observation and evaluation in iP, from creating and scheduling forms to reviewing, reporting, and sharing outcomes. Whether you're adding monitoring in bulk, adjusting observer details, or viewing reports, these resources help you manage the full process with clarity and confidence.
Our guides on standards show you how to add, edit, remove and assign standards to staff members.
Our CPD help guides provide straightforward steps for managing Continuing Professional Development in iP, from staff requests to activity tracking and reviews. Use these resources to support a clear, consistent process and make full use of the CPD tools available.
The reporting help guides detail how to filter reports, how to customise reports, how to download reports and more.
This section offers step-by-step guidance on creating, managing, and reviewing your school’s Improvement Plan in iP. It supports leaders and staff in aligning priorities, setting objectives, assigning responsibilities, tracking progress, and exporting plans. Whether adding actions, linking evidence, or setting costs, these guides help you make the most of iP’s planning tools.
Our Self-Evaluation guides provide simple, step-by-step instructions for managing your SEF in iP. From adding evidence to linking improvement plans and assigning staff, these resources help streamline your self-evaluation process and make the most of the available tools.
This section contains a curated set of key guidance documents, handbooks and standards that support high-quality teaching, professional development and leadership across a variety of educational settings.
Our updated guides support you in preparing for the new academic year. Learn how to set default filter dates for reports such as: Monitoring, Development Plan, and My Staff, so the system automatically returns data relevant to the new period. These step-by-step guides walk you through setting up the new academic year with ease.
The user training section details how to use iP, for users with the general user right settings. These help guides detail accessing their portfolio, rating standards, CPD, and more.
The leader training section details how to use iP, with guides on tasks frequently performed by leaders and administrators within iP.
The most commonly asked question regarding using iP.
Our Audit guides support effective internal and external evaluations in iP, from creating customised audit templates and checklists to uploading evidence, tracking progress, and generating reports.
Guides on how to share documents, and filter documents.