How do I add priorities to the organisation improvement plan?

Overview

In order to focus on your organisation's improvement plan, we need to establish your organisation's prioritiesr. These key areas for improvement are normally derived from a recent inspection or come about as a result of your own organisation's self-evaluation.

These priorities will be used to focus everything that we do within the IP suite, including improvement plan objectives and performance management objectives for staff.

Instructions

Accessing Priorities

1. Go to the Improvement Plan from the main menu on the right.

2. Once the page loads, click the cog icon in the top-right corner.

3. The Settings panel will slide out.

4. Scroll down to the Lists section.

5. Click Priorities.

This will open the Priorities settings area, where you can add, edit, and archive/restore priority items.

Adding a Priority

1. Click Add Item.

2. Enter the title of the priority.

3. Enter the start date.

4. Enter the end date.

5. Click Add.

Note:
If you plan to use this priority across multiple academic years, we recommend setting the end date 3–5 years in the future. This ensures it remains available when linking items to it.

Editing a Priority

1. Click the edit (pencil) icon next to the priority you want to update.

2. The edit screen will open.

3. Make your changes and click Save.

Note:
We recommend avoiding changes to the priority title, as this can affect historical data (e.g., Staff Objectives linked to this priority). If the title needs to change, it is better to create a new priority.

Archiving a Priority

1. Edit the priority.

2. Toggle the Active slider to off.

3. Click Save.

Restoring a Priority

1. Edit the priority from the list.

2. Toggle the Active slider to on.

3. Click Save.