Learn how to manage your settings in iP, including key configuration options that control how the platform works for your organisation.

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.

Learn how to add or edit the academic year, setting up the correct term dates and timeline for your organisation’s activities.

Learn how to add or manage departments in iP, ensuring your organisational structure is set up correctly for reporting, reviews, and staff alignment.

Learn how to add and manage key stages in iP, ensuring your organisation's structure is accurately reflected for reporting, reviews, and staff alignment.

Learn how to change staff member portfolio settings in iP, controlling what evidence, documents, and information can be added and viewed within portfolios.

Learn how to enable system notifications in iP, allowing staff to receive automatic alerts and updates for important actions and deadlines.

Learn how to turn individual notification emails on or off in iP, giving users control over the alerts and updates they receive.

Learn how to set up the next appraisal review cycle in iP, ensuring dates, settings, and reviews are ready for the year ahead.

Learn how to filter reports in iP to quickly find the information you need and tailor report results to your specific criteria.

Learn how to select and add a new Self‑Evaluation Form (SEF) template from the iP database, allowing you to use updated or role‑specific templates for evaluation.

Find out how to turn Self Evaluation notifications on or off, allowing you to control alerts and updates for SEF activity.

Learn how to manage gradings in Self Evaluation, including creating, editing and assigning grading scales for your SEF questions.