A Plan Name is generated automatically but can be overtyped. Select how much of the plan you want to copy from the Data to Copy list. A plan can be copied in its entirety, without student choices, or without students or their choices. Click the OK button to return to the Home Page, where the copied plan is now displayed. Importing and Exporting a Plan It is possible to import and export an Options plan. This functionality enables the local backup of plans and the sharing of example plans for training purposes. To export a plan: Click the Export Plan button below the plan that you want to export. The file is downloaded automatically to the default download location, as determined by your web browser. A confirmation dialog is displayed. Click the OK button. The plan is stored locally and can be sent via email, if required. IMPORTANT NOTE: Due to the sensitive nature of some of the data stored in SIMS, careful consideration should be given when specifying the location of any folder into which you save sensitive data, census returns, imported and exported CTFs, etc. You should be mindful of your school’s responsibilities with respect to information security. Consider which users have access to the chosen folder, especially if the folder is shared on a server. Please refer to the DfE website for securing information guidance. If you are in any doubt, consult with your IT Security Officer before proceeding. To import an existing plan: Click the Import Plan button below the Get Started button to display the Open Windows dialog. Locate and Open the relevant file on your PC to import the plan. A confirmation dialog is displayed. Click the OK button. The imported plan is displayed on the Home Page. NOTE: If the imported file contains records for any students who do not belong to your school, these will be removed from the data during the import process. Using the Plan Definition Page The Plan Definition page enables you to set the parameters of the Options plan.
A Plan Name is generated automatically but can be overtyped. Select how much of the plan you want to copy from the Data to Copy list. A plan can be copied in its entirety, without student choices, or without students or their choices. Click the OK button to return to the Home Page, where the copied plan is now displayed. Importing and Exporting a Plan It is possible to import and export an Options plan. This functionality enables the local backup of plans and the sharing of example plans for training purposes. To export a plan: Click the Export Plan button below the plan that you want to export. The file is downloaded automatically to the default download location, as determined by your web browser. A confirmation dialog is displayed. Click the OK button. The plan is stored locally and can be sent via email, if required. IMPORTANT NOTE: Due to the sensitive nature of some of the data stored in SIMS, careful consideration should be given when specifying the location of any folder into which you save sensitive data, census returns, imported and exported CTFs, etc. You should be mindful of your school’s responsibilities with respect to information security. Consider which users have access to the chosen folder, especially if the folder is shared on a server. Please refer to the DfE website for securing information guidance. If you are in any doubt, consult with your IT Security Officer before proceeding. To import an existing plan: Click the Import Plan button below the Get Started button to display the Open Windows dialog. Locate and Open the relevant file on your PC to import the plan. A confirmation dialog is displayed. Click the OK button. The imported plan is displayed on the Home Page. NOTE: If the imported file contains records for any students who do not belong to your school, these will be removed from the data during the import process. Using the Plan Definition Page The Plan Definition page enables you to set the parameters of the Options plan.
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