personal planning system
DESCRIPTION
The. Personal Planning System. Enterprise Edition. Merging a New Plan. To merge a plan, open the Reports Menu. Under “Planning”, you will find a report called “Individualized Support Plan”. - PowerPoint PPT PresentationTRANSCRIPT
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Personal Planning SystemThe
Merging a New Plan
Enterprise Edition
![Page 2: Personal Planning System](https://reader036.vdocument.in/reader036/viewer/2022062809/5681557f550346895dc3495d/html5/thumbnails/2.jpg)
To merge a plan, open the Reports Menu. Under “Planning”, you will find a report called “Individualized Support Plan”.
![Page 3: Personal Planning System](https://reader036.vdocument.in/reader036/viewer/2022062809/5681557f550346895dc3495d/html5/thumbnails/3.jpg)
Click on the arrow in the “Select Person” box, and choose the person’s name from the list that you want.
![Page 4: Personal Planning System](https://reader036.vdocument.in/reader036/viewer/2022062809/5681557f550346895dc3495d/html5/thumbnails/4.jpg)
Click the Plan Folder you would like to merge (print).
![Page 5: Personal Planning System](https://reader036.vdocument.in/reader036/viewer/2022062809/5681557f550346895dc3495d/html5/thumbnails/5.jpg)
You can watch while the data from the PPS merges into your Word template, or you can look away.
![Page 6: Personal Planning System](https://reader036.vdocument.in/reader036/viewer/2022062809/5681557f550346895dc3495d/html5/thumbnails/6.jpg)
Eventually the Plan is completely merged. You can now make any changes you wish to make in the formatting of this Plan.
![Page 7: Personal Planning System](https://reader036.vdocument.in/reader036/viewer/2022062809/5681557f550346895dc3495d/html5/thumbnails/7.jpg)
This is the way the Personal Goals and Actions appear after the information has been merged from the PPS into the Word document.
![Page 8: Personal Planning System](https://reader036.vdocument.in/reader036/viewer/2022062809/5681557f550346895dc3495d/html5/thumbnails/8.jpg)
When you are done editing and running your spell check in Word, you can print the Plan.
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After you have printed the document, you are ready to close the file. Go to File, Close.
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If you are asked this question, answer “Yes”.
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Click OK to Close Word, and you will asked to “Save as an unfinished draft”, or “Save and Sign”.
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To “Save and Sign” you must enter your password, and then you can click the “Save and Sign” button.
![Page 13: Personal Planning System](https://reader036.vdocument.in/reader036/viewer/2022062809/5681557f550346895dc3495d/html5/thumbnails/13.jpg)
To Summarize . . .
• Choose the “Individual Support Plan” from the Reports - Planning menu
• Select the person, and the plan folder
• When the document is done merging, you can spell check and edit it
• Save the file when you are done