Tools - Administration (EHCP Forms)

Form Definitions

  • EHCP Form DefinitionsEHCP Form Definitions

    The Education, Health and Care Plan (EHCP) form definition is used to navigate around the main events in a student’s history, such as involvements, case notes and the chronology.

    One has provided an EHCP form definition template for you to clone; this is the recommended method of creating a student’s EHCP form. However, if you wish, you can create a new form definition according to your local authority’s requirements via Tools | Administration | Form Builder | EHCP Forms | EHCP Form Definitions and EHCP Question Definitions.

    The EHCP form definition template can be customised to begin a student’s basic EHCP. The data is then carried forward to the next EHCP; changes can be made and additional information can be added.

    A students’s EHCP form must be signed off before it is complete. After a form is signed off, it is locked for editing, but it can be unlocked by the signatories, if required, and another version created.

    The following should be considered before creating a new EHCP form definition template:

    • Decide which templates you want.
    • Decide on the content of each template.
    • Decide on the layout of each template.
    • Decide on the naming conventions of your templates.

    The print functionality is available to print the EHCP forms.

  • Print functionality
    • EHCP Print FunctionalityEHCP Print Functionality

      The print functionality is available to print the Education, Health and Care Plan (EHCP) forms. The print functionality enables you to print the data held in One and the information that is visible on the screen.

      When printing, ACL and panel permissions are taken into acccount and if the user does not have permission to view a panel then it will not be included in the printout. Similarly, if access or visibility restrictions exist for posts, groups, establishments or service teams, these will not be included in the printout.

      The One software does not print EHCP forms directly; it outputs to either a Word file or a PDF that can then be printed.

    • Print FunctionalityPrint Functionality

      The print functionality is available to print EHCP and ICS forms via the SEND Education, Health and Care Plan (EHCP) and Children’s Social Care (previously ICS).

      The purpose of the Print button is to enable you to print the data held in One and to be able to print what is visible on the screen. A checkbox is available on each panel header that can be checked if you wish to include the panel in the printout.

      The Print Window is opened by clicking the Print icon on the Form Definitions (a form must be saved before the Print icon is enabled).

      The window opens with the Data Panels that have information entered selected, displaying the panel numbers and the headings. (the Subject Details panel is automatically checked). 

      Click on the plus sign to expand the tree to view the questions within a panel and select or deselect as required. If any one question is checked then the panel checkbox is also activated. You can check additional panels or questions at this point.You can Select All or Deselect All.

      ACL Access Control Lists and Panel Permissions are taken into account and if the user does not have permission to view a panel then this will not be included in the printout. Similarly if access or visibility restrictions exist for posts, groups, service teams or establishments these will not be included in the printout.

      Click on the radio button to select the Document Type:

      • Normal - the default is Normal; this prints the selected contents of the exemplar.
      • Notes - this option will prins a blank page after the contents of each of the selected panesl have been printed; the blank page is entitled:
             Notes: [Description of the Panel] 
        (this option has been provided as part of DfE ICS Compliance requirements)
      • Guidance - if guidance notes have not been entered on the Form Details, on the Form Definition, this radio button is not available

      Checking the box to Add as Case Note opens the New/Edit Case Note window, you can also choose whether to AttachAttach the document.

      The document can be printed in Word or PDF format. The default is WORD.

      One identifies if the panel relates to:

      The case note is then added to the appropriate Chronology.

      For ChSC (ICS), if the panel or exemplar relates to more than one case then you can select which case to save the case note against by selecting the relevant Case Reference Number in the New/Edit Case Note window.

      The Create Bookmark facility enables you to save frequently used exemplar definitions. Enter a Bookmark Name, a Description and check the box for System Bookmark if required.

      There are two types of bookmark:

      • User Defined - those created by you as a user, and only available to you. These can be identified in the Bookmark dropdown by the prefix [U]
      • System Wide - those created by a user with System Wide Bookmark permissions. These can be identified in the Bookmark dropdown by the prefix [S]

      You cannot define two bookmarks with the same name.

      An existing bookmark cannot have panels added or removed; a new bookmark must be created.
      It is possible to remove a bookmark; select the required bookmark from the dropdown and click the Delete Bookmark button.

      Permissions for Bookmarks

      Permissions for bookmarks are assigned via Tools | Permissions | User Group Permissions | Select a Group | System Map | All Secured Services | Utilities.

      Get list of the print bookmarks for the calling user allows the user to view the bookmarks in the dropdown.

      Get list of the print bookmarks names, description and data panels for the calling user – if this is not assigned the user is able to select the bookmark from the dropdown, but is not able to see which panels have been selected.

      Save the user defined bookmark (Print Function) allows the user to save only User Defined Bookmarks.

      Save the System wide bookmark (Print Function) allows the user to save the System Wide Bookmarks and the User Defined Bookmarks.

      Delete the user defined bookmark (Print Function) only allows the user to delete User Defined Bookmarks.

      Delete the System wide bookmark (Print Function) – if this is assigned the user is able to delete System Wide Bookmarks and User Defined Bookmarks.

       

      Adjustments can be made to the format of the printouts in the CCSGenericPrintSettings.INI, which is located in the same folder as the CCSEnterprise.EXE.

      The INI file will enable you to edit the Font Type and Size for:

      • Panel Title
      • Sub-Title

      Click the Print button to preview the document. When the document opens it will have a number as the file name. Click Save As to store the document to a local folder, changing the File Name and File Type.

      The headings displayed on the printout are in numerical order and not the same as the panel numbers, so although panels 1, 2, 10 and 20 may have been selected the printout shows 1, 2, 3 and 4.

      Send the document to the default printer. At any time you can cancel the print process.

      All free text fields with more than 1000 characters are converted to Memos, with full memo functionality: Undo, Redo, Font Format, Alignment, Cut, Copy and Paste. A Spell-Checker is also available.
      A memo field can be expanded to fill the screen, edited and then returned to its previous size and placed within the form/screen.

      Logo

      When a Form Definition is printed a logo can be inserted. 

      Add a logo as a .jpg to a folder on your local directory, open the CCSGenericPrintSetting.INI in the One Children's Services System folder and enter the Logo Path:

                  -- Logo Path

      LOGOPATH=D:\LOGO\print_logo.JPG

  • Form Details
  • Form Instance for Data Entry
  • Digital Signatures

Question Definitions