New Planning Guide Customization

We’ve had a lot of requests for the ability to customize more fields on the Planning Guide. There’s also been issues with the Curriculum fields overriding each other on the Planning Guide and PVR.

Here’s a quick summary of the updates. Please view the tutorial added to Knowledgebase for more details.

  • The Curriculum section on the Planning Guide and PVR has been separated into 3 subsections – Curriculum, Secondary Curriculum, and Other Plan
  • The add/edit new template fields have been updated. You can still designate handouts for a custom plan. Additionally, you can customize most Planning Guide fields with any template – this includes both text fields and checkbox fields.
  • NOTE – BTL Curriculum is no longer an option when creating custom templates.

Click on the tutorial link above for a complete overview.

Another suggestion came related to our Reminder Rules feature recently released.

  • When choosing to set a reminder based on # of months, the field will allow up to 72 months to be set. Previously, it was restricted to 24 months or less.

Let us know what you need. We’re working hard to make it easier for you. Thank you.