Introduction

The planning tool is particularly useful for planning future activities, including determining who will attend, what qualifications are required, what equipment is needed, and where the activities will take place.

Accessing the Planning Tool

The tool is accessed from the "Tools" menu, under "Plans".

Viewing Plans

• Filters: You can use filters to control what you see, which is helpful if you have a large number of plans. Filters allow you to search for plans by name, by the part of the organization running them, or by the site where they take place. You can also view archived plans using the filter.
• Display Options: Plans matching the filter are laid out below and can be viewed in two ways:
  • A list view, where each plan is listed one after another.
  • A calendar view, where plans are laid out on the particular days they take place.

Creating a Plan

The first part of creating a plan is clicking the "Add Plan" button. When creating a plan, you can:

• Give the plan a name (e.g., "Staff Observation Day").
• Select a site or location where it will take place.
• Provide notes or a description.
• Set the dates for the activity.
• Set the minimum number of organizers required.

Note: Plans must have enough organizers and need approval before they are safe to run.

Fleshing Out a Plan

Once a plan is created, you can click it to open and edit its details:

• Approver: Select a user to approve the plan; they will review information to decide if the activity is ready.
• Organizers: Manually add organizers or send a sign-up link. Adding an organizer fulfills the minimum requirement.
• Organizer Qualifications: Specify required qualifications (e.g., First Aid). The approver verifies these.
• Attendees: Send a sign-up link or add users directly from your user list.
• Attendee Qualifications: Add prerequisite qualifications for attendees.
• Documents: Attach files like risk assessments or packing lists.
• Equipment: Nominate specific gear lists containing the equipment needed.
• Locations: Specify one or more locations for the activity.

Final Steps

Once all sections have been populated, the last thing that needs to happen is for the plan to be approved.

Other Options

• Editing: Change any details of the plan at any time.
• Deleting/Archiving: Delete the plan permanently or archive it to hide it from the main screen.
• Sharing Links: Use the provided links to invite people to help organize or to attend.