13 March 2026

Create an IDP

Create an IDP for a learner as follows:

  1. On Ontrack Staff Hub, go to IDP and then search for the IDPs of interest.

  2. Select the menu icon next to the student you have the XML file for and then select Create.

  3. Complete the details for each section of the IDP. Use the arrows to navigate between the sections or use the toggle to display all the sections on one page. Note the following:

    • Some sections can be synchronised to the one page profile.

    • To save a partially completed IDP, select Finish Later.

    • To complete the IDP, select Complete for submission.

Sections in the IDP

The table below details the sections of the IDP.

Section Field Required One page profile sync? Notes
Section 1A IDP Consent No No Drop down with yes/no options and free text field for details of the consent.
Capacity Issues No No Drop down with yes/no options.
Capacity Issue Details No No Text field to define the details of the capacity issue.
Section 1B Organisation Yes No Text field that can hold 35 characters
Start Date Yes No Enter a date in the format dd/mm/yyyy or use the arrow at the end of the field to open a calendar to pick a date.
Review Target Date Yes No Enter a date in the format dd/mm/yyyy or use the arrow at the end of the field to open a calendar to pick a date.
Proposed Review Date Yes No Enter a date in the format dd/mm/yyyy or use the arrow at the end of the field to open a calendar to pick a date.
Section 1C Profile (About me) No Yes Not applicable
Section 2A Additional Learning Needs (ALN) Yes - at least one ALN must be recorded Yes

To add an ALN Select the Plus button. Then use the drop downs to complete the all the required fields:

  • Provision

  • ALN Type

  • Curriculum and Teaching

  • Grouping and Support

  • Specialised Resource

  • Advice and Assessment

You must also add a description for the ALN. Then, select Save

Repeat to add additional ALNs.
Section 2B Additional Learning Provisions (ALP) Yes - at least one ALP must be recorded No

To add an ALP select the Plus button. Then use the drop downs to complete all the required fields:

  • Intended Outcome

  • ALP to be Provided

  • Should the ALP be provided in Welsh

  • Organisation/Service to Provide the ALP and Contact Details

  • Start Date

  • End/Review Date

  • End/Review Status

  • Further details when an end date is selected

  • Rationale for the ALP Listed Above

Then select Save

Repeat to add additional ALPs.
Section 2C IDP NHS Provision No No

To add a new NHS Provision select the Plus button. Then complete the fields. The only required field is the name, this must be completed to save the provision. The other fields are:

  • Intended Outcome

  • ALP to be provided

  • Orgnaisation/Service to Provide the ALP and Contact Details

  • Should the ALP be provided in Welsh

  • Start Date

  • End/Review Date

  • Is this an end date?

  • ALP End Review information

  • Rationale for the ALP Listed Above

Then select Save

Repeat to add additional NHS Provision.
Section 2D Named Establishment No No

To add a new Named Establishment select the Plus button and enter the following details:

  • Named establishment

  • Name of any particular school or other institution which must be secured

  • Board and lodging provision which must be secured

Select Save

Repeat to add additional Named Establishment
Section 3A Record of Information - Development Information Yes Yes Not applicable
Section 3B Record of Information Yes Yes Not applicable
Previous Establishments No No

To add a Previous Establishment select the Plus button. Then complete the fields.

  • Local Authority Number

  • Establishment number

  • Entry Date

  • Leaving Date
Section 3C Transition No Yes Not applicable
Section 3D Travel Arrangements No Yes Not applicable