To filter the list of ILPs, use the following fields at the top of the screen:

• Categories drop-down - use this to select the categories (as defined on the Categories screen with a type of 'ILP') to display

• Search all categories - use this field to enter the name of the relevant category or ILP name. The search is carried out across all categories. The list is updated immediately.

To add or edit an ILP:

1. Select the Create ILP button.

   

   Alternatively, select the name of the ILP, or select the ⋮ drop-down menu of the relevant record and then select the Edit option.

   

   You can use the filters to locate a specific ILP, if required.

   The Create ILP screen is displayed.

   

2. Enter or edit the ILP Name . This must be unique.

3. Select the Category from the drop-down list. These are defined on the Categories screen with a type of 'ILP' . If the category does not exist, select the Add new button and enter the new category.

   

4. If you want to add a review, select the Add reviews button.

   

   You must have either at least one review or target defined.

   The Create ILP: Review search screen is displayed.

   

5. Select and deselect the relevant reviews that you want to include and exclude, and then select the Update ILP  button to return to the ILP editor.

6. For each review record, enter the number of times that you want the review to be carried out for each ILP in the Repeat field. You can enter a maximum of ten.

   

7. If you want to add a target, select the Add targets button.

   You must have either at least one review or target defined.

   The Create ILP: Target search screen is displayed.

   

8. Select and deselect the relevant targets that you want to include and exclude, and then select the Update ILP  button to return to the ILP editor.

9. Select Save .

You can assign an ILP by selecting the ⋮ drop-down menu of the relevant record and then selecting the Assign ILP option.

Refer to Manage ILP Assignments for further information.

ILPs can be made inactive if they are no longer in use. Inactive ILPs are displayed in grey, provided the Include Inactive toggle is selected.

An ILP that is made inactive will not be available to be selected for future use, but if it is already in use, it will be unaffected and can continue to be used.

To activate or deactivate a ILP:

1. Ensure the Include Inactive toggle is selected if you want to activate an inactive ILP.

   

2. Select the ⋮ drop-down menu of the relevant record and then select the Mark Active or Mark Inactive option, as required.

   

To delete an ILP, select the ⋮ drop-down menu of the relevant record and then select the Delete option.