· Begin by auditing your documents for one CYP.
· You may have a large number, so be mindful to return to the full back history for scanning and on-boarding at a time that is suitable and purposeful.
· If the current (active) documents are not digital, scan and upload onto your hard- drive into the CYP’s personal folder.
· Use the File Naming Convention (FNC) as directed by your SEND Policy. (For the SENDiT suggested format, please see next section. )
· Visually check the documents you have not selected as ‘current’ and check none contain Assessments you wish to evidence. If they do scan and upload these documents onto your hard-drive.
· Consider these sub-folders in each CYP’s folder. This will support seamless on-boarding of documents.
· Disability Documents (as appropriate)
· CLA Documents (as appropriate)
· Current EHCP Document
· Current Section K Documents
· Archived EHCP Documents
· Archived Section K Documents (i.e. no longer in Section K)
· Archived documents with Assessments within them
Archived EHCP Documents will include :
· Final ( previous plan versions)
· All Drafts
· Proposed Amended
· EHCP Working Document
· Review Amendment Recommendations