Introduction

Welcome to the SCView user guide on creating an Individual Professional Development Plan (IPDP). This guide is designed to assist users in efficiently navigating the SCView platform to set up a new IPDP. Whether you are a first-time user or need a refresher, this guide will provide you with detailed instructions on managing your professional development through the IPDP module.


A. Problem Statement

Users may face challenges in creating and managing their IPDP plans due to unfamiliarity with the SCView system or restricted user permissions that limit access to necessary functionalities. This can lead to difficulties in meeting professional development requirements and maintaining accurate records of their activities and approvals.


B. Solution

To effectively create and manage an IPDP plan within SCView, users need to understand the process of navigating to the IPDP manager screen, properly filling out the necessary plan details, and submitting the plan for approval. Additionally, users should ensure they have the appropriate permissions to perform these actions.


1. Go to www.myscview.com to log in.

If you've never logged in before, please contact your admin for your username and initial password.

NOTE: Some actions listed below may not be available to you due to permissions to your account. If unable to do a process, please contact your admin to change your permissions to be able to do so.



2. Click on the Tools menu and select IPDP.


3. This screen is referred to as the IPDP manager screen. From here, you can create a new IPDP plan and see the status of your IPDP plans as well as Activity Hours that are submitted to your IPDP plan(s).


Add Plan: Create a new IPDP plan

Edit Plan: Edit an IPDP plan that is currently not in workflow

Delete Plan: Delete an IPDP plan that is currently not in workflow

Export

Export Plans Only: Export IPDP plans only

Export Plans and Approvals: Export IPDP plans along with activity hours

NOTE: Export is put into XLSX format. No images are exported.


Plan: IPDP Plan name

Status: Name of queue where the IPDP plan is currently or status of IPDP plan

User Name: User of the IPDP plan

Start Date: Start date of IPDP plan

End Date: End date of IPDP plan

Required Hours: Hours required for IPDP plan

Approved Hours: How many hours have been approved for submitted activity hours

% Complete: Percentage that has been completed for your IPDP plan

Approval Date: Displays the date by which the IPDP plan has been approved through workflow

Department: Displays the department that user is a part of

Building: Displays the building that user is a part of 


4. Click Add Plan.

5. Fill in all required fields and click Save.


Plan Name: Name of the IPDP plan

Effective Start Date: When your IPDP plan starts

Plan Type: Type of IPDP plan

Department: Department the user is a part of 

Building: This is customized by your district. If yours is not listed or you are unsure of what to select if there are multiple, reach out to an admin 

Effective End Date: When your IPDP plan expires

Required Hours: How many hours are required. Default is 180 unless otherwise noted by your committee 

Licensure/Certification Information: Click + and select 1 or more licensure/certifications to which this IPDP plan applies 

Goals: Must enter at least 3 goals 



After your plan has been submitted for approval, you will receive an email once it has been approved. You can view the document history of the IPDP plan by right-clicking and choosing View Doc History.

Right-Click Context Menu Options

  • New: Allows you to create a new plan
  • Edit: Allows you to edit an existing plan
  • Delete: Allows for you to delete an existing plan
  • View Doc History: Allows you to see the document history once the plan has been submitted for approval
  • Manually Add Hours: Allows the user to manually add in hours to a plan
  • Recalculate Hours: Allows IPDP admins and site admins to recalculate a plan's hours, allowing the plan to pull in data to verify the numbers are accurate 
  • Send for Revision: Send the plan back to the user for fixes based on the comment you leave 
  • Recall: Recalls the plan from the workflow
  • Hide Expired Plans: This will clean up your grid by hiding any expired plans that may be there 


Note: If anything in the context menu is grayed out, it means it is unable to be done for that plan, or you do not have permissions for that task.


C. Best Practices

  • Ensure Proper Permissions: Before starting, verify that you have the necessary permissions to create, edit, and submit IPDP plans. If not, contact your administrator to adjust your account settings.
  • Accurate Information Entry: Carefully fill in all required fields when creating a new plan. Accurate entry of start and end dates, required hours, and specific goals is crucial.
  • Regular Updates and Reviews: Regularly update and review your IPDP plan to keep track of progress and make necessary adjustments. Use the Edit Plan function to update details or modify goals as needed.
  • Documentation and Record Keeping: Utilize the Export functionality to keep offline records of your plans and approvals. Ensure all licensure and certification information is up-to-date and included in your IPDP.


D. Troubleshooting

  • Access and Permission Issues: If you find yourself unable to create or edit an IPDP plan, check your user permissions. If the issue persists, contact your system administrator.
  • Incorrect Information Submission: If errors occur after submitting your IPDP plan, review the plan details for any inaccuracies or missing information. Make necessary corrections and resubmit the plan.
  • Technical Difficulties: For any technical issues such as delays or unresponsive pages, try refreshing the browser or clearing the cache. If problems continue, contact Support for assistance.
  • Notification and Updates Delay: If you do not receive confirmation emails or updates regarding your IPDP status, verify your email settings and check your spam folder. Ensure that your email address in the system is correct.


E. Related Articles

IPDP: Apply Activity Hours to More than One User

IPDP: Add Expenses to IPDP Activity Items 

IPDP: Site Settings  

IPDP: Certifications


Conclusion

Creating an IPDP plan in SCView is a crucial process that supports your ongoing professional growth and compliance with district expectations. By following the steps outlined in this guide, alongside the best practices and troubleshooting advice, you can navigate the IPDP module effectively and maintain an organized record of your professional development activities. This proactive approach ensures that you meet your professional goals efficiently and with full support from the SCView platform.