FREQUENTLY ASKED QUESTIONS

Why do the forms I see look different from those in the training videos?
Every organisation’s forms are set up to reflect its own policies, procedures and recording requirements. The videos show you how to use MyLifePlan, but you should follow your manager’s guidance on what information needs to be recorded in each form.

How do I find a young person’s information?
From the Home page, find the young person and select Actions > View Profile. This will take you to their profile, including details of professionals and next of kin.

Can I change a young person’s basic details?
Your manager will normally set up and maintain the young person’s basic information. Support workers can add or update information about professionals, next of kin and relevant files.

How do I add a professional or next of kin?
Open the young person’s profile and select the option to add a professional or next of kin. Complete the requested information and select Save. Fields marked with a red star are mandatory.

Can I add documents or other files to a young person’s profile?
Yes. Files can be uploaded to the young person’s record. Your manager will tell you what types of files your organisation expects to be stored here.

Where do I find a young person’s forms?
From the Home page, find the young person, select Actions, and then View User Forms. You will see the forms available for that young person.

Can more than one member of staff update the same form?
Yes. Some forms are designed to be updated by different staff at different times. MyLifePlan keeps a record of who has made changes.

How can I see how much of a form I have completed?
The journey bar on the left of the form shows its different questions and sections and helps you see how far through the form you are.

Do I have to type everything into a form?
No. Where the audio feature is available, you can record what you want to say and MyLifePlan will convert your words into text. Always check the resulting text before saving or submitting it.

What do the smart features in the text boxes do?
They can help you fix spelling, summarise, restructure or extend what you have written. They are there to assist you, but you should always check any suggested changes to make sure the final record is accurate.

What does Extend do?
Extend reviews what you have entered and can suggest additional relevant information that may help make the record more complete. Check the suggestions carefully and only include information that is accurate and appropriate.

What if I don't like a change or smart suggestion?
You can revise it or use the back arrow to undo the change. The forward arrow can restore something you have undone.

Can a young person help complete their own forms?
Yes, where appropriate. Forms can be designed to involve the young person directly. For example, they might use sliders to record how they are feeling and type or dictate their own comments.

Can forms be personalised for a young person?
Yes. Some forms can have a background chosen to reflect the young person’s interests, making them feel more personal and engaging. When printing, you can choose whether to include the background.

How do I record where an injury occurred?
Where an injury form includes a body map, simply select the relevant areas of the diagram to show where injuries have occurred.

What happens when I submit a form?
MyLifePlan will show you a review date, which is normally set automatically to 30 days. If your organisation requires an earlier review, change the date to match its rules.

How do I start a completely new form?
From the relevant forms screen, select Create on the right-hand side and choose the form you need.

Why can I see different menu options from another member of staff?
What you see depends on your access level. Managers and system administrators have additional management, reporting and administration functions that aren't available to all staff.

What should I do if I'm unsure what to record?
Speak to your manager. MyLifePlan provides the tools for recording information, but your organisation determines what should be recorded and how its individual forms should be completed.