To edit or update an existing safety plan, navigate to the Safety Plan Dashboard and search or filter to find the desired Safety Plan. You can then click on the title of your plan which will navigate you to the Safety Plan Viewer, or you can click on the 3 dot action menu and select View. You will see an Edit icon on each section. Click on the Edit icon to enable edit mode for that section.

Once in the Safety Plan editor, edits and updates can be made using the Text editor.

Text editor: Includes header and copy text for each section that can be filled in and updated like any other word processor.

Variable fields: Includes text, phrases or information used frequently throughout your safety plan that can be saved once and applied throughout the plan. Be sure to click Save at the bottom of the pop-up to apply any updates.  

Attaching EM content to a section: 

To attach EM content to a safety plan section, just click on the 3 dot action menu for the section that you want to add to. There you will see the option for Attach EM content.

Users can attach content from Documents, Maps, Call lists, or Assess.

Once the file(s) are attached, they will show at the bottom of the section. The Preview button will allow the user to see what the pdf download will look like for that section with the attached EM content.

Editing the Plan details:

To edit the details of the safety plan, click on the 3 dot action menu at the top right when inside the safety plan. There you will see the option Edit plan details.

Admin users can edit the following information:

• Plan name
• School year
• Emails of recipients to be notified when an update to the safety plan is available

Using the Plan Outline:

Review and navigate to a specific section of your safety plan using the Plan Outline to the right of the screen.

The plan outline can be collapsed using the icon at the top right corner to allow more screen space for viewing or editing your Safety Plan.

As sections in your safety plan are marked as complete, the Incomplete badge will be removed from the respective sections in the plan outline.  

Once your Safety Plan updates are complete, click Mark As Complete from the 3 dot action menu at the top right of the page, then click Save and Exit to return to the Safety plan dashboard.