1. SEEMiS / Child’s Plan Guidance
How to pull data from SEEMiS and input it into the Child’s Plan.
For further information please contact

2. Open SEEMiS
Open SEEMiS Click and go.
Go to Applications – Reports – Custom Reports

3. Custom Reports Screen
Click on the open file icon (2nd one from the left)
Select the report ACC – Childs Plan (This should be near the top of the page)

4. ACC Child’s Plan Report
You will be taken to the screen showing all the fields that will be extracted.
Click on the condition tab to select the appropriate pupil

5. ACC Child’s Plan Report – Condition Tab1
2 – Click view
Type in the surname and forename of the child you wish to create a Child’s Plan for.
If there is more than one pupil with the same name use their date of birth as a
further identifier.
Once you have filled in the pupil details click ‘view’ tab (top left).

6. ACC Child’s Plan Report – output data
This is the data we are going to use to populate the Child’s Plan.
Right click on the data and select ‘copy all’
Please note – any changes made to the SEEMiS report may mean the data will no longer fit the Child’s Plan data pull table.

7. Open – ‘Childs Plan Master (Education)’
Pull the microsoft word ‘Child’s Plan Master (Education)’ file from the to a folder named ‘Childs Plan’. Keep the Master in this folder. Moving the file after this may cause links to break. (The new Child’s Plan files you create from the master can be moved)
After you have moved the file when you open the document to use it you will be asked the question, “Do you want to update this document with data from the linked files?” Select ‘Yes’.
Note – For the data pull to work the initial file is required to be named
Childs Plan Master (Education)
If the master document is not named correctly the links will not work and the data will not be pulled across.
Child’s Plans will be ed out to all schools and will also be available on the Inclusion Team Glow page.
If you are downloading the file from Glow, click the link select open THEN save into the Childs plan folder. Do not click save or save as initially.

8. Inputting the SEEMiS Scroll down to page 9 of the Child’s Plan
Double click on the table / excel spreadsheet. (This is the table with small text)
Right click on the cell A1 and select paste (alternatively press control V)
Once data has been entered click anywhere out of the table.
An egg timer will appear. The information will now appear in specific areas within the Child’s Plan. Scroll to the top document to check. Note only information that has been entered into SEEMiS will appear.
Do not delete any entries in the excel table as this will break links. Paste over the pre-set entries with the new pupil data.

9. Checking the data
Step 1
Once you are satisfied the data has been pulled across click on ‘Save as’ and rename the Child’s Plan using the agreed format.
Some details which may be useful when completing the Child’s plan will also be updated on page 9 and 10.
Once you are satisfied the data has been pulled through click on file and ‘Save As’ creating a new individual Child’s Plan file for the specific pupil. You may save this new file in any folder.
The ‘Childs Plan Master (Education) will remain ready to be used again for other pupils.
You are not required to ever save the original ‘Childs Plan Master (Education)’ file.

10. Breaking the data link
In your new file no longer called ‘Childs Plan Master (Education)’ click on file
Click on ‘Edit links to file’ the Links box will appear
Select all of the links – Click on the top link, scroll down to the bottom, press shift then click on the last link
Click Break Link and Yes
It is useful to save the new file at this point.
You now have the new Child’s Plan which you can update with further information.