You can create a new EOP using your state approved template by clicking the + New safety plan button from the top right corner of the Safety Plan Dashboard.

To create a new safety plan:

1. Click the Prepare dropdown on Side Navigation Menu 
2. Click Safety Plans 
3. On the Safety Plans Dashboard, click +New Safety Plan 

When adding a new safety plan, you will enter the following:

• Site
• Appropriate template (Available templates will vary by state)
• Safety plan title

Once all the required information is entered, click Save.

Viewing Your New Safety Plan

To find your new Safety Plan, navigate to the Safety Plans Dashboard and use the search or filtration options to find the safety plan

To view a specific Safety Plan, click on the safety plan title, or click on the 3 Dot Actions Menu and click View 

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. From there, click Edit from the top right corner to navigate to the Safety Plan editor. 

Alternatively, you can click on the 3 Dot Actions menu on the desired safety plan in the dashboard and click Edit. This will navigate you directly to the Safety Plan editor.  

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

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

Variable fields tab: 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 page to apply any updates.  

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 at the top right of the Safety Plan editor, then click Save and Exit to return to the Safety plan dashboard. 

Safety Plans can be copied to other buildings or can be copied at the start of each new school year to create a new version of your safety plan.

To copy a safety plan to another building/site:

1. Navigate to the Safety Plans dashboard and locate the desired plan
2. Navigate to the 3 Dot Action menu to the right of the desired safety plan and click Copy
3. Next, enter a title for the copied safety plan and select the site to copy it in
4. Click Copy Plan  

In some cases, you may wish to archive a Safety Plan if it is no longer needed, you wish to start fresh, or items have changed. This is a good way to store older plans without deleting them. In other cases, you may wish to unarchive a Safety Plan and regain editing access to the plan. 

To archive a safety plan:

• Navigate to the Safety plan dashboard  
• Locate the desired safety plan and click on the 3 Dot Actions Menu for the desired safety plan and click Archive
• Next, click Yes, archive it 

To unarchive a safety plan:

• Navigate to the Safety plan dashboard  
• Locate the desired safety plan and click on the 3 Dot Actions Menu for the desired safety plan and click Unarchive
• Next, click Yes, unarchive it