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EHC PLAN EVIDENCE AND ANNUAL REVIEWS

Bring the Evidence TogetherBefore the Annual Review.

Keep school-held EHC plan information, outcomes, provision, learner voice, family contributions, professional evidence and annual review preparation connected to the learner journey. EdiWay helps SENCOs and authorised staff organise the evidence around an EHC plan without confusing the school’s record with the statutory plan held and determined through the responsible authority.

THE SCHOOL-HELD EHC PLAN RECORD

Keep the Current PlanConnected to the Learner.

Schools may need a structured view of the EHC plan information relevant to teaching, provision and review. EdiWay can help organise that school-held record around:

Plan Information

Maintain appropriate identifying and date context.

EHC Plan Sections

Keep relevant structured information available to authorised users.

Outcomes

Record the outcomes contained within the school-held plan information.

Provision

Maintain the provision the school needs to understand and deliver.

Evidence

Connect relevant school, learner, family and professional information.

Reviews

Keep annual review activity connected to the plan.

History

Preserve appropriate earlier information when the plan or school-held record changes. The EdiWay record supports the school’s work around the EHC plan. EdiWay does not issue, amend or replace the statutory EHC plan.

OUTCOMES AND PROVISION

Keep the PlanConnected to Everyday Support.

EHC plan outcomes and provision are more useful when responsible staff can understand how they relate to the learner’s current support.

Outcomes

Maintain relevant school-held EHC plan outcomes.

Provision

Record the provision described in the plan.

School Support

Connect additional school support without pretending it forms part of the statutory plan.

Responsible Staff

Make relevant delivery responsibility visible.

Intervention Links

Connect structured interventions where they contribute to an outcome.

Classroom Strategies

Surface approved practical information to appropriate teaching staff.

Evidence

Connect suitable review evidence.

Review Status

Make clear when information needs to be reconsidered. Statutory EHC provision and school-added support should remain distinguishable.

PREPARING FOR AN ANNUAL REVIEW

Gather the EvidenceBefore the Meeting Starts.

Annual review preparation can involve information held across several areas of school activity. EdiWay can bring relevant evidence into one review context.

Current Outcomes

Review the outcomes currently recorded.

Provision

Consider the provision the school understands it should be delivering.

Academic Evidence

Connect relevant assessment and progress information.

Intervention Evidence

Review structured support and recorded delivery.

Teacher Evidence

Include appropriate classroom observations.

Learner Voice

Capture what the learner thinks about current support and future priorities.

Parent and Carer Views

Invite relevant family contributions.

Review Point

Connect contributions from authorised professionals.

Attendance and Participation

Use appropriate contextual evidence where relevant.

Documents

Connect suitable supporting records. The aim is to reduce last-minute evidence gathering while keeping each contribution connected to its source.

LEARNER VOICE

Make the LearnerPart of the Review.

The learner’s own experience can provide important context for an annual review. Where appropriate, EdiWay can help capture:

What Is Going Well

What does the learner feel is working?

What Is Difficult

What would they like adults to understand?

Support

Which strategies or provision do they find useful?

Learning

What are their current priorities?

Independence

What would they like to do more independently?

Aspirations

What matters to them for the future?

Next Steps

What would they like the review to consider? Learner voice should be gathered in a way appropriate to age, communication and individual circumstances. It should remain identifiable as the learner’s contribution.

PARENT AND CARER CONTRIBUTIONS

Include the Family View.Preserve Its Source.

Parents and carers may hold important evidence about progress, support, changing needs and future priorities. EdiWay can support appropriate family contributions before a review.

Current Strengths

What does the family feel is going well?

Current Concerns

What needs additional discussion?

Provision

What is their experience of the support currently in place?

Progress

What changes have they observed?

Priorities

What would they like the review to consider?

Aspirations

What future outcomes matter to the learner and family?

Supporting Evidence

Provide appropriate information where enabled.

Source

Keep the contribution attributed to the parent or carer. A family contribution informs the review. It does not automatically become the school’s judgement or a statutory amendment.

PROFESSIONAL CONTRIBUTIONS

Bring Relevant ExpertiseInto the Review.

Educational psychologists, speech and language therapists, occupational therapists and other authorised professionals may contribute evidence relevant to the learner’s EHC plan review. EdiWay can connect those contributions through purpose-scoped professional relationships.

Named Learner

Keep professional involvement learner-specific.

Defined Purpose

Record why the professional is contributing.

Evidence

Preserve professional reports and observations.

Recommendations

Keep advice connected to its original author.

Outcomes

Link appropriate evidence to relevant EHC outcomes.

Provision

Connect recommendations where they relate to support.

Review Contribution

Include suitable professional views in review preparation.

Access Control

Limit the professional to the information required for their role. Professional evidence should retain its source and authority. It should not silently become a school-authored or local-authority decision.

ANNUAL REVIEW MEETINGS

Keep the ReviewConnected to the Evidence Considered.

EdiWay can help organise the school’s annual review activity around the learner and current EHC plan record.

Review Date

Keep the planned review point visible.

Participants

Record appropriate attendees.

Learner Participation

Include the learner where appropriate.

Parent and Carer Participation

Preserve relevant family involvement.

Professional Participation

Connect authorised practitioners.

Evidence Considered

Identify the information available to the meeting.

Outcome Discussion

Record appropriate school-held review information.

Actions

Assign agreed follow-up tasks.

Documents

Connect relevant review records.

History

Preserve earlier annual review activity. The platform supports review preparation and record organisation. The responsible statutory process remains outside EdiWay’s decision-making authority.

AFTER THE REVIEW

Record What Was Agreed.Keep Statutory Decisions Separate.

Following a review, the school may need to maintain actions and updated evidence.

School Actions

Record work assigned to relevant staff.

Support Actions

Update appropriate school provision where authorised.

Evidence Requests

Identify information still required.

Professional Follow-Up

Connect further contributions where appropriate.

Family Communication

Share suitable school-held information.

Learner Actions

Record age-appropriate next steps.

Review Record

Preserve the school’s account of the review.

Statutory Outcome

Record the relevant authoritative decision when received through the proper process.

EdiWay does not independently decide whether an EHC plan should:

Those decisions remain with the responsible statutory process.

EHC PLAN HISTORY

Preserve the Journey.Keep Current and Previous Information Distinct.

EHC plan information can change over time. Schools may still need to understand what applied at an earlier point.

Earlier Outcomes

Retain appropriate historical outcome information.

Previous Provision

Keep earlier provision distinguishable from current provision.

Annual Reviews

Maintain review history.

Contributions

Preserve learner, family and professional evidence within its original context.

Documents

Connect relevant historical records.

Updates

Make current school-held information clear.

Source

Keep authoritative information distinguishable from school-created notes.

Timeline

Allow authorised users to understand significant changes over time. Historical information provides context. It should not continue appearing as current instruction after it has been superseded.

PREPARATION FOR ADULTHOOD

Bring Future PrioritiesInto the Right Review.

For older learners, annual reviews may increasingly need to consider independence, participation and future pathways. Where supported, EdiWay can connect relevant evidence around areas such as:

Education and Training

Consider future learning pathways.

Employment Aspirations

Record relevant learner goals.

Independence

Capture age-appropriate skills and priorities.

Communication

Consider communication for greater independence.

Community Participation

Connect appropriate future-planning evidence.

Travel and Daily Living

Maintain relevant support context where enabled.

Learner Aspirations

Keep the learner’s own priorities central.

Transition

Connect selected evidence to the next setting or pathway. Preparation for Adulthood functionality may remain subject to controlled rollout and further runtime testing.

EVIDENCE BANK

Keep Review EvidenceConnected to Its Source.

Annual reviews may draw on evidence created by different people and workflows.

School Evidence

Academic, classroom and support information.

Learner Evidence

Views and relevant learner-created material.

Family Evidence

Parent and carer contributions.

Professional Evidence

Reports and recommendations from authorised practitioners.

Intervention Evidence

Recorded delivery and review information.

Assessment Evidence

Relevant academic or educational-profile information.

Documents

Connect appropriate reports and supporting files.

Provenance

Preserve the author, source, and date where available. Connecting evidence should not remove the distinction between who observed something and who has authority to make a decision.

PERMISSION-AWARE EHC INFORMATION

Share What Staff Need.Protect the Wider Record.

EHC plan information may contain sensitive educational, health and professional evidence. EdiWay can separate classroom-useful information from more restricted review material.

Teachers

See relevant strategies, adjustments and provision required for their responsibility.

SENCOs

Access the wider school-held EHC record and review evidence.

School Leaders

Receive appropriate oversight according to role.

Parents and Carers

Contribute and access information approved for their learner relationship.

Learners

Participate through age-appropriate workflows.

Authorised Professionals

Contribute within a defined learner relationship and purpose.

GOVERNED AI FOR ANNUAL REVIEWS

Help Organise the Draft.Keep Decisions With People.

Where enabled, EdiWay AI can help authorised staff organise information they already have permission to access.

Evidence Summaries

Prepare a source-aware working summary.

Review Preparation

Organise relevant outcomes, provision and evidence.

Learner-Friendly Wording

Help present approved information more clearly.

Family Communication Drafts

Prepare review-related communication for human checking.

Meeting Summaries

Draft structured notes from permitted information.

Missing Information

Highlight evidence that may still need review. Every AI output remains a draft requiring authorised human review.

EdiWay AI does not:

A CONNECTED ANNUAL REVIEW WORKFLOW

Prepare. Contribute. Review. Follow Up.

1. Open the Current Record

Review the school-held EHC plan information, outcomes and provision.

2. Gather Evidence

Connect relevant academic, support and intervention information.

3. Invite Contributions

Gather appropriate learner, parent, carer and professional views.

4. Check Readiness

Identify missing evidence and outstanding contributions.

5. Hold the Review

Bring the available information into the appropriate meeting context.

6. Record Actions

Assign the school’s agreed follow-up.

7. Preserve the Review

Keep the evidence and school-held review record connected to the learner.

8. Record Authoritative Updates

Update the school-held EHC information when the appropriate statutory decision or amended plan is received.

FREQUENTLY ASKED QUESTIONS

EHC Plan Evidence and Annual Reviews

Can EdiWay store EHC plan information?

EdiWay can maintain structured school-held information relating to an EHC plan, including relevant outcomes, provision, evidence and review history.

Does EdiWay create EHC plans?

No.

EdiWay supports school workflows around evidence and review.

It does not issue the statutory EHC plan.

Can EdiWay manage annual reviews?

EdiWay can help organise annual review preparation, evidence, participants, contributions, actions and school-held review history.

Can parents and carers contribute?

Yes, where the appropriate family workflow is enabled.

Their contribution remains identifiable as family evidence.

Can learners contribute?

Age-appropriate learner voice can be gathered and connected to the review.

Can professionals contribute?

Authorised professionals can contribute through defined learner-specific relationships where enabled.

Can EdiWay track EHC outcomes?

Relevant school-held outcomes can be maintained and connected to supporting evidence and review activity.

Can EdiWay record EHC provision?

Yes.

School-held information about relevant EHC plan provision can be maintained and connected to wider support workflows.

Can teachers see the whole EHC plan?

Not automatically.

Teachers may need appropriate provision, adjustments or strategies without unrestricted access to sensitive professional or statutory evidence.

Does EdiWay decide whether an EHC plan should be amended?

No.

Statutory decisions remain with the responsible authority and authorised statutory process.

Does EdiWay decide whether a learner qualifies for an EHC plan?

No.

EdiWay does not determine statutory eligibility.

Can EHC evidence connect to interventions?

Yes.

Relevant structured interventions can be connected to learner outcomes and later review evidence.

Can annual review evidence include academic progress?

Appropriate academic assessment and progress information can contribute to a review where relevant.

Can EdiWay support Preparation for Adulthood?

Relevant future-planning information may be supported where enabled.

Some Preparation for Adulthood workflows remain subject to further testing and controlled rollout.

Can AI write the annual review?

AI may help prepare working drafts or evidence summaries where enabled.

An authorised person remains responsible for reviewing the content and completing the school’s part of the process.

Does EdiWay connect directly to local authorities?

The website should not assume a live local-authority integration or official statutory exchange unless that specific connection has been implemented, tested and documented.

Can schools start with review preparation?

Schools can begin with relevant available EHC evidence and annual-review workflows and connect wider professional, family and transition functionality as implementation develops.

Availability may depend on configuration, permissions and controlled rollout.

CONNECTED WORKFLOWS

Keep the EHC ReviewConnected to Wider Support.

Provision and Support Planning

Connect school support, reasonable adjustments and provision to the learner’s wider SEND journey.

Intervention Support and Impact Review

Bring structured intervention delivery and review evidence into the annual review.

Academic Assessment and Progress Tracking

Connect relevant baseline and later academic evidence.

SEND, Safeguarding and Wellbeing

Keep intervention evidence inside the wider human-led support journey.

Transition Packs and Learner Continuity

Connect reviewed outcomes and future priorities to the learner’s next setting or pathway.

Professional Collaboration

Include appropriate purpose-scoped professional evidence where required.

CURRENTLY IN LIVE TESTING

Help Shape Annual Review WorkflowsAround Better-Connected Evidence.

EdiWay is undergoing active development and live testing.

Participating schools can explore available EHC record, outcome, provision, contribution, evidence and annual review workflows.

Some automated reminders, professional contributions, evidence-pack generation, Preparation for Adulthood, external sharing and local-authority collaboration may require additional configuration, remain under development or be available through controlled rollout.

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