Curriculum – SET Plan recommendations

TrackEd’s SET Plan recommendations tool generates personalised Year 11 subject suggestions for each student in your Year 10 cohort, based on prerequisites you set against their latest results. The output is a Meets Recommended and Doesn’t Meet Recommended grouping on each student’s profile, ready to support SET Plan interviews and student-facing documentation.

In this article

Setting up Year 11 subject offerings

Open the Settings page in TrackEd and choose the SET Plan option. Step one is to import the subject details from OneSchool, which pulls in your Year 11 subject offerings and lists them ready for review. General subjects, Applied subjects, and Other subjects are colour-coded in the list.

From here you can add new classes for next year if you’re offering subjects that don’t yet appear in OneSchool, remove any subject offerings you won’t be running, and tick the hide option to keep specific subjects out of the recommendations entirely. See Importing Senior School data for more on the OneSchool import.

Step two is to choose the cohort you want to work with. This is usually your current Year 10 cohort.

Setting subject prerequisites

Step three lets you set the prerequisites for each Year 11 offering. For each line, choose the Year 11 subject, then choose a result code from the latest result and the minimum grade required to meet the prerequisite.

Up to four codes can be added on a single line, and they operate as an OR rule. For example, a Business prerequisite might accept a C in ECB or a C in English, where either result satisfies that line. Design might accept a C in ITD, GPH, ART, or MAT, where any one of those four meets the requirement.

To build an AND rule, add the same Year 11 subject across two or more separate lines. Physics might appear on one line requiring a B in Maths and on another line requiring a B in Science, meaning the student has to satisfy both lines for Physics to be recommended. You can combine OR and AND together: a Physics line could accept a C in Extension Maths or a B in standard Maths (the OR), with a separate Physics line requiring a B in Science (the AND).

Running the recommendations

Once your prerequisites are finalised, click the Update Now button in step four. TrackEd then runs the rules across every student in the selected cohort and assigns each Year 11 offering as Recommended or Not Recommended for that student. The process takes around five to ten minutes to complete.

Re-running Update Now replaces the existing recommendations completely, so any manual adjustments you’ve made will be lost. If you change a prerequisite rule and re-run, expect the whole list to refresh.

Showing recommendations on the profile

Open the Profile page for the relevant cohort. In the middle data section, choose SET P Meets Recommended. In the bottom section, choose SET P Doesn’t Meet Recommended. Each student now displays their personalised list, with Year 8 to Year 10 results in the top section if you’ve set it that way.

Scroll through the cohort to confirm the output looks the way you want. See Configuring the student profile for more on building and saving profile layouts.

Adjusting individual recommendations

You can move a subject between Meets and Doesn’t Meet for a specific student as a one-off correction. This is useful when a student has a clear case for an exception that the rules don’t cover, such as a music elective where the student has a strong portfolio but doesn’t meet a results-based prerequisite.

Manual edits are preserved until you re-run Update Now from the Settings page. If you re-run the process, all manual edits are wiped and replaced with the rule-based result.

Importing student selections from OneSchool

After students enter their selected subjects in OneSchool, you can import those selections back into TrackEd and display them alongside the recommendations. The Import page has two SET Plan options under the Senior Schooling category: subject details (the offerings list) and subject selections (the student-level choices).

Once imported, each student’s selected subjects appear on the SET Plan profile. Any subject the student selected against your recommendations shows in bright red, making it easy to spot mismatches before a SET Plan interview. Refer to the on-screen import guide for the OneSchool file source, since the export only becomes available after the relevant SET Plan stage in OneSchool.

Exporting SET Plan data

The Profile page Export menu includes a SET Plan Selected option that produces an Excel file of the recommendations. Choose All to export every recommended and not recommended subject across the cohort, or Selected to limit the export to subjects each student has chosen, with the Recommended or Not Recommended status alongside.

Two-page profiles and survey integration

Several schools use a two-page profile to give students more supporting information at their SET Plan interview. The first page is configured the same way as the single-page version, with results at the top and the Meets and Doesn’t Meet sections below. The second page can hold any of these alternative views:

The SET P Selected view gives a large notes area against each selected subject, useful for capturing decisions during the interview. The SET Plan Advice view is a single text box for generic guidance you want every student to see. A survey view shows the responses to a Microsoft Forms survey you’ve sent to students, with the questions and the student’s answers laid out on page two. See Coaching – Student surveys with Microsoft Forms for survey setup, and Alternative profile options for the full list of two-page layouts.

Emailing profiles to students

Once your profile is configured, the email tool on the Profile page can send a personalised PDF to every student in the Found Set. Set a subject line and message body, optionally blind copy parents, and tick the option to attach the current profile view. The whole cohort receives their own copy in a single bulk send.

For full setup of the bulk email tool, including SMTP configuration and test sending, see Email functionality – Sending data to students, parents and staff.