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Wellbeing Toolkit - Creating and Managing Allocations

Video Overview – Creating and Managing Allocations

This video provides a step-by-step walkthrough of how to create, assign and manage allocations across your school or Trust.

Designed for school and MAT leaders, it explains how to:

  • Select the appropriate audience

  • Choose and bundle resources

  • Allocate content to specific schools, roles or individuals

  • Set deadlines and add clear contextual information

  • Personalise notification emails

  • Monitor engagement and completion levels

By the end of the video, you will be confident in allocating resources effectively and tracking staff progress through the Manage Allocations area.