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Manual basic version

 

Introduction

Below, you will find the manual for using the basic (free) version of AutiPlan for home use. The extra functionalities of the full versions are missing.

The manual for the full version is covering the additional functions of AutiPlan, so you need to read both manuals to cover everything.


What is covered in this manual?

  1. Login
  2. Create a client
  3. Creating templates
  4. Planning days
  5. Printing planners
  6. Buy license

 


Step 1: Login

You can login with your own account. If you haven't created one yet, you can click Register and follow the directions on the screen.

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Step 2: Create a client

 

A client is the person for whom the planner is created. Each client has their own daily planner. A template facilitates the creation of multiple planners (for one or more client). It makes for easy planning in a few simple steps, allowing for quick adaptations where required.

A basic license gives a client access to AutiPlan for a single user. A multiple-user license is required in order to create planners for more than one user.

If you use the planner for your own family with more than one person that uses a planner, please send us a mail and we'll enable you to create enough clients.

 

newclient2.png


Step 3: Creating templates

List

Create a new template by clicking "Create new template". If you click on an existing template, you can edit this.

Some examples of sensible templates are: "Schoolday", "Trip", "Saturday"/

TIP1: If you need another template which is very similar to the first, there is no need to start all over again! Just use the basic template and edit changes where necessary.

TIP2: If you want to change the name of a template, just make a copy (TIP1) and delete the original.

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Insert new activity

First, select the time and duration with the mouse

 

Start in the cell at the point in time when the activity is set to begin. Use your mouse to stretch the cel out for the entire period it takes to complete the activity. Do this by clicking and holding the mouse button down, whilst dragging the activity along till you reach the time it is supposed to end.

 

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Choose a pictogram

To find a pictogram enter a search term in the bottom bar. Various pictograms containing your word will be found as you type. Choose your favorite. But you can also search within a catagory listed below and select a pictogram directly.

You can change the name of a pictogram to specify your activity further by using the "description" function (see screenshot). Pictograms you have used will be saved under "most used" for quick and ready access. Just select "apply" or double click to insert!

 

picto-selection.png

 

  • At "1" you can change the description.
  • At "2" you can search for pictograms with keywords
  • At "3" you will find the pictograms that you have used before.
  • At "4" all pictograms are divided into categories.

The activity is scheduled!


Step 4: Planning days

Select the client and then the day you want to plan for

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Apply a template and adjust it for this specific day

 

Click on the day you want to plan for and find an empty planner. Choose "Use/create template" to select a template, which will be inserted automatically and you can adapt specifically if you so require.

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You can move activities with the mouse to a new time slot or increase/decrease the length of time by dragging the ">|" symbol.

You can change the description or delete an activity by clicking on the pictogram or the Edit icon.

Create a template from a plan

You can also create a template from an existing planner. Just click "Use/create template" again and give a name for the new template.

create_template.png


 

Step 5: Printing planners

Click on "Download planning as PDF..." to find a menu which offers you several formatting options.

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After you have selected the format of your choice, you can open the PDF with a programme like Adobe Reader. This application allows you to print the planner. An example is shown below.

pdf_planner.png


Buy a license for the full version

If you want to use all the functions of AutiPlan, you need a subscription.

Under "Settings", click "Buy a license and start using it immediately".

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You will be guided through the steps and you can use the full version of AutiPlan directly after ordering!