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IMPORTANT! PlanBuilder functionality, along with the Plans and Reviews data entry/reporting  component, is currently an optional alternative to the existing Service Plans feature.  As a result, it is not automatically available in all AWARDS databases.  If Plans and Reviews and the PlanBuilder are not currently turned on in your AWARDS database and you would like them to be, please please reach out to your Foothold Customer Success & Advocacy team representative for guidance

The AWARDS PlanBuilder module is used to design customized service/treatment plans based on a standard set of pre-made templates that reflect common plan configurations in use by AWARDS agencies.  During the design process, plans are associated with specific program types, pre-set schedules are established, and the default content/layout is adjusted as needed, allowing for a tremendous amount of flexibility.

Once created and enabled, PlanBuilder plans can be filled in and reviewed by staff from within the Plans and Reviews feature in the Services - Individual module.  That feature can also be used to view read-only plan/review reports.

Required Permissions

The PlanBuilder is optional functionality.  In databases that have been configured to use it, the PlanBuilder feature is available to users with the following permissions:


  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Working with PlanBuilder Plans - Learn to create new plans, and to view, update, and/or delete existing plans.

A Closer Look @ Fields & Options

PlanBuilder Fields / Options - Learn about the fields/options available for configuration during plan creation and maintenance.

Frequently Asked Questions

PlanBuilder Frequently Asked Questions

Training Films & Demonstrations

PlanBuilder - Configuring & Working with Plans (47 min) - May 2019

PlanBuilder - Electronic Signature Sets (20 min) - May 2019

FootholdConnect Event Recordings

  NOTE: Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

New Features & Functions:  PlanBuilder (1 hr 18 min) * - September 2016

Join us for a look at the exciting new PlanBuilder functionality!  In this webinar you'll learn to configure your own service/treatment plans using pre-designed templates, including the use of dynamic sections from other parts of AWARDS, selection lists, checklists, schedule customization options, and more.  You'll also see how easy it is to enter and review plans once they've been configured. 

User's Conference Continued:  PlanBuilder - Anatomy of a Plan (1 hr) - June 2018 *

A session where we dissect our plans and see what goes on under the surface of a treatment plan. We will go over how to build your perfect plan, not just for reporting, but for your workflow. This session will touch on the different field types, structure of the plans and concepts of how to build your plans to see what makes a plan work.

User's Conference Continued:  Plans and Reviews with Outcomes Reporting (1 hr 20 min) * - June 2017

This session will focus on how to use PlanBuilder to configure service/treatment plans for your agency, and how to add any elements you need for plans and reviews. The PlanBuilder ReportBuilder will be reviewed to demonstrate how you can examine the elements and configuration choices your agency has set up for Plans and Reviews. And finally, we will examine the new Plans and Reviews ReportBuilder, and how to create reports about client outcomes.