Completing Plan Worksheets & Sending Email Reminders to Students

The ManageBac+ Team
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Before you register students for IB exams, every student's Plans worksheet (Candidate Personal Info and Subjects & Levels) must be complete. Go to Year Groups > select the year group > Plans to check progress, unlock worksheets for students, send reminders and make admin-only changes.

For IB Diploma coordinators preparing for exam registration through IBIS.

Screenshot: Year Groups menu open with a DP year group selected and the Plans tab
Where to find it: Year Groups > your DP year group > Plans
Stage Who Where
1. Open Plans and unlock worksheets Admin Year Groups > Plans
2. Complete Candidate Personal Info Student, then admin Plan > Edit Candidate Personal Info
3. Choose subjects and levels Student or admin Plan > Edit Subjects
4. Send reminders Admin Plans > Details panel > Send E-mail Reminder
5. Review, lock and register Admin Plans > Register via IBIS

1. Open Plans and unlock worksheets

  1. Go to Year Groups, select the year group and open Plans. You see each student and which requirements they have met.

    Screenshot: Plans tab in a DP year group with Register via IBIS, Bulk Update Legacy Subjects, Exam Calendar, Lock All Worksheets and each student's progress
  2. Select Unlock All Worksheets so students can fill in their own. Lock All Worksheets lets them view but not edit. The lock icon by each name shows the current setting.

  3. Select a student's name to open their Diploma plan.

2. Complete Candidate Personal Info

Students complete their own details in Exam Planners > Plan > Edit Candidate Personal Info. Admins can then add the details students cannot edit.

Screenshot: Candidate Personal Info section of a student's plan with Edit Candidate Personal Info
Candidate Personal Info section of a student's plan with Edit Candidate Personal Info.
Screenshot: Edit Candidate Personal Info form
Edit Candidate Personal Info form.
Admin-only field What to enter
IBIS Personal Code Identifies students already registered as anticipated candidates or in the MYP
Candidate Session Number The student's session number from IBIS
Session code or PIN Change only if IBIS needs a different value
Candidate Status Diploma or DP Course

DP Course students cannot be registered for EE, TOK or CAS through ManageBac+. Register those components directly in IBIS.

3. Choose subjects and levels

  1. Under Subjects & Levels, select Edit Subjects. Students can also do this from their own Plans.

    Screenshot: Subjects & Levels section of a student's plan with Edit Subjects
  2. Choose the grade, subject group, subject and level, then select Confirm Subject.

  3. Select Save Changes.

Anticipated candidates (exams in DP 1)

In DP 1, tick Anticipated Candidate. Choose the subject and level, tick Exam Subject, then Confirm Subject and Save Changes. The exam subjects then show in the student's Subjects & Levels.

Screenshot: DP 1 tab in Subjects & Levels with the Anticipated Candidate checkbox
DP 1 tab in Subjects & Levels with the Anticipated Candidate checkbox.
Interdisciplinary Extended Essay pathway

Available for schools on the May session. It was due for November session schools from August 2026. First check Settings > IB Diploma Subjects > Extended Essay Subjects > Core > Extended Essay is selected.

  1. Open the year group Plans and select the grade.

  2. Select Extended Essay Subject in the list on the left.

  3. Select Interdisciplinary, then Extended Essay.

  4. Choose the Topic and the exam Language.

  5. Select Confirm Subject, then Save Changes.

    Screenshot: Interdisciplinary Extended Essay with Topic and Language
    Screenshot: Confirm Subject and Save Changes for the Interdisciplinary Extended Essay
Two subjects from the same group, a second Language A, or extra subjects
  • Two subjects from the same group: add the second as an Arts subject or with Add New Subject.
  • Second Language A: select Add New Subject, then Second Language & Literature.
  • Subjects beyond the six exam subjects, or Course students taking several subjects from one group: use Additional Subject.
Screenshot: Edit Subjects with the subject group list, subject cards, level and Confirm Subject
Edit Subjects with the subject group list, subject cards, level and Confirm Subject.
Pamoja Online Courses

If your school has enabled Pamoja in Settings, you can request Pamoja courses in the plan.

  1. In Year Group Manager, open Plans, select a student and choose Edit Subjects.

    Screenshot: Edit Subjects with the Pamoja icon next to a course that has a Pamoja option
  2. Choose the grade and subject group. Courses with a Pamoja option show the Pamoja icon.

  3. Site-based coordinators select the course, tick Submit Pamoja Course Request, choose the level and select Confirm Subject.

    Screenshot: Submit Pamoja Course Request checkbox

Some courses are only taught by Pamoja. If a course can be taught by the school or by Pamoja, leave the request box unticked and select Confirm Subject to take it with the school.

Registering in bulk: go to Pamoja Home > Pamoja Course Requests > Register Students.

Screenshot: Pamoja Course Requests with Register Students and Browse Pamoja Courses
Pamoja Course Requests with Register Students and Browse Pamoja Courses.
  1. Exam information: choose the exam session, enrolment year and whether students are transferring.

    Screenshot: Enrollment Manager, Exam Information with Exam Session, Enrollment Year and Transfer Student
  2. Select students: under Student Details, select Select Students, filter by programme and grade or search, tick students and select Add Selected Students.

    Screenshot: Select Students window with the programme and grade filter, search and Add Selected Students
  3. Additional information: select Edit to complete Candidate Personal Info, Access Requirements and IT Access. Use Save Changes and Next Student to move on.

    Screenshot: Additional information list of selected students
    Screenshot: Edit button for Candidate Personal Info, Access Requirements and IT Access
  4. Courses: choose one or more courses from the Courses list.

    Screenshot: Courses multi-select list
  5. Confirm: accept the terms and select Submit Course Request.

After registering through ManageBac+, open IBIS and tick Online Provider for each candidate and Pamoja course, then save. See the Pamoja IBIS registration guidelines.

DP digital (on-screen) exams, May 2027

Register candidates through ManageBac+ as usual. Once they are imported into IBIS, change Language and Literature, Literature or Language Acquisition registrations to the digital option in IBIS if your school is taking part.

4. Send reminders to students

  1. On the Plans tab, open the Details panel on the right and select Send E-mail Reminder. Only students with incomplete worksheets get the email.

    Screenshot: Details panel on the Plans tab with Send E-mail Reminder and Configure E-mail Reminder
  2. To change the wording, select Configure E-mail Reminder.

    Screenshot: Configure E-mail Reminder in the Details panel on the Plans tab

Share Completing your Plan Worksheet with students for their own step-by-step guide.

5. Review, lock and register

  1. Check each student's plan. Select Lock Worksheet to stop further student edits. You can still edit with Edit Candidate Personal Information or Edit Subjects.

  2. When every plan is complete, select Register via IBIS to register the year group. See the IBIS Exam Registration QuickStart.

Do not lock worksheets with missing or out-of-date personal details. Candidate Personal Info is sent to the IB for registration and must be accurate.

If IBIS says registration has been withdrawn because of outstanding debts over 90 days old, contact the IB at myaccount@ibo.org. Faria Support cannot change this.

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