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Frequently Asked Questions
Find answers to common questions about using the EasiPlan platform.
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Getting Started & Account Management
How do I sign up for EasiPlan?
I forgot my password. What should I do?
What are the different user roles (Owner, Editor, Viewer)?
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The Audit Process
How do I start an audit?
Do I have to finish an entire audit section in one go?
What is the 'Technical' vs. 'Non-Technical' view for questions?
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Managing Your Device Inventory
How does EasiPlan get my school's device information?
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Strategy Reports
How do I create my IT Strategy Report?
Can I print or share the report?
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Platform & Security
Is the EasiPlan Agent safe?
What technology does EasiPlan use?
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Troubleshooting & Support
Why can't I edit an audit or add a device?
I'm having trouble with the platform. Who can I contact?
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