IEP Screen Reference

The guide below provides a quick reference for how to access screens when developing an IEP

 

Express Concern

 

Log Referral.

Student Profile > Search for Student > Referral Tab > In Actions menu, select New Referral

 

Build Student Team.

Student Profile > Search for Student > Student Team Tab.

 

 

Define Needs

 

Schedule Conference.

Highlight DEFINE NEEDS > In Actions menu, select Schedule Conference.

 

Create Current Performance.

Highlight DEFINE NEEDS > In Actions menu, select New Current Performance.

 

Evaluation

 

Create New Evaluation Status and Complete the Evaluation Worksheet.

Highlight DEFINE NEEDS > In Actions menu, select New Evaluation Status.

 

Create a Prior Written Notice (PWN) - Evaluation.

Expand DEFINE NEEDS > Under Evaluation Type, highlight appropriate document > In Actions menu, select New Prior Written Notice.

 

Complete a Consent form (102a or 102c, if assessment required).

Expand DEFINE NEEDS > Under Evaluation Type, expand appropriate document > Highlight appropriate PWN > In Actions menu, select New Consent Form.

 

Send Request for Assessment.

Expand DEFINE NEEDS > Under Evaluation Type, expand appropriate document > Highlight appropriate PWN > In Actions menu, select Request Assessment.

 

Enter Actual Conference.
Expand Referral > highlight appropriate Conference > In Actions menu, select Open Actual Conference.

 

Submit an Assessment Report.

Expand DEFINE NEEDS > Under Evaluation Type, expand appropriate document > Highlight appropriate provider > In Actions menu, select Open Assessment Report.

 

Eligibility

 

Schedule Conference - Eligibility.

Highlight DEFINE NEEDS > In Actions menu, select Schedule Conference.

 

Document Eligibility Determination.

Highlight DEFINE NEEDS > In Actions menu, select New Eligibility Determination.

 

Create a Prior Written Notice (PWN) - Eligibility.

Expand DEFINE NEEDS > Under Eligibility Decision Date, highlight appropriate date > In Actions menu, select New Prior Written Notice.

 

Enter Actual Conference.
Expand Referral > highlight appropriate Conference > In Actions menu, select Open Actual Conference.

 

Complete a Consent form (102b) for initial IDEA evaluations.

Expand DEFINE NEEDS > Under Eligibility Decision Date, expand appropriate date > Highlight appropriate PWN > In Actions menu, select New Consent Form.

 

Create a Revocation of Consent for Continue Provision of SPED and Related Services (if applicable).

Expand DEFINE NEEDS > Highlight appropriate Eligibility Determination > In Actions menu, select New Revocation of Consent for Continued Services.

 

 

Develop Plan

 

Schedule Conference - IEP.

Highlight PLAN > In Actions menu, select Schedule Conference.

 

Complete the Agreement to Excuse from Attendance form, if applicable.

Expand referral > Expand appropriate Conference > Highlight excused individual > Select Open Excuse Form. If IEP input is required, highlight excused participant name > In Actions menu, select Open IEP Input.

 

Complete the Consent to Amend IEP without a Meeting, if applicable.

Expand PLAN > Expand appropriate IEP > Expand appropriate draft IEP > Highlight appropriate PWN > In Actions menu, select New Consent to Amend IEP.

 

Develop an IEP.

Highlight PLAN > In Actions menu, select New IEP.(For Revisions, it will be New IEP Revision. For Annuals, it will be New IEP Annual. For Reevaluations, you must create a new referral and select either New IEP Reeval/Revision or New IEP Reeval/Annual). IEP cannot be activated until all prerequisite screen actions are complete. See Prerequisites for Activating an IEP.

 

Create a Prior Written Notice (PWN) - Plan and Placement.

Expand PLAN > Expand appropriate IEP > Highlight appropriate IEP > In Actions menu, select New Prior Written Notice.

 

Enter Actual Conference.
Expand Referral > highlight appropriate Conference > In Actions menu, select Open Actual Conference.

 

 

Implement Plan

 

Request service provider.

Expand PLAN > Expand appropriate IEP > Highlight appropriate Service > In Actions menu, select Service Providers. Revision IEPs do not require re-request.
 

Log services.

If service provider, go to Service Log

If logging services on behalf of service provider, go to Student Profile > Search for Student > Supports Tab

 

Create IEP Progress Report

Expand PLAN > Highlight active IEP Cycle > Select New IEP Progress Report

 

Create ESY Report, if applicable.

Expand PLAN > Expand appropriate IEP > Highlight appropriate service > In Actions menu, select New ESY Report.

 

Create Summary of Performance, if applicable.

Expand PLAN > Expand appropriate IEP > Highlight the active IEP Cycle > In Actions menu, select New Summary of Performance.
 

 

Evaluate Plan

 

Schedule Conference - IEP.

Highlight PLAN > In Actions menu, select Schedule Conference.

 

Enter Actual Conference.
Expand Referral > highlight appropriate Conference > In Actions menu, select Open Actual Conference.