Create Current Performance

The Current Performance screen is used to document the student's strengths, challenges and needs that will become the basis for the student's plan. (Learn more.)

 

NOTE: Current Performance documents that belong to Referrals created before 12/1/2012 contain fields/functions that no longer apply and are not described in the instructions below.

 

To develop the statements, do the following.

 

  1. Search for a student and select the appropriate Referral.

  2. Highlight DEFINE NEEDS. The Actions menu selections will change. Select New Current Performance from the menu. 

  3. The Current Performance window will open.

  4. On the Current Performance tab, enter the Statement Date.

  5. Review available information, which are read-only and cannot be edited:

  6. Go to the Interventions Tried tab to select interventions for the Current Performance. The tab is blank until you select interventions that are relevant to the current referral.

  7. The team collectively determines which performance concerns should be addressed in the plan. To select or add a performance concern, click Add Performance. The Add Performance Input screen is displayed with Select Concern and Add New Performance tabs.

  8. Review the page to ensure that it reflects the consensus of the team.

  9. Click Save then Close.

 

 

For an overview, see Student Support Process - Quick Guide.