This reference applies to referrals only. When you highlight a record, specific actions become available in the Actions menu. The table below presents all Action menu items.
IMPORTANT NOTE: Not all Actions menu items are available at all times. Many tasks are conditional and will appear only when the appropriate process is followed.
When you highlight this document ... |
... these Actions menu items become available ...
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Referral |
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Open Referral |
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Schedule Conference |
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New Referral |
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Delete Referral |
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View All/Current Referrals |
Conference |
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Open Scheduled Conference |
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Open Actual Conference |
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Delete Conference
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Excused Participant |
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Open Excuse Form |
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New IEP Input
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IEP Input |
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Open IEP Input
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GATHER DATA |
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Schedule Conference |
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Request Performance Input
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Performance Request/Input |
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Open Performance Request |
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Open Performance Input |
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Delete Performance Input
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DEFINE NEEDS |
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Schedule Conference |
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New Current Performance |
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New Evaluation Status |
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New Eligibility Determination
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Current Performance |
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Open Current Performance |
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Delete Current Performance
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Evaluation Status |
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Open Evaluation Status |
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New Prior Written Notice |
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Request Assessment |
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Open Assessment Summary
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PWN-Evaluation |
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Open Prior Written Notice |
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Delete Prior Written Notice |
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New Consent Form |
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Request Assessment
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Consent 102a/c |
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Open Consent Form |
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Delete Consent Form |
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Request Assessment |
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Print Documentation of Efforts to Obtain Consent
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Assessment |
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Open Assessment Request |
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Open Assessment Report |
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Delete Assessment Report
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Eligibility Determination |
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Open Eligibility Determination |
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Delete Eligibility Determination |
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New Prior Written Notice |
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Print Specific Learning Disability Worksheet
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PWN-Eligibility |
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Open Prior Written Notice |
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Delete Prior Written Notice |
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New Consent Form
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Consent 102b |
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Open Consent Form |
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Delete Consent Form |
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Print Documentation of Efforts to Obtain Consent |
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Print Revocation of Consent Form
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PLAN |
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Schedule Conference |
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New IEP |
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New 504 Plan
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IEP (Parent-level) |
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Open IEP |
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New IEP Revision |
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New IEP Progress Report |
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New Summary of Performance
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IEP (Child-level) |
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Open IEP |
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Delete IEP |
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New Prior Written Notice
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PWN-Plan |
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Open Prior Written Notice |
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Delete Prior Written Notice |
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New Consent to Amend IEP
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Consent to Amend without a Conference |
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Open Consent to Amend IEP |
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Delete Consent to Amend IEP
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Service |
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Service Providers |
Service Provider |
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Open Service Log
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Progress Reports |
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Open Progress Report |
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Delete Progress Report
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Summary of Performance |
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Open IEP Summary of Performance |
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Delete IEP Summary of Performance
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504 Plan |
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Open 504 Plan |
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Delete 504 Plan |
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New Prior Written Notice
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PWN-Plan |
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Open Prior Written Notice |
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Delete Prior Written Notice
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Service |
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Request Service Provider |
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New ESY Report
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Service Provider |
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Open Service Log
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ESY Report |
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Open ESY Report
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