The guide below provides a quick reference for how to access screens when developing an IEP.
Express Concern |
Student Profile > Search for Student > Referral Tab > In Actions menu, select New Referral
Student Profile > Search for Student > Student Team Tab.
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Define Needs |
Highlight DEFINE NEEDS > In Actions menu, select Schedule Conference.
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.
Expand DEFINE NEEDS > Under Evaluation Type, expand appropriate document > Highlight appropriate PWN > In Actions menu, select Request Assessment.
Enter
Actual Conference.
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.
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.
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Develop Plan |
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.
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.
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Implement Plan |
Expand PLAN > Expand appropriate IEP > Highlight appropriate
Service > In Actions menu, select Service Providers.
Revision IEPs do not require re-request. If service provider, go to Service Log
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 |
Highlight PLAN > In Actions menu, select Schedule Conference.
Enter
Actual Conference.
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