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. Some Concerns may be imported from the Concerns tab.

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.

Highlight 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, select 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 504 evaluations.

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

Develop Plan

Schedule Conference - 504 Plan.

Highlight PLAN > In Actions menu, select Schedule Conference.

Develop a 504 Plan.

Highlight PLAN > In Actions menu, select New 504 Plan. 504 Plan cannot be activated until all prerequisite screen actions are complete. See Prerequisites for Activating a 504 Plan.

Create a Prior Written Notice (PWN).

Expand PLAN > Expand appropriate 504 Plan > Highlight appropriate 504 Plan > 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.

Student Profile > Search for Student > Referral Tab > Expand PLAN > Expand 504 Plan > Select Service > In Actions menu, select Service Providers.
 

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
 

Evaluate Plan

Schedule Conference - 504 Plan.

Highlight PLAN > In Actions menu, select Schedule Conference.