IEP - Create New - Options to completing the form

• These are the general guidelines for completing the SRS forms.  

• You will need to complete the data as per your district manager and/or ESU director instructions.

• Complete all of the required validation blocks as needed on the individual tabs.

• Once completed by all of the staff, then you can finalize.

• If you need to make changes after finalizing, you will need to discuss with your district manager whether or not the file can be unfinalized.

Several of the forms have options that you must select prior to creating them.  

• The big one for the IEP is transition. 

• This is added before any data is entered into the form.

• The IEP Transition Plan is only for students turning 14 in the school year and older.  

• Once this is added to the IEP, it stays with the student through the IEPs for the rest of their SRS history or until they age out.

• If you have added the transition, but do not need it, you can uncheck the box to turn it off.  The data will still be there but it will not be visible or shown in the print.

Progress reports

• Progress reports are created on finalization of the IEP.  

• The number of progress reports will depend on your district or school settings.

• They become an attachment to the IEP.

• They do not update if an IEP is unfinalized and refinalized.