Finalizing a Document

CAUTION:  Finalizing a document prepares most documents for moving to the historical document file, after the process move. However, there are documents, that when finalized, begin the process move procedure OR exit the student from special education. These documents include the IEP as well as certain Prior Written Notices.

The IEP is the main “trigger” document that moves all created documents including the IEP itself, to Historical Documents. See the Synergy SE© Documents Guide for detailed information.

When a document is complete and has been validated, it will need to be finalized. This action will prepare the document to move to the student’s historical document file when the process change occurs.

Once a document is finalized, it will no longer be editable. The document will open as a read-only PDF document (Acrobat Reader is required). The icon representing the document will turn from yellow to green.

To finalize a document:

NOTE: The validation process runs automatically when a document is finalized. If the document is found to have validation errors, the user must follow the steps required in the document validation process. Once the validation errors are corrected the document will finalize properly.

• Click in the Action Bar of the document. If the button is grayed out (un-clickable)  click or .

• A printable (but no longer editable) document displays. The finalized document displays a green icon. When clicked the document will open only as read-only.