IEP

The Reevaluation Due Date will display the date that the next Reevaluation is due for the student. This date is pulled from the most recent finalized MET Report.

• The IEP Date will display the date from the most recent IEP. This date will control the IEP Review Due Date. If desired, enter a different IEP Date (MMDDYY) or click and select date. The IEP Review Due Date is pulled from the IEP Date field. It calculates by adding one year minus one day to determine the next annual review due date.

The Process Name indicates the process the student currently resides in.

• Check Draft to display the word "Draft" on all pages of the document in the Print Preview option. Make sure to uncheck prior to finalizing the IEP.

• A section is available for Documentation of efforts to schedule the IEP meeting. Click to create a new row.

• Enter Date (MMDDYY) or click and select date.

• Enter the Description of the effort into the box.

• If needed, check on the line of the documentation record to remove. The row is removed.

• Indicate if Interpreter Needed by selecting Yes or No from the drop-down provided. If yes is selected, a staff member with the Role of Interpreter must be added.

The Primary Eligibility field in filled in automatically from the MET Report - GENAZ 06 or the Transfer Process – GENAZ 24.

• Check any Secondary Eligibility.

• Enter the Program Recommended for this student.

• Click to display the participants who have been added to the student's Team List.  A confirmation screen displays.

• Confirm Refresh Staff by entering Yes and clicking Continue.

Participant changes can be made directly to this document, also.

• Click Student Consulted/Present and select the appropriate option. Selecting either option will place the student in the Participants section of the printable document. If the field is left blank the student will not be included in the Participants list.

• On the Parent Participants section, click Consulted/Present and select the appropriate option. The Parent Participants section will display the Parent/Guardians for the student as they appear in Synergy SIS (or other district SIS). Selecting from Consulted/Present will place the specific parent in the Participants section of the printable document. If the drop-down is left blank the parent will not be included in the Participants list.

The Staff Participants section displays the staff members who have been added to the student’s Team List. Names can be added or removed from the staff section of this document without affecting the student’s Team List. If a Staff name is added to this document, the name will display on this document only and not on the student’s Team List.

Staff Names displaying will be included as either consulted or present, however changes may be made including additional staff names added.

• If the staff members Role is different for this IEP meeting, click Role and make the appropriate selection.

• Click Consulted/Present and select the appropriate option, for each staff participant. If the field is left blank, the staff member will not appear in the Participant Section of the Printable IEP.

Change current staff participant names:

• Click  next to the Staff Name to change. The Find: Staff screen displays.

• Enter all or part of staff Last Name, First Name.

• Click    or press ENTER. Search Results displays a list of matching criteria.

• Click line of staff name. Line highlights.

• Click again or click .  Find: Staff screen closes and staff name displays.

• Click Role and select the staff role.

Add staff names:

• Click on the Staff Participants bar. A new line is added to the grid.

• Repeat the procedure above.

• If needed, check on the line of the Staff Name to remove. The row is removed.

The Other Participants section will allow for participant names that are not available in the Staff directory.

• Click on the Other Participants bar. A new row will be added.

• Enter the Name, Title and Role of the participant.

• Click Consulted/Present and select the appropriate option, for each participant.

• Click .

NOTE: Staff roles of District Representative and Individual to Interpret Results are required fields. The IEP will display a validation error when finalizing if Staff Participants have not been added with those roles.

Access IEP Draft

• Click student’s IEP icon in your Portfolio screen. Draft IEP will open.

 

Add Staff Participants to IEP Team Members List

• Click   on Staff Participants grid. A line is added to grid.

• Click   in Staff Name. Find: Staff screen opens.

• Enter all or part of Last Name, First Name.

• Click . Search results displays a list of records matching criteria entered.

• Click line of Staff Name to select. Line highlights.

• Click . Find: Staff screen closes and Staff Name displays on Staff Participants grid.

• Click Role  and select role for new staff participant.

• Click .

Add Other Participants to IEP Team Members List

• Click   in Other Participants grid. A line is added to grid.

• Enter Name.

• Enter Title.

• Click .

Select IEP Team Member Status for IEP Meeting

For each participant

• Click Consulted/Present   and select. This list can be customized by district.

• Click .

NOTE: Team Members will not display on the printable IEP if their status is left blank.

When an IEP is completed or finalized, a locked copy is placed in the student’s Historical Documents file. A draft copy of the same IEP is accessible in the student’s Process Documents screen. This draft IEP is available for editing during the student’s next Annual Review or if the need arises to create an Amended IEP.

Access IEP Draft

• Click student’s IEP icon in your Portfolio screen. Draft IEP will open.

 

Update IEP Due Date (Cover tab)

• Check IEP Amendment. This will cause IEP Review Due Date to remain as same date. Amending an IEP does not change IEP Review Due Date.

• Enter IEP Amendment Date (MMDDYY) or click and select date.

• Click .

Modify IEP Draft

• Proceed to make changes to IEP by updating Present Levels, adding new goals and changing services as they apply to Amended IEP.

Finalize Amended IEP

• Click  to lock Amended IEP when complete.

NOTE:  Finalized Amended IEP is placed in student’s Historical Documents file along with other related documents that have been created such as a Meeting Request and Prior Written Notice.

A draft copy of same IEP is accessible in student’s Process Documents screen. This draft IEP is available for editing for next IEP Review or Amended IEP, if necessary.

When an IEP is completed or finalized, a locked copy is placed in the student’s Historical Documents file. A draft copy of the same IEP is accessible in the student’s Process Documents screen. This draft IEP is available for editing during the student’s next Annual Review or if the need arises to create an Amended IEP.

Access IEP Draft

• Click student’s IEP icon in your Portfolio screen. Draft IEP will open.

 

NOTE:  IEP Review Due Date is based on previous finalized IEP, one year minus one day from date of IEP meeting.          

Example:  

Update IEP Due Date

• Enter new IEP Date (MMDDYY) or click and select date, if a new date is necessary.

• Click . New date will be reflected in IEP Review Due Date, one year minus one day from date of IEP meeting.

Modify IEP Draft

• Proceed to make changes to IEP by updating Present Levels, adding new goals and changing services as they apply to Annual Review IEP.

Finalize IEP

• Click   to lock Annual Review IEP when complete.

NOTE:  Finalized Annual Review IEP is placed in student’s Historical Documents file along with other related documents that have been created such as a Meeting Request and Prior Written Notice.

A draft copy of same IEP is accessible in student’s Process Documents screen. This draft IEP is available for editing for next IEP Review or Amended IEP, if necessary.