Use this page to understand which Special Education documents are automatically created from other documents and what actions or conditions trigger their creation. The table also explains when information flows from one document to another and any additional steps needed to complete a document.
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Creation of document: |
Condition |
Will Create: (Succeeding Document) |
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1 |
Referral |
Upon finalization of the referral document, the program creates NOC, NOA and Referral Conference Decision documents. Also, referral date flows to the Referral Conference Decision document. |
Notice of Action (NOA) |
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Referral Conference Decision |
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Notice of Conference (NOC) |
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2 |
Existing Data Review/Notice of Decision (EDR) (student must have an IEP flag) Not used for initial referral students.
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On creation |
Notice of Action (NOA) |
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On save, either checkbox is checked: i. Evaluation/reevaluation in order to determine eligibility or continued eligibility OR ii. Reevaluation to consider new/additional eligibility. |
Evaluation Programming Conference (EPC) |
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3 |
IEP |
On creation (n/a for Initial IEPs) |
Notice of Action (NOA) |
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On creation |
Notice of Conference (NOC) |
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4 |
Manifestation Determination Review (MDR) |
On creation |
Notice of Action (NOA) |
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On creation |
Notice of Conference (NOC) |
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5 |
Evaluation Programming Conference (EPC) |
On creation |
Notice of Action (NOA) |
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On creation |
Notice of Conference (NOC) |
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On finalization, creates IEP when Evaluation data substantiates the existence of a disability checkbox is checked. |
IEP |
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On save, if Eligibility Category is = SLD |
SLD Eligibility |
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6 |
Notice of Action (NOA) |
On finalization if the Consent Response = Granted AND when the Initial placement OR Temporary Placement is checked. |
IEP |
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On finalization, when Initial evaluation is checked AND Consent Response = Granted |
EPC |
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7 |
Notice of Conference (NOC) |
On finalization when “Cannot attend, please reschedule” is selected. |
NOC |
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NOC |
When the NOC is created, a linked Contact Log appears in the student’s document listing. The user must click on the Contact Log link to actually create the document template. |
Contact Log |
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8 |
Functional Behavior Assessment (FBA) |
On creation (if draft/review EDR does not exist) |
Existing Data Review/Notice of Decision (EDR) |
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On creation |
Notice of Action (NOA) |
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9 |
Revocation of Parental Consent |
On creation |
Notice of Action (NOA) |
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10 |
Revocation of Consent for Sped Placement – Student |
On creation |
Notice of Action (NOA) |
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