Document Delivery
Set up Document Delivery
The Document Delivery section stores the method and date in which the IEP document was provided to the Parent/Guardian as well as displaying the Consent Response for Initial Provision of Services and Consent Date from the student’s Referral profile when the IEP is an Initial. For Initial IEP’s, the consent response and consent date will display as read only, pulled from the Referral profile for reference purposes.
Within the IEP document, navigate to Document Delivery using the flyout menu.
The system auto-populates:
Student Name from the Student Info/Demo Part B profile.
Document Date and Source Document from the IEP cover sheet.
Select the Mode of Delivery.
Select the Date of Delivery.
Click Save, Done Editing.
The Date of Delivery cannot be less than the IEP Meeting Date on the IEP cover page or less than the IEP Amendment date for amendment documents.
Upon finalization, if the Parent Consents (Consent Granted), the IEP will be set as active and data will flow to the student’s profiles. If the parent denies or did not respond, the IEP will be finalized, however, the IEP will not be set as active and no data will flow to the student’s profiles. If no value is selected in the Referral profile, the IEP cannot be finalized. storing the Parent/Guardian's response to the IEP document.
Upon finalizing the IEP document, when
Consent Granted - The IEP will be finalized and set to Active. Any applicable IEP document data will flow to the student’s profiles.
No Consent Selected - The IEP cannot be finalized. There is no value (3 check boxes) for parental consent to initial provision of services in the Referral profile. Please select a value and attempt to finalize the IEP.
Consent Denied - The IEP will be finalized and will not be set as an Active IEP document. IEP data will NOT flow to the student profiles.
Message: The IEP was finalized; however, it is not set as “Active” (no data flowed to the student’s profile), as the consent for Initial Provision of Services was indicated as Consent Denied on the referral profile.
Did Not Respond - The IEP will be finalized and will not be set as an Active IEP document. IEP data will NOT flow to the student profiles.
Message: The IEP was finalized; however, the IEP is not set as “Active” (no data flowed to the student’s profile), as the consent for Initial Provision of Services was indicated as Did Not Respond on the referral profile.