Services - SP

Services

1. Within the Service Plan document, navigate to Services using the flyout menu.

2. The system auto-populates:

   • Student Name, USI, and DOB from the Student Info/Demo Part B profile.

   • Grade from the LEA Entry/Exit Part B profile.

3. In the Related Services section, select a value for each of the following fields. Upon finalization of the approved document, the date will flow to the Part B IEP Services profile.

   • Service

   • Setting

   • Begin Date: The date must be within the timeframe of the service plan.

   • End Date: The date cannot extend past the end date of the service plan. The end date will be one year minus one day from the service plan meeting date.

   • Duration (Hours and Minutes)

   • Frequency

   • Group Size

   • Provider Name: Select a name from the staff table using the lookup function.

   • Provider Position: The system auto-populates the position of the staff member selected in the lookup field. If the Provider Name value is blank, the system will provide a drop-down list to select from the StaffPosition keyword table.

4. In the Consultation Services section, select a value for each of the following fields. Upon finalization of the approved document, the date will flow to the Part B IEP Services profile.

   • Service

   • Begin Date: The date must be within the timeframe of the service plan.

   • End Date: The date cannot extend past the end date of the service plan. The end date will be one year minus one day from the service plan meeting date.

   • Duration (Hours and Minutes)

   • Frequency

   • Provider Name: Select a name from the staff table using the lookup function. 

   • Provider Position: The system auto-populates the position of the staff member selected in the lookup field. If the Provider Name value is blank, the system will provide a drop-down list to select from the StaffPosition keyword table.

5. The system provides a long stylized textbox to add other comments, if applicable.

6. Click Save, Done Editing.

7. Finalize the document once completed. To finalize the document, click Set Document, select Status from Draft to Final, and then click Accept.

Users can only enter up to 59 minutes in the Minutes field of the Related Services and Consultation Services grids.

Data Flow

Upon finalization of the documents, the following data flow occurs: