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Cover Sheet

When creating an Individualized Education Plan (IEP), on-screen messages with context-sensitive explanations will assist the user in creating compliant documents.

Create an IEP

  1. Select a student on the Students panel.

  2. Click the Documents icon for the student.

  3. From the Create New Document drop-down list, select Individualized Education Plan (IEP) under Individualized Education Plan, and click Go.

  4. Enter a Label/Comment and click New. Click Additional Settings to specify the year and sections to include.

  5. The system displays all available sections for the IEP document.

  6. In the Student Information section, the system auto-populates the following information:

    • From the Student Info profile:

      • Student Name

      • Student Number

      • Preferred Name

      • OEN

      • Gender School

      • Date of Birth

      • Principal

      • Grade Current School Year

      • IEP Completed

  7. In the Rationale for developing the IEP section, select if:

    • Student identified as exceptional by IPRC

    • Student not identified by IPRC but requires special education program/services, including accommodations and/or modified/alternative learning expectations

  8. In the Placement Information section, select Placement. Choose from:

    • Regular Class with Indirect Service

    • Regular Class with Resource Assistance

    • Regular Class with Withdrawal Assistance

  9. Use the date picker to select the Annual Review Waived date.

  10. In the Principal Signature section, use the lookup icon to search for and select the Principal in the Principal Signature field.

  11. In the Parent/Guardian Signature section, select Parent/Guardian for the following options, if applicable:

    • I was consulted in the development of the IEP

    • I have declined the opportunity to be consulted in the development of the IEP

    • I have received a copy of the IEP

  12. In the Parent/Guardian and Student Comments text field, provide comments.

  13. Click Save, Done Editing.

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