Level 4 - Create Initial IEP

Step 1:  Once a student has been created, a Level 4 user will need to create the initial IEP.  Click on the button with the square on the far right.  

Step 2:  The screen below will pop up and you must type in START (all caps!) and then click Start.  A Level 4 user will need to start IEPs before any levels below can enter or view any IEP information.  


Step 3:  Once the IEP is started the square button will now have an arrow.  Levels 2 and 3 are now able to enter information on the IEP.  Click on the button to the far right for your student.  

Step 4:  Complete the Student Planning page that automatically pops up.  


Step 6:   Enter Initiation and Meeting dates.  These dates will need to be entered before you can continue to the modules.  

Step 7:  The areas you marked that needed attention will not have a check mark on the module.  Click on the modules and enter the information for the student.  When the module is complete, select Save and Continue and there will now be a check mark on the box.  Student Goals, Services and Other Considerations will be required to complete. The Accommodation, Modifications will close if not needed for any of the modules. An IEP can only be made Active once all the modules are marked complete.  

Note:  Until an IEP is Active you will be able to edit information.  Click on the check mark next to Completed at the top.  The module will become interactive again.  

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