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This article assists users with when deleting progress reports.

Progress reports can be deleted if no longer needed. They can only be deleted individually from the student profile>Program Summary>Special Ed or from the Dashboard. There is not a way to delete multiple reports.

Deleting Reports from Program Summary>Special Ed

  1. Open the student's profile.

  2. Select Program Summary>Special Ed.

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  3. The list of previous IEP events displays.

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  4. Click in the row of the IEP event for which you wish to view Progress Reports.

  5. The details of the selected IEP display.

  6. Use the airplane icon or scroll to the Progress Reports section.

  7. Select the Progress Due Date for each set of reports you wish to view. The list expands to display the reports. Multiple Due Dates may need to be selected to print reports for all goals. It is best to select the goal on the list from the most recent Due Date.

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Printing Progress Reports

  1. Select each goal whose reports you wish to print. Selecting the goal one time will print all reports for that goal. It is best to select the goal on the list for the most recent Due Date.

  2. Click Print.

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  3. The Progress Reports are created as a PDF.

  4. Use the PDF toolbar to print the reportsImage Added
  5. Scroll or use the airplane icon to ‘fly’ to the Progress Reports section.

  6. Click the Due Date for the report(s) you wish to delete.

    1. Reports can be deleted from either the Pending or Complete panels.

  7. The list of reports displays.

  8. Select the delete icon for each report you wish to delete.

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  9. The Confirmation window opens. On the Confirmation window, click Yes.

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  10. The report deletes.

  11. To delete additional reports for the same student repeat steps 6 and 7.


Deleting Reports from the Dashboard

  1. Log into Phoenix or click the Phoenix logo to open the Dashboard.

  2. Select the Case Manager filter.

  3. On the Progress Reports chart, select the link for the reports you wish to delete.

  4. Click the Due Date to display the list of reports due on that date.

  5. The list of reports displays.

  6. Select the delete icon for each report you wish to delete.

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  7. The Confirmation window opens. On the Confirmation window, click “Yes”.

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  8. The report deletes.

  9. To delete additional reports repeat steps 3-7.

Info

The number of reports due on the compliance chart does not immediately update when the report is deleted. It updates when you refresh your screen, log out, or open a different section of the program, then return to the Dashboard.


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