Certified Staff:

Initial and Transfer IEPs

Remember that Initial and Transfer IEPs should be completed within 30 days. Initial IEPs carry the additional step of requiring a signed Initial Parent Consent. Until this is signed and returned and the information is entered in Phoenix, Initial IEPs should not be locked. If they are locked, they will show as PENDING and no edits can be made until consent is received in writing.

Please check your meetings due and/or Open Meetings report for a list of events by due date.

https://ssdmo.atlassian.net/l/cp/RxynYzGr

Deleting Events

If Discipline Documents, Transportation forms, or other stand-alone events appear in Phoenix with scheduled dates from the 2023-2024 school year, contact Tech Support at 314.989.8686.

At the beginning of the year, students should have a scheduled IEP and a scheduled Reeval Decision or Reeval. Any scheduled amendments or corrections from the previous school year should be deleted.

Assigning Providers

Case Managers should be assigned to events, and 2024-2025 staff should be assigned to Goals/Services.
Assigning individual providers: https://ssdmo.atlassian.net/wiki/spaces/TSKC/pages/476644418/Providers+-+Individual+Student+-+Updating+Case+Manager+and+Providers?search_id=433589a0-b26e-499a-9ca3-dba48b037f30
Assigning multiple providers: https://ssdmo.atlassian.net/wiki/spaces/TSKC/pages/476382548/Providers+-+Multiple+Students+-+Updating+Case+Manager+and+Providers+using+Staff+Management?search_id=98fac0e9-6dbc-4cfd-92c0-0b2e47480bd0

Special Education Coordinators and Directors:

Your district may have students assigned to Administrators rather than Case Managers. To locate and assign these students, run the report Non-Provider > Open Meetings by Attending District for your district using 10/01/2024 as the due date. If a student with no supervisor is not in your schools, please contact Student Data.

https://ssdmo.atlassian.net/l/cp/uSJ1xEv3

NOTE: Phoenix reports are located in Power BI, which may require you to login.
Enter your SSD username and password using the following format:
Username: ssdco\fmlast
Password: ******

Here is a link to using these reports:

Phoenix Reports - Accessing Reports in Power BI

Transportation

If a student’s home or school changed over the summer and they receive(d) transportation, their transportation needs to be updated in Phoenix.

If they have previously had Transportation, a Transportation Change Form can be completed in Phoenix. If they have not previously had Transportation, an Amendment needs to be done, and transportation should be updated in the Student Summary page as well as the Transportation Decision and Transportation Form once you mark yes to transportation on the Service Summary.

Transportation Form

Evaluation Chairs:

Before finalizing assessment events in Phoenix, please verify there are no "incorrect dates" banners present in ESI Caselog. If any of these banners are found, refrain from locking the event in Phoenix. Should you encounter any issues, do not hesitate to contact Tech Support at 314.989.8686.

Here are links to support documentation:

Badges and Metrics: https://bit.ly/3Tbbql9

Initial Evaluation Quick Steps: https://bit.ly/3Tbbql9

Reevaluation - Additional Data Quick Steps: https://bit.ly/43dlsH2

Reevaluation - No Additional Data Quick Steps: https://bit.ly/4c8oyjD

For more information about these and other questions related to Technology Services, see also

Phoenix/ESI Help

Knowledge articles