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This article assists users when completing the event.
Event information
The Annual IEP is created, with the Notification of Meeting, when an Initial IEP and Parent Consent-Initial Services-IEP, an Annual IEP or an Annual IEP (Transfer) is locked.
Before opening the Annual IEP Event, complete and save the Notification of Meeting-Annual IEP and the Record of Attempts. Be sure to Create/Store the Notification.
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Important reminder: Always review the Plan Dates screen before locking the Annual IEP Event. If an IEP Event is opened before the Notification of Meeting is completed and saved, the Plan Dates are based on the Due Date of the IEP, not the Meeting Date. The Plan Dates must be checked for accuracy before locking or the initiation, service, goal and accommodation dates may not be accurate. |
When the Annual IEP is locked the next Annual IEP will be created with the Notification of Meeting-Annual IEP. The next IEP will be due 364 days from the Meeting Date of the current IEP.
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The Notification of Meeting-Annual IEP, including the Record of Attempts, is associated with this event and must be completed, saved and Create/Store Invite selected prior to locking the Annual IEP Event. |
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