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This process is only used by departments with appropriate permissions such as the Intake Department.
Day 1
SSD EC AC Area Coordinator forwards information to Intake Department
Intake Department Locate Student Record in Phoenix. Annual IEP and Reevaluation Decision Events should be open in Current and Upcoming Events
Log in to Phoenix
Locate the student record
Create an EC Coalition Transfer
Go to Events screen and Select Schedule New Meeting
In Schedule Meeting pop-up, select *EC Coalition Transfer *as Event Type
Due date is date of the transfer to the coalition district.
Primary Staff: Intake AC, Save
Select Meeting Manager next to the EC Coalition Transfer event
Choose Section B-Student resides in district where SSD provides special education services in early childhood.
Choose Student no longer receiving services
Comments: Student moved to EC Coalition District-(name of district)
Save
Run compliance
Lock
Any events in the current and upcoming events section are deleted
Changes Phoenix status to ‘Withdrawn (EC Coalition-Coalition Services)’
Intake forwards most recent evaluation report and IEP
Student will likely enroll for K, will need to be reactivated
Day 2
ESI Status: Withdrawn
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