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All events can be printed (PDF created) before the event is locked. Because events in Phoenix cannot be unlocked, It is important to print view and proofread all events before locking.

PDFs of events can be saved before events are locked as well. Events saved as PDFs before locking will be watermarked DRAFT.  

Step-by-step

  1. Search for the student.

  2. Select the student’s name from the Student List Panel to open the Student Profile.

  3. Select Events on the Student Profile.

  4. On Scheduled Events, click the name of the event to be viewed.

  5. The Overview opens.

If
  1. A visual reminder appears at the top if the event is due within 10 days

,
  1. or overdue

, a visual reminder appears at the top
  1. . If the Due Date is in the future, the reminder is green. If the event is overdue, the reminder is red and shows the number of days it is past due.

    Image Modified
  2. The Overview includes a list of forms

included in
  1. for the event. The

form status
  1. Validation Check column identifies each form as

    1. COMPLIANT (Green): All fields required by Phoenix are completed correctly - this does not test for Special

Ed
    1. Education Process compliance

    2. NOT COMPLIANT (Yellow): Some fields required by Phoenix are blank or not complete

    3. NOT MODIFIED: The form has not been started

, all
    1. . All fields are blank.

Forms that are ‘Not Modified’ only print if the form is required (indicated by a blue square
    1. Required forms (blue box with a star) that are ‘Not Modified’ print in some events but not all.

  1. To view

an individual
  1. a form, click the form name

of the form
  1. on either the Forms List Panel on the left of the screen or on the Overview list.

  2. To print the event (

create a
  1. PDF file), click the

blue 
  1. Print button at the bottom of the overview or any form/screen.

Required forms, and ‘optional’ forms
    1. Forms with information entered and saved, print. In some events, ‘required’ forms print even if no information has been entered. Blank ‘optional’ forms do not print.

  1. The Print Layout Chooser appears. Select a

view option
  1. print layout. The options vary by event.

  2. The PDF

creates
  1. is created on a new tab, new window, or as a download, depending on browser settings.

  2. Before an event is locked, most forms include a DRAFT watermark. These forms do not have the watermark:

    1. Excusal

    2. Transfer of Rights

    3. Prior Written Notice forms.

  3. Print using the PDF

tool bar
  1. toolbar.

  2. To close the event, click the Back to Events button at the bottom of the Overview. The Events page opens.

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Table of Contents
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