Phoenix automatically creates events that have a compliance timeline (i.e. Initial Eligibility, Initial and Annual IEPs and SPs, Reevaluation Decision). Other events and forms can be created as needed. For information about which events and forms can be created and the correct dates to use select User Created Events and Forms Information.
Creating the event or form
Open the student's profile.
On the student's profile, click Events.
On the student's Events panel click + New Meeting.
On the Schedule Meeting Window, choose the event from the Event Type menu. In this example Disciplinary Documentation will be created.
If "Student School" field is visible below the Event Type, choose the school the student currently attends from the menu.
Enter the Scheduled Date and the Due Date. The dates entered depend on the event being created. See the User Created Events and Forms Information section below, or the User Created Events and Forms Quick Start card, for specific information for each event.
The Event Details field can be used to add information about the event. It is not required.
Click the Smile icon to assign the event to yourself or the Search icon to open the Staff Search window allowing you to search for and select another user.
Save.
The event appears on the Scheduled Events panel.
If a user created event or form is no longer needed contact the Service Desk to have it deleted. When creating the ticket select ‘Delete Event’ as the issue type.