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Transfer Procedures - Case Manager Responsibilities

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This article assists users when completing the form.

Form information

  1. Complete all fields using the statements above each as guidance. Text boxes expand as needed to accommodate characters used. There is no character limit.

  2. Enter information directly into each field or copy from another document then right click in the field to paste as plain text. 

    1. If copying and pasting from a Word document or Google Doc it is important to right click in the field to paste using "Paste as plain text" to lessen the characters that change into questions marks. The document can also be saved as plain text before copying.

    2. Click here for further information about copying and pasting.

  3. Phoenix spell checks as information is entered. 

    1. A word can be added to the dictionary on your device by right clicking on the word and selecting "Add to dictionary".

  4. Choose Yes or No to indicate if the student is taking an alternative assessment (MAP-A).

  5. If the student is taking an alternative assessment, choose benchmarks/short term objectives are on goal page. The other option has been disabled.

  6. Save.

Phoenix does not auto save.  It is recommended that you save frequently as you work on this form.

Because of the expanding text boxes it is recommended that this form be previewed before locking the IEP to check for page breaks.  If the page is breaking in an inconvenient place return to the form and edit (add blank lines) to change the breaks.


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