Annual Services Plan Event
This article assists users when completing the event.
Event information
The Annual Services Plan is created along with its Notification of Meeting when the Initial SP and Parent Consent-Initial Services-SP or an Annual SP is locked.
Before opening the Annual Services Plan Event, complete, save, and create/store the Notification of Meeting-Annual SP.
Important reminder: Review the Plan Dates screen before locking the Initial SP Event. If an SP Event is opened before the Notification of Meeting is completed and saved, the Plan Dates are based on the Due Date, 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 SP is locked, the next Annual SP will be created with the Notification of Meeting-Annual SP. The next SP will be due 364 days from the Meeting Date of the current SP.
The Notification of Meeting-Annual Services Plan including the Record of Attempts, is associated with this event and must be completed, saved and Create/Store Invite clicked prior to locking the Annual Services Plan Event.