Annual IEP Event
This article assists users when completing the event.
Event information
The Annual IEP is created, with the Notification of Meeting, when an Initial IEP and Parent Consent-Initial Services-IEP, an Annual IEP, or an Annual IEP (Transfer) is locked.
Before opening the Annual IEP Event, complete and save the Notification of Meeting-Annual IEP and the Record of Attempts. Be sure to Create/Store the Notification.
Important reminder: Always review the Plan Dates before locking the Annual IEP Event. If an IEP Event is opened before the Notification of Meeting is completed and saved, the Plan Dates are based on the original Scheduled Date (the Due Date) of the IEP, 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 IEP is locked the next Annual IEP is created with the Notification of Meeting-Annual IEP. The next IEP is due 364 days from the Meeting Date of the current IEP.
The Notification of Meeting-Annual IEP, including the Record of Attempts, is associated with this event and must be completed, saved, and Create/Store Invite selected prior to locking the Annual IEP Event. If the IEP is rescheduled, the NOM must be revised, and the second attempt for the Record of Attempts must be completed. Create/Store should be selected again, or the new version will not be saved when the IEP is locked.
When the Notification of Meeting-Annual IEP is created/stored, the Events screen in Phoenix will show a black envelope with a number to the right of it indicating how many instances of the Notification of Meeting have been stored for the event.
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