This lesson describes how to create an Invitation for an IEP meeting, indicate its purpose, and determine the setting (i.e. location, date, time).
This lesson requires that you have selected a student and are viewing a single student's record. If you are unsure how to locate a student, see the "Find a Student" lesson in the "Students" manual for help.
Where to Start
1. Click on Special Ed.
2. Click on IEP Details.
To create an Invitation click on Special Ed-> IEP Details-> Add Invitation.
Indicate Purpose for IEP Meeting
1. Indicate whether the purpose of the IEP is to determine eligibility by selecting the Check Box.
2. If the purpose of the IEP meeting is to determine eligibility, indicate the type of determination (i.e. Initial, Redetermination, Transfer).
3. Select additional IEP meeting purposes by clicking on the appropriate Check Box (i.e. review/revise, program/level change, transition plan, etc.).
4. A field is provided to type additional purpose(s) for the IEP meeting which may not listed.
Input Setting Information
1. Select Host Site.
2. Indicate Meeting Time.
3. Select Meeting Date.
4. Input Meeting Location.
5. Click "Next."
After clicking Save, you are ready to add Invited Participants. Clicking Save will automatically take you to the Invited Participants page. For more information on how to add Invited Participants, see the "Add IEP Participants" lesson in this manual.
Note: Once you have clicked Save, a green dialogue box indicating IEP Wizard Invitation saved successfully will appear at the top of the Invited Participants page.