Renew an IEP

After a student completes the designated time on an education plan, you can initiate an IEP Individualized Education Program renewal workflow a method of coordinating multi-step processes involving one or more users. During this process, you review the student's progress in the program, and implement a new IEP, if necessary.

To renew a student's special education enrollment and an IEP:

1. Log on to the Special Education view.
2. Click the IEP tab.
3. On the Options menu, click Renew IEP. Step 1 of the IEP Renewal wizard a sequence of dialog boxes which walk a user through a potentially complex task, such as the Build Study Locations wizard appears.
4. At the Workflow field, select one of the following:
   • IEP Reevaluation
   • IEP Review

5. At the Date field, type the date, or click to select the IEP renewal date.
6. At the Student field, click and select the student to renew, and click OK.
7. Click Next. Step 2 of the IEP Renewal wizard appears.
8. To select the case manager, or person responsible for the renewal of the student, begin typing the name and select the one you want, or click to make a selection from a pick list.
9. Select the Copy current IEP checkbox if you want to copy the student’s current IEP. The system copies the current IEP into a new draft IEP, which you can edit. If you do not select this checkbox, the draft IEP for the student is blank.
10. Click Next. Step 3 of the IEP Renewal wizard appears.

    Note: A student can only have one active IEP and one draft IEP. If you do not complete the wizard, review all the IEPs listed for the student.

11. Confirm the information, and do one of the following:
    • Click Previous to fix any errors.
    • Click Finish to renew the student.

12. Click the Workflows side-tab to complete the renewal workflow you generated.

    Note: If a student is found no longer eligible on a Re-evaluation workflow, the system changes the status of the active IEP to Previous, and changes the status of the draft IEP to Discarded.