The Amendment section allows for changes, and records those changes, on a previously validated and submitted official IEP.
An IEP that was already submitted can only be changed by clicking the Amend IEP button. This copies the data and creates an "new" Amended IEP with a new create date.
It will show in the IEP List as "Amended-Draft" prior to submission, or "Amended-Official" after submission.
Navigation
IEP > IEP List > (choose IEP) > Amend IEP
Process
Click the Amend IEP button to begin a new amendment.
This will immediately change the currently viewed IEP to a "new" Amended IEP.
The amended IEP will show in the IEP List as "Amended-Draft" or "Amended-Submitted".
The Amend IEP button will disappear, and the Check Out and Submit buttons will appear.
A new Amendment option will appear in the IEP Section dropdown.
Edits can now be made to this Amended IEP. The process will vary depending on what particular section is being edited. See the Amend IEP dropdown in Visual Guides, below.
When finished editing, navigate to the Amendment option in the IEP Section dropdown.
This will show the Amendment table with all the sections that were edited, and the following columns:
Parent Contact Method
IEP Section/Page Amended
Explanation
Date
Click the Check Out button to edit the "Parent Contact Method" and "Explanation" fields.
Click the Save button when finished, then Check In.
The Amended IEP can be seen in the IEP List.
Click the Amend IEP button.
The static links will change to Check Out and Submit.
An Amendment section will be automatically added to the IEP Section dropdown.
There will be no changes shown in the Amendment section until changes are made within another IEP section
For this example, we will change an item in Transition Services.
Click the Check Out button to edit the section.
In the Transition Services subsection, click the pencil icon to edit the Method of Student Invitation text field. This produces the Method of Student Invitation popup.
Enter the desired text into the text field, and click the Save button.
The changes populate in the narrative field.
At the bottom of the page, click the Save button.
Click the Check In button to lock the IEP.
This use of the Transition Services section was just an example. The process will vary depending on what section is being edited.
Use the IEP Section dropdown to navigate back to the Amendment section, where the section that was edited, plus a timestamp, can now be seen under the "IEP Section/Page Amended" and "Date" columns.
Changes here to the Parent Contact Method and the Explanation text field can be made by clicking Check Out, entering the data, clicking the Save button to commit the data, and then the Check In button to lock the IEP.
The IEP will show as "Amended-Draft" in the IEP List until it is validated and submitted.
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