Closing IEP and 504 Plans

Closing IEP and 504 Plans

IEP’s and 504 Plans are Generally Kept OPEN until a student exits the services.  They are simply passed to the next caseworker through the Plan Team section within the plan.  This may need to be completed by someone with school or district level access, such as a SPED Director or Coordinator. 

 

It is important to note that teachers will only have access to their current roster of students within Mileposts.  They cannot go back and look at students they had in prior years.  Those with school level or district level access can see all students.

 

To transition the Plan and add a new caseworker to the plan follow the below steps.

 

Enter the student e-file of the student containing the plan to transition.

 

Click on the student search link in the upper right hand corner. Enter the student name in the search field and then click the small arrow to search.

Click on the student name to enter their e-file.

  


Click on the Educational Support tab within the e-file.  Find the plan you want to transition and enter the plan by clicking on the Plan Name  (or School Year if you have made these annual plans).

 

 

Once in the plan, scroll down to the Plan Team section.  Note, you can remove team members from the plan by clicking on the small trash can icon in the Action column.  To add a new team member click on Add Team Member.

 

 

Choose the new team member, select their role - either Team Member or Plan Manager, enter the Start Date for this team member and then click Save.

 


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