Closing Interventions, Progress Monitors & Plans- End of Year Protocol
ALL Interventions Must be Closed out at the end of each year. This should include an end date, an outcome and specific details in the Narrative section of the Outcome Tab of the Intervention.
1. You will begin this task by clicking on the “Group Interventions” link from the EdHub homepage.
2. This will then direct you to your group interventions within the RTI tab.
3. Identify the group intervention you want to close and click on the “Select Action” drop down for that group.
4. Then select “Close Group.”
5. Now you will complete the table to complete the entries from the outcome tab of the intervention. You can tab from field to field. The only required fields to close an intervention are: end date & outcome.
Note: There are optional fields you can complete if you desire but they are not required to close an intervention.
6. Make sure to select SAVE before exiting.
CLOSING OUT INDIVIDUAL INTERVENTIONS:
From the EdHub homepage click on the RTI tab, then Interventions.
From the list of students with interventions find the student you want to close the intervention for and on the Action drop down tab select, Edit Intervention.
Click on the Outcome tab of the Intervention
Then enter the end date of the intervention
Enter the outcome of the intervention and select SAVE.
CLOSING OUT GROUP PROGRESS MONITORS
ALL Progress Monitors Should be Closed out at the end of each year; this will ensure that they will not show up on next year’s case load. This should include an end date, an outcome and specific details in the Reason section of the Outcome Tab in the Progress Monitor.
From the EdHub homepage click on Group Progress Monitors
Find the group you want to close the group progress monitor for and click on the Action drop down tab.
Then select Close PM Group
Complete the Group Progress Monitor table to close each progress monitor. You must have an end date & and outcome to close, then select SAVE.
To close an individual progress monitor:
Click on the RTI tab from the EdHub homepage.
Then click on Progress Monitors
Find the student with the progress monitor that is ready to be closed and click on the Action drop down tab
Select Close Progress Monitor
Then you will need to complete the end date & outcome and select SAVE.
IEP and 504 Plans are generally kept OPEN until a student exits the services.
They are simply passed to the next Case Worker through the Team Box. This may have to be done by a district level person, such as SPED Director or Coordinator. Districts can decide how they want to handle 504’s, gifted, and other types of plans. We have some districts closing them each year, while some keep them open and simply pass them on to the next Case Worker. This is up to you. Teachers need to know they will only be able to access their current rosters of students.
All Mileposts or Individualized Learning Plans need to be closed at the end of the year with an Outcome and Recommendation entered in the plan. This step should take place after all interventions and progress monitors have been closed within the plan.
Once in a Mileposts Plan, you will notice at the top there is an option to Close Plan and Enter the Final Outcome, click on that link.
Once in the Close Plan/Outcome tab you will enter the outcome, recommendation, end date, notes and save the documentation to close the plan.
Note: Only the creator of the plan can close the plan. You also do have the ability to modify the outcome or remove the outcome if this occurrence became necessary.
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