IEP Plus Procedures Assigning Case Managers – Case Managers are assigned in two locations in IEP Plus: Associated Staff maintained by the case manager – Placement Record created by the case manager at the annual IEP development and – updated/maintained by the building administrator/compliance specialist at the beginning of the year and as needed during the year through the Staff/Location Mass Replace Utility. Associated Staff This feature is located on the left side of the student summary screen and is intended to create a history of case managers/staff that work with each individual student. This link is updated by the case manager upon receiving word that the student has been assigned to him/her. You will notice as the year continues students will develop a record of case managers and related service providers that work with them. No staff member will be deleted from this record; rather an date” will be assigned when the student is no longer serviced by the selected “end staff member. Special education case managers are responsible for entering an Date” for the previous case manager, and “End for adding themselves with a new Date”. Case managers are NOT responsible for entering/editing any “Start information for related service providers. Related service providers are responsible for updating/editing their own information within the associated staff link. The Date” is defined as the last day that the student received services from the selected staff member. For “End most students, this will be the last day of the school year (i.e. 6/18/10). The Date” is the date that the “Start student is assigned a new case manager. This should coincide with the registration date for transfer students, the eligibility date for initials, and the first day of school (i.e. 9/7/10) for returning students. Instructions for editing the Associated Staff Link:
IEP Plus Procedures – Assigning Case Managers Case Managers are assigned in two locations in IEP Plus: Associated Staff – maintained by the case manager Placement Record – created by the case manager at the annual IEP development and updated/maintained by the building administrator/compliance specialist at the beginning of the year and as needed during the year through the Staff/Location Mass Replace Utility. Associated Staff This feature is located on the left side of the student summary screen and is intended to create a history of case managers/staff that work with each individual student. This link is updated by the case manager upon receiving word that the student has been assigned to him/her. You will notice as the year continues students will develop a record of case managers and related service providers that work with them. No staff member will be deleted from this record; rather an “end date” will be assigned when the student is no longer serviced by the selected staff member. Special education case managers are responsible for entering an “End Date” for the previous case manager, and for adding themselves with a new “Start Date”. Case managers are NOT responsible for entering/editing any information for related service providers. Related service providers are responsible for updating/editing their own information within the associated staff link. The “End Date” is defined as the last day that the student received services from the selected staff member. For most students, this will be the last day of the school year (i.e. 6/18/10). The “Start Date” is the date that the student is assigned a new case manager. This should coincide with the registration date for transfer students, the eligibility date for initials, and the first day of school (i.e. 9/7/10) for returning students. Instructions for editing the Associated Staff Link:
IEP-Plus-Procedures-Assigning-Case-Managers.docx