If you need to make a significant change to a plan document, you may need to create a formal amendment.
Steps
To amend a document:- As the document owner, click on the lock icon and select Amend.
- At the bottom of the cover page there is an Amendments/Revisions section. For every amendment that is made, add a new section by clicking add Amendment/Revision.
- Specify whether or not there is a meeting for the amendment/revision.
- Enter the date of the amendment/revision and the effective date.
- Click add Change, specify which section(s) will be updated, and summarize the change(s) being made.
- Make the necessary changes in the document.
- If you do have a meeting, in Section 5, add a new signatures section and have all meeting participants sign.
- Once the necessary edits have been made, re-mark the document complete.
- If the document was previously shared with the parent/guardian, they will retain access after a document has been completed, but once an amendment is created, their access will be outdated. You will need to re-share the document with them.
If you need to make a minor edit to a document that has already been completed, such as changing a date, you may reach out to an administrative user to mark your document incomplete. This will make it editable again, so you can update your document.