If you need to make a significant change to a plan document, you may need to create a formal amendment.
Steps
Steps to make an amendment:- While in the document, the document owner can click on the lock icon and select Amend.
- At the bottom of the cover page, add a new Amendment section by clicking add Amendment/Revision.
- Indicate whether or not a meeting is being held for the amendment.
- Enter the date the amendment is taking place and provide the effective date.
- List which sections are being updated and provide a summary of the changes being made.
- Make the necessary changes in the document to reflect the amendment section.
- If you are updating a student's SDI services, make sure to change the service dates as necessary.
- Ex: If you are dropping a service, don't delete the existing service, but rather add a new SDI service section with updated information and change the end date in the existing SDI service section.
- If a meeting was held to amend the document, 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they will retain access after a document has been completed, but once an amendment is created, their access will be outdated.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.