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:- 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.
- Enter the date of the revision.
- Click add Participant, and provide details about the team involved in amending the document.
- List which sections are being updated.
- Make the necessary changes in the document to reflect the amendment section.
- If you are updating a student's related 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 related service section with updated information and change the end date in the existing related service section.
- 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they will retain access after a document has been completed, but once an amendment is created, their access will be outdated.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.