If you need to make a significant change to a plan document, you may need to create a formal amendment.
In the past, you may have used the term “Brief” which is a similar process requiring other documentation. However, with an amendment, changes are all summarized directly within the document which makes it easier for parents/guardians and staff to understand and follow.
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 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.
- Typically there is not a meeting for an amendment unless the district requires one.
- Enter the date of the amendment 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 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.
- If you do have a meeting for the amendment, in Section 15, 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they will retain access after a document has been completed, but once an amendment is created, their access will be outdated.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.
Revise a document: If you are making a change to an IEP that changes the student's eligibility status, changes their placement, or is related to a manifestation determination, you would make a revision, which requires a meeting.
Incomplete a document: 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.