Formal Amendments

Formal amendments are only created on completed IEPs and Service Plans by each document owner or an administrative user.

If a correction is needed that DOES NOT require a formal amendment, mark the document incomplete. NOTE: Only administrative users are allowed to reset documents to incomplete in order to ensure administrative oversight.

1. Click into the completed plan document you wish to amend (eg IEP, 504, RTI plan, etc).
2. Click the lock icon in the toolbar and select Amend. This creates a formal amendment.
3. Summarize changes to be made on the document's cover page in the amendments/revisions table by adding a row.
4. Update the remainder of document to reflect these changes (eg add services, remove accommodations, etc).
5. Add a signature page to the end of the document if a meeting was held.
6. Re-mark this document complete.