Example Activities

• Case File Started: The first line of this form, captures when and by this student file was started.
• Change Case Manager: If the student is assigned to another case manager, a new activity records the date, new case manager's name and signature (logged by), and 'Case File Re-assigned' (activity).
• Start New Folder: Start a new folder in the student file. Append the '. The correspond to 'Child Identification', 'Referral for Evaluation', 'Initial Evaluation' or 'Re-Evaluation', 'Eligibility', 'IEP Meeting', 'IEP First', 'IEP Annual'.
• File Review: Append the .
• File Read: Append the role and reason for access of the file reader, eg., 'Parent accessing the file per IDEA', 'Teacher accessing IEP info', etc.
• Close File: When the file is deactivated, typically when student exits the program. Append the exit reason.