Once the 504 event has been initiated, the selected event will open.
Navigation Menu - Down the left of the screen are all the steps (forms) for the event. Required steps are indicated by a red asterisk.
1. Click on the desired step to open the associated form.
2. Click on the arrow to collapse or expand the steps list.
Navigation tools display at the top to facilitate movement from one step (form) to another, to save and validate the current form, to print the form, and to return to the student’s event screen.
3. Click Previous Step to go back to the previous form.
4. Click Next Step to move forward to the next step displayed in the navigation menu.
5. Click Notes to type notes that are important to the event that is open.
The Notes icon turns blue when there are notes present on the selected event instance. Notes cannot be printed.
6. Click Save & Validate to save the entered data and to validate that all required fields on the step (form) have been completed.
Clicking Save & Validate before completing all required fields saves the entered data as a draft. A pop-up message will display. Click Yes to save a draft.
7. When the "Override Mark as Complete" system permission is enabled for the profile in User Profile Permissions, the Mark as Complete button is available. When clicked, it marks the step as complete and saves the step, even when all the step requirements have not been completed.
8. Click Print to print the current step (form) or any step in the process. Forms print with a DRAFT watermark until ready to be finalized, unless the watermark is deselected on the print screen. See Printing an Event for more information.
9. Click History to see the history of changes made to a form. See Viewing Form History for more information.
10. Click Return to Manage Student to return to the Manage Student event screen.
As required steps are saved and validated, the progress bar will update to show the percentage completed.
Completed required steps will display a green check mark as they are saved and validated.
The 504 Referral is intended for a teacher or other school staff member to complete. It may be completed on behalf of a parent who has requested a 504 plan for their student.
1. Complete all the required fields of the form that are highlighted in red.
2. Click Save & Validate.
If needed, users can add additional forms to the event. Some supplement forms do not contain fields for the user to complete.
1. Select the form to add as a supplement and click Add this form.
The selected form is added to the table.
2. Click the Edit link.
3. Complete the form and click Save & Validate when finished.
4. Click Return to Focus.
A green check mark will display in the Complete column of the table once all required fields of the form are completed. The Last Saved column will populate with the date and time the form was last saved.
5. To delete a supplement, click Delete.
The number of supplemental forms added to the student's event will display in parentheses next to the Supplement step on the steps menu.
If needed, document any meeting minutes. Meeting minutes may include information on the interventions being used with the student.
1. Enter the Date of the meeting.
2. Enter who the minutes are being Documented By.
3. Enter the Meeting Minutes. There must be a minimum of 3 words in the text box in order to save.
4. Click Save. Users can add to the text field after clicking Save if it is during the same day.
5. The Add Minutes button is used if there is an additional meeting on a different date for the event. Clicking the button adds an additional meeting minutes form to the screen. The Add Minutes button should not be clicked to add additional minutes to a meeting already in progress or for a meeting on the same date.
Uploads can be used to add documentation to the event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parentheses on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
1. Select the Date Provided.
2. Select the Meeting Type.
3. Enter the meeting information, including the Date, Time, and Location. The Campus will auto-populate but can be edited as needed.
4. At the bottom of page 1, enter the contact to whom the parent should return the form, and the contact's phone number.
The meeting information will copy over to page 2 of the form. This is the parent's copy of the form.
5. After completing the form, click Save & Validate.
1. Complete all required fields of the 504 Notice of Rights for Disabled Students form, which include the Date and a contact person/role for parents with questions about their rights.
2. On page 2 for number 12, enter the district contact information for requesting a due process hearing.
3. Click Save & Validate when finished.
Uploads can be used to add documentation to an event, such as the signed meeting notice. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parentheses on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
1. Select the Date Sent/Mailed.
2. Enter the reason for requesting evaluation.
3. Select the person/role for the parent to contact in the event they wish an explanation of their rights.
The information from page 1 copies to page 2, which the parent can keep.
4. After completing the form, click Save & Validate.
1. Select the Date.
2. Select the contact person and enter the contact details.
3. Enter the district contact information for a due process hearing.
4. After completing the form, click Save & Validate.
If needed, users can add additional forms to the event. Some supplement forms do not contain fields for the user to complete.
1. Select the form to add as a supplement and click Add this form.
The selected form is added to the table.
2. Click the Edit link.
3. Complete the form and click Save & Validate when finished.
4. Click Return to Focus.
A green check mark will display in the Complete column of the table once all required fields of the form are completed. The Last Saved column will populate with the date and time the form was last saved.
5. To delete a supplement, click Delete.
The number of supplemental forms added to the student's event will display in parentheses next to the Supplement step on the steps menu.
Uploads can be used to add documentation to an event, such as the signed meeting notice. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parentheses on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
1. To print the consent form, click Print at the top of the screen.
2. Select Disable Watermark if you are printing the form for the parents.
3. Deselect the steps you do not want to print.
4. Click Preview.
5. Click Print Form and follow your printer's prompts.
6. Click Return to Focus when finished.
Once the signed forms are received, the event can be locked.
The student’s 504 Eligible field in the demographic record will be updated upon locking this event.
1. Select the Date.
2. Select the Evaluation Type. This will limit the options in the Section 504 Committee's Decision section.
3. Complete all required skills on pages 1 - 3.
Section 4A is only enabled when "Periodic Re-Evaluation" is selected as the Evaluation Type.
4. Complete the Section 504 Committe's Decision section. Options are enabled based on the Evaluation Type.
5. Click Save & Validate when finished.
If needed, users can add additional forms to the event. Some supplement forms do not contain fields for the user to complete.
1. Select the form to add as a supplement and click Add this form.
The selected form is added to the table.
2. Click the Edit link.
3. Complete the form and click Save & Validate when finished.
4. Click Return to Focus.
A green check mark will display in the Complete column of the table once all required fields of the form are completed. The Last Saved column will populate with the date and time the form was last saved.
5. To delete a supplement, click Delete.
The number of supplemental forms added to the student's event will display in parentheses next to the Supplement step on the steps menu.
Participants can electronically sign the form to document their participation.
1. Select Yes or No at the top of the form.
2. Click Click to Sign to electronically sign the form, then enter the Position/Title and Date.
Document any meeting minutes.
1. Enter the Date of the meeting.
2. Enter who the minutes are being Documented By.
3. Enter the Meeting Minutes. There must be a minimum of 3 words in the text box in order to save.
4. Click Save. Users can add to the text field after clicking Save if it is during the same day.
5. The Add Minutes button is used if there is an additional meeting on a different date for the event. Clicking the button adds an additional meeting minutes form to the screen. The Add Minutes button should not be clicked to add additional minutes to a meeting already in progress or for a meeting on the same date.
Uploads can be used to add documentation to an event, such as the signed 504 Meeting Participants form. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parentheses on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
1. To print the form(s), click Print at the top of the screen.
2. Select Disable Watermark if needed.
3. Deselect the steps you do not want to print.
4. Click Preview.
5. Click Print Form and follow your printer's prompts.
6. Click Return to Focus when finished.
1. Select Today's Date, the Plan Effective Date, and the Type of Meeting generating this plan.
2. Enter the Physical/Mental Impairment that was documented on the Eligibility form.
3. If the impairment is temporary (no longer than 6 calendar months, including summer/holidays), select the Plan Beginning Date and Plan End Date.
4. In the two General Accommodations sections, determine if behavior supports are needed, the Subjects or Areas impacted by the disability, and include the person responsible for implementing and documenting the accommodation.
The selections for Major Life Activity (MLA) and Major Bodily Function (MBF) will be auto-selected on the second General Accommodations section (optional to use).
5. Select the Testing Accommodations on page 2 of the Accommodation Plan. Multiple selections can be made in each category. Only accommodations allowed on state assessments are available for selection. If applicable, select Assistive Devices and Unique Accommodations.
6. If needed, enter Other Testing Accommodations that may not be allowed on Statewide Assessments.
7. Click Save & Validate when finished.
If needed, use this form to document any behavioral, extracurricular, or afterschool supports that are needed.
If needed, users can add additional forms to the event. Some supplement forms do not contain fields for the user to complete.
1. Select the form to add as a supplement and click Add this form.
The selected form is added to the table.
2. Click the Edit link.
3. Complete the form and click Save & Validate when finished.
4. Click Return to Focus.
A green check mark will display in the Complete column of the table once all required fields of the form are completed. The Last Saved column will populate with the date and time the form was last saved.
5. To delete a supplement, click Delete.
The number of supplemental forms added to the student's event will display in parentheses next to the Supplement step on the steps menu.
Participants can electronically sign the form to document their participation.
1. Select Yes or No at the top of the form.
2. Click Click to Sign to electronically sign the form, then enter the Position/Title and Date.
Document the meeting minutes.
1. Enter the Date of the meeting.
2. Enter who the minutes are being Documented By.
3. Enter the Meeting Minutes. There must be a minimum of 3 words in the text box in order to save.
4. Click Save. Users can add to the text field after clicking Save if it is during the same day.
5. The Add Minutes button is used if there is an additional meeting on a different date for the event. Clicking the button adds an additional meeting minutes form to the screen. The Add Minutes button should not be clicked to add additional minutes to a meeting already in progress or for a meeting on the same date.
Uploads can be used to add documentation to an event, such as the signed 504 Meeting Participants form. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parentheses on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
1. To print the form(s), click Print at the top of the screen.
2. Select Disable Watermark if needed.
3. Deselect the steps you do not want to print.
4. Click Preview.
5. Click Print Form and follow your printer's prompts.
6. Click Return to Focus when finished.
The 504 Annual Review event may be used any time a review of a student’s eligibility for Section 504 occurs more frequently than the 3 year reevaluation. This form is similar in content to the Initial Evaluation/Periodic Re-evaluation and Eligibility Determination form.
1. Complete all the required fields highlighted in red.
2. Click Save & Validate.
If needed, users can add additional forms to the event. Some supplement forms do not contain fields for the user to complete.
1. Select the form to add as a supplement and click Add this form.
The selected form is added to the table.
2. Click the Edit link.
3. Complete the form and click Save & Validate when finished.
4. Click Return to Focus.
A green check mark will display in the Complete column of the table once all required fields of the form are completed. The Last Saved column will populate with the date and time the form was last saved.
5. To delete a supplement, click Delete.
The number of supplemental forms added to the student's event will display in parentheses next to the Supplement step on the steps menu.
Participants can electronically sign the form to document their participation.
1. Select Yes or No at the top of the form.
2. Click Click to Sign to electronically sign the form, then enter the Position/Title and Date.
Document the meeting minutes.
1. Enter the Date of the meeting.
2. Enter who the minutes are being Documented By.
3. Enter the Meeting Minutes. There must be a minimum of 3 words in the text box in order to save.
4. Click Save. Users can add to the text field after clicking Save if it is during the same day.
5. The Add Minutes button is used if there is an additional meeting on a different date for the event. Clicking the button adds an additional meeting minutes form to the screen. The Add Minutes button should not be clicked to add additional minutes to a meeting already in progress or for a meeting on the same date.
Uploads can be used to add documentation to an event, such as the signed 504 Meeting Participants form. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parentheses on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
1. To print the form(s), click Print at the top of the screen.
2. Select Disable Watermark if needed.
3. Deselect the steps you do not want to print.
4. Click Preview.
5. Click Print Form and follow your printer's prompts.
6. Click Return to Focus when finished.
While many users may be able to view this form, only district-specified profiles will have rights to initiating and editing this form. The 504 Meeting Notice is included as a step in this event, and therefore does not need to be initiated as a separate event.
1. Select the Date Provided.
2. Select the Meeting Type.
3. Enter the meeting information, including the Date, Time, and Location. The Campus will auto-populate but can be edited as needed.
4. At the bottom of page 1, enter the contact to whom the parent should return the form, and the contact's phone number.
The meeting information will copy over to page 2 of the form. This is the parent's copy of the form.
5. After completing the form, click Save & Validate.
The Notice of Rights for Disabled Students can be completed and printed with the meeting notice to send to the parent.
1. Select the Date.
2. Select the contact person and enter the contact details.
3. Enter the district contact information for a due process hearing.
4. After completing the form, click Save & Validate.
Complete all required fields of the Manifestation Determination. Click the Save & Validate when finished.
If needed, users can add additional forms to the event. Some supplement forms do not contain fields for the user to complete.
1. Select the form to add as a supplement and click Add this form.
The selected form is added to the table.
2. Click the Edit link.
3. Complete the form and click Save & Validate when finished.
4. Click Return to Focus.
A green check mark will display in the Complete column of the table once all required fields of the form are completed. The Last Saved column will populate with the date and time the form was last saved.
5. To delete a supplement, click Delete.
The number of supplemental forms added to the student's event will display in parentheses next to the Supplement step on the steps menu.
Participants can electronically sign the form to document their participation.
1. Select Yes or No at the top of the form.
2. Click Click to Sign to electronically sign the form, then enter the Position/Title and Date.
Document the meeting minutes.
1. Enter the Date of the meeting.
2. Enter who the minutes are being Documented By.
3. Enter the Meeting Minutes. There must be a minimum of 3 words in the text box in order to save.
4. Click Save. Users can add to the text field after clicking Save if it is during the same day.
5. The Add Minutes button is used if there is an additional meeting on a different date for the event. Clicking the button adds an additional meeting minutes form to the screen. The Add Minutes button should not be clicked to add additional minutes to a meeting already in progress or for a meeting on the same date.
Uploads can be used to add documentation to an event, such as the signed 504 Meeting Participants form. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parentheses on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
This event is to be initiated if there was a restraint used on the student. This is not a required event within the 504 program. This form is written in English and Spanish. The Tab key can be used to navigate through all the required fields.
This form contains Spanish translations for the fields and directions.
1. Complete the required fields, highlighted in red.
2. Click Save & Validate when finished.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parentheses on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
504 Termination of Services may be necessary in the event a 504 student has been found eligible for ESE services and the IEP will replace the 504 Accommodation Plan.
1. Complete the required fields, highlighted in red.
2. Click Save & Validate when finished.
The 504 Notice of Rights for Disabled Students can be completed, if needed.
1. Select the Date.
2. Select the contact person and enter the contact details.
3. Enter the district contact information for a due process hearing.
4. After completing the form, click Save & Validate.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parentheses on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
