How do I add/edit IEP periods?
Marisha avatar
Written by Marisha
Updated over a week ago

Click on a student's name on the Caseload page then click the Goals tab.

How to Add a New IEP Period
You can add a new period by entering the IEP End Date and clicking the "Add New IEP Period" button.

How to Edit an IEP Period
You can edit the IEP period by clicking the pencil icon (see screenshot below). Enter a new IEP Start Date and/or IEP End Date in the modal box.

You can now quickly pull up your student's Caseload profile when you're in a session in the Planner! Click on their hyperlinked name and a new tab will open where you can easily modify their IEP Period and goals.

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