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.