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User Guide

Step-by-step instructions for the most common tasks

Starting a new type of service


Jill had an addendum IEP on 1/31/2011 which added OT services 30 x 1 weekly.
The service ends at the next annual IEP on 6/10/2011.


Assuming all existing services are configured properly, a new service needs to be created for the OT service. This new service starts on 1/31/2011 and ends on 6/10/2011.


1. Click on Add a New Service at the top of Jill's student report

2. Fill in the service details and pay particular attention to the start date (1/31/2011)

3. Verify the service update

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