Copy from Active IEP

The MD Online IEP system allows a user to quickly copy all current IEP data from the Active IEP when working on a new IEP (Next) or an IEP Amendment.

1.  Choose Next IEP.  Then select Copy From Active IEP from the Utilities section on Table of Contents or from the navigation drop-down list in the section title located on each of the IEP page.

2.  Select Start Copy to copy all information data fields from the Active IEP, except for LRE Decision Making and Placement Summary and Close information.

3.  For an Amendment IEP, choose Amendment.  Then select Copy From Active IEP from the Utilities section on Table of Contents or from the navigation drop-down list in the section title located on each of the IEP page.

Note:  When copying an active IEP for a Work on Next IEP, all text fields, check boxes and radio button choices will copy over into the draft of the IEP and all will be editable. The LRE Decision Making and Placement Summary screen will be blank to allow the IEP team to document decisions and update critical date fields. On the Close screen, the Case Manager/Service Coordinator field, the IEP Annual Review Date and the IEP Meeting Date will be blank when closing the record to assure the accuracy of the new IEP..

When copying an IEP to create an Amendment of that IEP, every text field, check box and radio button choice will copy over into the Amendment IEP and will be editable. Many of the date fields on the Close Record screen will not be editable as they reflect the dates of the original IEP development.

Tip:  When Copy from Active or copying to create an Amendment IEP, a pop up window will appear warning that the completion of the copy action will replace any data that may have been entered prior to initiating the Copy function.  It may be helpful to contact others who may have added information to the draft document before completing the Copy function.