Close Record

To close a record, select the Close Record link on the IEP Table of Contents page or from the navigation drop-down list in the section title located on each of the IEP page.

1.  Enter the Case Manager/Service Coordinator name.
 

2.  Check the meeting dates that contributed to the development of the IEP.
 

3.  Enter the IEP Annual Review Date.  This is not the projected date but rather the date of the current annual review.  The Projected Annual Review is auto-populated to reflect one year minus a day in the future of the IEP Annual Review Date.
 

4.  The Most Recent Evaluation Date is populated from the Date of Initial Evaluation on the Initial Eligibility page of the IEP or the Evaluation Date on the Continued Eligibility page.  The Projected Evaluation Date is auto-populated to reflect three years minus a day in the future of the Most Recent Evaluation Date.

5.  The IEP Team Meeting Date is the actual date of the IEP team meeting.
If the document is an Amendment, an Amendment Date field will be present.  Enter the date of the IEP team meeting when the amendment was created or the date an amendment occurred without an IEP team meeting.
 

Note:  A form is available to document changes made to the IEP without an IEP team meeting.  See Amendment/Modification to Current IEP without an IEP Team Meeting in the FORMS section of Student Compass.

Note:  When completing "Close Meeting", a list of all meetings associated with this student's case will be displayed. When closing the IEP, select any or all of the meetings date(s) to be included in this closed IEP. Selecting these meeting dates will also pull those meeting attendees into Assign Team Members for inclusion on the “IEP Participants” list of the printed IEP.

Once the IEP is finalized and approved by the IEP Team, select the Close link at the bottom of the screen.  Closing an IEP automatically begins an additional audit of the IEP.  The Close Record compliance audit may find additional errors not found during the Audit IEP function.  Make all necessary corrections to successfully close the IEP for data reporting to the Special Services Information System (SSIS) at MSDE.