Tutorial: Add a Child Outcome for IFSP Meetings

Use this tutorial to add a child outcome for IFSP meetings on the IFSP Meetings page.

Complete the following steps to perform this tutorial:

  1. Display the IFSP Meetings page.

IFSP Meetings page (default view)

IFSP Meetings page (default view) for Coordinator/District roles

IFSP Meetings page (default view) for Provider/State roles

NOTE:  This page contains collapsible data.  Sections can be collapsed by clicking the [-] beside the section heading.  Click the [+] to expand the section.

Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable.

  1. Double-click on a meeting in the IFSP Meetings table.  The page refreshes and displays detailed information below the table.

IFSP Meetings page (meeting planner view)

IFSP Meetings page (meeting planner view) for Coordinator/District roles

IFSP Meetings page (meeting planner view) for Provider/State roles

  1. View the selected meeting date and status in the IFSP Meetings section heading.

  2. Use the function buttons to manage the IFSP meeting:

  1. Click the Outcomes link.  The page refreshes and displays an Outcomes table.

IFSP Meetings page (outcomes default view)

IFSP Meetings page (outcomes default view) for Coordinator/District roles

IFSP Meetings page (outcomes default view) for Provider/State roles

NOTE:  Depending on the status of the selected meeting, the data displayed on the page may be read-only or unavailable.  Meetings with a status of On-going or Scheduled can be updated; however, some information populated from previous meetings is view-only.  Meetings with a status of Finalized are read-only and cannot be updated.  For meetings with a status of Tentative, Cancelled, or Rescheduled, this page is not available.

  1. Click the Add button.  The page refreshes to display additional fields for entry.

The radio button group indicates the type of outcome that can be added for the meeting.  The radio button group consists of the following radio buttons:

IFSP Meetings page (add child outcome view)

  1. Complete the following information as necessary:

  1. Add a strategy to the Strategies and Activities table by clicking the Add button.  At least one strategy is required to save the outcome.  The page refreshes to display an additional field for entry.

IFSP Meetings page (strategy/activity details or add view)

In Strategy/Activity, enter the strategy or activities that will be worked on to achieve the outcome.  This can include activities, people, and routines.  At least 1 character must be entered, and up to 2000 characters can be entered as necessary.

  1. Complete the following information in the Evaluation of Progress section as necessary:

NOTE:  Asterisks (*) indicate which fields are required on the page.  If required information is missing, an error message displays at the top of the page after saving the data.

  1. Click the Save button.  The page refreshes and displays the new information in the Outcomes table.