Tutorial: Add Other Services for IFSP Meetings

Use this tutorial to add other services for IFSP meeting on the IFSP Meetings page.

Complete the following steps to perform this tutorial:

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.

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

View the selected meeting date and status in the IFSP Meetings section heading.
Use the function buttons to manage the IFSP meeting:

Click Cancel Meeting to cancel a scheduled IFSP team meeting.

Click Reschedule Meeting to reschedule a scheduled IFSP team meeting.

Click Household Worksheet to display the Household Date Worksheet in PDF format.

Click Print IFSP to display the Individualized Family Service Plan in PDF format for finalized meetings.

Click Finalize IFSP to finalize an on-going IFSP team meeting.

Click Delete Meeting to delete a scheduled IFSP team meeting.

Click Schedule Meeting to schedule a tentative IFSP team meeting.

Click the Other Services link. The page refreshes and displays the Other Services table.

IFSP Meetings page (other services default view)

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.

Click the Add button. The page refreshes and displays additional fields for entry below the page.

IFSP Meetings page (add other services view)

Enter the service details:

In Service Description, enter additional descriptive information.

In Start Date, enter the date on which the activity begins. When updating detailed information, the start date may be disabled. For more information about entering dates, see the Calendar Controls topic.

In End Date, enter the date on which the activity is completed. For more information about entering dates, see the Calendar Controls topic.

In Funding Source, enter the source of funding for the activity.

In Person Responsible, enter the first and last name of the responsible party.

In Provider, enter the name of the service provider.

In Comments, enter additional comments or details. At least one character must be entered, and up to 1000 can be entered 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.

Click the Save button. The page refreshes and displays the new information in the Other Services table.

Version 1.6