Tutorial: Add Transition Information for an IFSP Meeting

Use this tutorial to add transition information for IFSP meetings 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 Transition link. The page refreshes and displays a Transition table.

IFSP Meetings page (transition default view)

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

IFSP Meetings page (transition 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.

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

IFSP Meetings page (add transition view)

Enter the transition details:

In Transition Topic, select the transition issue from the drop-down list.

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

In Transition Activities, enter the activities that fulfill the transition topic.

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.

View the transition steps displayed in the Transition Steps section.

IFSP Meetings page (transition steps view) for Coordinator/District roles

IFSP Meetings page (transition steps view) for Provider/State roles

View the local school system invitation information displayed in the Local School System Invitation section.

IFSP Meetings page (local school system invitation default view) for Coordinator/District roles

IFSP Meetings page (local school system invitation default view) for Provider/State roles

View the other programs and services displayed in the Other Programs and Services section.

IFSP Meetings page (other programs and services default view) for Coordinator/District roles

IFSP Meetings page (other programs and services default view) for Provider/State roles

NOTE: Some of the information is displayed only for transition meetings. Transition meetings are identified in the Meeting Planner section on the IFSP Meetings page. For more information, see the Tutorial: Add an IFSP Meeting for a Child topic. Depending on your current permissions, this information may be updated.

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

Version 1.6