Managing a 504 Student

View 504 History

The View 504 History button is accessed by clicking on the student’s status from the 504 Dashboard.

The View 504 History button will present a list of all meetings for the student. By clicking on any of the meetings you will see all questions and input forms presented during the selected meeting. The Print button also allows the individual meeting to be printed. The Print All button allows all meetings in list to be printed.

Print 504 Accommodation

The Print 504 Accommodations button is accessed by clicking on the student’s status from the 504 Dashboard.

When the Print 504 Accommodations button is clicked, the document is created as a PDF document. Print or save the document as you would any PDF document.

Addendum to Initial Eligibility Meeting (with Meeting and No Meeting)

Changes to any to any portions of the Initial Eligibility Meeting may be changed using the Addendum to the Initial Eligibility Meeting option under the New Meeting button. You have the option of creating an Addendum to the Initial Eligibility Meeting with a Meeting OR with No Meeting.

The Addendum to the Initial Eligibility Meeting with a Meeting will require you to create a meeting and add participants with the ability to send documents. When you select the Addendum to the Initial Eligibility Meeting you are presented with the following warning. The status will be changed to Pending Initial Eligibility Addendum Meeting and remain until the meeting is complete. When you click the Start Addendum to Initial Eligibility Meeting button you are presented with the screens to create the meeting, add participants, and send documents. The previous meeting answers will then be displayed and auto-filled.

The Addendum to the Initial Eligibility Meeting – No Meeting skips the steps for creating a meeting and presents the previous meeting answers auto-filled. When you select the Addendum to the Initial Eligibility Meeting (No Meeting) you are presented with the following warning. The status is changed to ‘Pending Initial Eligibility Addendum Meeting’ and will remain until the meeting is complete. The meeting date is set to the last meeting, and you are the only participant, therefore the only signature that will be collected. Click the Start Addendum to Initial Eligibility Meeting button.

In this example we are doing an addendum with no meeting. You are presented with all available Eligibility data sources. Those selected as part of the Initial Eligibility meeting will be in green. The Meeting Minutes button is also available on every page for you to input minutes.

The tool will take your though every data source selected. Response to any question may be adjusted for this addendum. The Relevant History page will be helpful as a reference to the previous responses, as changes are made within this addendum.

Click Next to proceed through each page, making changes as needed and inputting Meeting Minutes.

The review page will display, allowing you to Finalize Meeting & Start Plan Process.

The Accommodations are then displayed allowing changes to Plan dates, Classroom Accommodations, Testing Accommodations and Comments. Once complete, collect signature(s) and click Finish.

You are returned to the Plan Detail page where you will see current plan.

New Re-evaluation Meeting

A student’s 504 eligibility should be reevaluated periodically to ensure there have been no changes to the students impairment or disability. From the New Meeting button, select the New Re-evaluation Meeting option.

You will receive a warning that the student’s status will change to “Pending Re-Evaluation Meeting” until the meeting is complete. Click Start Re-Evaluation button.

You will be prompted to set a Date, Time and Location of this meeting as well as add participants to the meeting. As with other meetings the participants are divided into parent/guardian/student, Primary Teachers, Secondary Teachers, Other Staff, and Non-Campus people.

Once participants are selected click Save & Continue.

You are then presented with the options to send invitations and documents to parents and staff. In our example, we have scheduled the meeting for Today, so I must enter a Custom Due Date = Today for the parents and staff to be able to access the document links.

Parent Input Forms (Re-evaluation)

If you sent parents/guardians/students any documents, they will receive an email with a link.

When the parent clicks on the link, they must enter their child’s date of birth, as a security feature to ensure the email went to the correct person.

Based on what documents were sent to the parent, they have a progress bar across the top showing how many documents require their signature. Since each document may be sent individually, each require an individual electronic signature.

If an invitation was sent to the parent, they will see a document outlining the date, time, location, and meeting invitees. They must respond with one of the responses of “Do you plan to Attend?” This document requires the parents electronic signature, type legal name, date, and checkbox acknowledging agreement to electronic signature.

If the parent was sent an input form, they must complete each question, sign electronically, date, type legal name, and check box to acknowledge they agree with electronic form.

As with all Parent documents, the final page is a recap of all documents/forms parent has signed. They may use the Printer icon to print these documents as hard-copies or save them as PDF documents. They then may exit out of the document.

Teacher/Staff Input Forms (Re-Evaluation)

A student’s 504 eligibility should be reevaluated periodically to ensure there have been no changes to the students impairment or disability. When teachers or other staff are invited to a Re-Evaluation meeting or sent input forms, they receive an email instructing them to log into Infinite Campus and go to the 504 Staff Dashboard. The email contains a due date based on what was entered in the Custom Due Date field.

Once logged into the Infinite Campus 504 Staff Dashboard, the student will be on the dashboard with a status of Input Required.

When the status is clicked, if the staff member was sent an invitation, it will appear along with the input forms, if any, they were sent.

Note: Invitation, Brief Staff Input, and Comprehensive Staff Input may each be sent independent of each other.

All questions must be answered before the system will allow the user to Save the input.

Once a teacher has completed the input requested, their dashboard will display the student’s status as Pending Decision. The View Plan link will allow the teacher to see the current 504 Plan.

The Meeting Details page will continue to update as invitations and documents are completed. At the top right corner is a Meeting Options button that allows a meeting to Rescheduled or Cancelled (see Index for these instructions).

Draft Meeting (Re-Evaluation)

You also have the option to input a Draft Meeting prior to start the meeting. The detailed documentation for this functionality may be reviewed under Draft Meeting (Initial Eligibility).

Draft Plan (Re-Evaluation)

You also have the option to input a Draft Plan prior to starting the meeting. The detailed documentation for this functionality may be reviewed under Draft Plan (Initial Eligibility).

Start Meeting (Re-Evaluation)

When you are ready to start the meeting, click the 'Start Re-Evaluation Meeting' button in the top right corner of the Meeting Detail page.

You will be reminded that any links sent to parents and staff will be deactivated once the meeting starts. When you click OK, the student’s status is changed to Pending Re-Evaluation Meeting.

Select the Meeting Attendees using the Select All button to add all previously identified participants. If a guardian/staff confirmed their attendance, they will be pre-loaded as a meeting attendee. Be sure to include all participants in attendance, both physically and virtually.

Meeting date and Time are preloaded, but may be adjusted as needed. Click Next.

Note: Only people identified as a meeting participant will be able to electronically sign meeting documents.

If you created a Draft Meeting, the selections made within the draft are displayed. Data source selections may be changed at this time from what was originally selected within the draft and responses to all meeting questions entered within the draft may be changed as well.

In this example, no Draft Meeting was created. At least one data source must be selected. If a Parent/Student input is available, you will see a quantity indicator, and by hovering over this box it will show you the name of the Parent/Student that completed the form. Same is true for the Teacher/Admin Input. To see the input from either of these they must be selected as a data source. Select the desired data sources and click Next to continue through the questions.

Note: The pages presented in this documentation are examples only and will change based on what data sources are selected.

Meeting minutes can be accessed at any time during the meeting by clicking the blue "Meeting Minutes" button in the top right of the screen.

The Next button acts as a Save, so the current page will not be saved if you go Back to meeting or Back to Dashboard. If you click Next without responding to required questions on the current page you will receive an error message.

When you click Next you will be presented with the Impairment detail page. The questions gather the information about the impairment and will always be presented first prior to any selected Data Source questions. The last question on the Impairments details is whether the impairment is transitory and minor. If you answer ‘No’ you will click Next and continue to the series of Data Source questions. If you answer ‘Yes’ you must enter the projected end date for the impairment.

As you continue to click Next through the pages, the progress bar will display what step you are on. Users can move between steps using the Progress bar of by clicking the ‘Next’ button at the bottom of the page. By hovering over the progress bar, you will see each selected Data Source. The yellow steps shows the user where they are in the progress. The green steps shows the user the steps that are completed. The grey steps shows the user steps that are incomplete. If you add or remove a Data Source, the progress bar will reflect this change.

In this example we selected the Parent input as a data source.

The Teacher Input was also selected as a data source.

The final page is the decision portion of the Eligibility Meeting. You must complete all questions before going to this page. These questions detail whether the documentation establishes that the student meets Section 504 eligibility criteria. You must respond with a ‘Yes’ to both of the first two questions in order to have the option of making this student 504 eligible.

Note: The Major Life Activity is auto-filled from initial eligibility meeting.

Be sure to type any Meeting Minutes in the text box. Closing the Meeting Minutes screen automatically saves any minutes entered. If Meeting Minutes are set as required in 504 Settings with a character limit, an error will be displayed and you will not be able to continue to the Plan portion of the meeting without satisfying requirement defined in Settings.

The Print Meeting Summary button allows user to print Eligibility responses for this meeting.

Click Finalize Meeting & Start Plan Process to continue.

When the Plan page is displayed, it will be auto-filled with the current accommodations. Make any changes as needed. Proceed with signatures to finalize. Click the Finish button.

Use the Plan History button to ensure all current accommodations are accurately listed.

Addendum to the Re-Evaluation Meeting (with Meeting and No Meeting)

Changes to any to any portions of the Re-Evaluation Meeting may be changed using the Addendum to the Re-Evaluation Meeting option under the New Meeting button. You have the option of creating an Addendum to the Re-Evaluation Meeting with a Meeting OR with No Meeting.

The Addendum to the Re-Evaluation Meeting with a Meeting will require you to create a meeting and add participants with the ability to send documents. When you select the Addendum to the Re-Evaluation Meeting you are presented with the following warning. The status will be changed to Pending Re-Evaluation Addendum Meeting and remain until the meeting is complete. When you click the Start Addendum you are presented with the screens to create the meeting, add participants, and send documents. The previous meeting answers will then be displayed and auto-filled.

The Addendum to the Re-Evaluation Meeting – No Meeting skips the steps for creating a meeting and presents the previous meeting answers auto-filled. When you select the Addendum to the Re-Evaluation Meeting (No Meeting) you are presented with the following warning. The status will be changed to Pending Re-Evaluation Addendum Meeting and remain until the meeting is complete. The meeting date is set to the last meeting, and you are the only participant, therefore the only signature that will be collected. Click the Start Addendum button.

In this example we are doing an addendum with no meeting. You are presented with the data sources available for the Re-Evaluation Meeting. Those selected during the previous Re-Evaluation meeting will be in green. The Meeting Minutes button is also available on every page for you to input minutes.
You may select additional data sources or de-select those that are auto-filled. Click Next to continue.

The Impairment Details questions will appear, along with the Progress bar at the top. The answers are auto-filled from the previous Re-Evaluation meeting, but may be adjusted as needed. The Relevant History button is also available as a reminder of the responses during the previous Re-evaluation meeting.

Click Next to continue through all of the remaining selected data sources. Any of the responses to questions may be adjusted as needed.
Note that even though we selected the Parent/Guardian Input and the Teacher/Staff input as data sources, no input forms are available for addendum meetings. You are able to reference them, however, using the Relevant History button.

Using the Relevant History button you can see how teachers responded during the Re-Evaluation Meeting.

On the Decision page, you may change any of the auto-filled questions as needed.

When you click Next on the Decision page you are presented with the Re-Evaluation Addendum summary page. Be sure minutes have been entered for this meeting. If you have 504 Settings requiring meeting minutes, and there are no minutes entered, you will receive an error message. Click Finalize Meeting & Start Plan Process button to continue.

On the Accommodations page, make any changes as needed to Plan start/end dates, Classroom Accommodations, Test Accommodations, and Plan Comments as needed.
Since it was a non-meeting Addendum, the person editing the Addendum needs to sign and click the Finish button.

The View 504 History button will show every meeting that has occurred for the student. By selecting the meeting on the left, you are presented with the details of that meeting and the ability to print a single meeting or all meetings.

New Annual Review

An Annual Review can be scheduled by clicking on the New Meeting tab from the Plan Details page, and selecting New Annual Review.

A warning message is displayed letting you know that the status will be changed to Pending Annual Meeting until the meeting is complete. Click the Start Annual Review button.

The Create a Meeting page will appear. Enter the Date, Time, and Location of meeting. Select the parents/student you wish to invite as well as any staff members and teachers. Click Save & Continue.

On the Meeting Detail page parent documents may be printed using the Print button or emailed individually or in one email (by selecting all of them at one time). If the parent forms have been translated into any languages other than English, a language selection drop down is available. This page also provides options to send an invitation, a brief input form, and a comprehensive input form to staff/teachers.

Note: The Staff Input form may be sent as just the Brief OR just the Comprehensive OR both together.
The Custom Due Date controls the due date communicated on the documents as well as when the links are disabled.
Note: If meeting is scheduled for Today, be sure to enter a Custom Due Date = today to keep the links active until midnight tonight.

Parent Input Forms (Annual Review)

If the parent was sent any forms, they receive an email with a link.

When they click this link they are presented with a small security feature where they must enter their child’s date of birth before they can continue.

Based on what documents were sent to the parent, they have a progress bar across the top showing how many documents require their signature. Since each document may be sent individually, each require an individual electronic signature.

If an invitation was sent to the parent, they will see a document outlining the date, time, location, and meeting invitees. They must respond with one of the responses of “Do you plan to Attend?” This document requires the parents electronic signature, type legal name, date, and checkbox acknowledging agreement to electronic signature.

If an input form was sent to the parent, they will see a document showing several questions (customizable by district). They must respond to each question or enter a N/A. This document requires the parents electronic signature, type legal name, date, and checkbox acknowledging agreement to electronic signature.

As with all Parent documents, the final page is a recap of all documents/forms parent has signed. They may use the Printer icon to print these documents as hard-copies or save them as PDF documents. They then may exit out of the document.

Teacher/Staff Input (Annual Review)

If teachers were sent any documents, they will receive an email instructing them to log into Infinite Campus and navigate to their 504 Staff Dashboard.

When the teacher goes to their 504 Staff Dashboard, they will see the student’s name with a status of Input Required.

When they click on the Status, they will be presented with the forms sent to them. If an invitation was sent, it will be shown at the top allowing them to respond to whether they will attend the meeting. If they were sent the Brief Input it will be presented on the same page with the Scale questions and Yes/No questions (input forms are customizable by district). If they also received the Comprehensive Input form it will be at the bottom of the page. All responses are required. When they have responded to all questions, they will click the SAVE button to return to their dashboard.

The student’s status on the 504 Staff Dashboard is Pending Decision, however the teacher may click the View Plan link to view the students’ current accommodations.

Draft Meeting (Annual Review)

The Annual Meeting has the option of inputting a Draft Plan prior to starting the meeting. From the Meeting Details page, click the Draft Plan button.

If input forms were received from Parents and/or Staff, the Data Source page will indicate how many responses were received and if you hover over the box it will show the responder’s name. To view the responses, they must be selected as a data source.

The parent responses will display, if selected as a data source, with questions concerning their input.

The staff/teacher input will display, if selected as a data source, with questions concerning their input.

The next page displays the student’s current accommodation plan details. Any of this may be changed or added to. A test that is no longer valid will not auto fill onto the page.
The Print Draft 504 Plan is available to print a copy of the proposed draft to share with parents and staff as needed.
Use the Plan History button to see historical accommodations.

Plan History Example.

Click the Back to Meeting button to save changes and return to Meeting Detail page. This page provides up to date status of invitations and documents. The Add Participants button will allow you to add additional participants to the meeting. This page also allows you to send documents to additional staff. The Meeting Options button provides an option to Reschedule the Meeting or Cancel the Meeting (see Index for these instructions)

Start Meeting (Annual Review)

When you are ready to start the Annual Review Meeting, click the Start Annual Meeting button from the meeting page.

You will receive a reminder that all links will be disabled once this meeting starts. Click OK.

When the Meeting Attendees and meeting date/time appear, use the Select All button and adjust meeting attendees as needed. Be sure any parents or staff attending virtually are also selected as meeting attendees.
Note: A person will not have the option to sign meeting documents unless they are selected as a meeting attendee.
Click Next to continue.

If you created a Draft Meeting, the selections made within the draft are displayed. Data source selections may be changed at this time from what was originally selected within the draft and responses to all meeting questions entered within the draft may be changed as well.
If a Parent/Student input is available, you will see a quantity indicator, and by hovering over this box it will show you the name of the Parent/Student that completed the form. Same is true for the Teacher/Admin Input. To see the input from either of these they must be selected as a data source. Select the desired data sources and click Next to continue through the questions.
Note: The pages presented in this documentation are examples only and will change based on what data sources are selected.

Meeting minutes can be accessed at any time during the meeting by clicking the blue "Meeting Minutes" button in the top right of the screen.

If you received Parent Input and selected this as a Data Source, you will be presented with the Parent Input form completed and signed by the parent. The questions associated with this data source as displayed, prefilled with the draft input (if applicable). Responses to questions may be adjusted as needed. The Progress bar allows you to go between questions and shows which ones have been completed. Click Next to continue.

Each data source screen has a Relevant History button. If the student has any history for that specific data source, it may be viewed by clicking this button.

If you received Staff/Teacher Input and selected this as a Data Source, you will be presented with the Staff/Teacher tally screen. The drop list will allow you to select each teacher’s name to see their individual responses. The questions associated with this data source as displayed, prefilled with the draft input (if applicable). Responses to questions may be adjusted as needed. Click Next to continue.

The accommodation page is displayed. If you created a Draft Plan any revised accommodations/comments are displayed. They may be changed from the draft version if needed. If the Plan End date extends beyond the Re-evaluation due date, you will see a message under the Plan End date informing you of this. You may change the Plan End date if needed.

When the team members agree to the accommodations planned, scroll down to the bottom of the screen to have the participants sign the document.

If your 504 Settings are set to require minutes, you will receive an error message and may not finalize the meeting until the Meeting Minutes are entered as required. The Finish button will then appear for you to finalize the Annual Review meeting.

Once finalized the Plan Details page is displayed.

Addendum to the Annual Review (with Meeting and No Meeting)

Changes to any to any portions of the Annual Meeting may be changed using the Addendum to the Annual Review option under the New Meeting button. You have the option of creating an Addendum to the Annual Review with a Meeting OR with No Meeting.

The Addendum to the Annual Review with a Meeting will require you to create a meeting and add participants with the ability to send documents. When you select the Addendum to the Annual Review you are presented with the following warning. The status will be changed to Pending Annual Addendum Meeting and remain until the meeting is complete. When you click the Start Annual Addendum you are presented with the screens to create the meeting, add participants, and send documents. The previous meeting answers will then be displayed and auto-filled.

The Addendum to the Annual Review – No Meeting skips the steps for creating a meeting and presents the previous meeting answers auto-filled. When you select the Addendum to the Annual Review (No Meeting) you are presented with the following warning. The meeting date is set to the last meeting, and you are the only participant, therefore the only signature that will be collected. Click the Start Annual Addendum button.

In this example we are doing an addendum with no meeting. You are presented with the data sources available for an Annual Review (Parent Input and Staff/Teacher input). Those selected during the Annual Review meeting will be in green. The Meeting Minutes button is also available on every page for you to input minutes.

By selecting Parent/Student input and no parent input is available for this Addendum Meeting, you may utilize the Relevant History button to see the input the parents submitted during the Annual Review.

Example of Relevant History display.
Note: It will allow you to copy any portion of the parent’s input from the Relevant History display and past as text into the Description if this is relevant for this addendum.

The Relevant History button is also available on the Teacher Input questions, since this input was received during the Annual Review.

Example of Relevant History.

Adjust any accommodations as needed from the Annual Review meeting, and add minutes and comments as needed.

To finalize the plan collect the signature(s) of the participants. In this example there is only one signature because addendum was done with No Meeting. Click the Finish button.

You are returned to the Plan Details page. The 504 History button will list this Addendum to the Annual Review as a separate item.
Note: The dates and order appear incorrect, but only because these dates were manipulated for documentation purposes.

Addendum to the Plan (with Meeting and No Meeting)

Changes to any to any portions of the Plan may be changed using the Addendum to the Plan option under the New Meeting button. You have the option of creating an Addendum to Plan with a Meeting OR with No Meeting.

The Addendum to the Plan with a Meeting will require you to create a meeting and add participants with the ability to send documents. When you select the Addendum to the Plan you are presented with the following warning. The status will be changed to Pending Plan Addendum Meeting and remain until the meeting is complete. When you click the Start Plan Addendum you are presented with the screens to create the meeting, add participants, and send documents. The previous meeting answers will then be displayed and auto-filled

The Addendum to the Plan – No Meeting skips the steps for creating a meeting and presents the previous meeting answers auto-filled. When you select the Addendum to the Plan (No Meeting) you are presented with the following warning. The meeting date is set to the last meeting, and you are the only participant, therefore the only signature that will be collected. Click the Start Plan Addendum button.

At any point you are changing the Plan, you are presented with two data source options. These should be ignored unless you are making an Addendum to the Plan for the purpose of gathering input from Parents or Staff. In our example we are doing an Addendum to the Plan after adjusting the plan during a Manifestation meeting, therefore we will click the Next button without any selections.

All data from last Plan meeting is auto-filled, with the exception of the Meeting Minutes which must be entered separately for this meeting. The Plan History button is available to see previous accommodations and comments, and the plan is then finalized by collecting the one signature of the addendum creator and clicking the Finalize Meeting button.
The View 504 History button displays all meeting for the student.

Manifestation Meeting

To start a Manifestation Meeting, from the Plan View page, click on the New Meeting button and select New Manifestation.

You will be wanted that the status is being changed to Pending Manifestation Meeting. Click Start Manifestation Meeting button.

The first step is to set the Date, Time and Location of the meeting.

Then add Participants you wish to invite to the meeting OR participants you wish to send documents to. Click Save & Continue when all desired meeting participants have been selected.

The Send Documents and Formal Invitation screen will appear giving you the option of sending invitations and documents to the selected participants. As with other meetings, you may use the Print button to print the documents for the parent OR select the boxes to email them the forms to be signed electronically. If you are sending anything to parents or staff and the meeting is being held today, be sure to set the Custom Due Date=Today. This will keep the links from expiring prior to the parents and staff having the opportunity to access them (remember they expire one day prior to meeting, if the due date is left blank). Click the Send button to send documents.

At any time after creating this meeting, before starting this meeting, when you click on the student’s status from the 504 Dashboard, you will be presented with the Meeting page. You are able to see all documents that have been sent and monitor who is planning to attend and who has completed documents.

Parent Input Forms (Manifestation)

When parents are emailed the forms to be signed electronically, they will receive an email with a link to access the documents. Note the due date in the parent’s email is based on the Custom Due Date entered when sending the documents.

When parents are emailed the forms to be signed electronically, they will receive an email with a link to access the documents.
Note the due date in the parent’s email is based on the Custom Due Date entered when sending the documents.

Parents are then presented with the electronic documents sent by the school. Each set of documents must be signed since they can sent individually or all in one email. Parent must sign, type legal name, enter date and check box indicating they agree to this electronic document. Then click the Continue button.
Unlike other meeting invitations, this invitation allows the parent only two options as shown below.

The final document sent to the parent in this example is the Parent Input Form. They must respond to each question asked. If they do not have a response they may enter N/A. Note: These questions may be customized using the 504 Settings.

As with all other documents, this document requires a signature, typed name, date, check box, and Continue button. The final page is a recap of all documents/forms parent has signed. They may use the Printer icon to print these documents as hard-copies or save them as PDF documents. They then may exit out of the document.

Teacher/Staff Input (Manifestation)

When teachers or other staff are invited to a Manifestation, they receive an email instructing them to log into Infinite Campus and go to the 504 Staff Dashboard. The email contains a due date based on what was entered in the Custom Due Date field.

Once logged into the Infinite Campus 504 Staff Dashboard, the student will be on the dashboard with a status of Input Required.

When the status is clicked, the invitation will be displayed for the staff member to indicate Yes or No to the invitation. When they click the Save button, they will be returned to their 504 Staff Dashboard.

Draft Meeting (Manifestation)

While awaiting for any documents to be returned or as you are gathering information for the Manifestation Meeting, you may use the Draft Meeting button to input data as it becomes available.

The Data Sources that will be displayed will vary based on your district’s settings. At least one data source must be selected. If you received Parent Input, you must select that as a data source to see responses. Click Next to review and respond to all questions that appear based on your data source selections.
Note: Examples are for demonstration purposes and may not match your questions.
If you chose the Data Source = Behavior Incident Prompting this Review, the screen will show the number of accumulated ISS and OSS for the student and prompt you about the current incident details.

As with other meetings, the Progress Bar will display how many sources have been selected and have completed responses. Continue through the questions for the selected data sources.

The decision questions for the Manifestation Meeting will always display after all other selected data source questions. If you respond No to both questions, the system recognizes this behavior incident as NOT a manifestation of the student’s disability. You do have the option of documenting the fact that the team will recommend a Behavior Plan, but no details are collected here.

If you respond Yes to either question, the system recognizes this behavior incident as a manifestation of the student’s disability and allows you to select one or more of the following actions: Review and Modify 504 Plan, Behavior Support Plan, Functional Behavior Assessment, Other.

The Behavior Support Plan option and the Functional Behavior Assessment option may be selected for documentation purposes, but does not provide any pages to document details. The Other button will display a text box in which you may type any notes as needed. If you select the Review and modify 504 Plan when you finalize the Manifestation meeting you will be taken directly into the current 504 Plan to make adjustments as needed.

The Draft Meeting allows you to return as often as needed prior to starting the meeting to add additional data sources, remove previously selected ones or change responses to questions.

Start Meeting (Manifestation)

When you are ready to start the Manifestation Meeting, click the Start Manifestation Meeting button from the meeting page.

You will receive a reminder that all links will be disabled once this meeting starts. Click OK.

When the Meeting Attendees and meeting date/time appear, use the Select All button and adjust meeting attendees as needed. Be sure any parents or staff attending virtually are also selected as meeting attendees.
Note: A person will not have the option to sign meeting documents unless they are selected as a meeting attendee.
Click Next to continue.

If you used the Draft Meeting to prepare for this meeting, all selections and question responses will appear as you proceed through the meeting. The draft data sources and responses to questions may be changed as needed during the meeting.

The Meeting Minutes button is on every page. The minutes keyed in as automatically saved when you click Close.

As you respond to each series of questions, click the Next button to continue.
Note: The questions may be customized by each district in 504 Settings. The decision page determins whether the behavior incident is a manifestation of the student’s disability.

On the Decision page if the Behavior Incident was determined that it was a manifestation of the student’s disability AND you choose to Review and modify the 504 Plan, you will be prompted to collect signatures of each physical participant and finalize the manifestaton portion of the meeting and start the plan process.

The Plan Start date will default to the meeting date, with one year out as the Plan End date. This can be adjusted as needed. The Plan History button will provide a history of classroom accommodations and testing accommodations to assist you in determining appropriate accommodations.

Select the appropriate Accommodations, Classroom & Testing, from the drop list, add any Plan comments.

Finish collecting any signatures not collected during the Manifestation portion of the meeting and click the Finish button.

Addendum to Manifestation Meeting (with Meeting and No Meeting)

Changes to any to any portions of the Manifestation Meeting need to change, use the Addendum to Manifestation option under the New Meeting button. You have the option of creating an Addendum to Manifestation with a Meeting OR with No Meeting.
The Addendum to Manifestation with a Meeting will require you to create a meeting and add participants.
The Addendum to Manifestation – No Meeting is identical with no meeting creation, participants, or documents page. Also note that the only participant that is documented is the person doing the addendum.

When selecting either Addendum option, you are presented with a warning page.

When selecting the Addendum with Meeting, you must create a meeting and add participants to the meeting. Click Save & Continue.

You are then presented with a screen from which you may send documents, Draft a Meeting OR Start the Manifestation Meeting. The Send Documents and Draft Meeting have been documented above. Click Start the Manifestation Meeting button.

As with all meetings you must select the Meeting Attendees and the Date and Time of the Meeting.

Your next series of screens will show all of the data sources and responses entered during the original Manifestation Meeting. Any of these may be adjusted as needed. The Meeting Minutes button is also available for you to add minutes as appropriate. The Decision screen will show the original responses to your questions as well, but will not populate the decision of whether the Plan must be reviewed. For this example we have changed the decision responses and are not adjusting the Plan. Click Next.

The participant Signature page is displayed. Each participant will electronically sign the Addendum and you will click the Finalize Meeting button.

The 504 History button will display the Addendum Meeting as a separate meeting with all questions, responses, and signatures