Before adding or updating 504 plans, be sure to set up the appropriate required codes and other information.
To add a new 504 Plan, click on Add New Plan. The following Plan Details tab will display. The Plan Details area is used to outline the plan Dates, Description and any Comments regarding the Plan. Fill in the appropriate information and then click on the Save button to save the new Plan Details. Information entered in this area will be stored in the FOF table.
Note: If the Plan Details information is Deleted all corresponding tab information related to that Plan will also be deleted.
After the Plan Details information is saved the page will refresh and display plan dates on the top left. The arrow next to the Plan Dates can be used to select a Plan to view when there are multiple plans for a student.
The page will also display additional tabs on the left side to enter more information regarding the student's plan.
Stakeholders
The Stakeholders tab can be used to add names of participants associated with the student’s 504 plan. Participants can include teachers, counselors, and parents. To add a Stakeholder to the plan, click the mouse on the Add Stakeholder button.
The Quick Add button may also be used to add common stakeholders such as parents and teachers to the Plan. This list includes the Student, Contact Records, Teachers from the current class schedule, the Counselor, and Staff records having a Job Assignment of Administrator matching the current school. The Name, Relationship to the student, and Educational Rights Holder flag will be displayed.
Enter a Name, Title, Ed Rights Holder, Email, Participated, and Comment fields and then click the mouse on the Save Changes button to save the information. The saved information will be stored in the FPP table.
After editing information, the Save button turns red indicating that the entries need to be saved. After the data is saved, information can be changed by clicking on the appropriate fields, making the change, and clicking Save. Records can be deleted by clicking on the Delete button.
Evaluation Criteria
Clicking on the Evaluation Criteria tab on the left side of the page will display the following area. To add an Evaluation Criteria to the Plan, click the mouse on the Add Evaluation Criteria button.
Dropdown list values for the Evaluation Criteria field can be added to the Code Table for Table FEC and Field CD. Enter the appropriate information about the effects of the student’s disability and then click the mouse on the Update button to save the information. The saved information will be stored in the FDE table.
After being saved, information can be changed by clicking on the fields and making the change, then clicking Save, or deleted by clicking on the Delete button.
Impairments
The Impairments tab can be used to list any impairments the student has. To add an impairment to the student’s 504 Plan click the mouse on the Add Student Impairment button.
Similar to the other tabs, select at least one Impairment from the display list and then click Add Impairments to add the information. Codes may be separated into categories for ease of selection.
After being saved, information can be changed by clicking on the field and clicking the Save button or deleted by clicking on the Delete button.
Eligibility
The Eligibility tab can be used to list any impairment effects that make this student eligible. To add an impairment effect to the student’s 504 Plan, click the mouse on the Add Impairment Effects button.
Similar to the other tabs, select at least one Impairment Effect from the display list and then click Add Impairment Effects to add the information. Codes may be separated into categories for ease of selection.
After being saved, information can be changed by clicking on the field and clicking the Save button or deleted by clicking on the Delete button.
Accommodations
The Accommodations tab can be used to list any accommodations the student has been given. To add an accommodation to the student’s 504 Plan, click the mouse on the Add Accommodations button.
Similar to the other tabs, select at least one Accommodation from the display list and then click Add Accommodations to add the information. Codes may be separated into categories for ease of selection.
Once added, the other fields can be filled in. Area of Need is also a code dropdown. Responsible Role and Frequency are also code table dropdown fields. The Responsible Stakeholder field pulls from the list of Stakeholders as previously entered.
After being saved, information can be changed by clicking on the field and clicking the Save button or deleted by clicking on the Delete button.
504 Plan Report
The 504 Plans page includes a Print the Plan button which allows printing the Student 504 Plan report. This report is available with an option to also print with Accommodations Only which may be convenient
Below is an example of the full Student 504 Plan report. Sections of the report may be hidden if data is not populated in those sections. If there is not enough room on the first page to fit the entire signature section of the report, it will be printed on a second page.
Below is an example of the same report printed using with Only Accommodations option. This will print the 504 plan without many details, and without the signature section.
More Actions
The More Actions button provides the ability to Create a Copy of an existing plan, Delete a plan, or go to the Test Settings Screen.
The Create a Copy will create a new 504 Plans (FOF) record along will a copy of all of the related records. The 504 Plans record that is getting copied must have a Leave Date, and the new record that is created will be a duplicate of the original except that the Effective Date will be the current day and the Leave Date will be blank.
The Delete will delete a plan and all related records.
The Go to Test Settings Screen will open up the Test Settings screen for that student so that the testing accommodations and designated supports can be selected for the student.
