Sending the Notice of Social History

When the principal or Committee on Special Education (CSE) chairperson approves a request for referral for evaluation for special education services, the Social History meeting must be scheduled with the parent or guardian. The psychologist, social worker, or other authorized individual sends the Notice of Social History to the parent or guardian with the proposed date and time for the meeting.

If the parent or guardian did not respond to the first Notice of Social History, a second Notice of Social History must be created and sent.

To send the Notice of Social History

1. In the Reports section, click Status of Initial Referrals.
   
   
2. Locate the student's name from the list and click the magnifying glass () icon.
   
   The student's profile appears.
   
   Tip: If the student's name does not appear on the report, locate the student's profile.
   
   
3. From the Actions bar, click Documents.
   
   
4. From the Create New Document drop-down menu, choose Notice of Social History.
   
   
5. Click the Go button.
   
   
6. Type a comment, if applicable.
   
   Tip: If this is the second outreach attempt, type Second outreach attempt.
   
   
7. Click the Create button.
   
   
8. The Notice of Social History appears.
   
   Note: Letters and notices are automatically created in the student's home language and attached to the English version of the letter.
   
   
9. In the Date field, click the calendar () icon and choose the date the notice will be sent.
   
   
10. Determine if the suggested meeting date will be seven or more business days from today's date.
    
    
11. Determine if the Parent agreed to schedule an earlier date checkbox is checked.
    
    
12. Select from below.
    
    

    If...	Do this...
    The suggested meeting date is seven or more days from today's date	Proceed to step 13.
    The suggested meeting date is fewer than seven business days from today, but the checkbox is checked	Proceed to step 13.
    The suggested meeting date is fewer than seven business days from today, and the checkbox is NOT checked	Click the Save, Done Editing button. Record parental or guardian agreement to an earlier Social History meeting. How? From the Actions bar, click the Documents link. From the student's list of documents, click the Notice of Social History link. Proceed to step 13.

    
    
13. In the Date/Time field, click the calendar icon and choose a date for the meeting.
    
    Tip: This is the second Date field on the page. The first Date field reflects the date the notice was sent.
    
    
14. In the Hour field, type the time you wish to schedule the meeting.
    
    
15. Review the meeting address and indicate whether you wish to change the location. If yes, type a new address in the appropriate fields.
    
    
16. Indicate whether you wish to change the contact name. If yes, click the lookup link to search for a different contact.
    
    
17. Verify the parent or guardian's mailing address and make any necessary changes.
    
    
18. In the Actions bar, click the Save, Done Editing button.
    
    
19. Click the Send/Print Letter link.
    
    
20. Click the OK button.
    
    The event log appears.
    
    Note: The send/print date is automatically recorded and the description field is automatically populated. No other fields are required.
    
    
21. Click the Accept/Print button.
    
    The Print dialog box appears.
    
    
22. Choose the appropriate printer and click the Print button.
    
    The document prints.
    
    
23. Click the Back to previous screen link.
    
    
24. From the Action bar, click More Actions.
    
    
25. From the pop-up menu, click Change the status of this Document.
    
    
26. From the Change Status from Draft to drop-down menu, choose Final.
    
    
27. Click the Accept button.
    
    
28. Click the OK button.
    
    

Related topics