Creating a new document

Users can create the necessary documents required for a special education case in SESIS. Documents are associated with a student and remain a part of the student's SESIS record.

Note: Individual users may only create the documents that are associated with their role. For example, a general education teacher cannot create an assessment planning document.

To create a new document

1. Locate the student's profile.
   How?
   
   
2. From the Actions bar, click Documents.
   
   Tip: Users may also click the Documents icon next to the student's name.
   
   A list of all documents that have been created appears
   
   
3. Review the list of existing documents to ensure that the document you wish to create does not already exist for the student.
   
   Note: If you are creating a request for initial referral, you will not see any existing documents for the student as this is the first step in the process.
   
   
4. From the Create New Document drop down menu, choose the appropriate document.
   
   
5. Click the Go button.
   
   Important: If the new document is being created in order to make a change to an existing document that has been finalized (such as the IEP), use the comment field to indicate the change you are making.
   
   
6. Click the Create button.
   
   The new document appears.
   
   

Related topics