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Home > User Manual > SIRAS Page Help > Forms Manager > Documents File Form Manager Help
Documents File Form Manager Help
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This is a place where you can store documents associated with the student, i.e. Assessment Reports; parts of the IEP not done within SIRAS; photo of Signature page; doctor's notes; and the like.  The document can be a Word, Excel, PDF, or JPEG and cannot exceed more than 10 megs. 

(Having trouble uploading a file? Click Here)

 

SIRAS does not support the upload of audio or video files.

 

Documents can be uploaded in 2 main ways:

  1. Uploaded in the IEP manager area to be associated to a specific meeting. (see further down)
  2. Attached to the student record only

 

To attach a document to the student record only, this can be done by the following:

  • Find the student record
  • Go to /student info/student profile/Documents File
  • Scroll to the bottom and click the Upload File
  • Select a Category
  • Type in the description of what the file is
  • Click the Choose button
  • Find the file on your computer
  • Click upload

 

 

 

Uploading to a Meeting

If the document to upload is for a specific meeting, then be sure to associate the document to the correct category.

To upload a document:

  1. Go to the 'Upload Documents' tab in the Forms Manager
  2. Click the 'Upload File' button located in the lower left hand corner.
  3. Select Attached to / Replace Form:  N/A - simply uploads the form to the meeting; Pre Meeting - includes the form to the Pre Meeting tab of the Forms Manager; Basic Meeting - includes the form to the Basic Meeting tab of the Forms Manager; Assmt Report - includes the form to the Assmt Report tab of the Forms Manager; ISP - includes the form to the ISP tab of the Forms Manager.
  4. Select the CategoryReplace option (allows to replace the SIRAS form with the uploaded form.  See below for more info);  and Attachments option includes that form in the associated tab indicating the category of that form.
  5. Enter a Description, i.e. 'Psychologist Report'
  6. Click the "Choose" button and use the navigation window to upload the document
  7. Click the "Upload" button to upload the document

                    

 

To open and view a document that has been uploaded, click the 'View PDF' or 'Download' button located to the far right of the uploaded forms list.

To delete a document click the red 'X’ to the far right of the uploaded forms list. If you do not see the red 'X’ you may have the browser zoomed in.  If this is the case then you will need to unzoom the page and then refresh.

              

Uploaded forms can replace the SIRAS form.  Do this select under Attach to / Replace Form the form that you want to replace with the form that you upload. The forms you are able to replace are listed below:
 

Pre Meeting:
Referral
Notice of Reassessment
Assessment Plan

Interim Placement

Meeting Notice
Medi-Cal Billing Permission
Meeting Excusal
Designation of Representative 

Basic Forms:
Consent for IEP
Notes Page
Attendance Page
Behavior Intervention Plan
Emergency Health Care

 

 

 


 

If you are having problems uploading the form:

  1. Confirm that the file name is no more that 20 characters;
  2. that it has no periods other than between the file name and the 3 digit file type (suffix), a slash or unusual characters;
  3. lastly try unchecking the Compress PDFs checkbox.

 

 

Placeholders for meetings held outside of SIRAS:

If you have a PDF file containing meeting forms that were produced outside of SIRAS, you can create a placeholder meeting to have that meeting show up in the meeting history and be able to view the forms as you would any other meeting. 

  1. Create a meeting with the correct purpose and the date in the past that the meeting happened
  2. Do not fill out any forms in the Forms Manager
  3. Upload your documents, and select the category of "Non-SIRAS Forms"
  4. Click the button that appears labelled "Set Meeting as Uploaded Documents Only"
  5. Finalize the meeting

 

 

 

 

 

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