This guide is a starting point for teachers, Case Managers, service providers, and other general SIRAS users. Use the sections below to find help by task. For page-by-page help, see the SIRAS User Manual.
Administrators and SEDS Coordinators should also see the Administrator / SEDS Coordinator Support Guide.
Go directly to Review Previous IEP and Evaluation Dates. It shows how to open the student, go to Student Info → Special Ed. Profile → Program → Review/Evaluation Dates, compare the Previous dates with paperwork or other verified history, and determine what to do when a historical date appears incorrect.
Use Upcoming Meetings & Compliance Monitoring to see nearly due Annuals/Triennials for students in your scope and to coordinate with administrators before a timeline becomes overdue.
If a prior-year meeting stayed open over summer and SIRAS now asks what to do with Next Year’s Data when you finalize it, go directly to After Rollover Help — Finalizing a Prior-Year Meeting.
This route is for IEP team members, providers, and general users who need help with the Finalize Meeting choices. You do not need to perform the District SPED Clerk rollover-cleanup tasks in the rest of that article.
Contents
1. Getting Started
2. My Account & Access
- Reset My Password
- Change My Password
- Change My Name or User Account Information
- Manage Users / My Account
Do not create a duplicate account. Use User Account Transfer Request Process.
3. Students & My Caseload
4. Services & Service Logs
5. IEPs, Meetings & Goals
Reviewing IEP and evaluation dates
- Special Ed Profile and Program Pages — see where SIRAS stores past, current, and expected next Annual Review and Evaluation dates.
- Review Previous IEP and Evaluation Dates — use when you need to locate the Previous Annual Review or Previous Evaluation/Triennial dates, compare them with paperwork or other verified history, or investigate a historical date that appears wrong.
Developing and completing an IEP
Closing a meeting from last school year after rollover
Use this when: the meeting happened in the prior school year, remained open over summer or past rollover, and SIRAS is now asking what to do with Next Year’s Data as you finalize it.
Review the Finalize Meeting / Next Year’s Data choices — learn when to Apply Next Year’s Data, Delete it, or Keep it in place for District SPED Clerk assistance.
This is the provider / IEP-team portion of the after-rollover workflow. District-wide Pending, Incoming, Rollover Date, and cleanup tasks remain administrator responsibilities.
Meeting setup and finalization
- Prior-Year Meeting Still Open After Rollover / Next Year’s Data Finalize Choices
- Selecting Meeting Purpose
- Change a Meeting Type
- Understanding Pending Changes
- Set Up a Second Meeting
- Finalizing and Reactivating Meetings
- Printing and Finalizing the Meeting
- Force Finalize / Disable Meeting Validations
Special education procedures
- Student Does Not Qualify
- Student Exit from Special Education
- Transition from IFSP to IEP — Part C to Part B
- Starting a Second Initial Evaluation
Goals
6. Upcoming Meetings & Compliance Monitoring
Providers and Case Managers should not wait for a meeting to become overdue. Use the Upcoming Next Annual/Triennial predefined compliance query to review students in your assigned scope.
Provider routine
- Review the upcoming list at least weekly.
- Confirm that the student has an assigned Case Manager and responsible team.
- Begin scheduling and preparation according to local timelines.
- Verify that Last Annual and Last Evaluation dates appear reasonable.
- If a Current or Previous meeting date appears inconsistent with paperwork or known history, use Review Previous IEP and Evaluation Dates before assuming the meeting was late.
- Notify an administrator when a date is wrong, no responsible staff member is assigned, or the meeting cannot be completed on time.
- Degree of Support Required/Missing: review when the item applies to your assigned students.
- Currently overdue: coordinate immediate follow-up; check whether the meeting occurred but remains open.
- Previously overdue: first verify the historical dates. An incorrect Previous date can make a timely meeting appear previously overdue.
Administrators can run an as-of projection for June 30 or another future date to estimate how many Annuals/Triennials remain. Providers should review the resulting workload for their assigned students and help establish a completion plan.
Review the actual meeting history first. Article 422 explains how to locate and verify the Previous Annual Review and Previous Evaluation/Triennial dates. Correction access and responsibility may vary by role.
See Compliance Monitoring: Upcoming, Overdue & As-Of Meeting Projections and Data Monitoring Tasks.
7. Forms, Documents & Signatures
Forms and documents
- Document File / Forms Manager Help
- Upload an IEP Document from Outside SIRAS for Easy Review
- Trouble Uploading Files
- Make a PDF File Smaller
- Difficulties Entering Information on Forms
- Problems Locating Forms
- Spanish Forms / Translating Forms into Spanish
Printing and PDFs
- Print / Preview / Options in Forms Manager
- When SIRAS Updates Existing Forms
- Why Chrome Downloads My PDF Instead of Opening It
Signatures, sharing, and email
8. Student Data & Record Issues
- Special Ed Profile and Program Pages — find the Program tab and review student-level program, Annual Review, and Evaluation dates.
- Previous IEP / Evaluation Date Looks Wrong — locate the Previous dates and compare them with signed IEP paperwork, scanned records, SIRAS history, CALPADS history, or other reliable documentation.
- Understanding Active, Inactive and Pending Status
- Student Profile
- Unlocking a Student Record
9. Troubleshooting & Support
- Typical Resolution Steps for Common SIRAS Issues
- Troubleshooting a Slow or Unresponsive Program
- Active and Known Issues
- SIRAS Communications
Email [email protected]. When appropriate, include the SIRAS ID, the workflow you were attempting, and what happened. Do not send confidential student information in unsecured email.

