Transferring records to 504
Jan 18, 2024
143
This general procedure and overview should address most of the questions:
If a student is currently on a 504 plan, and that student currently exists anywhere in Siras, the record needs to be transferred to the 504 designation (and the correct LEA). The process for this is simple:
A. if the student record is at your LEA (you have access)
- Go to the student's MIS summary
- The record must be Inactive
- If they need SPED reporting (DNQ) ensure there is an archive created
- Click the button at the top to Change Designation to 504
- The record is now available in the 504 module
B. If the record is at a different LEA (you do not have access) but this method should also work regardless
- Login to 504 Module
- Go to Request Student Transfer
- Locate the student via SSID and setup the request
- The 504 Designation as part of the Transfer Request
- The Transfer Request will need to be approved by the former LEA
Re: AERIES integration, we can create new records and create transfer requests including the change 504 designation as part of the process, but it should be tested and reviewed on training before enabling in production.
We do create a nightly 504 data file containing the last 504 date and 504 referral dates and upload it to our SFTP, but I don't think AERIES is configured to use it. Potentially this can be configured to happen per district.
