Show Me: Standard Plan Adoption for an Incoming Student Already SWDS 1

Aug 19, 2026

Use this worked example when:
CALPADS already shows SWDS 1 — Eligible and Participating, the student actually enrolled in the receiving district, participation is continuing or reasonably expected, and the district is adopting the incoming plan without changing plan type as part of the adoption transaction.

Data Monitoring Journey: Learn · Plan · Monitor → Investigate → Correct → Submit → Verify → Reconcile & Repeat
This worked example supports incoming-student onboarding and Plan Adoption.

Start with the decision, not the Archive button.
Complete the incoming-student review first. Verify actual enrollment, the District Enrollment Date, participation, the incoming plan/services, and the MIS Summary. If those facts are not clear, use New or Returning Students and Plan Adoption – Incoming Students & CALPADS Reporting before using this example.

Expected Result

Incoming condition	Plan Adoption result	Verify in the archive
Student already has SWDS 1 and participation continues.	Receiving LEA establishes its PLAN/SERV baseline. Do not send another unchanged SWDS 1 merely because the district changed.	PLAN + SERV Reason for PLAN: 3 — Adoption Same Plan Type Report Event Date / Plan Effective Date align to District Enrollment Date.

Show Me the Steps

1. Validate the MIS Summary before archiving

Update the MIS Summary first, including the verified District Enrollment Date and the incoming plan/service information. Select Validate and resolve errors that should be corrected before the transaction is created.

MIS Summary showing the Validate button with one error and two warnings before Plan Adoption

Validate Current data before creating the Plan Adoption archive.

2. When validations are resolved, choose Archive for Reporting

Run Validate again after corrections. When the Current record represents the intended arrival, select Archive for Reporting.

MIS Summary with Archive for Reporting button available after validation

Create the archive only after Current data represents the verified incoming plan.

3. If District Enrollment Date is missing, cancel and correct Current

The Plan Adoption event date depends on the receiving district's enrollment. If the archive preview exposes a missing District Enrollment Date, cancel the archive, return to Current, and correct the source information first.

Plan Adoption preview and MIS Summary example showing District Enrollment Date was left blank

A missing District Enrollment Date is a reason to stop and correct Current before archiving.

4. Enter the verified District Enrollment Date

Use the student's actual enrollment start date for the receiving district, verified against the applicable CALPADS/SIS enrollment information.

MIS Summary LEA Identification section showing District Enrollment Date filled in

The District Enrollment Date supplies the Plan Adoption event/effective-date baseline.

5. Select Plan Adoption at New LEA

Choose Plan Adoption at new LEA. For this standard SWDS 1 example, do not select the special participation-status option and do not mark plan type as changing.

Confirm the Report Event Date matches the District Enrollment Date, then select Archive and report to CALPADS.

Archive for CALPADS Reporting dialog with Plan Adoption at new LEA selected and event date matching district enrollment

Standard Plan Adoption: no extra SWDS 1 and no plan-type-change flag when neither condition changed.

6. Read the confirmation message

Confirm that SIRAS created the archive. In the source example, the student's local Pending status also updated to Active; verify what SIRAS actually did for the student rather than assuming every record will display the same message.

SIRAS confirmation message showing the student was successfully archived and Pending status updated to Active

Read the confirmation message and verify the resulting Current status.

7. Open the new Plan Adoption archive

Use the archived-record menu on the MIS Summary and open the dated IEP (Plan Adoption) transaction.

Archived records menu showing a newly created IEP Plan Adoption transaction

Open the newly created transaction and inspect what it will report.

8. Verify PLAN + SERV and Reason for PLAN

For this scenario, verify that the archive contains PLAN + SERV and shows Reason for PLAN = 3 — Adoption Same Plan Type.

Archived Plan Adoption CALPADS Reporting Information showing PLAN and SERV and Reason for PLAN 3 Adoption Same Plan Type

Expected final archive for a standard Plan Adoption when SWDS 1 already exists.

Finished?
Return to Plan Adoption for the follow-up meeting and final checklist. For how the components fit together, see Archived Transaction Components: SWDS, MEET, PLAN, and SERV.