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Home > Support Center > Admin Procedures > Placeholder meeting for inherited IEP/504/SST documents
Placeholder meeting for inherited IEP/504/SST documents
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If you have a PDF of the most recent IEP or 504 document of a new student record that just transferred to your district.

You can add that document for more easy review into the IEP manager in a placeholder meeting.

 

If this is a new record for SIRAS, this is handy to post the most 'current' IEP or 504 for other staff to review before the next major meeting.

 

 

Placeholders for meetings held outside of SIRAS:

 

With the PDF file containing meeting forms that were produced outside of SIRAS, 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. 

 

If this is a new record to your district, you will need to do a plan adoption record first before adding a meeting like this.

 

  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. Click on Uploaded Documents Tab
  4. Upload your documents, and select the category of "Non-SIRAS Forms"
  5. Click the button that appears labelled "Set Meeting as Uploaded Documents Only"
  6. Finalize the meeting

 

 

Create new Annual or Triennial, whatever the most recent one was.

 

 

Select meeting type and click create new meeting

 

 

 

ONLY fill in the meeting date, (meeting time ignored)

 

 

Click on Uploaded Documents tab

 

 

Click on Upload File in bottom left
 

 

 

Select Category Non-SIRAS forms

Click Upload

 

 

 

 

Click Choose:  Then navigate to the PDF of the document to upload

 

 

 

Once the file is selected, verify filename is correct, then click the final Upload button.

 

 

Now that the file has been uploaded.

Final steps are:

 

  • Click Set Meeting as Uploaded Documents only
  • Confirm the choice
  • Click Finalize to close the meeting

 

 

 

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