CDE Access for FMTA staff

Oct 28, 2026

Use this guide when: your LEA needs to give an FMTA reviewer access to one or more specific student records for CDE review.

Do not create a new SIRAS account for CDE/FMTA staff.
The reviewer account is maintained by SIRAS Systems on behalf of the SELPA. Confirm the reviewer's name with your SELPA before assigning student records. If you cannot find the correct account, contact [email protected].

Account scope:
An FMTA generally needs only one SIRAS account even when working with multiple SELPAs, although SELPA preference may result in separate accounts. The important step for your LEA is to locate the correct existing reviewer account and assign access to the specific student record.

SIRAS paths used in this workflow:
Find the student: Quick Search
Optional document upload: Student Info → Student Profile → Documents File → Upload File
Assign reviewer access: Student Info → Providers → Select Provider to Assign → assign role CDE Access

Workflow at a Glance

1. Find the student
Open the correct student record before changing access.

2. Add review documents if needed
Upload only documents the reviewer needs that are not already available in SIRAS.

3. Assign CDE Access
Find the existing FMTA account and assign it to the student with the CDE Access role.

1. Find the Student Record

Use the SIRAS Quick Search box to open the student who needs to be reviewed.

Quick Search box.

One search method is to enter the first two letters of the student's first name, a space, and the first two letters of the student's last name, then press Enter. You can also search by student ID, date of birth, or SSID.

When the result list appears, open the correct student. You can also right-click or Control-click the student's name when you need the SIRAS navigation menu.

2. Add Additional Review Documentation — Only If Needed

Skip this section when the needed documentation is already in SIRAS.
This step is only for supporting documentation the CDE/FMTA reviewer needs that is not already available in the student's SIRAS record.

For this review workflow, additional documents should be in PDF format so the reviewer can preview them in SIRAS. If the source is a Microsoft Word document, convert it to PDF using your computer's Print to PDF or Save as PDF option. If necessary, ask local IT for help or scan a paper document to PDF.

Path: Student Info → Student Profile → Documents File → Upload File

Student Info navigation to the student's Documents File in SIRAS — Open the student's Documents File.

Select Upload File.
Choose an appropriate Category, such as Document.
Enter a short, clear File Description.
Select +Add… and browse to the PDF on your computer.
Select the correct file and choose Open.
Verify the selected file, then select Upload.
Repeat only when additional review documents are needed.

SIRAS document upload controls for choosing a category and description — Choose the upload category and enter a useful description.

File selection dialog used to choose a PDF for upload to SIRAS — Select the PDF from your computer.

SIRAS upload screen showing the selected document before upload — Verify the selected file before uploading.

For broader document-upload help, see Documents File Form Manager Help.

3. Assign the Existing FMTA Account to the Student

Path: Student Info → Providers

Open Student Info → Providers. CDE/FMTA reviewer accounts are searched at the SELPA level, so the first search may require you to broaden the normal district scope.

Search for the reviewer account

Use Any Role when searching for the reviewer for the first time.
Broaden the district/category search to the SELPA level.
Enter the reviewer's first or last name in Search by name.
Select Select Provider to Assign to open the user-selection window.

Provider search controls used to broaden the user search for an FMTA reviewer — Use a broad role/scope search for the reviewer account.

SIRAS provider search showing the reviewer name search field and assignment control — Search for the reviewer by name and open the provider-selection window.

If the Choose User window is still limited to your district:
Use the district menu to broaden the search. The current source workflow uses the blank option at the top of that menu to search the wider available account list. After the reviewer has been assigned to a student in your district once, the account may be easier to find on later assignments.

Choose User window used to broaden the search beyond the local district — Broaden the Choose User search when the FMTA account is not visible at district scope.

Select the correct account and assign CDE Access

When the correct reviewer account appears, select the person's name on the left side of the result list.

Choose User search results showing the reviewer account to select — Select the correct existing reviewer account.

SIRAS provider assignment area used after selecting the FMTA reviewer account — Return to the provider assignment and complete the access assignment.

Assign the role CDE Access. This uses the same student-provider assignment mechanism used for other general-user assignments, but the reviewer account itself is an existing SELPA-level account.

SIRAS CDE Access assignment for the selected FMTA reviewer — Complete the student assignment using the CDE Access role.

Verify the Result

Expected result:
The correct FMTA reviewer account is assigned to the student with the CDE Access role. Only the specific student record has been assigned; no new reviewer account was created.

If you cannot locate the correct FMTA account, or the account/scope shown does not match what your SELPA expects, stop before creating or assigning a different account and contact SIRAS Support.

What this action changes:
Found Set: Preserved.
View: You work in the selected student's Providers area.
Data: Adds the selected reviewer as a provider/access assignment for that student.
Persistence: Saved until the assignment is changed or removed.

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