504 Plan User Guide Basics (V2)

The 504 Application allows districts to navigate through the 504 eligibility process, including but not limited to:

• creating the prior written notice
• determining eligibility
• creating the 504 plan
• uploading files such as health plans
• keep a communication log between parents/guardians and the school district

Permission to use the 504 Application should be given to those creating the 504 plans, such as the district 504 coordinator. Once a plan is made for a student, if the 504 widgets are turned on for the student spotlight, the 504 student information will be displayed in homeroom on that student. Suppose the 504 widgets are turned on for the teacher or specialist dashboard. In that case, 504 class information will be displayed in homeroom for the student group, such as common accommodations that need to be implemented for your students.

GETTING STARTED 

Open a Web Browser and enter your district's specific address: [yourdistrictname].schooldata.net/V2/504-plan and log in. If you do not remember your password, click Reset Password and follow the instructions. 

OR Once logged into Homeroom, look for the Student Plan (SP) Application bundle in the right-hand corner of the browser. Locate 504 Plans and click Launch App.

Person Roles: 

Person Roles are shown as tabs on the left navigation menu Plan Manager: users who will create and edit 504 plans Data Admin: users who will manage users, plans, and customizations for a specific district.  NOTE: Only Data Admin users can delete a 504 plan

WRITTEN NOTICES   

See 5P Create New/View Prior Written Notices for more information.

ELIGIBILITY FORMS

See 5P Create New/View Eligibility Forms for more information.

504 PLANS

See 5p 504 Plans for more information.

DISTRICT RESOURCES

Start in the left navigation menu and choose District Resources. You will see a data table of resources that your district has selected.  Most resources will be links to external websites or files your district has uploaded. Click the title to navigate to view.  It will open in a new tab or window.  Only users in the Data Administrator role can add or delete resources. Contact your district support for any necessary changes.

STUDENT 504 DOCUMENTS 

View a student and all of the documents that have been created for that student. Users may use the Row Actions gear to View, Print, or Print and Add to Student Documents section of the Student Spotlight in Homeroom.

VIEWS OF 504 APPLICATION INFORMATION IN HOMEROOM

Student Spotlight: Student Additional Services Container

Student Services Container: Student Documents Container 

(if your district is utilizing this feature)

Student 504 Widget

Teacher Dashboard, Specialist or Administrator Dashboards:

Go to [yourdistrictname].schooldata.net

In Dashboards, select either your default dashboard or the best dashboard for the user's role.  Teachers or Specialists are the most commonly used since smaller student groups can be helpful when looking at plan data. 

504 Plans Container: 

This container shows a detailed preview of each student’s 504 plan they are connected to or have permission to see. The student group is determined by the student group on the dashboard and the user’s level of permissions. Use the container actions and options to download the information as a PDF. 

504 Accommodations Container

This container is a data table showing a student and their accommodations. Use the container actions and options to download the information in a spreadsheet. 

Creating Student Groups 

See 5p Creating Student Groups Based on 504 Filters for more information.

Accessing Help

If you need help or information, Visit our Help Center.  Click the ? in the top right corner to access the Help menu, and the 504 Plan help articles.  Contact a customer support representative by emailing support@schooldata.net or clicking Request Help.