📝 Create/View 504 Plans V2

The 504 Plan is meant to guide and assist school teams in serving their students with disabilities in a way that assures a quality education that complies with state and federal laws.

1. Locate 504 Plans in the left navigation menu and choose Create New 504 Plan or View 504 Plans.

2. You will default to the Detail Tab of the Create 504 Plan page.
3. In the Selected Parties section, select Student (Required), 504 Coordinator (Required), and Supplemental Educators (optional)
4. In the Disability section, select the Area of Disability (Required)

5. In the Important Dates section, select the following

   • Implementation Date (Required) Date of creation

   • Review Date (Required)  This auto-populates to 1 yr from the creation date but may be changed.
   • Periodic Re-Evaluation Date (Required) This auto-populates to 3 years from the creation date but may be modified if needed.
6. In the Amendments section, check the box if making an Amendment. And add any Amendment Text (optional) to provide additional information.

7. Use the Save and Continue Button from the drop menu at the top right to continue.

Impairments

1. Click Next for  Impairments, then click the Add Record button. 

2. Select 504 Plan Impairments. Use the 504 Impairment Notes (optional) to add specific details about the selected impairment. Click the Add button.

3. Use the row Action Gear button to Edit or Delete.

Accommodations

1. Click the Next Button to add Accommodations. 
2. Use the Add Record button to add selected Accommodations.
3. Select Accommodations and add specific details about the selected impairment in Notes (optional), then click the Add button. Multiple accommodations may be selected. These are customizable per district and should match the Accommodation Types selected on the Eligibility Form. NOTE: These notes will be displayed on the printable and in the student spotlight.

4. Use the row Action Gear button to Edit or Delete. 

Communications

1. Click the Next Button to add Communications.
2. Use the Add Communication button to track correspondences with parents/guardians and others while the plan is in place.

3. Enter the Method of Communication (optional) from the drop-down menu, select if it was sent to the parent(s), type in the actual Communication or a Summary of the Communication, and the Communication Date. NOTE: This part of the 504 Plan does not print on the report.

4. The container is organized by date, with the most recent dates first. Use the Row Action button to Edit or Delete. 

5. Use the Save and Continue Button from the drop menu at the top right to continue.

Files

1. Click the Next button to add Files. 
2. Use the Upload File button to add files. Use the Upload pop-up to drag and drop files, or use the browser to search your computer for them.
3. Use the Row Action button to Download, Edit, or Delete.
4. Clicking the  Next button will take you to the View 504 Plan page. 

View 504 Plans 

1. The View 504 Plans Container displays all 504 Plans created by the logged-in user. 
2. To see all eligibility forms, clear the filter in the My Five Oh Four Plan column.

3. Users may select multiple records to print or to the Student Spotlight in Homeroom by clicking the Action Gear.

4. Users may also use row Actions to View, Edit, Print, Archive, Clone, Delete, and  Email Plans to Teachers (current-term teachers only).

• Create_View 504 Plans V2.pdf600 KB