🏫 Switching Schools

When a student transfers to a new school, the district has several options for managing the student's 504 plan. But first, districts will likely want to add this to their end-of-year rollover procedures. Two potential ways to transition a 504 plan for a student who has been promoted to a new school:

Option 1 Plan Manager Role

The old or new school updates the same plan with the new 504 Coordinator.

1. Start under 504 Plans in the left navigation menu and choose View 504 Plans.
2. Click the Row Actions & Options Gear to the far right and select Configure (Edit in V2).

3. In the Details tab > Selected Parties section, click the 504 Plan Coordinator field, then select the checkbox for the new coordinator.
4. Click Save.

5. To edit multiple students, select one or more checkboxes to the left.
6. Click the Selected Gear in the top left and choose Assign New Coordinator to 504 Plan.

7. Click the 504 Plan Coordinator field, then select the checkbox for the new coordinator.
8. Click Save.

Option 2 Plan Manager Role

The new school 504 Coordinator will clone the previous school plan and update it for the new school.

1. Start under 504 Plans in the left navigation menu and choose View 504 Plans.
2. Click the Row Actions Gear to the far right and choose Clone.

3. Click the Is Current Column filter icon, then select the No checkbox to locate the newly cloned column.
4. Click the Row Actions Gear again to the far right of the cloned plan and choose Configure (Edit in V2).

5. In the Detail tab, fill in the Disability section > Disability Area(s) and Important Dates section > Periodic Re-Evaluation date for that plan to become the new current plan.
6. Click Save.

7. The Old School Plan (i.e., unedited plan) should now be removed. Click the Row Action Gear to the far right and choose Archive. The current 504 Coordinator's plan will no longer be listed.

• Switching Schools.pdf200 KB