πŸ“ Create New/View Eligibility Forms (Connect)

Teri Larew
Teri Larew
  • Updated

Creating an Eligibility Form determines if the student has a mental or physical impairment that substantially limits a significant life activity(s), which meets or does not meet Section 504 eligibility criteria.

  1. Start under Eligibility Forms in the left navigation menu and choose Create 504 Plan Eligibility Form. 

  1. Click the magnifying glass in the Student field and click the checkbox next to the student.
  2. Select the 504 Coordinator similarly.
  3. In the Eligibility Criteria and Determination section, select the radio button for one of the three options:

NOTE: To qualify for a 504 plan, the Eligibility Criteria and Termination Statement, which reads β€œThe student has a mental or physical impairment which substantially limits a major life activity or activities," must be true and selected.
  1. Next, click the magnifying glass in the Disability Area(s) field, click one or more checkboxes for the disability areas, and click Accept.

  1. Select one or more checkboxes for the Accommodations the student qualifies for or should receive.

  1. Select Important Dates: Creation Date (This will default to today’s date, but may be edited), Date Notice sent, Date Consent Received, and the Date of Meeting.

  1. In the Notes section, fill in the Nature of Concern, Impairment Description, Impairment Limitation Description, and Notes field with information you may find helpful.

  1. When finished, click Save.

View Eligibility Forms

  1. Start under Eligibility Forms in the left navigation menu and choose View 504 Plan Eligibility Forms.

  1. You will see a data table of the Eligibility Determination Forms that have been created.
  2. Locate a student using the search, sorting, or filtering at the top of each column.
  3. Click the magnifying glass in the Label column to view the document.
  4. Click the Row Actions Gear to the far right to Configure, Delete, or Print a single document.
  5. To edit or print multiple documents, click one or more checkboxes to the far left or select the checkbox at the top of the table to select all.
    • Click the Selected Gear at the top left of the table and choose one of the following actions.
      • Configure Selected Eligibility Forms: Select the student to edit by clicking the student name tabs at the top of the new window.
      • Print Selected Eligibility Forms
      • Print 504 Plan Eligibility Form and Save to Student Documents

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