📝 Create/ View 504 Plans (Connect)

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. Start under 504 Plans in the left navigation menu and choose Create New 504 Plan.
2. This will take you to the Create New 504 Plan page, with various subpages (tabs) across the top. You will default to the Details tab. Some fields on this form are optional, but you must complete each required field to save the new plan. 

3. In the Selected Parties section, click the magnifying glass in the Student field and select the checkbox next to the desired student.
4. Select the 504 Coordinator and optional Supplemental Educators similarly.
5. Next, in the Disability section, select the Disability Area(s) by clicking the magnifying glass in the field, selecting one or more disability checkboxes, and clicking Accept.

6. Under the Important Dates section, confirm or edit the following:
   • Implementation Date: This will be pre-populated with today's date.
   • Review Date: One (1) year from the creation date.
   • Periodic Re-Evaluation Date: Three (3)  years from the creation date.

7. Last, under the Amendments section, select Yes or No from the Amendment Check Box dropdown menu. 
   • If this plan is an amendment to a different plan, select yes and add any Amendment Notes if necessary.

8. Click Save.

Impairments Tab  

1. Click the Impairments tab at the top of the page.
   • Alternatively, start under 504 Plans in the left navigation menu and choose View 504 Plans.
   • You will see a data table of the 504 Plans; the current user is the Plan Manager. Click the Student's Name to preview a plan or make changes.

2. Click the Add Impairment button in the top-right corner of the table.
   • Click the magnifying glass in the Impairment field and select the checkbox next to the impairment.
   • In the Notes field, add any additional information to explain the impairment further.
   • Click Save.

3. Click the Row Actions Gear to the far right to Edit or Delete.

Accommodations Tab 

1. Click the Accommodation tab at the top of the page.
   • Alternatively, start under 504 Plans in the left navigation menu and choose View 504 Plans.
   • You will see a data table of the 504 Plans, for which the current user is the Plan Manager. Click the Student's Name to preview a plan or make changes.

2. Click the Add Accommodation button in the top right of the table.
   • Click the magnifying glass in the Accommodation field, then select the checkbox next to Accommodation.
   • Fill in any further explanation in the Notes field.
   • Click Save.

3. In the Notes field to the far right, fill in any notes about accommodations.
4. Click the Row Actions Gear to the far right to Edit or Delete.

Communications Tab

1. Click the Communications tab at the top of the page.
   • Alternatively, start under 504 Plans in the left navigation menu and choose View 504 Plans.
   • You will see a data table of the 504 Plans, for which the current user is the Plan Manager. Click the Student's Name to preview a plan or make changes.

2. Click the Add Communication button in the top right of the table.
   • The Date field defaults to today’s date but may be edited.
   • Click the magnifying glass in the Communication Method field and select the checkbox for the method.
   • Select Yes or No in the Sent to Parent(s) dropdown menu. 
   • Fill in the Communication field.
   • Click Save.

3. Click the Row Actions Gear to the far right to Edit or Delete.

Files Tab

1. Click the Files tab at the top of the page.
   • Alternatively, start under 504 Plans in the left navigation menu and choose View 504 Plans.
   • You will see a data table of the 504 Plans, for which the current user is the Plan Manager. Click the Student's Name to preview a plan or make changes.

2. Click Add File in the top right of the data table to add supporting documentation.
   • Click the “+” icon in the File field, click Choose Files, and click Accept.
   • Fill in any further information in the Notes field.
   • Click Add File to Plan.

3. Click the Row Actions Gear to the far right to Download, Edit, or Delete.

Student Data Tab 

1. Click the Student Data tab at the top of the page and choose one of the following selections to view from the dropdown menu: 
   • Additional Services
   • Attendance History
   • Languages

2. Alternatively, start under 504 Plans in the left navigation menu and choose View 504 Plans.
   • You will see a data table of the 504 Plans, for which the current user is the Plan Manager. Click the Student's Name to preview a plan or make changes.

Change Log Tab 

1. Click the Change Log tab at the top right of the page to view a data table of changes, dates, and times from the dropdown menu.
2. Alternatively, start under 504 Plans in the left navigation menu and choose View 504 Plans.
   • You will see a data table of the 504 Plans, for which the current user is the Plan Manager. Click the Student's Name to preview a plan or make changes.

View 504 Plans 

1. Start under 504 Plans in the left navigation menu and choose View 504 Plans.
2. You will see a data table of the 504 Plans, with the current user as the Plan Manager. 
3. Click the Edit Page Data Settings button next to the page title to edit the school year(s) to view 504 plans.

4. Locate a student using the search, sorting, or filtering at the top of each column.
5. Click the magnifying glass next to the student's name to preview a plan or make changes.
6. Click the Row Actions Gear to the far right for the following actions.
   • Configure: This will allow you to edit or further configure the 504 plan.
   • Print: This is a PDF copy of the plan.
   • Mail to Teachers: This will email a copy of the 504 plan to the student's current-term teachers.
   • Archive: This lets you archive the plan rather than delete it.
   • Clone: This will clone the plan for a new provider and school year, if necessary.
7. To edit or print multiple forms, select one or more checkboxes to the far left of the data table or select the top checkbox to select all.
   • Click the Selected Gear at the top of the table and choose one.
     • Edit Selected 504 Plans: Select the plan to edit by clicking the name tab at the top of the new window.
     • Print Selected 504 Plans
     • Print 504 Plan and Save to Student Documents
     • Assign New Coordinator to 504 Plan
       • Click the magnifying glass in the 504 Plan Coordinator field, then select the checkbox for the employee.
       • Click Save.

• Create_View 504 Plans (Connect).pdf500 KB