IEP document

An IEP document holds a student’s IEP dates and goals. You set it up as a draft, then activate it to start collecting data.

Create or open an IEP

On the Students page, select Create IEP on a student’s card, or Open IEP if the student already has one. The IEP document page has two parts: IEP DATES on the left and IEP GOALS on the right.

The bar at the top shows the student, the school year, and buttons to Save or Discard your changes and to download the document as PDF or Word.

Save your changes

Changes on the IEP document page are kept on the page until you save them. This includes the dates and every goal you add, edit or discard: the goal form’s own Save only updates the list on the page.

• Save in the top bar stores all changes at once.
• Discard in the top bar throws away all changes since the last save.

Download as PDF or Word

Select PDF or Word in the top bar of the IEP document page to download the IEP as a PDF file or a Word (.docx) file. Both contain the same information:

• Student: name, date of birth, grade and case manager.
• Program dates: IEP start date, annual review due and triennial reevaluation due.
• Goals: for each goal, its name, domain and goal type, the goal statement, baseline and target, whether higher or lower is better, and the target date.

The Word file is useful when you want to add to or reformat the document before sharing it.

IEP dates

A new IEP document fills in its dates for you:

IEP start date

Set to today by default.

Annual review due

One year after the start date, by default. In the example above, a start date of 9/1/2026 gives 8/31/2027.

Triennial re-eval due

Three years after the start date, by default: 8/31/2029 in the example.

When you change the start date, the other two dates change with it. Check them afterwards and adjust them if the student’s real dates are different.

Draft and active

Draft

Every new IEP document starts as a draft. You can add, edit and remove goals freely.

Active

The document is in use and you can record data for its goals. It is locked: its goals can’t be changed in any way.

Activate the IEP

Activation is the last step of setting up an IEP. Do it when the dates and goals are final.

1. On the IEP document page, select Activate in the top bar.
2. Review the Readiness checklist. Spectra IEP checks that the student record is complete, that the document has its dates, and that it has at least one goal.
3. Tick I confirm this IEP document is ready to activate.
4. Select Confirm.