Is it possible to copy a student's IEP (Individual Education Plan) from one academic year to the next?

If you wish to copy an individual student's IEP for the next academic year, in order retain the body of text but just edit specific areas, this is possible by copying the source code.

On the student profile Support tab, click on the cog next to IEPs


It will open up a view so that you can Edit the current IEP. 


Go to the Source tab and click anywhere within the text, use CTRL A to select all, then CTRL C to copy. This will copy the entire source code for the student's current IEP.


Just above the IEP table, click Back to Profile to take you back to the student's Support Tab.


Click again on the cog next to IEPs, then Add New.


On the Source tab, click anywhere into the code showing, then use CTRL A to select all before deleting the text.  Use CTRL V to paste the previous IEP into the space. 

You will be able to edit the text on the Start tab. At the base of the new IEP you will need to add an Effective Date as well as a Review Date, and the student's academic year group within those dates, prior to clicking on Insert to save. 


Related articles:

How do I add an IEP to the students profile

IEP Template



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