*Managing Lists

Lists can be created to simplify to process of adding information to the IEP sections. There are two areas to Manage Lists; the IEP Template tab and within an IEP Draft.

1. Manage Lists vs. Manage My Lists

• Manage Lists is only viewed in the IEP template tab, these lists will be available to all users.
• Manage My Lists allows users to create individual lists from within an IEP draft.

2. To Create a List

1. Open the IEP Template tab or an IEP Draft.
2. Click Manage Lists or Manage My Lists
3. Click Add List
4. Type the Name of the New List
5. Save & Close

3. Editing and Adding to the New List

• Click the Edit Pencil to change the name of the list.
• Click Add Items for New List
• Type the New Item
• Save & New (easily add an additional item)
• Save & Close

4. Upload Items to New List

• Click Upload Items to New List
• Click on the Small Monitor icon
• This will take you to the documents on your computer.
• Select the Excel file to upload.
• Click Upload

5. Editing the New List Items

• Use the Edit Pencil to rename an item
• Select multiple items using the multi-select.
• Select an item and click Delete Selected Items to remove.