When editing a section of an IEP, the section is considered "checked out" until it is properly closed/exited. When a section is checked out and another user attempts to open it, they will receive an error message.
To begin, open an IEP
Choose a section.
Click the Edit Section button.
There are two ways to to properly close/exit a section
- Close
- Save & Close
If you close a section by clicking on the X, the section is still technically open, and the system thinks the section is still checked out.
If this happens, and you need to close the tab, simply click on the Setup tab.
Select the IEP Checkout tab.
Click the X associated with the IEP section you want to close.
Select Yes.
Now the section is no longer checked out and will accessible.
NOTE: Some users don't have access to the Setup tab, therefore they aren't able to close sections that are checked out by other users. So, if you're trying to edit a section and get the following error message, ask your CST admin/case manager to exit the section for you.
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