IEP Writer - Audit-trail reviews

[Rammie]

We have IEP Writer (v3.9.0.5), which we only fairly recently integrated with SIMS.

 

Our SENCo has a serious issue with the way that SIMS/IEP handles reviews. We opened a call with Capita and basically they flannelled the poor lass without actually answering the question at all. One wonders if they actually understood what her issue is. She needs to have an audit-trail (or history-list, whatever you want to call it) of each child's review process. Obviously, she could file all the printed reports, but we have several people who need to see this stuff on their own desks.

 

Anyway...

 

OLD STANDALONE IEP: when you review an IEP, you open the previous record, edit it and then save-as with a new date. Result, two-plus dated records, which automatically provide an audit-trail of the review process. Easy!

 

NEW SIMS IEP: open the existing record, edit it and save it. Result - previous state of record disappears and you have no audit-trail. Not satisfactory!

 

ALTERNATIVE: create new record. Then you need to add everything from the old record manually - there is no way to copy/paste the previous record. Result - masses of additional work.

 

So, what am I missing here? I mean, aside from the obvious...

[alunmjones]

our SENCo is at the moment migrating all the kids into sims IEP, she is printing off a PDF copy of the IEP report when done and attaching it to the students record in sims, with every new addition beeing added in the same way. Not really a perfect/prefered way but its a way round it i suppose.

[Rammie]

SOLUTION: after we finally got to match our diaries with support, we got a viable solution to this problem.

 

For the second and subsequent IEP records, firstly create a fresh new IEP record. Then, using the File/Open menu option (in IEP Writer), locate and open the previous IEP record for the pupil - this will import the previous IEP status. Now edit and make any changes required, then close IEP Writer as normal. The result will be an additional record on SIMS, containing the previous record-plus-changes - just what is required for an audit-trail.

 

Kind-of-obvious, when you know how, but not that obvious if you don't. Thanks to Richard at Capita!