Step 1:  Once an IEP is made active, a Level 4 user will see the options below.  Click on Create An Annual and then OK on the pop up message.  



Step 2:  Enter new Initiation and Meeting Dates.  



Step 3:  All modules will be open for review. Use the Student Plan to open and close modules. The information from the previous IEP is still entered.

Step 4:  Once all modules are saved and completed the below options appear.  The Active option will take you back to the current Active IEP.  You will select Make Active to have the Annual Draft become the current Active IEP.  



Select Ok on the next screen.