Closing an IFSP

1. From the Client Case, click on the Related tab

2. Click the ▼ symbol drop-down to the right of the IFSP you want to close

3. Click Edit

4. Select Active IFSP

5. Uncheck the “Active?” Box

Note: Please leave the “Active?” checkbox checked IF this is the most recent IFSP and IF the associated case will be closed and transferred to another EI Broker/ CCB. Please reference Transfer Case (EI Broker to EI Broker) for more details.

1. Under the IFSP Detail, click Status field and change status to Closed

Note: Once an IFSP is closed, the record is locked from being edited. Prior to closing an IFSP, verify all information has been entered

1. Transition information has been entered

2. Child Outcome Summary ratings have been entered on the Global Outcomes tab

3. Primary Setting has been entered

4. Click Save

Note: Data Specialist, Tracy Sperry, can unarchive an IFSP record if requested and justified. IFSP Edit Requests should be submitted via the following IFSP Edit Request form.