Admin: Policies For Archiving

Admin>Settings>Policies>Archiving

Some key policies to make note of:

• Force Current Start date- this will prevent signature date changes and only show the date for each signature that corresponds with the date signed
  • Best Practice- prevents back dating the document and is the preferred method for ensuring MAs are compliant
• Autofill where possible- highly recommended to NOT turn this policy on. 
• Archive HDC form- upon import on HDC overview, the document will be included in the archive handle HDC form in the student’s archive.
  
  
• “Require SPED Signature for SPED student MA”

This policy will require a SPED Case Manager’s signature on the Master Agreement for students who have an active SPED record on the SPED Tab in School Pathways. 

Requirements for the check: Active SPED Record, Policy enabled, Signature Line on MA Template for “Special Education”