Print and Locking Order

This article explains how to print and lock an IEP Meeting Form Set in SE Manager, including how to control the order of forms in the final PDF. Use this process to organize draft forms, preview the form set, and finalize documentation for compliance, reporting, and record-keeping.

Overview: Controlling Form Order in an IEP Meeting Form Set

You can control the order of forms in the printed IEP Meeting Form Set PDF by selecting and arranging draft forms before printing and locking.

Steps to Print and Lock an IEP Meeting Form Set

1. On the “Student Forms” screen, click View All Drafts to display all draft forms for the student.
2. Review all forms in "Draft" status and delete any forms that are not needed.

3. Click Print/Lock Form Set to begin preparing the IEP Meeting Form Set.

   

4. Confirm the Master Form (for example, amendment, brief, IEP, service plan, or transfer).
   
5. Select the Draft Form(s) to include in the form set.
6. Click the single arrow ( > ) to move forms one at a time into the selected list.
7. The order in which forms are moved determines the print order in the final PDF.
8. Select the Language to Print from the dropdown menu to preview the draft form set.
9. Click Print to generate a preview of the draft form set.
10. Click Lock to finalize and lock the IEP Meeting Form Set.
11. Click Cancel if you need to exit without saving changes.