Using the Contact Log

The Contact Log allows staff to record communication related to a student, such as phone calls, emails, meetings, or other contacts with parents, guardians, or staff members. The Contact Log helps maintain a clear record of communication for compliance, documentation, and collaboration across special education programs.

The Contact Log can be accessed from several product areas, including SE Manager, SE IEP Goals, SE FIE, and other related modules.

Creating a Contact Log Entry

To create a new Contact Log entry:

1. Navigate to the “Student Forms” page.
2. Select the appropriate student in the application.
3. From the “New/Edit Forms” dropdown, select Contact Log.
4. Click New Draft to open the Contact Log form.

Once the Contact Log form opens, click the plus sign (add) icon to add a record.

Completing Contact Log Fields

When adding a Contact Log record, complete the following fields:

• Date: Enter the date when the contact occurred.
• Staff: Enter or select the staff member who made the contact.
• Method/Contact: Enter the method used to communicate, such as:
  • Phone call
  • Email
  • Face-to-face conversation
  • Mail
  • Other communication methods
• Comments: Enter notes describing the purpose or outcome of the communication. Examples include:
  • Phone call to parent to schedule an annual IEP meeting
  • Email to parent to schedule a parent-teacher conference
  • Follow-up conversation regarding student services

Saving the Contact Log Entry

After completing the required fields:

1. Click Insert to add the entry to the data grid.
2. Click Save to record the Contact Log entry.
3. If needed, click Cancel to exit the entry window without saving.