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Add, transfer, find, & move-ins. By: Tonia Hoch. Add/Transfer. Click Add/Transfer Type in student name and DOB, click Search Your options should show the correct choice you need – if not, contact IMS.

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Add transfer
Add/Transfer

  • Click Add/Transfer

  • Type in student name and DOB, click Search

  • Your options should show the correct choice you need – if not, contact IMS.

    • For instance, if you know a student has been on an IEP but when you do a search, it doesn’t find the old IEPs, contact IMS as spelling of a name or DOB may be different.

  • If the student has ever been on an IEP (or is currently), or been thru Child Find, it should say that at the top of the screen.


Adding options
Adding Options:

In this last example, there is no option to transfer because there is an open IEP in the system.




Transfer option
Transfer option this will not put the student on the student list – only on that teacher or support provider’s list.

Update activities also


Transfer updating parent info
Transfer- updating parent info this will not put the student on the student list – only on that teacher or support provider’s list.

Make sure to click ‘Save & Close’


Move ins
Move-ins this will not put the student on the student list – only on that teacher or support provider’s list.

  • Added as status of ATMI on student list

  • When adding new IEP, it will automatically choose Move-In

  • Please use this option, but put the meeting date as the date the student started at the district

  • Duration to date can be updated as an Iowa IEP will need to be completed

  • Complete tabs A, F (services and activities that were listed on the out of state IEP but we would assign them to our providers), and RSD. This will put the student in the system, you can mark ‘Ready to Review’ and we’ll get it processed.

  • Once processed, then you can open a regular IEP to have for the Iowa IEP and modify services as needed.

  • Make sure to send a copy of the out-of-state IEP to IMS


Move in complete tab a f rsd
Move-In: Complete tab a, f, & this will not put the student on the student list – only on that teacher or support provider’s list.rsd

Update Duration To date-then this will show on the student list so you know an IEP has to be held. Also update Reeval date if needed.


find this will not put the student on the student list – only on that teacher or support provider’s list.

  • Need exact student first and last name, and DOB

  • Click ‘Find’, enter first, last, & DOB and click ‘Search’

  • All current info will show if currently on an IEP

  • All archives will show – you can click on these records to see the IEP

  • If there is an open IEP, you won’t be able to view it thru the ‘Find’ option

  • Any associated file is shown and you can click on it


Find cont
Find, this will not put the student on the student list – only on that teacher or support provider’s list.cont.

These are current services and activities

You can also click on any Associated File

Archive records – these can be clicked to access


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