SEN2 – Record phase transfer dates on assessments (3.87)

Description

A new panel on Assessment Involvements has been introduced. This allows the Phase Transfer Due Date to be recorded on the assessment. It means Phase Transfer Reviews required many years in the future won’t need to be created.

Where a Phase Transfer Due Date has been recorded in a Phase Transfer Review Involvement, the date automatically populates the Assessment Involvement.

The panel called Phase Transfer Due for Amended Plan contains a new date field Phase Transfer Due for Amended Plan. The panel is available on the following assessment types:

• EHCP Assessment Involvement
• SEN Assessment Involvement
• EHCP Re-Assessment Involvement

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Helpfiles updated

​Create an EHCP Assessment Involvement Form
Create an EHCP Re-Assessment Involvement Form