·          The current documents you will be using will be:

·         The current EHCP

·         The current EHCP Section K Documents

·         Specialist reports (post EHCP)

·         Additional current internal documents (post EHCP)

·          If you are waiting for a Final or an Amended Final we recommend you wait until it arrives.

·          Begin by auditing your documents for one CYP.

·          You may have a large number of documents, so be mindful to return to the full back history for scanning and on-boarding at a time that is suitable and purposeful.

·          If the current documents are not digital, scan and upload onto your hard drive into the CYP’s personal folder. (see below)

·          Use the File Naming Convention (FNC) as directed by your SEND Policy. (For the SENDiT suggested format, please see next section.)

·          Carefully read the documents you have rejected as not ‘current’ and check none contain Assessments you wish to evidence. If they do, scan and upload these documents as above (2)

·          Consider these sub-folders in each CYP’s folder.  This will support seamless on-boarding of documents. 

·          Disability Documents (as appropriate)

·          CLA Documents (as appropriate)

·          Current EHCP Document

·          Current Section K Documents

·          Current Documents (post EHCP)

·          Archived EHCP Documents

·          Archived Section K Documents (i.e. no longer in Section K)

·          Archived documents with Assessments within them

 

·          Archived EHCP Documents will include :

o   Historical Final versions

o   All Drafts

o   Proposed Amended

o   EHCP Working Document (with handwritten comments etc)

 

·          On-board this first CYP– following the guidance within SENDiT.