What do I get after purchase?

Instant digital download — usually US Letter PDF + A4 PDF. Some listings also include a Canva remix link and access instructions.

Do you ship anything?

No. Digital only. Files are available immediately after payment.

Can I edit the forms?

Print the PDFs as-is, or use the Canva remix link (when included) to customize for your caseload. Personal classroom/caseload use unless the listing says otherwise.

Can I share with my whole school?

Personal license covers your own caseload. School- or district-wide sharing of blank files needs a multi-user arrangement — message us.

Is this legal advice or district-approved?

No. These are educator planning aids. Follow your federal, state, and district procedures. Not affiliated with any school district.

My download or copy link won't open. What now?

Message me through Etsy and I'll help you get it open. Downloads are always available under You > Purchases and reviews.

Do the packs work together?

Yes. Each pack stands alone, and the companions are optional. The IEP Meeting Prep Kit is the hub for full meeting prep; At-a-Glance, Agenda + Notes, Accommodations & Modifications Log, and Related Services & Minutes Tracker plug in when you want extra focus on that part of the workflow. Buy only what you need.

How do I get my template after I buy?

It's an instant download. Open the START-HERE PDF and click your "make a copy" link. A fresh, editable copy saves to your own Google account (a free Google account is needed). Printable PDF listings download straight to your computer.

Is it Google Sheets or Excel?

It depends on the listing, so check "What you get" on the one you're looking at. Sheets trackers open in Google Sheets, and listings that include an .xlsx file also open in Excel. PDF listings are for printing (or for typing in a PDF reader if the listing says fillable). They aren't spreadsheets.

Where does my student information go?

It stays in your own copy, and I never see it. Sheets copies live in your own Google account, and downloaded files stay on your computer. Follow your school or district's rules for storing student records.

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IEP Caseload Tracker Google Sheets, IEP Due Dates & Re-Evaluation Countdown, Service Minutes, Accommodations, Special Education Case Manager

FieldworkTemplateCo

Item highlights

Digital download
Digital file type(s): 1 PDF, 1 other file

Seller's description

WHAT'S INCLUDED
• IEP-Caseload-Due-Dates-Tracker.xlsx: 1 spreadsheet with 9 tabs. Works in Microsoft Excel or Google Sheets
• A 1-page Start Here PDF with your "Make a copy" link and step-by-step import instructions
• Works in Excel. No Google account needed (Google Sheets works too).

See every annual IEP and 3-year re-evaluation due date on your caseload, counted down automatically. This Google Sheets tracker colors each deadline Overdue, Urgent, Upcoming, or On track, and keeps service minutes, accommodations, and meetings in the same file.

Built for U.S. special education case managers and teachers of record. Calm, professional design with a deep teal accent. No clipart.

THE 9 TABS
1. Start Here: 6-step how-to, color key, and how every number is calculated
2. Paste Your Roster: paste your student list once (no macros). Caseload, Due Dates and every other tab fill in from it
3. Caseload: student, ID, grade, eligibility category (all 13 IDEA categories plus Developmental delay, with acronyms), case manager, last annual IEP date, last evaluation date, optional override dates, an optional "other deadline" (for example a BIP review or transition plan), parent/guardian, and notes. Room for 60 students
4. Due Dates: annual IEP due and 3-year re-evaluation due dates with days left and a color status, each student's next deadline, overdue/urgent/upcoming counts, and a "due by month" table for the next 12 months
5. Services: one row per service with planned minutes per week or month and the minutes delivered each month. Shows planned vs delivered to date, % delivered, minutes short, and Met / Close / Behind
6. Accommodations: a checklist grid of 16 common accommodations (rename any of them) with counts per student and per accommodation
7. Meeting Log: date, student, meeting type, attendees, parent attendance, decisions, follow-up task, owner, and due date. Follow-ups turn red when overdue
8. Print View: every student's next deadline, soonest first, on one landscape page
9. Settings: cycle lengths (default 12 and 36 months), warning windows (default 30 and 60 days), an optional preview date, and the lists behind every dropdown

HOW IT WORKS
1. Add your caseload with the last annual IEP and last evaluation dates
2. The countdowns and colors update every day on their own
3. Print the deadline list or check the Due Dates tab before planning meetings

GOOD TO KNOW
• Sample students (Student A to Student H) are fake and take about a minute to clear. The Start Here tab lists the exact cells.
• Timelines vary by state and district. Cycle lengths and warning windows are editable, and you can type an override date for any student.
• Type in the white cells. Shaded cells calculate automatically.
• Requires a free Google account (Google Sheets) or Microsoft Excel. Works best in a desktop browser.

HOW TO ACCESS
• Instant digital download. No physical item will be shipped.
• After purchase, go to Purchases and reviews > Download files (or use the link in your order email).
• Open the Start Here PDF and click the "Make a copy" link to get your own editable Google Sheets copy. Or import the .xlsx: in Google Sheets, File > Import > Upload.

IMPORTANT
This is a planning and organizing aid. It is not affiliated with any school district and is not legal or compliance advice. It does not replace the IEP, your state's timelines, or district systems, so always confirm due dates in your district's IEP system. Protect student privacy (initials or IDs recommended) according to district procedures. Not affiliated with Google or Microsoft.

PAIRS WITH
• Complete IEP Case Manager Binder (printable, sold separately): https://www.etsy.com/listing/4582488931/iep-binder-bundle-complete-iep-case
• IEP Accommodations & Modifications Log (printable): https://www.etsy.com/listing/4580021285/iep-accommodations-modifications-log-for

REFUNDS
Digital downloads are delivered instantly and are generally non-refundable once files are accessed, except when a file is defective or doesn't match the listing. Message us and we'll fix or refund fairly.

LICENSE (Fieldwork Template Co)
Personal license for the original purchaser's own caseload use. You may NOT resell, redistribute, or share the blank spreadsheet, the .xlsx file, or the "Make a copy" link; upload the blank file to shared drives for school- or district-wide use; or use it in competing digital listings.
© Fieldwork Template Co. All rights reserved.

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Price:$9.99

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FieldworkTemplateCo
Item type

Digital download
Digital file type(s)

1 PDF, 1 other file

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Meet your seller

Jordan Harrelson

FieldworkTemplateCo ·

Northport, Alabama

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1 month on Etsy

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IEP Caseload Tracker Google Sheets, IEP Due Dates & Re-Evaluation Countdown, Service Minutes, Accommodations, Special Education Case Manager

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