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The guide specifies required Row 1 file header fields (file type, record count, exact file name, submission date format, RCDTS code rules) and explains where student records start and which columns are read-only. It lists student data requirements, validation constraints for names and dates, how to add, update, or delete records, and how to copy/paste safely while preserving formatting. It also covers reviewing result codes after download to confirm additions or updates.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/504-plan-file-header-and-student-record-data-entry-guide/355549/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/504-plan-file-header-and-student-record-data-entry-guide/355549.png","ImageObject",442,249,{"name":88,"@type":89},"Well Done","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",8,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"Why must changes be made in the Excel template instead of directly in the CSV file?","Question",{"text":109,"@type":110},"Formatting can be lost and errors may result when submitted. Always edit in the Excel template/file and keep the CSV unchanged.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What rules apply to Row 1 file header fields like the file name, submission date, and RCDTS code?",{"text":114,"@type":110},"The file name (including extension) must match exactly the name used for the actual file after “save as”. The sent date must use mm/dd/yyyy format. The 15-digit RCDTS code must match the IWAS login ID and be entered without spaces or hyphens.",{"name":116,"@type":107,"acceptedAnswer":117},"Which columns must contain only alpha characters, and what constraints are imposed on those fields?",{"text":118,"@type":110},"Legal First Name and Legal Last Name must contain only alpha characters, allowing hyphens and spaces. Commas are not allowed in any fields.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},355549,1791234962,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},5909892210082,"https://ap-avatar.wpscdn.com/avatar/56001069da27c9f41e8?x-image-process=image/resize,m_fixed,w_180,h_180&k=1789614185077863061","Always work in the Excel Template/file if a change to 504 Plan data is needed.  \nDo not make any changes to information in the CSV format as the formatting will be lost and errors may result when submitted.  \nRow 1 FILE HEADER  \n1-A File Type 504 Plan (already filled-in)  \n1-B Total Number of Records Number of student records you entered below  \n1-C File Name including extension Name of your file (i.e.,  \n504_ 10072008_ 001.csv) Note: 1-C file name must be same file name used for actual file name when you perform the ‘save as’ action.  \n1-D File Sent Date Date the file is being submitted via SIS to ISBE.  \nNote: Date format is mm/dd/yyyy (i.e., 10/20/2008)  \n1-E RCDTS Your 15 digit District RCDTS code  \nNote: Format is 111111111111111 – no spaces or hyphens between the digits.  \nNote: The RCDTS code must match that of your IWAS login ID. You can verify this number by looking at your profile in IWAS.  \nEXAMPLES:  \n\n| 504 Plan | 500 | 50082104002_ 10072008_001.csv | 10/07/2008 | 5008210400260000 |\n| --- | --- | --- | --- | --- |\n\n\n| 504 Plan | 1400 | RivertonHighSchool_ 10072008_001.csv | 10/10/2008 | 3903031040020000 |\n| --- | --- | --- | --- | --- |\n\n\n| 504 Plan | 241 | ShadyHillsSD_001.csv | 09/08/2008 | 3903031040020000 |\n| --- | --- | --- | --- | --- |\n\nRow 2 COLUMN NAMES (READ Only)  \nRow 3+ STUDENT RECORDS  \nEnter the appropriate 504 Plan data for each student record to add or update the 504 Plan data in the record(s) . The descriptions and codes for these data elements can be found in the ISBE SIS Data Elements Document ([https://www.isbe.net/Pages/Student](https://www.isbe.net/Pages/Student)Information-System.aspx) .  \n􀂾 Row \\#3 contains a sample row. The sample data should be deleted and replaced with valid student details.  \n􀂾 The Student SID must be in Column A to add or update a 504 Plan record.  \n􀂾 The following fields must contain only alpha characters with the exception of hyphens (“-”) and spaces:  \n􀂃 Legal First Name, and 􀂃 Legal Last Name.  \nNote: No commas may be included in any of the fields.  \n\n| Cell | Column Name | Value | M/O |\n| --- | --- | --- | --- |\n| 3-A | Student ID | State-assigned SID | M |\n| 3-B | SAP Id | Local district student identifier | O |\n| 3-C | Legal Last Name | Examples: Jones; Smith-Jones; or St John | M |\n| 3-D | Legal First Name | Examples: Maryanne or Mary Ann | M |\n| 3-E | Birth Date | Date Format is mm/dd/yyyy Example: 09/20/1994 | M |\n| 3-F | RCDTS for Home School | Identifies the student’s home school where the student resides (the 15 digit Region-CountyDistrict-Type-School)\u003Cbr>Example: 340491160262007 | M |\n| 3-G | RCDTS for Serving School | Identifies the serving school where the student is sitting. (the 15 digit RegionCounty-District-Type-School)\u003Cbr>Example: 340491160262007 | M |\n| 3-H | School Year | School Year\u003Cbr>Example: 2019 | M |\n| 3-I | 504 Plan Start Date | The month, day, and year on which the 504 Plan begins. Date Format is mm/dd/yyyy\u003Cbr>Example: 10/06/2008 | M |\n\n\n| 3-J | 504 Plan End Date | The month, day, and year on which the 504 Plan ended. Date Format is mm/dd/yyyy\u003Cbr>Example: 10/06/20 19 | O |\n| --- | --- | --- | --- |\n| 3-K | Delete Record | Blank or “99” | O |\n\nADDITIONAL TIPS  \n􀂾 Copying Data into the Excel Template  \n􀂃 Open the spreadsheet or document that contains the data you wish to copy.  \n􀂃 Only highlight the cells you wish to copy into the Excel Template. For example, highlight across from A2 to K2 then down to A150 to K150.  \n􀂃 Select Edit 􀃆 Copy  \n􀂃 Open the Excel Template (Keep both the source data spreadsheet and the template open)  \n􀂃 Click on the first cell in the template (Cell A3 in the 504 Plan template) 􀂃 Select Edit  \n􀃆 Paste Special  \n􀂃 When the pop-up box opens Select Values and click Ok. (this preserves the data formatting in the template)  \n􀂾 Saving an Excel Template as a CSV  \n􀂃 Open the Excel template with the 504 Plan data or if you already have the spreadsheet open, save the template as an Excel version type (.XLS extension) .  \n","cbCaimfV9KHskLJh","https://ap.wps.com/l/cbCaimfV9KHskLJh","pdf",57908,"English","# Row 1 FILE HEADER\n## Required header fields and formatting rules\n# Row 2 COLUMN NAMES (READ ONLY)\n# Row 3+ STUDENT RECORDS\n## Required fields, validation constraints, and delete/update logic\n# ADDITIONAL TIPS\n## Copying data into the Excel template\n## Saving the Excel template as a CSV\n## Making changes to student information\n## Reviewing result codes and messages","[{\"question\":\"Why must changes be made in the Excel template instead of directly in the CSV file?\",\"answer\":\"Formatting can be lost and errors may result when submitted. Always edit in the Excel template/file and keep the CSV unchanged.\"},{\"question\":\"What rules apply to Row 1 file header fields like the file name, submission date, and RCDTS code?\",\"answer\":\"The file name (including extension) must match exactly the name used for the actual file after “save as”. The sent date must use mm/dd/yyyy format. The 15-digit RCDTS code must match the IWAS login ID and be entered without spaces or hyphens.\"},{\"question\":\"Which columns must contain only alpha characters, and what constraints are imposed on those fields?\",\"answer\":\"Legal First Name and Legal Last Name must contain only alpha characters, allowing hyphens and spaces. Commas are not allowed in any fields.\"}]","504 Plan - File Header and Student Record Data Entry Guide | PDF",1790119810]