Within the Student Dashboard, your student's data (i.e. assessments, goals, and strategies you've assigned) will be filed under a review period. A review period is the IEP start/end dates that the student's data applies to.
Create a New IEP
To create a new review period, click 'Add New IEP'. Check the box to carry the new dates over to the Caseload tab.
Carryover Old Goals
You can move goals to a different review period if needed.
To do this, scroll down to the goal(s) you'd like to move to the new IEP period, click 'Actions', then 'Move to', and then choose the new IEP dates.
Restoring archived goals/data
If you have any data you've archived for a student you want to review or carryover, you can go back and create a review period for that data too. To do this, click 'Actions', then 'View archived data', and then click the blue plus sign to add a review period for the data you would like to restore.