Intro to Classroom Documentation

(4 Hours) In this introductory-level course, you will learn methods for documenting a student’s academic and social behaviors in the classroom and why this documentation is important to student success. You will analyze an organization system for your classroom and will select from multiple provided templates to build a starting plan for documentation.  Through documentation, you will be able to communicate the needs of your classroom and students to the appropriate personnel and receive targeted support efficiently.


  • Price: $15.00
  • Credit Type: Professional Development
  • Credits: 4 PD Hours
  • 13 High-Quality Resources Provided With The Course

Learn How to Use Effective Documentation to Support Classroom Instruction & Identify Student Need

Learn How to Properly Record Student Information, Manage Student Records, & Share Student Information with Colleagues & Parents

Step-By-Step Instructions On How to Set Up Student Files For Use in RTI Referrals & Other Documentation Requirements

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What You Will Learn In This Course:

Participants of this course will learn how to document a student’s academic and social behaviors in the classroom and why this documentation is important to student success. The course will focus on:

  • How documentation will support your classroom instruction
  • How documentation is used when seeking support from administrators
  • How to effectively document student struggles
  • Why documenting a student’s struggles holistically through various methods is important

Course Guiding Question:

Who are my struggling students and how can I document their difficulties in a way that will enlist the support I need from my administrators?

Professional Development Credits:

At the conclusion of the course, you will receive a certificate for 4 Professional Development Hours (Clock Hours, CPEs, CEUs).

Model Teaching and Action Potential Learning Professional Development Courses are pre-approved in the following states:

  • Texas: TEA CPE# 902-391, under parent company Action Potential Learning, LLC
  • Montana: Office of Public Instruction (OPI) approved
  • New York State: CTLE# 23730

If you are a teacher in a different state and wish to use our Professional Development Courses for teacher license renewal, please view our PD STATE REQUIREMENTS PAGE to learn more about your state’s requirements.

Also, consider taking our UNIVERSITY-PARTNERED, ACADEMIC CREDIT COURSES to earn regionally-accredited units or credits, accepted by most states.


Monique Carlisle, Instructor

B.S. Education
Applied Learning & Development
University of Texas at Austin

Experience & Credentials:
Over 11 Years of Teaching Experience
Former Elementary-Level Teacher
Montessori Certification
G/T Student Performance & Curriculum Trained
Experience with Students with Learning Disabilites

Course Sections:

Section 1 – An Introduction To Documentation

  • What is documentation
  • Why documentation is important
  • How documentation is used
  • When documentation should be created

Section 2 – Student Files

  • The importance of creating student files
  • How to create student files
  • What to include and how often to add information to student’s files

Section 3 – Documentation Templates

  • Multiple documentation templates
  • Different ways to share information with school personnel

Section 4 – Putting It All Together
Section 5 – Applying What You Have Learned

Helpful Resources & Templates Included With the Course

The course comes with 13 templates, tools, and graphic organizers ready to be used in your classroom!  These include:

  • ABC Tracker
  • ABC Tracker Sample
  • Academic Tracker
  • Behavior Tracker
  • Conference Form
  • Creating Student Files Guide
  • Effectiveness Rubric
  • Documentation Implementation Plan
  • Documentation Purposes Guide
  • Intervention Log
  • Parent Contact Log
  • Referral Process Log
  • Team Meeting Documentation Tracker

High-Quality Virtual Presentations

Our high-quality lessons are presented by your instructor in a virtual learning environment that is designed to mirror live, on-campus workshops. Choose to watch or read all lessons at any time and take advantage of our high-quality resources provided for immediate implementation of your new skills.

Access Your Courses Anytime, Anywhere

Courses are accessible to you at any time and are accessible on any computer, tablet, or smart phone. After registration, you will have access to all course lessons, templates, & assignments for one year. Take your courses at your own pace.  Pause any time and continue where you left off.  You will receive instructor feedback at each step of the course as you progress through the curriculum at your own convenience.


Live Feedback & Communication

Our courses are designed to simulate live instruction. Throughout the course, you will receive feedback from your instructor within 24- 48 hours of your submissions as you proceed through lessons and activities. If you have a question, reach out to your instructor through our built-in messaging system or directly by email or phone.

How Our Courses Work:

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