Typically in Brolly, students, goals, and services will pull over directly from your IEP system. Sometimes though, you may have a new student who does not have an IEP in your system or has an expired IEP. In these situations, you can manually create new students, goals, and services for these students until they are in your system and sync over automatically. 


Creating a New Student


Go to the Student page in the left-hand navigation.



Select the blue button “Create New Student” at the top of the page.



Fill in the student information that appears on the right-hand side of the page. Once completed, select “Save.”



Creating a Goal

Find the student you would like to create a goal for on the Student page and select the student’s name.



On the Goals header, click on the blue +Add button to the right.




The goal information form will appear on the right side of your screen to complete. To create a new goal, you will need to complete the following:

  • Name - name of the goal
  • Text - goal text
  • Service area - high level area the goal falls under such as reading, speech, behavior, etc.
  • Start and end date - date range of when the goal is active
  • Expected minutes (optional) - if not using services, the minutes the goal needs serviced


Click Next button in the lower right-hand corner when completed.


On the next page, add benchmarks/objectives. Benchmarks/objectives are optional and do not need to be included.



Creating a Service 

Find the student you would like to create a service for on the Student page and select the student’s name.



On the Service header, click on the blue +Add button to the right.




The service information form will appear on the right side of your screen to complete. To create a new service, you will need to complete the following:

  • Name (optional) - name or type of service
  • Text - information about the service
  • Start and end date - date range of when the service is active
  • Duration (optional) - number of minutes/hours that the service should be provided
  • Amount (optional) - number of times the service should take place
  • Frequency (optional) - how often the service should take place i.e. weekly, monthly, etc.
  • Location (optional) - setting for the service