new lcd panel ahs ability to record you quotation

2023-01-03 12:32:11

You can create quotes to share with contacts interested in buying a product or service from their company. Use the quotes tool to create a web page that includes pricing information for line items. If you"re using the HubSpot and Shopify integration, you can add products created through the integration.

The quote preview shown in the right pane is based on the last template that you used for creating a quote. You can update this preview by proceeding to the next section, then selecting another template.

Continue setting up your quote following the steps below. You can save the quote as a draft at any step by clicking Save, then clicking Exit in the bottom left. Keep in mind that drafted quotes can still be enrolled in workflows. You can access the quote draft for editing directly from the quotes dashboard.

Domain:this setting only applies if you"re using a customized quote template. The domain is set by the quote template you selected. By default, the content slug uses a unique date and quote ID and does not need to be customized, but you can edit the page slug in the Content slugtext field if needed.

Expiration date: select an expiration date. If you have a Sales HubProfessional or Enterprise subscription, you can set a default quote expiration period in your account settings. When a quote expires, your contacts can no longer access it and will be prompted to contact your team.

Please note:if you want to view the quote after it expires, click the quote nameon the deal record, then in the dialog box, click View quoteto view a PDF version.

Comments to buyer: enter any additional information that will be useful for your buyer. Use the formatting options at the bottom of the editing window to modify the text or insert a link. Click theto enter a short, reusable block of text.

Purchase terms: enter any rules or regulations that your buyer should be aware of. Use the formatting options at the bottom of the editing window to modify the text or insert a link.Click theto enter a short, reusable block of text.

Review and edit the contacts and companies that will appear on your quote. Contacts and companies associated with the deal will appear here by default. To remove them from the quote, clear the checkboxnext to their name.

Verify that your personal information and company information is accurate. By default, your personal information is pulled from your profile and preferences and your company"s information is set in your account settings.

Please note: updating your profile information will not update previously created quotes. To update your information in a quote that has already been created, you"ll need to follow the steps below to manually update it on the quote.

Review and edit the line items that will appear on your quote, along with adding discounts, taxes, and fees, and payment schedules to schedule payment installments.

Any changes made in this section will update the line items listed on the deal record. If the deal record is associated with multiple quotes, only the line items from the most recently created quote will appear in the line item card on the deal record.

If you have Create custom line itemspermissions, you can add a new line item that is unique to the individual quote.Line items created from the line item editor will not be addedto your product library.

If you"re a user in a Professionalor Enterpriseaccount, you can add existing line items from the product library. This includes line items created using the HubSpot-Shopify integration. If there is a line item already associated with a deal record, that line item will be included already.

To edit a line item that is already included on the quote, hover over the line item and click the Actions dropdown menu, then select Edit. Make any changes in the right panel, then click Save.

You can also edit an individual line item"s details in the line items editor, including the term, unit price, quantity and discount amount. Enter a new valuein the appropriate column. Learn more about using the line items editor.

Please note:when creating a quote integrated with the payments tool, if you set a line item with a recurring billing frequency"s Termvalue to 0, the subscription will automatically renew until it is cancelled.

By default, billing for recurring line items will start that time of checkout. You can set this to a future date by clicking the Billing start date dropdown menu, then one of the following options:

Delayed start (days): delay the billing start date by a number of days after checkout. After selecting this option, enter a number into the Delayed billing start by days field in the right panel.

Delayed start (months): delay the billing start date by a number of months after checkout. After selecting this option, enter a number into the Delayed billing start by monthsfield in the right panel.

In the Totals section, you can add discounts, fees, and taxes for the quote subtotal. These additional elements will not be added to the associated deal"s Amount property.

Please note:while the ability to add a tax, fee, or discount lives in HubSpot, your legal and accounting teams are the best resource to give you compliance advice for your specific situation.

Enter a name for the tax, fee, or discount and a value in the text field. The tax, fee, or discount value can be based on a specific dollar amount (USD) or a percentage (%) of the total.

The quote total is the total amount due at the time of payment, not the total contract value. For example, if you are billing your customer monthly, the quote total will be the monthly total amount.

While HubSpot supports up to six decimal places when setting a line item"s unit price in any currency, any discounts are rounded based on the currency"s precision at checkout. For example, if a line item has a price of $11.90 USD, and a 15% discount is applied, the discounted amount of $1.785 will be rounded to $1.79, and the total that the buyer pays will be $10.12.

If you’re using a customized quote template, you can turn on payment scheduling to split payments up over time. Each payment will have its own due date, amount, and name. For example, a $5,000 quote for consultation services can be structured into three payments over six months of $1,000, $1,500, and $2,500.

Payment schedules cannot be paid using the HubSpot payments tool. Instead, you"ll need to work with your customer directly to collect payments outside of HubSpot.

Add another payment installment by clicking + Add another payment. You can set a payment to be due on a specific day by clicking the Custom text dropdown menu, then selecting Specific date, then using the date picker to select a date.

If you"re using a customized quote template, the quote language and locale will appear in the language and locale you selected when building the template.

To change the date and address display format for your quote, click the Localedropdown menu and select a different option. Keep in mind that the quote"s currency format is inherited from the deal record"s currency, so changing the quote"s locale settings will not update the currency.

Please note: after saving a quote as a draft, you cannot edit the esignature options in theSignature & Paymentstep. If you have quote approval workflows set up, keep in mind that quotes with a draft status can still be enrolled in the workflow.

If your quoterequires approval, click Request quote. Your account"s quote approver must approve the quote before you can publish it and send it to your contacts.

Or, click Write email with quote. You"ll be brought to the contact"s record in HubSpot, and the Emailpop-up box will open automatically with a link to the quote page.

In the pop-up window, click the Quotesdropdown menu and select a quote. To share a quote via email, there must be a quote created for the deal associated to that contact or company record.

You can also share a quote using the HubSpot mobile keyboard on your Android or iOS device. Learn how to turn on the HubSpot keyboard in your device"s settings, then access the HubSpot keyboard while using the HubSpot mobile app.

On the quotes dashboard, view a list of the quotes in your account. Filter quotes by status or owner, or search for a specific quote to review or edit. You can also open the quotes detail page to download, clone, recall and edit, or delete the quote.

In your account settings, you can download all quotes or set a default expiration period for quotes. Learn how to report on quotes in the custom report builder.

Clone:clone an existing quote to use the same quote again. Cloned quotes include the original quote"s record associations and the property values of the line items, including price, terms, and discount.

Recall & edit:make changes and revisions to a quote that has already been published. After making your edits, the updated quote content will display whenever a contact views the quote.

Users with super admin permissions in a Sales HubProfessionalor Enterpriseaccountcan set a default quote expiration period for all quotes created in the account. After updating the default expiration period, any new quotes that you create moving forward will automatically have the set expiration date.

new lcd panel ahs ability to record you quotation

Microsoft Power Fx is the new name for the canvas apps formula language. These articles are work in progress as we extract the language from canvas apps, integrate it with other Microsoft Power Platform products, and make it available as open source. Start with the Microsoft Power Fx Overview for an introduction to the language.

The operators in Microsoft Power Fx are described below. Some of these operators are dependent on the language of the author. See Global apps for more information.

Overrides ThisItem and ThisRecord in galleries and record scope functions. As is useful for providing a better, specific name and is especially important in nested scenarios.

Access to the complete record and individual fields of the record within ForAll, Sum, With, and other record scope functions. Can be overridden with the As operator.

A few controls and functions apply formulas to individual records of a table. To refer to the individual record in a formula, use one of the following:

Defines a name for the current record, replacing default ThisItem or ThisRecord. Use As to make formulas easier to understand and resolve ambiguity when nesting.

For example, in the following Gallery control, the Items property is set to the Employees data source (such as the Employees entity included with the Northwind Traders sample):

The first item in the gallery is a template that is replicated for each employee. In the template, the formula for the picture uses ThisItem to refer to the current item:

ThisRecord is used in functions that have a record scope. For example, we can use the Filter function with our gallery"s Items property to only show first names that being with M:

Although optional, using ThisRecord can make formulas easier to understand and may be required in ambiguous situations where a field name may also be a relationship name. ThisRecord is optional while ThisItem is always required.

Use ThisRecord to reference the whole record with Patch, Collect, and other record scope functions. For example, the following formula sets the status for all inactive employees to active:

Use the As operator to name a record in a gallery or record scope function, overriding the default ThisItem or ThisRecord. Naming the record can make your formulas easier to understand and may be required in nested situations to access records in other scopes.

As can also be used with record scope functions to replace the default name ThisRecord. We can apply this to our previous example to clarify the record we are working with:

When nesting galleries and record scope functions, ThisItem and ThisRecord always refers to the inner most scope, leaving records in outer scopes unavailable. Use As to make all record scopes available by giving each a unique name.

We start by iterating an unnamed table of 8 numbered records from the Sequence function. This loop is for each row of the board, which is commonly referred to as Rank and so we give it this name.

If Rank.Value + File.Value is an odd number, the square gets an X, otherwise a dot. This part of the formula is referencing both ForAll loops, made possible by using the As operator.

And finally, within this gallery, we"ll add a Label control that will be replicated for each File and each Rank. We"ll size it to fill the entire space and use the Fill property to provide the color with this formula:

It"s often convenient to reference another property of the same control when writing a formula. Instead of using an absolute reference by name, it"s easier and more portable to use a relative reference to oneself. The Self operator provides that easy access to the current control.

Some controls host other controls, such as the parent. Like the Self operator, the Parent operator provides an easy relative reference to the container control.

Logical name - A name that is guaranteed to be unique, does not change after being created, usually does not allow spaces or other special characters, and is not localized into different languages. As a result, the name can be cryptic. These names are used by professional developers. For example, cra3a_customfield. This name may also be referred to as schema name or just name.

Display name - A name that is user-friendly and intended to be seen by end users. This name may not be unique, may change over time, may contain spaces and any Unicode character, and may be localized into different languages. Corresponding to the example above, the display name may be Custom Field with space in between the words.

Since display names are easier to understand, Power Fx will suggest them as choices and not suggest logical names. Although logical names are not suggested, they can still be used if typed indirectly.

For example, imagine you have added a Custom Field to an entity in Dataverse. A logical name will be assigned for you by the system, which you can modify only when creating the field. The result would look similar to:

When authoring a reference to a field of Accounts, the suggestion will be made to use "Custom Field" since this is the display name. The single quotes must be used because this name has a space in it:

Behind the scenes, a mapping is maintained between the display names seen in formulas and the underlying logical names. Since logical names must be used to interact with the data source, this mapping is used to convert from the current display name to the logical name automatically and that is what is seen in the network traffic. This mapping is also used to convert back to logical names to switch into new display names, for example, if a display name changes or a maker in a different language edits the app.

Logical names are not translated when moving an app between environments. For Dataverse system entity and field names, this should not be a problem as logical names are consistent across environments. But any custom fields, such as cra3a_customfield in this example above, may have a different environment prefix (cra3a in this case). Display names are preferred as they can be matched against display names in the new environment.

Since display names are not unique, the same display name may appear more than once in the same entity. When this happens, the logical name will be added to the end of the display name in parenthesis for one of more of the conflicting names. Building on the example above, if there was a second field with the same display name of Custom Field with a logical name of cra3a_customfieldalt then the suggestions would show:

Some functions create record scopes for accessing the fields of table while processing each record, such as Filter, AddColumns, and Sum. Field names added with the record scope override the same names from elsewhere in the app. When this happens, you can still access values from outside the record scope with the @ disambiguation operator:

new lcd panel ahs ability to record you quotation

There are several ways to update data in an Access database. You add a record to your database when you have a new item to track, such as a new contact to the Contacts table. When you add a new record, Access appends the record to the end of the table. You also change fields to stay up-to-date, such as a new address or last name. To maintain data integrity, the fields in an Access database are set to accept a specific type of data, such as text or numbers. If you don"t enter the correct data type, Access displays an error message. Finally, you can delete a record when it is no longer relevant and to save space.

You use a form to manually update data. Data entry forms can provide an easier, faster, and more accurate way to enter data. Forms can contain any number of controls such as lists, text boxes, and buttons. In turn, each of the controls on the form either reads data from or writes data to an underlying table field.

Datasheets are grids of data that look like Excel worksheets. You can change data by working directly in Datasheet view. If you are familiar with Excel, datasheets should be relatively easy to understand. You can change data in tables, query result sets, and forms that display datasheets. Typically, you use datasheets when you need to see many records at once.

When you view another record or close the table or form, Access saves the new record that you added. To explicitly save changes to the current record, press Shift+Enter.Find a record

You must first find a record before you can edit or delete it. In a form or datasheet that contains only a small number of records, you can use the record navigation buttons to navigate through the records until you find the one you want. When there are many records, you can use the Find and Replace dialog box and filter for the record.

Current Record Type a record number and then press ENTER to navigate to that record. The record number is counted sequentially, from the beginning of the form or datasheet — it does not correspond to any field value.

The Find and Replace dialog box provides another way to change small amounts of data in less time and with less effort. You can use the Find feature in the Find and Replace dialog box to locate a matching record. When you find a matching record, that record becomes the current record, and you can then edit or delete it.

You can apply a filter to limit the records that are displayed to those that match your criteria. Applying a filter makes it easier to find the record that you want to edit or delete.

To ensure that the table or form is not already filtered, on the Home tab, in the Sort & Filter group, click Advanced, and then click Clear All Filters, or click Filter in the record navigation bar.

Navigate to the record that contains the value that you want to use as part of the filter, and then click the field. To filter based on a partial selection, select only the characters that you want.

The deletion process is fairly simple, except when the record is related to other data and resides on the "one" side of a one-to-many relationship. To maintain data integrity, by default, Access does not let you to delete related data. For more information, see Guide to table relationships.

Tip If you need to delete only some information but not the entire record, select only the data in each field that you want to delete and then press DELETE.Edit data in a text box or field

Access provides one text control for use with Short Text and Long Text (also called Memo) fields. Typically, you can tell if the underlying field is short or long text by the size of the control, which usually reflects the size needed for the underlying table field. A Short Text field can store up to 255 characters and a Long Text field can store 64,000 characters.

By design, you cannot edit data from some types of queries. For example, you cannot edit the data returned by a crosstab query, and you cannot edit or remove calculated fields — values that a formula calculates as you use your database, but that do not reside in a table.

In Form view, you can click a field"s label to select the field. In Datasheet view, you can select a field by clicking near the left border of the field when the mouse pointer becomes a plus (+) sign.

You don"t have to explicitly save your changes. Access commits them to the table when you move the cursor to a new field in the same row, when you move the pointer to another row, or when you close the form or datasheet.Add a date by using the Date Picker

A field may have an input mask applied. An input mask is a set of literal and placeholder characters that force you to enter data in a specific format. For more information about input masks, see Control data entry formats with input masks.

Lists help maintain data integrity and are easy to use. You can use lists in forms, and in tables and queries. Access has three types of lists — value lists, lookup fields and multivalued lists. Value lists display a set of items that you enter manually. Lookup lists use a query to retrieve their data from one or more table result sets open in datasheet view. Multivalued lists solve a common business requirement, a many-to-many relationship. For example, you might to want to track customer support issues and assign multiple people the same issue in one field.

If you are editing a value list or multivalued field, use the Edit List Items dialog box to edit the list data, keeping each item on a separate line, and then click OK after you finish.

Access allows you to distinguish between two kinds of blank values: Null values and zero-length strings. Null values indicate an unknown value, and zero-length strings indicate fields that contain a space. For example, suppose you have table of customer data, and that table contains a fax number field. You can leave the field blank if you are unsure of a customer"s fax number. In that case, leaving the field blank enters a null value, which means you don"t know what the value is. If you later determine that the customer doesn"t have a fax machine, you can enter a zero-length string in the field to indicate that you know there is no value.

Important As soon as you begin editing another record, apply or remove a filter, or switch to another window or document tab, your changes become permanent.

Below are the regulations at 34 CFR Part 99 implementing section 444 of the General Education Provision Act (GEPA), which is commonly referred to as the Family Educational Rights and Privacy Act (FERPA), and Federal Register Notices of amendments to FERPA. They are presented here for your convenience.

§99.38 What conditions apply to disclosure of information as permitted by State statute adopted after November 19, 1974, concerning the juvenile justice system?

§99.39 What definitions apply to the nonconsensual disclosure of records by postsecondary educational institutions in connection with disciplinary proceedings concerning crimes of violence or non-forcible sex offenses?

(a) Except as otherwise noted in §99.10, this part applies to an educational agency or institution to which funds have been made available under any program administered by the Secretary, if—

(b) This part does not apply to an educational agency or institution solely because students attending that agency or institution receive non-monetary benefits under a program referenced in paragraph (a) of this section, if no funds under that program are made available to the agency or institution.

(c) The Secretary considers funds to be made available to an educational agency or institution of funds under one or more of the programs referenced in paragraph (a) of this section—

(2) Are provided to students attending the agency or institution and the funds may be paid to the agency or institution by those students for educational purposes, such as under the Pell Grant Program and the Guaranteed Student Loan Program (titles IV-A-1 and IV-B, respectively, of the Higher Education Act of 1965, as amended).

(d) If an educational agency or institution receives funds under one or more of the programs covered by this section, the regulations in this part apply to the recipient as a whole, including each of its components (such as a department within a university).

The purpose of this part is to set out requirements for the protection of privacy of parents and students under section 444 of the General Education Provisions Act, as amended.

Note to §99.2: 34 CFR 300.610 through 300.626 contain requirements regarding the confidentiality of information relating to children with disabilities who receive evaluations, services or other benefits under Part B of the Individuals with Disabilities Education Act (IDEA). 34 CFR 303.402 and 303.460 identify the confidentiality of information requirements regarding children and infants and toddlers with disabilities and their families who receive evaluations, services, or other benefits under Part C of IDEA. 34 CFR 300.610 through 300.627 contain the confidentiality of information requirements that apply to personally identifiable data, information, and records collected or maintained pursuant to Part B of the IDEA.

Authorized representative means any entity or individual designated by a State or local educational authority or an agency headed by an official listed in §99.31(a)(3) to conduct—with respect to Federal- or State-supported education programs—any audit or evaluation, or any compliance or enforcement activity in connection with Federal legal requirements that relate to these programs.

Biometric record, as used in the definition of personally identifiable information, means a record of one or more measurable biological or behavioral characteristics that can be used for automated recognition of an individual. Examples include fingerprints; retina and iris patterns; voiceprints; DNA sequence; facial characteristics; and handwriting.

Directory information means information contained in an education record of a student that would not generally be considered harmful or an invasion of privacy if disclosed.

(a) Directory information includes, but is not limited to, the student"s name; address; telephone listing; electronic mail address; photograph; date and place of birth; major field of study; grade level; enrollment status (e.g., undergraduate or graduate, full-time or part-time); dates of attendance; participation in officially recognized activities and sports; weight and height of members of athletic teams; degrees, honors, and awards received; and the most recent educational agency or institution attended.

(1) A student ID number, user ID, or other unique personal identifier used by a student for purposes of accessing or communicating in electronic systems, but only if the identifier cannot be used to gain access to education records except when used in conjunction with one or more factors that authenticate the user"s identity, such as a personal identification number (PIN), password or other factor known or possessed only by the authorized user; and

(2) A student ID number or other unique personal identifier that is displayed on a student ID badge, but only if the identifier cannot be used to gain access to education records except when used in conjunction with one or more factors that authenticate the user"s identity, such as a PIN, password, or other factor known or possessed only by the authorized user.

Disciplinary action or proceeding means the investigation, adjudication, or imposition of sanctions by an educational agency or institution with respect to an infraction or violation of the internal rules of conduct applicable to students of the agency or institution.

Disclosure means to permit access to or the release, transfer, or other communication of personally identifiable information contained in education records by any means, including oral, written, or electronic means, to any party except the party identified as the party that provided or created the record.

Education program means any program that is principally engaged in the provision of education, including, but not limited to, early childhood education, elementary and secondary education, postsecondary education, special education, job training, career and technical education, and adult education, and any program that is administered by an educational agency or institution.

(1) Records that are kept in the sole possession of the maker, are used only as a personal memory aid, and are not accessible or revealed to any other person except a temporary substitute for the maker of the record.

(ii) Records relating to an individual in attendance at the agency or institution who is employed as a result of his or her status as a student are education records and not excepted under paragraph (b)(3)(i) of this definition.

(iii) Disclosed only to individuals providing the treatment. For the purpose of this definition, “treatment” does not include remedial educational activities or activities that are part of the program of instruction at the agency or institution; and

(5) Records created or received by an educational agency or institution after an individual is no longer a student in attendance and that are not directly related to the individual"s attendance as a student.

Institution of postsecondary education means an institution that provides education to students beyond the secondary school level; “secondary school level” means the educational level (not beyond grade 12) at which secondary education is provided as determined under State law.

(f) Other information that, alone or in combination, is linked or linkable to a specific student that would allow a reasonable person in the school community, who does not have personal knowledge of the relevant circumstances, to identify the student with reasonable certainty; or

(g) Information requested by a person who the educational agency or institution reasonably believes knows the identity of the student to whom the education record relates.

Record means any information recorded in any way, including, but not limited to, handwriting, print, computer media, video or audio tape, film, microfilm, and microfiche.

Student, except as otherwise specifically provided in this part, means any individual who is or has been in attendance at an educational agency or institution and regarding whom the agency or institution maintains education records.

An educational agency or institution shall give full rights under the Act to either parent, unless the agency or institution has been provided with evidence that there is a court order, State statute, or legally binding document relating to such matters as divorce, separation, or custody that specifically revokes these rights.

(a)(1) When a student becomes an eligible student, the rights accorded to, and consent required of, parents under this part transfer from the parents to the student.

(2) Nothing in this section prevents an educational agency or institution from disclosing education records, or personally identifiable information from education records, to a parent without the prior written consent of an eligible student if the disclosure meets the conditions in §99.31(a)(8), §99.31(a)(10), §99.31(a)(15), or any other provision in §99.31(a).

(c) An individual who is or has been a student at an educational institution and who applies for admission at another component of that institution does not have rights under this part with respect to records maintained by that other component, including records maintained in connection with the student"s application for admission, unless the student is accepted and attends that other component of the institution.

(ii) Seek amendment of the student"s education records that the parent or eligible student believes to be inaccurate, misleading, or otherwise in violation of the student"s privacy rights;

(iii) Consent to disclosures of personally identifiable information contained in the student"s education records, except to the extent that the Act and §99.31 authorize disclosure without consent; and

(iv) File with the Department a complaint under §§99.63 and 99.64 concerning alleged failures by the educational agency or institution to comply with the requirements of the Act and this part.

(iii) If the educational agency or institution has a policy of disclosing education records under §99.31(a)(1), a specification of criteria for determining who constitutes a school official and what constitutes a legitimate educational interest.

(b) An educational agency or institution may provide this notice by any means that are reasonably likely to inform the parents or eligible students of their rights.

(a)(1) Law enforcement unit means any individual, office, department, division, or other component of an educational agency or institution, such as a unit of commissioned police officers or non-commissioned security guards, that is officially authorized or designated by that agency or institution to—

(i) Enforce any local, State, or Federal law, or refer to appropriate authorities a matter for enforcement of any local, State, or Federal law against any individual or organization other than the agency or institution itself; or

(2) A component of an educational agency or institution does not lose its status as a law enforcement unit if it also performs other, non-law enforcement functions for the agency or institution, including investigation of incidents or conduct that constitutes or leads to a disciplinary action or proceedings against the student.

(i) Records created by a law enforcement unit for a law enforcement purpose that are maintained by a component of the educational agency or institution other than the law enforcement unit; or

(ii) Records created and maintained by a law enforcement unit exclusively for a non-law enforcement purpose, such as a disciplinary action or proceeding conducted by the educational agency or institution.

(c)(1) Nothing in the Act prohibits an educational agency or institution from contacting its law enforcement unit, orally or in writing, for the purpose of asking that unit to investigate a possible violation of, or to enforce, any local, State, or Federal law.

(2) Education records, and personally identifiable information contained in education records, do not lose their status as education records and remain subject to the Act, including the disclosure provisions of §99.30, while in the possession of the law enforcement unit.

(a) Except as limited under §99.12, a parent or eligible student must be given the opportunity to inspect and review the student"s education records. This provision applies to—

(ii) An SEA and its components are subject to subpart B of this part if the SEA maintains education records on students who are or have been in attendance at any school of an educational agency or institution subject to the Act and this part.

(b) The educational agency or institution, or SEA or its component, shall comply with a request for access to records within a reasonable period of time, but not more than 45 days after it has received the request.

(c) The educational agency or institution, or SEA or its component shall respond to reasonable requests for explanations and interpretations of the records.

(d) If circumstances effectively prevent the parent or eligible student from exercising the right to inspect and review the student"s education records, the educational agency or institution, or SEA or its component, shall—

(e) The educational agency or institution, or SEA or its component shall not destroy any education records if there is an outstanding request to inspect and review the records under this section.

(f) While an education agency or institution is not required to give an eligible student access to treatment records under paragraph (b)(4) of the definition of Education records in §99.3, the student may have those records reviewed by a physician or other appropriate professional of the student"s choice.

(a) Unless the imposition of a fee effectively prevents a parent or eligible student from exercising the right to inspect and review the student"s education records, an educational agency or institution may charge a fee for a copy of an education record which is made for the parent or eligible student.

(a) If the education records of a student contain information on more than one student, the parent or eligible student may inspect and review or be informed of only the specific information about that student.

(2) Confidential letters and confidential statements of recommendation placed in the education records of the student before January 1, 1975, as long as the statements are used only for the purposes for which they were specifically intended; and

(i) The educational agency or institution does not require the waiver as a condition for admission to or receipt of a service or benefit from the agency or institution; and

(a) If a parent or eligible student believes the education records relating to the student contain information that is inaccurate, misleading, or in violation of the student"s rights of privacy, he or she may ask the educational agency or institution to amend the record.

(b) The educational agency or institution shall decide whether to amend the record as requested within a reasonable time after the agency or institution receives the request.

(c) If the educational agency or institution decides not to amend the record as requested, it shall inform the parent or eligible student of its decision and of his or her right to a hearing under §99.21.

(a) An educational agency or institution shall give a parent or eligible student, on request, an opportunity for a hearing to challenge the content of the student"s education records on the grounds that the information contained in the education records is inaccurate, misleading, or in violation of the privacy rights of the student.

(2) If, as a result of the hearing, the educational agency or institution decides that the information in the education record is not inaccurate, misleading, or otherwise in violation of the privacy rights of the student, it shall inform the parent or eligible student of the right to place a statement in the record commenting on the contested information in the record or stating why he or she disagrees with the decision of the agency or institution, or both.

(c) If an educational agency or institution places a statement in the education records of a student under paragraph (b)(2) of this section, the agency or institution shall:

(d) The educational agency or institution shall give the parent or eligible student a full and fair opportunity to present evidence relevant to the issues raised under §99.21. The parent or eligible student may, at their own expense, be assisted or represented by one or more individuals of his or her own choice, including an attorney.

(a) The parent or eligible student shall provide a signed and dated written consent before an educational agency or institution discloses personally identifiable information from the student"s education records, except as provided in §99.31.

(1) If a parent or eligible student so requests, the educational agency or institution shall provide him or her with a copy of the records disclosed; and

(2) If the parent of a student who is not an eligible student so requests, the agency or institution shall provide the student with a copy of the records disclosed.

(a) An educational agency or institution may disclose personally identifiable information from an education record of a student without the consent required by §99.30 if the disclosure meets one or more of the following conditions:

(1)(i)(A) The disclosure is to other school officials, including teachers, within the agency or institution whom the agency or institution has determined to have legitimate educational interests.

(B) A contractor, consultant, volunteer, or other party to whom an agency or institution has outsourced institutional services or functions may be considered a school official under this paragraph provided that the outside party—

(ii) An educational agency or institution must use reasonable methods to ensure that school officials obtain access to only those education records in which they have legitimate educational interests. An educational agency or institution that does not use physical or technological access controls must ensure that its administrative policy for controlling access to education records is effective and that it remains in compliance with the legitimate educational interest requirement in paragraph (a)(1)(i)(A) of this section.

(2) The disclosure is, subject to the requirements of §99.34, to officials of another school, school system, or institution of postsecondary education where the student seeks or intends to enroll, or where the student is already enrolled so long as the disclosure is for purposes related to the student"s enrollment or transfer.

Note: Section 4155(b) of the No Child Left Behind Act of 2001, 20 U.S.C. 7165(b), requires each State to assure the Secretary of Education that it has a procedure in place to facilitate the transfer of disciplinary records with respect to a suspension or expulsion of a student by a local educational agency to any private or public elementary or secondary school in which the student is subsequently enrolled or seeks, intends, or is instructed to enroll.

(4)(i) The disclosure is in connection with financial aid for which the student has applied or which the student has received, if the information is necessary for such purposes as to:

(ii) As used in paragraph (a)(4)(i) of this section, financial aid means a payment of funds provided to an individual (or a payment in kind of tangible or intangible property to the individual) that is conditioned on the individual"s attendance at an educational agency or institution.

(A) Allowed to be reported or disclosed pursuant to State statute adopted before November 19, 1974, if the allowed reporting or disclosure concerns the juvenile justice system and the system"s ability to effectively serve the student whose records are released; or

(ii) Paragraph (a)(5)(i) of this section does not prevent a State from further limiting the number or type of State or local officials to whom disclosures may be made under that paragraph.

(ii) Nothing in the Act or this part prevents a State or local educational authority or agency headed by an official listed in paragraph (a)(3) of this section from entering into agreements with organizations conducting studies under paragraph (a)(6)(i) of this section and redisclosing personally identifiable information from education records on behalf of educational agencies and institutions that disclosed the information to the State or local educational authority or agency headed by an official listed in paragraph (a)(3) of this section in accordance with the requirements of §99.33(b).

(C) The educational agency or institution or the State or local educational authority or agency headed by an official listed in paragraph (a)(3) of this section enters into a written agreement with the organization that—

(2) Requires the organization to use personally identifiable information from education records only to meet the purpose or purposes of the study as stated in the written agreement;

(3) Requires the organization to conduct the study in a manner that does not permit personal identification of parents and students, as defined in this part, by anyone other than representatives of the organization with legitimate interests;

(4) Requires the organization to destroy all personally identifiable information when the information is no longer needed for the purposes for which the study was conducted and specifies the time period in which the information must be destroyed.

(iv) An educational agency or institution or State or local educational authority or Federal agency headed by an official listed in paragraph (a)(3) of this section is not required to initiate a study or agree with or endorse the conclusions or results of the study.

(v) For the purposes of paragraph (a)(6) of this section, the term organization includes, but is not limited to, Federal, State, and local agencies, and independent organizations.

(ii) The educational agency or institution may disclose information under paragraph (a)(9)(i) of this section only if the agency or institution makes a reasonable effort to notify the parent or eligible student of the order or subpoena in advance of compliance, so that the parent or eligible student may seek protective action, unless the disclosure is in compliance with—

(A) A Federal grand jury subpoena and the court has ordered that the existence or the contents of the subpoena or the information furnished in response to the subpoena not be disclosed;

(B) Any other subpoena issued for a law enforcement purpose and the court or other issuing agency has ordered that the existence or the contents of the subpoena or the information furnished in response to the subpoena not be disclosed; or

(C) An ex parte court order obtained by the United States Attorney General (or designee not lower than an Assistant Attorney General) concerning investigations or prosecutions of an offense listed in 18 U.S.C. 2332b(g)(5)(B) or an act of domestic or international terrorism as defined in 18 U.S.C. 2331.

(iii)(A) If an educational agency or institution initiates legal action against a parent or student, the educational agency or institution may disclose to the court, without a court order or subpoena, the education records of the student that are relevant for the educational agency or institution to proceed with the legal action as plaintiff.

(B) If a parent or eligible student initiates legal action against an educational agency or institution, the educational agency or institution may disclose to the court, without a court order or subpoena, the student"s education records that are relevant for the educational agency or institution to defend itself.

(11) The disclosure is information the educational agency or institution has designated as “directory information”, under the conditions described in §99.37.

(13) The disclosure, subject to the requirements in §99.39, is to a victim of an alleged perpetrator of a crime of violence or a non-forcible sex offense. The disclosure may only include the final results of the disciplinary proceeding conducted by the institution of postsecondary education with respect to that alleged crime or offense. The institution may disclose the final results of the disciplinary proceeding, regardless of whether the institution concluded a violation was committed.

(14)(i) The disclosure, subject to the requirements in §99.39, is in connection with a disciplinary proceeding at an institution of postsecondary education. The institution must not disclose the final results of the disciplinary proceeding unless it determines that—

(15)(i) The disclosure is to a parent of a student at an institution of postsecondary education regarding the student"s violation of any Federal, State, or local law, or of any rule or policy of the institution, governing the use or possession of alcohol or a controlled substance if—

(16) The disclosure concerns sex offenders and other individuals required to register under section 170101 of the Violent Crime Control and Law Enforcement Act of 1994, 42 U.S.C. 14071, and the information was provided to the educational agency or institution under 42 U.S.C. 14071 and applicable Federal guidelines.

(b)(1) De-identified records and information. An educational agency or institution, or a party that has received education records or information from education records under this part, may release the records or information without the consent required by §99.30 after the removal of all personally identifiable information provided that the educational agency or institution or other party has made a reasonable determination that a student"s identity is not personally identifiable, whether through single or multiple releases, and taking into account other reasonably available information.

(2) An educational agency or institution, or a party that has received education records or information from education records under this part, may release de-identified student level data from education records for the purpose of education research by attaching a code to each record that may allow the recipient to match information received from the same source, provided that—

(i) An educational agency or institution or other party that releases de-identified data under paragraph (b)(2) of this section does not disclose any information about how it generates and assigns a record code, or that would allow a recipient to identify a student based on a record code;

(ii) The record code is used for no purpose other than identifying a de-identified record for purposes of education research and cannot be used to ascertain personally identifiable information about a student; and

(c) An educational agency or institution must use reasonable methods to identify and authenticate the identity of parents, students, school officials, and any other parties to whom the agency or institution discloses personally identifiable information from education records.

(d) Paragraphs (a) and (b) of this section do not require an educational agency or institution or any other party to disclose education records or information from education records to any party except for parties under paragraph (a)(12) of this section.

(a)(1) An educational agency or institution must maintain a record of each request for access to and each disclosure of personally identifiable information from the education records of each student, as well as the names of State and local educational authorities and Federal officials and agencies listed in §99.31(a)(3) that may make further disclosures of personally identifiable information from the student"s education records without consent under §99.33(b).

(4) An educational agency or institution must obtain a copy of the record of further disclosures maintained under paragraph (b)(2) of this section and make it available in response to a parent"s or eligible student"s request to review the record required under paragraph (a)(1) of this section.

(5) An educational agency or institution must record the following information when it discloses personally identifiable information from education records under the health or safety emergency exception in §99.31(a)(10) and §99.36:

(b)(1) Except as provided in paragraph (b)(2) of this section, if an educational agency or institution discloses personally identifiable information from education records with the understanding authorized under §99.33(b), the record of the disclosure required under this section must include:

(i) The names of the additional parties to which the receiving party may disclose the information on behalf of the educational agency or institution; and

(2)(i) A State or local educational authority or Federal official or agency listed in §99.31(a)(3) that makes further disclosures of information from education records under §99.33(b) must record the names of the additional parties to which it discloses information on behalf of an educational agency or institution and their legitimate interests in the information under §99.31 if the information was received from:

(ii) A State or local educational authority or Federal official or agency that records further disclosures of information under paragraph (b)(2)(i) of this section may maintain the record by the student"s class, school, district, or other appropriate grouping rather than by the name of the student.

(iii) Upon request of an educational agency or institution, a State or local educational authority or Federal official or agency listed in §99.31(a)(3) that maintains a record of further disclosures under paragraph (b)(2)(i) of this section must provide a copy of the record of further disclosures to the educational agency or institution within a reasonable period of time not to exceed 30 days.

(3) Those parties authorized in §99.31(a) (1) and (3) for the purposes of auditing the recordkeeping procedures of the educational agency or institution.

(a)(1) An educational agency or institution may disclose personally identifiable information from an education record only on the condition that the party to whom the information is disclosed will not disclose the information to any other party without the prior consent of the parent or eligible student.

(2) A party that receives a court order or lawfully issued subpoena and rediscloses personally identifiable information from education records on behalf of an educational agency or institution in response to that order or subpoena under §99.31(a)(9) must provide the notification required under §99.31(a)(9)(ii).

(c) Paragraph (a) of this section does not apply to disclosures under §§99.31(a)(8), (9), (11), (12), (14), (15), and (16), and to information that postsecondary institutions are required to disclose under the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, 20 U.S.C. 1092(f) (Clery Act), to the accuser and accused regarding the outcome of any campus disciplinary proceeding brought alleging a sexual offense.

(d) An educational agency or institution must inform a party to whom disclosure is made of the requirements of paragraph (a) of this section except for disclosures made under §§99.31(a)(8), (9), (11), (12), (14), (15), and (16), and to information that postsecondary institutions are required to disclose under the Clery Act to the accuser and accused regarding the outcome of any campus disciplinary proceeding brought alleging a sexual offense.

(ii) The annual notification of the agency or institution under §99.7 includes a notice that the agency or institution forwards education records to other agencies or institutions that have requested the records and in which the student seeks or intends to enroll or is already enrolled so long as the disclosure is for purposes related to the student"s enrollment or transfer;

(a)(1) Authorized representatives of the officials or agencies headed by officials listed in §99.31(a)(3) may have access to education records in connection with an audit or evaluation of Federal or State supported education programs, or for the enforcement of or compliance with Federal legal requirements that relate to those programs.

(2) The State or local educational authority or agency headed by an official listed in §99.31(a)(3) is responsible for using reasonable methods to ensure to the greatest extent practicable that any entity or individual designated as its authorized representative—

(i) Uses personally identifiable information only to carry out an audit or evaluation of Federal- or State-supported education programs, or for the enforcement of or compliance with Federal legal requirements related to these programs;

(3) The State or local educational authority or agency headed by an official listed in §99.31(a)(3) must use a written agreement to designate any authorized representative, other than an employee. The written agreement must—

(B) That the purpose for which the personally identifiable information from education records is disclosed to the authorized representative is to carry out an audit or evaluation of Federal- or State-supported education programs, or to enforce or to comply with Federal legal requirements that relate to those programs; and

(C) A description of the activity with sufficient specificity to make clear that the work falls within the exception of §99.31(a)(3), including a description of how the personally identifiable information from education records will be used;

(iii) Require the authorized representative to destroy personally identifiable information from education records when the information is no longer needed for the purpose specified;

(v) Establish policies and procedures, consistent with the Act and other Federal and State confidentiality and privacy provisions, to protect personally identifiable information from education records from further disclosure (except back to the disclosing entity) and unauthorized use, including limiting use of personally identifiable information from education records to only authorized representatives with legitimate interests in the audit or evaluation of a Federal- or State-supported education program or for compliance or enforcement of Federal legal requirements related to these programs.

(1) Be protected in a manner that does not permit personal identification of individuals by anyone other than the State or local educational authority or agency headed by an official listed in §99.31(a)(3) and their authorized representatives, except that the State or local educational authority or agency headed by an official listed in §99.31(a)(3) may make further disclosures of personally identifiable information from education records on behalf of the educational agency or institution in accordance with the requirements of §99.33(b); and

(a) An educational agency or institution may disclose personally identifiable information from an education record to appropriate parties, including parents of an eligible student, in connection with an emergency if knowledge of the information is necessary to protect the health or safety of the student or other individuals.

(1) Including in the education records of a student appropriate information concerning disciplinary action taken against the student for conduct that posed a significant risk to the safety or well-being of that student, other students, or other members of the school community;

(2) Disclosing appropriate information maintained under paragraph (b)(1) of this section to teachers and school officials within the agency or institution who the agency or institution has determined have legitimate educational interests in the behavior of the student; or

(3) Disclosing appropriate information maintained under paragraph (b)(1) of this section to teachers and school officials in other schools who have been determined to have legitimate educational interests in the behavior of the student.

(c) In making a determination under paragraph (a) of this section, an educational agency or institution may take into account the totality of the circumstances pertaining to a threat to the health or safety of a student or other individuals. If the educational agency or institution determines that there is an articulable and significant threat to the health or safety of a student or other individuals, it may disclose information from education records to any person whose knowledge of the information is necessary to protect the health or safety of the student or other individuals. If, based on the information available at the time of the determination, there is a rational basis for the determination, the Department will not substitute its judgment for that of the educational agency or institution in evaluating the circumstances and making its determination.

(a) An educational agency or institution may disclose directory information if it has given public notice to parents of students in attendance and eligible students in attendance at the agency or institution of:

(2) A parent"s or eligible student"s right to refuse to let the agency or institution designate any or all of those types of information about the student as directory information; and

(3) The period of time within which a parent or eligible student has to notify the agency or institution in writing that he or she does not want any or all of those types of information about the student designated as directory information.

(b) An educational agency or institution may disclose directory information about former students without complying with the notice and opt out conditions in paragraph (a) of this section. However, the agency or institution must continue to honor any valid request to opt out of the disclosure of directory information made while a student was in attendance unless the student rescinds the opt out request.

(1) Prevent an educational agency or institution from disclosing or requiring a student to disclose the student"s name, identifier, or institutional email address in a class in which the student is enrolled; or

(2) Prevent an educational agency or institution from requiring a student to wear, to display publicly, or to disclose a student ID card or badge that exhibits information that may be designated as directory information under §99.3 and that has been properly designated by the educational agency or institution as directory information in the public notice provided under paragraph (a)(1) of this section.

(d) In its public notice to parents and eligible students in attendance at the agency or institution that is described in paragraph (a) of this section, an educational agency or institution may specify that disclosure of directory information will be limited to specific parties, for specific purposes, or both. When an educational agency or institution specifies that disclosure of directory information will be limited to specific parties, for specific purposes, or both, the educational agency or institution must limit its directory information disclosures to those specified in its public notice that is described in paragraph (a) of this section.

(e) An educational agency or institution may not disclose or confirm directory information without meeting the written consent requirements in §99.30 if a student"s social security number or other non-directory information is used alone or combined with other data elements to identify or help identify the student or the student"s records.

§99.38 What conditions apply to disclosure of information as permitted by State statute adopted after November 19, 1974, concerning the juvenile justice system?

(a) If reporting or disclosure allowed by State statute concerns the juvenile justice system and the system"s ability to effectively serve, prior to adjudication, the student whose records are released, an educational agency or institution may disclose education records under §99.31(a)(5)(i)(B).

(b) The officials and authorities to whom the records are disclosed shall certify in writing to the educational agency or institution that the information will not be disclosed to any other party, except as provided under State law, without the prior written consent of the parent of the student.

Alleged perpetrator of a crime of violence is a student who is alleged to have committed acts that would, if proven, constitute any of the following offenses or attempts to commit the following offenses that are defined in appendix A to this part:

Alleged perpetrator of a nonforcible sex offense means a

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