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WA Evaluation Report

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Last Updated: 8/26/2014

Washington Evaluation Report

User Guide

© 1990 - 2014 SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written permission of

SunGard Public Sector Inc., with the exception of copies made for your internal use.

AssessmentBUILDER, BusinessPLUS, CurriculumCONNECTOR, eFinancePLUS, eSchoolPLUS, IEPPLUS, OLA, PerformancePLUS, PerformanceTRACKER, PLUS

360, PLUS SERIES, SunGard, and the SunGard logo are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and

other countries. All other trade names are trademarks or registered trademarks of their respective holders.




TABLE OF CONTENTS

OVERVIEW ........................................................................................................................................................................... 3

FORM INSTRUCTIONS .......................................................................................................................................................... 3

FORM CREATION .......................................................................................................................................................................... 3 FORM NAVIGATION/TOOL BAR ....................................................................................................................................................... 4 ATTACHING IMAGES ...................................................................................................................................................................... 6

FIELD MAPPING ................................................................................................................................................................... 7

SECTION 1 - COVER PAGE .............................................................................................................................................................. 8 SECTION 2 - LEVELS OF PERFORMANCE ........................................................................................................................................... 15 SECTION 3 - ELIGIBILITY DETERMINATION ........................................................................................................................................ 21 SLD SEVERE DISCREPANCY ........................................................................................................................................................... 24 SECTION 4 - SDI RECOMMENDATIONS ........................................................................................................................................... 28 SECTION 5 - SIGNATURES ............................................................................................................................................................. 30

SETUP AND CONFIGURATION ............................................................................................................................................ 31

CODE TABLE SETUP ..................................................................................................................................................................... 31 SECURITY .................................................................................................................................................................................. 32

REVISION HISTORY ............................................................................................................................................................ 33




OVERVIEW

This form is used to document the educational concerns and evaluation information collected to assist in

determining if a student needs an Individualized Education Plan. The form is created for an initial referral or

reevaluation of an existing plan at least every three years.

FORM INSTRUCTIONS

FORM CREATION

STEP 1 – SELECT A STUDENT

1. Click Student Management > Manage an Existing Student.

2. Use the Search window to find the student based on either, Last Name, First Name or Student ID.

3. Click Search. Then click the appropriate Name to select a student.

4. Once a student has been selected, the student’s Name, ID, Birth date and Age will display.

STEP 2 – CREATE FORM

The available forms will be listed in the student tool bar located on the left side of the screen.

1. Click the ‘Evaluation Report’ link. The form summary screen will display, listing any prior forms for the

student with the most recent form at the top of the list. To review an existing form, click the appropriate

link.

2. To create a new Form, click the ‘New’ icon.




3. If a referral has been created previously, select it from the drop down list. If a referral is not available to

select, choose the ‘Create a Referral’ button, and then select a referral date and referral type.

4. If a meeting has been previously scheduled in IEPPLUS, select it from the drop down list. If a meeting is

not available to select, choose the ‘Create a Meeting’ button, and then select a meeting date and

meeting type.

5. Select an option identifying if any Evaluation/Test information should be pulled into the form and enter

the date range used to search for this information, if applicable.

6. Click the ‘Create Form’ button.

FORM NAVIGATION/TOOL BAR

Once created, the form will display and the user may begin completing the first section. A tool bar will display

on the left side, divided into the following areas:

1. Sections

There is a separate link for each section of the form. Click on any link to move to that section.

2. Maintenance




These options include Form Information, Refresh and Delete. Form Information provides the ability to

maintain the form Date Range, Letterhead, Meeting and Placement date field. The Placement/Date field

will populate with the meeting date and is used to select current information, such as School and Grade

pulled into the form. The availability of the Refresh and Delete options will depend on the user’s security

permissions.

3. Validation

Options in this section are used to validate the form or change the form status to Locked, Ready for

Review, or Finalized. The validation option will check to see if all necessary information has been

entered and display messages relating to any errors found (see Help\ Forms\Form Validation for more

information). The available options will depend on the user’s security permissions.

4. File Attachments

Click the plus icon (+) to add an attachment. Click the minus icon to delete an attachment.

5. Archives

Archives are permanent PDF copies of the form. Click Finalize in the Validation section to create an

Archived copy. The form should be finalized and archived only after it has been fully completed and a

copy has been sent home to the student’s parent or guardian.

Archives will display the form Meeting Date or Form Start Date (if no meeting exists) and the actual date

and time the record was created when hovering over the PDF icon. Archives will display in descending

order by date created.

*Note: Archives may only display the date created and not the meeting/form date, depending on district

settings maintained under Options > Set System Options > Form:

6. Other Options

The following options will display at the top and bottom of the form.

• Save

Information from each section should be saved before moving to another section.

• Return

Click the Return icon to return to the Form Summary screen.

• Print Preview

Print Preview will display the form in Adobe Acrobat. Mouse over the bottom of the form

preview to see the tool bar illustrated below. Select the Print icon or click the Save icon to save




a copy of the form to your computer. The plus (+) icon will enlarge the preview for ease of

viewing.

ATTACHING IMAGES

Throughout the ER/form, including the attached IDARs created in section 2, the user has the ability to attach

images to the form as follows:

• Click on the ‘Attach Image’ link located beneath the applicable text box.

• This will open the dialogue box illustrated below.

• Click the ‘Select’ button to open the ‘pictures’ folder on your computer.

• Double-click on the image you want to attach.

• Enter a caption up to 20 characters.

• Select up to 5 images, and then click the ‘Attach Image’ button.

This functionality supports image files only (jpg, jpeg, gif, bmp). It does not support Word or PDF files. The file

name cannot be longer than 20 characters. Maximum image size for best visibility is 720 x 720 pixels.

Configuration: In order for the Images link to appear in the form, the Image Functionality setting in the

configuration file must be set to ‘On’. See below to identify if the setting is set to on or off.




FIELD MAPPING

This section provides data source and destination information, where applicable, for all fields on the form. If

source or destination data is missing or incorrect, follow the navigation indicated in this section to add or correct

the data. Also included are the details of any prior setup needed, such as the ‘Alternate Codes’ used for state

reporting purposes. To add, edit or lookup a code, navigate to Maintenance > Manage Code Tables. Select the

name of the table from the drop down list. Then click the ‘Show Alternate Codes’ link at the top of the screen to

see the applicable codes (see section on Code Table Setup for more information).




SECTION 1 - COVER PAGE

A

3

5

6

9

10

11

14 15

16 17

19 20 21

22

23

7

4

8

18

12

13

1

2




24

25

27

27

26

27




WA – Evaluation Report Cover Page

A District Letterhead Maintenance, Manage Letterhead, Set System wide (or User) Options

• Letterhead, Report Header = District Name (up to 6 lines)

• District Logo jpg

1 Eligibility Determination

Date

Displays a date based on the meeting the user selects from the drop down list.

Only Evaluation Team Meetings (Meeting Type – Alternate Code = ETR) will

display in the list for selection.

Upon finalization of the form, Student Information, Important Dates will

update with the following dates provided that the proper Alternate Codes are

setup under Maintenance > Manage Code Tables > Important Dates.

Important Date Alternate Code

Eligibility Determination Date IE

and a Disability record associated

to the form

Current Evaluation Date LE

3 Year Reevaluation Due Date RE

Unlocking a form will unlock the applicable Important Dates. Re-finalizing the

form will update and re-finalize the dates. If unlocking a prior form when a

more recent version exists, please keep in mind that the finalization process

will overwrite the existing Important Dates. The dates should be reviewed and

manually corrected if necessary.

2 Three-year reevaluation

due

Project 3 years from Meeting Date.

• Upon finalization of the form, the Meeting date updates or adds an

Important Date, Type = Three-Year Reevaluation Due Date, Alternate Code

= RE.

• If the form is ‘Unlocked’, the Three Year Reevaluation Due Date Important

Date will be unfinalized. When the form is re-finalized, the date can

perhaps be adjusted if the dates changed on the Evaluation form. The

Important Date is re-finalized.

• Three-Year Reevaluation Due Date field and auto creation or updating of

the Student’s Important Date upon finalizing the form for Disability =

Developmental Delay (Disability Code Table – Alternate Code = 1):

• If a DD student turns 9 during the 3 year Evaluation range

(Eligibility Determination Date + 3 Years – 1 Day):

� Three-Year Reevaluation Due Date field and Important

Date will calculate based on the student’s 9th

birthday

minus 1 day.




� A warning message will display as follows: The student's

disability is 01-Developmental Delays. Three-year

Reevaluation Due Date has been adjusted.

• If the student has a disability of Developmental Delay (Disability

Code Table – Alternate Code = 1) and the student is less than 9

years old as of the meeting date, the Next Reevaluation Due Date

will not be calculated. The following error message will display:

01-Developmental Delays is not a valid category at this age and a

reevaluation must be conducted.

• All other disabilities will calculate as 3 years minus 1 day from the

ER meeting date.

3 Student name Student, Basic Information, Demographics = First name, Middle name, Last

name, Qualifier

4 State ID Student, Basic Information, Demographics, Identifications, Type = State ID,

Alternate Code = SASID

5 District ID Basic Information, Demographics, Student ID field

6 Birthdate Student, Basic Information, Demographics, DOB (mm/dd/yy)

7 Grade Student, Basic Information, Enrollment/Exit, Grade as of Meeting Date

8 Age Student, Basic Information, DOB as of the Meeting Date

9 Race/Ethnicity Ethnicity: Drop down

Race: Drop Down or Grid (Based on Manage Screen Configuration setting)

Displays Priority 1 only

Ethnicity Codes Used include:

2-digit Label Aggregate

10 Not Hispanic/Latino Not Hispanic

30 Mexican/Mexican

American/Chicano

Hispanic/Latino

55 Cuban Hispanic/Latino

60 Dominican Hispanic/Latino

65 Spaniard Hispanic/Latino

70 Puerto Rican Hispanic/Latino

75 Central American Hispanic/Latino

80 South American Hispanic/Latino

85 Latin American Hispanic/Latino

90 Other Hispanic/Latino Hispanic/Latino




10 Student Primary

language

Student, Demographics, Dominant Language

11 Home Primary Language Student, Contact, Type = Parent/Guardian or Surrogate, Language field

12 Home School Student, Enrollment, Location

- overwrite if Student, Educational Information, Associated Organizations,

Neighborhood School, Alternate Code =HS

-

13 School Form, Enrollment, Location as Meeting Date or IEP Date Range

14 Parent Name(s) Basic Information, Contact, Type = Parent/Guardian

- Salutation, First Name, Middle, Last Name & Qualifier

15 Parent Interpreter

needed

Student, Contact, Type = Parent/Guardian or Surrogate, Interpreter field = Yes

/ No

16 Surrogate Parent Basic Information, Contact, Type = Surrogate Parent

• Indicate ‘Yes’ if record exists else indicate ‘No’

• Allow user to Change No to Yes and add Text box for name below

17 Surrogate Parent name Basic Information, Contact, Type = Surrogate Parent

- Salutation, First Name, Middle, Last Name & Qualifier

18 Adult Student Yes / No

• Indicate ‘Yes’ if student is age 18 or older as of the date of this meeting.

• Release/Waiver, Type = Adult Student exclusion indicates No.

19 Assessment Manager

Name

Type a staff’s last name. Displays staff from the staff table.

20 Assessment Manager

Title

Defaults to the staff’s title. User can edit the title on the form.

21 Assessment Manager E-

mail

Staff selection control, autofill staff communication, type = E-Mail if associated

with staff name. User can edit the email address.

22 Initial

Evaluation/Reevaluation

Based on the Referral record linked to the form, the applicable check box will

be checked;

• Initial Evaluation: This is checked when there is a Referral Type with an

Alternate Code = IR

• Reevaluation: This is checked when no referral record of any type is

attached to form

23 Eligibility Category Student, Program, Disability

• Disabilities within the date range of the Eligibility Determination Date will

appear as read only. See section 3 on managing the disability data.

24 Referral Concern • Text Box




• Upon creation of the ER form, the form will pull in text from a previously

created Referral/Review, Programs/Intervention Referral Reason and

Notes text boxes if the ER meeting date is within 3 years from the

Referral/Review form start date.

Once the form is created, the text may be altered without changing the

original Referral/Review form Referral Reasons or Notes.

25 Referral Concerns:

School record Review

Text Box

When creating a new ER, previous interventions, and relevant school records

will copy from the latest Referral Review form that is <= 2 years old and ER

Meeting Type is not like ‘Reevaluation’. ‘From’ and ‘To’ fields are summarized

in the table below along with Mapping Reference numbers.

FROM: REFERRAL REVIEW (RR) TO: EVALUATION REPORT (ER)

Section Field Ref Section Field Ref

History

Section

Review of Medical

Info

26 Part 1 Relevant School

Records

25

History

Section

Screening

Information

(Vision & Hearing)


Records

25

History

Section

Health Concerns 28 Part 1 Relevant School

Records

25

History

Section

Medications &

Physician Info


Records

25

History

Section

Education History 30 Part 1 Relevant School

Records

25

History

Section

Assessment Info 31 Part 1 Relevant School

Records

25

History

Section

Discipline History 33 Part 1 Relevant School

Records

25





Parent Information

Text Box

• Ability to copy data from Referral/Review of Referral, Information from

Parents/Students (Mapping #35) & text box if it exists.

• Allow user to modify text and not affect Referral Form.

When creating a new ER, referral reasons by category will copy from the latest

Referral Review form. ‘From’ and ‘To’ fields are summarized in the table below

along with Mapping Reference numbers.



History

Section

Info from Parents* 35 Part 1 Info from Parents 26


Previous Interventions

Text Box

• Ability to select SPS Default Goal book, Statements,Category = ER;

• SubCategory = Interventions

When creating a new ER, previous interventions, and relevant school records

will copy from a previously created Referral/Review form that has a form start

date that is within the past 2 years based on the ER meeting date and where

the Meeting Type is not like ‘Reeval’.

In addition, the form will pull in text from a previously created

Referral/Review, Programs/Intervention Referral Reason and Notes text boxes

if the ER meeting reason has an alternate code = IR.



Cover

Page

Pre Referral

Intervention

21 Part 1 Previous

Interventions

27

Cover

Page

Prior/Current

Intervention

22a Part 1 Previous

Interventions

27

27a Part 1 Complete Check Box

– Displays on Cover page also, Evaluation Report Completion Status Box, Part

1.

27b Evaluation Form Status Check boxes (6) linked to Parts 1-6 Completion check boxes for each section.

(Read Only)




SECTION 2 - LEVELS OF PERFORMANCE




Current Levels of Performance/IDAR’s

This section allows for the creation of IDARs (Individual Documentation Of Assessment/Observation Results).

Examiners will create IDARs (each is its own Form that will print appended to the ER sections). Multiple IDARs for

each type (Cognitive, Academics, etc.) are possible.

• All IDARS except Medical and English Language will include an ‘Eligible’ checkbox, providing the ability to

denote Eligibility and control propagation of the data. IDARs marked eligible will copy from the ER as

indicated below.

FROM: Ref TO: Ref

ER, PART 2, IDAR, Present Levels 58 ER, Part 3, Adverse Impacts (button in the

section will get data marked eligible).

67

ER, PART 2, IDAR, Present Levels 58 IEP, PART 5, Present Levels (new forms). 63

• If “NA” is checked, any existing IDARS associated with the section will be deleted; the User will be well-

warned of this fact before records are deleted.

• IDAR/Assessment Results will print with the Examiner’s Name and Title rather than a blank signature

line.

28a Cognitive Category name will display with list of existing IDARs links beneath it.

Click the link to edit or the Delete button to remove an existing IDAR.

28b Add Cognitive IDAR Click the link to create a new IDAR.

• The IDAR’s Start Date is set to the current date.

• Type = ‘Cognitive’

• Name = Category Name + ‘ IDAR’ (i.e.: ‘Cognitive IDAR’)

• The Examiner Name and Title are created using the Current User’s

associated Staff record.

29a Academics (Reading, Written

Language, Math)

• Same as 28a

29b Add Academic IDAR • Same as 28b (Type = ‘Academic’)

• When this IDAR is displayed, a set of three checkboxes and their

associated Rich Text Boxes will display in each Conclusions section

(Reading, Written Language, Math).

30a Behavior • Same as 28a

30b Add Behavior IDAR • Same as 28b (Type = ‘Behavior’)

• When IDAR is displayed, only the single Rich Textbox is displayed in

41

42

43




each section of the Conclusions section.

30c FBA Check Box (1)

• Allow attachment FBAs – see Texas Implementation

31a Adaptive/Self-help Skills • Same as 28a

31b Add Adaptive IDAR • Same as 28b (Type = ‘Adaptive’)



32a Transition/Vocational • Same as 28a

32b Add Transition IDAR • Same as 28b (Type = ‘Transition’)



33a Communication (Language

Receptive/Expressive,

Articulation, Voice, Fluency)

• Same as 28a

33b Add Communication IDAR • Same as 28b (Type = ‘Communication’)

• When IDAR is displayed, the set of four checkboxes and their

associated Rich Text Boxes are displayed in each section of the

Conclusions section. (Language Receptive/Expressive, Articulation,

Voice, Fluency)

34a Fine Motor • Same as 28a

34b Add Fine Motor IDAR • Same as 28b (Type = ‘Fine Motor’)



35a Gross Motor • Same as 28a

35b Add Gross Motor IDAR • Same as 28b (Type = ‘Gross Motor’)

When IDAR is displayed, only the single Rich Textbox is displayed in


36a Physical • Same as 28a

36b Add Physical IDAR • Same as 28b (Type = ‘Physical’)



37a Hearing/Audiology • Same as 28a

37b Add Hearing IDAR • Same as 28b (Type = ‘Hearing’)



38a Vision • Same as 28a

38b Add Vision IDAR • Same as 28b (Type = ‘Vision’)



39a Medical/Health Concerns • Same as 28a

39b Add Medical IDAR • Same as 28b (Type = ‘Medical’)






40a English Language Proficiency • Same as 28a

40b Add English Language

Proficiency IDAR

• Same as 28b (Type = ‘English Language’)



41 Other Check Boxes (1) and Text Box.

• No IDAR for “Other”. Implement as a Rich text Box activated by a

checkbox.

42 Teacher/Examiner

Observations

Text Box. The user can click the Add button to add new text box entries.

43 Part 2 Completed Check Box

– Displays on Cover page also, Evaluation Report Completion Status Box,

Part 2.




WA – IDAR: Individual Documentation of

Assessment/Observation Results

Individual evaluators will fill out individual IDARs for each checked Area in the Evaluation Procedures and results

Section. Multiple IDARs may be created for each checked Area. IDARs with subsections such as the Academics

and Communication Areas must reflect these subsections.

The IDAR in the example above is a Communications IDAR. The conclusions section contains checkboxes that

activate textboxes for individual sub-topics (language, articulation, voice, fluency). The Academic IDAR will

have similar sub-topics (reading, written language, math). All the rest will have a single textbox implemented

without the controlling checkbox.

Within each IDAR, the user will have the ability to select statements from a Goal Book. See table below for

required Goal Book format (Type = Statement).

IDAR Field Category Subcategory Level*

Evaluation Procedures and

Instruments (56)

IDAR Area (Cognitive, Academics, etc.) Evaluation

Procedure

Evaluation/Observation

Results (57)

IDAR Area (Cognitive, Academics, etc.) Evaluation Result

Strengths/Present

Levels/Recommendations

(58)

IDAR Area (Cognitive, Academics, etc.) StrPlopRec

Adverse Education Impact

(59)

IDAR Area (Cognitive, Academics, etc.) Adverse Impact

Summary (60) IDAR Conclusion Summary

*Note: ‘Level’ for Academics will have applicable sub-areas appended with a space between the text (i.e.,

Reading, Written Language, Math) as will Communication sub-areas (i.e., Language Receptive Expressive,

Articulation, Voice, and Fluency).

53 Examiner In order to enforce security, we need to require that each Examiner be

given access to IEPPLUS with their own unique Login and Password. In

the User setup we will associate that login account with a staff person

and we will pick up the Staff Person’s Name and Default Title from that

Staff record.

54 Assessment Date(s) Textbox

55 Area(s) of Assessment Pull from incoming data when “Add IDAR” button is clicked. Main Area

(like Cognitive) or Main Area plus subareas (like Academic, Reading,

Written Language, Math)

56 Description of Procedures Rich Text Box




57 Description of Results Rich Text Box

58 Conclusion: Strengths /

Present Levels /

Recommendations

Checkboxes & Rich Text Boxes

• A single Rich Text box to handle all IDARs except Academics and

Communications

• A set of three checkboxes each associated with a Rich Text

Box to handle the subareas of the Academic IDAR (Reading,

Written Language, Math) only within this IDAR

• A set of four checkboxes each associated with a Rich Text

Box to handle the subareas of the Communication IDAR

(Language Receptive/Expressive, Articulation, Voice,

Fluency) only within this IDAR

*Note: All IDARS except Medical and English Language will include an

‘Eligible’ checkbox, providing the ability to denote Eligibility and control

propagation of the data. IDARs marked eligible will copy from the ER as

indicated below.

FROM: Ref TO: Ref

ER, PART 2, IDAR,

Present Levels

58 ER, Part 3, Adverse Impacts

(button in the section will get

data marked eligible).

67

ER, PART 2, IDAR,

Present Levels

58 IEP, PART 5, Present Levels

(new forms).

63

59 Conclusion: Adverse Impact Checkboxes & Rich Text Boxes

• A single Rich Text box to handle all IDARs.

• A set of three checkboxes to handle the subareas of the

Academic IDAR (Reading, Written Language, Math) only

within this IDAR

• A set of four checkboxes to handle the subareas of the

Communication IDAR (Language Receptive/Expressive,

Articulation, Voice, Fluency) only within this IDAR

60 Summary Rich Text Box

61 Examiner’s Name/Title Click in the field to search/select from current staff records. *Note:

IDAR/Assessment Results will print with the Examiner’s Name and Title

rather than a blank signature line.

62 Date IDAR Form Start Date




SECTION 3 - ELIGIBILITY DETERMINATION

63

64

65

66

68

69




Eligibility Determination

63 Disability Category Yes / No is checked automatically based on the existence of a Disability

start date that is equal to the Eligibility Determination date.

64 Supplementary Report for SLD Link to the SLD section of the form.

65 Evaluation Summary Text Box

User can click on ‘Add from Template’ button to select pre-defined

goalbook items. Goalbook = SPS Default Goal Book, Category = ER,

Subcategory = Eligibility Determination, Level = Evaluation Summary

66 Adverse Impacts Text Box and Button

• ‘Get Adverse Impacts’ button will copy data from IDAR, Present

Levels (Field 58) to the Adverse Impact text box, if the IDAR is

marked eligible.



Subcategory = Eligibility Determination, Level = Adverse Impact

67 Areas of Service Discontinued Text Box – removed as of August 2014

68 Appropriate Instruction in

reading/math

Yes / No check box.

Describe basis for determination - Text Box


70

71

72

73





Subcategory = Eligibility Determination, Level = Appropriate Instruction

69 Other Factors Text Box



Subcategory = Eligibility Determination, Level = Other Factors

70 Student Assessed in All Areas Yes / No

71 Specially Designed Instruction Yes / No

72 Recommended Interventions Text Box



Subcategory = Eligibility Determination, Level = Recommended

Intervention

73 Part 3 Completed Check Box


Part 3.




SLD SEVERE DISCREPANCY




WA – ER: Supplementary Report for SLD

This section prints if the ‘SLD Completed’ check box is checked at the bottom of the page

74 Initial Evaluation or

Reevaluation

Form, Referral linked to this form. (Read Only)

Referral Type = Initiate Referral (Alternate Code =IR) or Reevaluation

(RE)

75 Lack of Adequate

Achievement

Text Box



Subcategory = Eligibility Determination, Level = Lack Achievement

76 Appropriate Instruction Text Box



Subcategory = Eligibility Determination, Level = Appropriate Instruction

77 Documentation of Severe

Discrepancy – Free Text

Text Box

78 Intellectual Ability Score Text Box

79 Criterion Discrepancy Score Text Box

80 Add Discrepancy Provides the ability to add rows as needed, and select Assessment

Instrument and Area/Subtest based on goal book values (Type =

Attachment and Category = Assessment Instrument or Area/Subtest).

Each row also includes text boxes to indicate Standard Score and

checkboxes to indicate whether or not the student Met Criterion.

*Note: ER will print with Assessment Instrument and Area/Subtest

information combined into one column with Area/Subtest as the

heading.

81 Professional Judgment Text Box



Subcategory = Eligibility Determination, Level = Professional Judgment




82 Observation Text Box



Subcategory = Eligibility Determination, Level = Observation

83 Other Considerations

Y/N (10) to indicate other considerations that pertain to the student (i.e.

Physical, Health Impairment, Cognitive, Emotional, LEP).

84 Medical Findings Text Box

85 Effects on Performance Text Box

85 Eligibility Determination Yes / No

87 WAC 392-17A03040

determination

Yes / No

87a SLD Completed Check Box

• The page will print if the check box is checked.

• The check box will also reflect on the cover page under the

completion status section of the form only (section odes not print

on the report).




SECTION 4 - SDI RECOMMENDATIONS

WA – ER: Recommended SDI

88 Recommended SDI Statement Driven Checkbox list that is User-configurable. Must register

back to the “Evaluation Procedures and Results” page. Each checked

box here will cause the associated IDAR on the “Evaluation Procedures

and Results” page to be picked up by an associated IEP.

Create Statements in default Goal book – (Goal book set as default in

“Set System wide Options” page).

88

89

90

91

91a




Statement Type = Statement

To display checkboxes SM_Category=’WA_Recommended_SDI’. Order

by GB_Code. GB_SubCategory points to IDAR Goal Category. Allowable

values are: ’Cognitive’, ’Academic’, ’Behavior’, ’Adaptive’, ’Transition’,

’Communication’, ’Fine Motor’, ’Gross Motor’, ’Hearing’, ’Vision’,

’Medical’, ’English Language’

Other Checkbox will always appear last in the first column.

89 Related Services Text Box



Subcategory = Related Services

90 Other Information Text Box



Subcategory = Services, Level = Other Information

• Display following statement after text entry.

Both districts want the following text available as default text:

In accordance with WAC 392-172A-02060 this student’s educational

placement will be determined annually based upon: the student’s IEP; the

least restrictive environment requirements; the placement option(s) that

provided a reasonably high probability of assisting this student to attain

his or her annual goals; and with consideration of any potential harmful

effects.

In accordance with WAC 392-172A-02020 the need for extended school

year services will be determined by the IEP team.

91 Recommended Interventions Text Box



Subcategory = Recommended Intervention Accommodations

91a Part 4 Completed Check Box


Part 4.




SECTION 5 - SIGNATURES

Signature Page

92 Signature Form, Meeting, Attendees

- First Name, Last Name, Qualifier

- Form Meeting, Attendees, Position

- Ability to enter Staff Positions without assigning names

- Maintain position order above

Ability to use Team Template

93 Report provided parents System or User Letterhead

• Text box

• Autofill from letterhead, Line 1 & 2 (Name, Title)

• Maintenance, Manage Letterhead, Staff/Type Enclosure =

92

93 94

95




Evaluation Report Provided by

• Staff grid, ability to add staff member from staff table, display name

and title.

94 Date Text only on report

94a Part 5 Completed Check Box


Part 5.

SETUP AND CONFIGURATION

CODE TABLE SETUP

1. Navigate to Maintenance > Manage Code Tables.

2. Select the name of the table from the drop down list (e.g., ‘Meeting Reasons’).

3. To add a code, choose ‘New’ from the top menu.

4. Enter the Code Description, then Update and ‘Save’ the record.

5. To add or edit an Alternate Code, first click ‘Show Alternate Codes’ at the top of the page. Then click Edit on

the applicable Code record to open the record for changes.

6. Once the record is open, click the appropriate link to add a new Alt Code or Edit an existing one. Clicking

delete will remove an existing Alternate Code. When finished with the changes, click Update, and then click

the Save icon.




SECURITY

User or group level security permissions will control access and functionality based on least restrictive settings

(group or user level security). In other words, a user assigned to a group (or groups) will have both user and

group level permissions, and the least restrictive settings will take precedence. Since all users are assigned to

the SPIPUBLIC group, it is best practice to uncheck all permissions for this group, as well as all permissions at the

user level. This will ensure the group level permissions are the least restrictive. Administrators would have all

permissions by default.

To view or maintain security permissions for an existing user or group, navigate as follows: Security > Manage

Groups or Manage Users. Select the group or user and click on the Permissions tab. Scroll down to the section

illustrated below and select the applicable check boxes.

The permissions check boxes will control access and functionality as follows.

Permission Checked On Not Checked On

View

Links providing access to existing forms (or

archives) active. User will have the ability to

access existing forms (or archives) but cannot

change any data.

Links providing access to the form inactive.

User will not have the ability to view the form.

Add User will have the ability to create new forms. User will not have the icon to create a new

form.




Permission Checked On Not Checked On

Edit

Entire form – User will have the ability to edit

any field in the entire form.

Section – User can only edit fields in the

specified sections.

If granting the ability to edit the entire form,

ALL the section permissions must be checked on.

Entire form – All fields read only.

Section – Fields within section read only.

Delete User will have active ‘Delete’ link in the form

tool bar providing the ability to delete a form.

Delete link in form tool bar inactive. User will

not have the ability to delete a form.

Lock User will have active ‘Lock’ link in the form tool

bar providing the ability to lock a form.

Lock link in the form tool bar inactive. User will

not have the ability to lock a form.

Unlock User will have active ‘Unlock’ link in the form

tool bar providing the ability to lock a form.

Unlock link in the form tool bar inactive. User

will not have the ability to unlock a form.

Finalize

User will have active ‘Finalize’ link in the form

tool bar providing the ability to finalize and

create an archive copy of a form.

‘Finalize’ link in the form tool bar inactive. User

will not have the ability to finalize and create

an archive copy of a form.

Revise Not applicable for this form. Not applicable for this form.

Refresh

User will have active ‘Refresh’ link in the form

tool bar providing the ability to update a form

with all the latest information.

‘Refresh’ link in form tool bar inactive. User will

not have the ability to refresh a form.

Reset Dates Not applicable for this form. Not applicable for this form.

REVISION HISTORY

8/26/14:

• Referral concerns, field 24, was updated.

• Previous Interventions, field 27, was updated.

• Section 2, new Add button to allow multiple Teacher/Examinations. Removed the check box.

• Added a new Goalbook lookup (Add Template button) in various narrative boxes (e.g. evaluation summary

on section 3, Related Services on section 4).

• Removed the field labeled ‘Areas of Service Discontinued’ (field 67).

• Updated field 81.

7/28/14:

Added the following sections: Form Instructions, Attaching Images, Setup and Configuration.

1/31/14:

• Fields 1 and 2 were modified to include the process in which the unlocking of the form will unfinalize the

Important Dates. Includes the Important Date creation or updating of the Important Date called Current

Evaluation Date.

• Field 63 was modified to clarify how the disability is displayed on the form.




9/17/13:

• Fields 1 and 2 were modified to include the process in which the Unlocking of the form will Unfinalize the

Important Dates. Includes the Important Date creation or updating of the Important Date called Current

Evaluation Date.

• Field 63 was modified to clarify how the disability is displayed on the form.

• Field 80 modified to include required goal book format and non-standard report printing.

8/23/13:

• Three-Year Reevaluation Due Date field and auto creation of Important Date upon finalizing the form

changed for Disability = Developmental Delay (DD):

o If a DD student turns 9 during the ER date range (Meeting Date + 3 Years – 1 Day):

� Three-Year Reevaluation Due Date field and Important Date (Alternate Code = RE) will

calculate based on the student’s 9th

birthday minus 1 day.

� Warning message will display as follows: The student's disability is 01-Developmental

Delays. Three-year Reevaluation Due Date has been adjusted.

o If a DD student is >= 9 on the meeting date, then IEPPLUS will not calculate a Three-Year

Reevaluation Due Date. The following error message will display: 01-Developmental Delays is

not a valid category at this age and a reevaluation must be conducted.

o All other disabilities will continue to calculate as 3 years minus 1 day from the ER meeting date.

• When creating a new ER, previous interventions, and relevant school records will copy from the latest

Referral Review form that is <= 2 years old and ER Meeting Type is not like ‘Reevaluation’. ‘From’ and

‘To’ fields are summarized in the table below along with Mapping Reference numbers.

*Note: Referral Reason and Information from Parents fields are not part of these changes and will always

convert.

• IDAR/Assessment Results will print with the Examiner’s Name and Title rather than a blank signature

line. Examiner Name and Title searchable and selectable within each IDAR.

• IDAR for ‘Physical’ findings and ‘Teacher/Examiner Observations’ text box added to ER, Part 2 (Levels of

Performance).

• IDAR Strengths, Present Levels and Recommendations (3) text boxes merged into one text box.

• Ability to select statements from a Goal Book added for all IDARs. See table below for required Goal

Book format (Type = Statement).

*Note: ‘Level’ for Academics will have applicable sub-areas appended with a space between the text (i.e.,

Reading, Written Language, Math) as will Communication sub-areas (i.e., Language Receptive Expressive,

Articulation, Voice, and Fluency).

• IDAR/Adverse Education Impact will display only one text box (previously there were separate text

boxes for Academic and Communication sub-areas).

• ‘Eligible’ checkbox added to all IDARS except Medical and English Language, providing the ability to

denote Eligibility and control propagation of the data. IDARs marked eligible will copy from the ER as

indicated below.

• ‘Get Adverse Impacts’ button added to ER, Part 3, Adverse Impact section. Clicking the button will copy

IDAR, Present Levels marked eligible to the Adverse Impact text box.




• Ability to select statements from a Goal Book added to ER, Part 3 as follows. See table below for

required Goal Book format (Type = Statement).

• SDI related text boxes (2) illustrated below removed from ER, Part 3.

• Evaluation and Test links in the ER, SLD Severe Discrepancy section replaced with grid illustrated below,

allowing the user to add rows as needed and select Assessment Instrument and Area/Subtest based on

hard coded values.

*Note: ER will print with Assessment Instrument and Area/Subtest information combined into one column with

Area/Subtest as the heading.

• Recommendations text box and note removed from ER, SLD Severe Discrepancy section.

• Report Footer changed to reflect latest IEPPLUS revision date (web form and report).

10/23/12:

Changed data mapping field 22.

6/21/12:

• Renumbered Fields 10-13.

• Removed Association Organization link to add/edit/delete Home School and renamed field from

Neighborhood School to Home School. (Field 12)

• Modified wording Placement School (if different) to just School (Now Field 13)12/20/11: Added ability to

create Evaluation record with expected completion date and Assessment Manager’s name.

6/5/12:

Removal of ( ) from SLD-Severe Discrepancy, Professional Judgment, Observation description around

‘(describe (or attach) the results’ so the sentence reads (describe or attach the results….)

2/1/12:

Addition to SLD, Item #78, text box as well as eval/test records.

2/24/12:

Updated with new screen shots. Updated verbiage as necessary. Removed Green question highlighting.




1/19/12:

Updated question schema

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