ETR Updated the ETR cover page (form and report) correcting a typo with the word 'planning'.

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1 Release History Page 1 Ohio Release Notes IEPPLUS Special Education Management SunGard K-12 Education Best Practices - Many IEPPLUS updates bring Form (e.g. IEP) changes to our Users - some major, some minor. To be sure that your District maintains a proper audit trail, SunGard recommends that all IEPPLUS forms be finalized upon completion. Only work-in-progress forms should remain un-finalized. Version May 12, 2014 ETR Updated the ETR cover page (form and report) correcting a typo with the word 'planning'. IEP Validation Updated the Secondary Planning EMIS Rule to now validate the rule against the student's age. A student less than 14 within the IEP date range Notifications Historical days to search A new selection parameter has been added to the Values column in the Notifications System Setup tab in version and with a default value of 730. The default value has now been changed to 0. Setting the value to 0 will create a notification message for any unfinalized form using the highest checkpoint value (e.g days). Due to an enormous amount of unfinalized forms within 730 days, the system was generating a high amount of notification alerts, however, districts can change this value. Version May 2, 2014 Service Summary Screen The Service Location was added to the Service Summary screen. Manage Screen Configuration, ServiceForm, ShowLocationInSummary, Visible field set to checked will display the location on the

2 Release History Page 2 summary screen. EMIS Data Integration For AIEP meetings, modified the Meeting/Test Upload process to look at the latest reportable EMIS meeting to determine if the Test Type has changed. If no new Test exists on the AIEP meeting date, it will report the latest reportable Test Type. Release / Waiver When the Sent Date or Received Date fields were not visible, the field description was no longer visible, however, the date field was still visible and accessible and the Release/Waiver Type field was no longer active. Notifications A new selection parameter has been added to the Values column in the Notifications System Setup tab. Indicate a numeric value in this field. The value will be stored as a positive number. The rule will use this value to select records and will then use those records against the check point value to determine if a message should be generated to the user. For example, the Student s Referral Requires a Consent Date rule, Historical days to search value is set to 365. The rule will select all referral with a missing consent date where the referral date is within 365 days as of todays date. Those selected records will then be checked against the check point value. Any referral less than 365 days from today will be ignored. The Student s Form is Not Finalized rule, Historical days to search value is set to 365. The rule will select all forms where the form start date is within 365 days as of todays date. Any form start date less than 365 days from today will be ignored. Progress Reporting Based on security, users can access the Progress Reporting area of the form if the form is in a Revised/Amended unlocked state. The Progress Reporting link will be visible and accessible to the

3 Release History Page 3 user based on security. A new security item called 'Report Progress on Unlocked Forms' has been added to the Progress Reporting permissions area of Groups and Users. When the item is checked, it will allow the user to report progress (the Progress Reporting link will be visible) on unlocked forms (e.g. IEP's). This allows users to report progress on forms that are in a Revised/Amended unlocked state. Placement Totals Report Updated the report changing the grouping to the Enrollment Location/Grade rather than Placement Location/Grade. IEP Validation Rule Rule #45429 was modified as it was causing a hard error. Version April 11, 2014 News Feed The News Feed was not saving data or allowing the users to edit existing news feed items. This only occurred if the customer was located at a different time zone than where the IEPPLUS server resided. News Feed and Progress Reporting The rich text toolbar has been changed in the 'Manage News Feed' screen and in the Progress Reporting screen. The Strikethrough icon has changed from an ABC image to an S. The Find & Replace were 2 separate buttons. There is now one single button for Find & Replace. Example of the 'Manage News Feed' Example of the 'Progress Note'

4 Release History Page 4 Invitation Letter and Prior Written Notice The reports were previously pulling the parent work address rather than the home information. Finalizing Forms Corrected an issue where upon completion of the finalization process would display a different student's pdf finalized form. Version April 3, 2014 Progress Reporting Additional enhancements are as follows: Updated the security permissions where the Lock and Exclude features are still correctly assigned to the 'Lock' security permission and now, Unlock and Include are correctly assigned to the 'Unlock' security permission. Upon opening the Progress Report, the user will be brought to the 'earliest' unlocked marking period, no longer the marking period as of today's date. When printing, the letterhead can now be selected. When archiving the marking period, the pdf "P" image date will now reflect the marking period date, no longer the date the pdf was created. When the user attempts to archive a marking period that was previously archived, a new pop-up message will prompt the user to print the existing pdf or create a new pdf. When the marking period is finalized, the user can easily open the pdf by clicking on the pdf image on the progress report and in the printing screen:

5 Release History Page 5 And at the top of the report: The selected marking period is now highlighted with a magenta colored border. IEP Corrected an issue where the 'Unrevise' link was not appearing when the user finalized the progress report. Updated rule #45429 to allow the test record to be either the date of the meeting or within the form date range. Previously, the test record had to be within the form date range. Modified the Meeting drop down logic, removing the logic requiring meetings to be on or after the services.

6 Release History Page 6 ETR Updated the report, removing spacing on the cover page so the second page would not have additional blank spaces. The ETR report was updated to correctly print the check box for the re-evaluation if the check was indicated on the form. EMIS Data Upload The December1 LRE Outcome element will upload to eschoolplus based on the Dec1LRE date parameter on or 365 days prior regardless of non-december 1 LRE meeting errors. Notification Alerts Updated the 'Form has been Amended/Revised' to no longer generate a message when the Progress Report was archived. Security Corrected an issue when the user attempted to search for a User under Manage Users. User Impersonation Corrected an issue when a user Impersonated another user, it was showing all of the prior user's students, not the active user's students. Student Listing The Student Listing on the Home Page now includes the building and grade. If the system does not find an active building and grade as of todays date, it will indicate the building and grade in the future. If no future building and grade is found, it will indicate the last previous building and grade for the student. Student Search The Student Search now displays the building and grade as well as a 'show All Students' check box. When the user types three characters (or more), the system will search for students in the users Caseload matching the characters typed. The user can click the 'Show All Students' check box to list all students (in caseload and non-caseload) matching the characters typed.

7 Release History Page 7 Version February 28, 2014 User Impersonation An 'Administrator' of IEPPLUS can now impersonate any user of IEPPLUS. As an Admin user, go to Manage Users, click on the user to impersonate. The application will automatically log out and log in immediately as that user. See HELP\ Security for more information. Progress Reporting Removed the IEP form validation process when validating progress reporting. Advanced Reporting -Progress Reporting Audit Export -the export will no longer include students who have inactivated as of the marking period date or if the IEP includes any legacy progress notes. ETR Corrected an issue where an error was being generated in section 4 upon saving when the user selected No to all three check boxes. The error was generated only for users that did not have security permissions to inactivate students. Data Integration Summary Report Corrected an issue where a newly imported student into IEPPLUS was not appearing on the report. Rich Text Control Firefox browser only -affects any forms that have the ability to add rich text (e.g. bold, underline). Updated the control as it was removing spacing between words when cutting and pasting from Microsoft Word. IEP

8 Release History Page 8 Cover Page -the user was unable to open the form if the Default Organization was not indicated in Systemwide Options. Notification Rules Two newly released rules were temporarily modified. The 'Student s Referral Requires a Consent Date' and 'Student s Form is Not Finalized' rules were temporarily modified to only generate a message based on the maximumcheckpoint only. This temporary change will limit the large amount of daily notifications for these particular rules due to old Referral records and unfinalized forms in the IEPPLUS system. Version February 28, 2014 Rich Text Boxes Firefox browser only. Corrected an issue where cutting and pasting text from Word documents was removing hidden characters which then caused words to merge together when saving text in forms (e.g. IEP). Version February 14, 2014 Meeting Summary Screen The meeting summary screen will no longer show the extension information if the extension tab is not enabled via Manage Screen Configuration. Notification Alerts A duplicate notification alert message was being created for a student that had been Enrolled. Progress Reporting The progress reporting creation process will now ignore inactive buildings. Meeting Invitation Letter The meeting date now prints on the 2nd page of the letter. Two new meeting participants, School Psychologist and Speech and Language Pathologist default when creating the letter. IEP Form change only made to Section 4, Transition Service Needs and Transition Assessment text boxes have been made larger. IEP Report only changes: Section 7, School Personnel Services information has been removed from the IEP report. Section 13, the meeting date now prints above the IEP Effective Dates area. ETR Validation Rules Modified Rules and to include all 7 valid Referral Outcome codes for the CNST record. Three new rules were created: Referral must have a consent date Referral consent outcome is missing.

9 Release History Page Student has a duplicate referral record. EMIS Upload Integration The Referral Upload rule was modified to include all 7 Referral Outcome codes for the CNST record. Also, an error will be displayed on the EMIS Upload Error Report if the Referral record is missing the Consent Date. IEP & Service Plans - Remove Amendment & Warning Messages The ability to remove an Amended/Revised form is now available. This feature will be used when the revision did not occur (e.g. meeting was cancelled, user clicked the Revise link in error) and the form should be returned to the original state. All user documents that have the ability to be revised, now have a new section in the guide called Remove Amendment. A summary of this feature is listed below. Please reference the user documentation from the Help menu. 1. Remove Amendment New functionality has been added to any form that is able to be revised (e.g. IEP) that allows the user (with security permissions) to remove the Revision/Amendment. To do so, the user would click on the "Remove Amendment" link on the Form Summary Page. To remove the Amendment/Revision and return the form to its previous state, click on the Remove Amendment link from the Form (e.g. IEP) Summary page. Upon clicking on the link, a pop-up screen will display, alerting the user that any modifications they made to the form must be manually changed back prior to the Remove Amendment process. The Remove Amendment process does not remove any changes that were made after the form was revised. Clicking the OK button will perform the amendment removal process, while clicking the Cancel button will return the user back to the Form Summary Page and the form will remain in the revised state. The Remove Amendment process will perform the following: re-finalizes the form. creates two audit records in the form under the Maintenance > Form Information > Form History area indicating the Remove Amendment process: the first record displays the Amendment Removal process, date, time and user. the second record displays the form returning to the Lock state, date, time and user.

10 Release History Page 10 changes the archived form (pdf file). If the form is the Original Archive and the Remove Amendment link is chosen, then the O icon on the Archive is removed. If the form is the Revised Archive and the Remove Amendment link is chosen, then the R icon on the Archive is removed. 2. Revise/Amend & Remove Amendment Warning Messages A new option has been added that allows administrators to enable/disable warning messages for the Revise/Amend & Remove Amendment actions. To do this, the administrator would navigate to Options > Set Systemwide Options > Formtab and then enable/disable either or both of the options. By default, both warning messages are enabled (both checkboxes are unchecked). To enable the Revise/Amend warning message, the administrator should leave the 1 st checkbox unchecked. When this option is enabled, the user will see the following pop-up message when the Revise/Amend link on the Form Summary page is clicked: To enable the Remove Amendment warning message, the administrator should leave the 2 nd checkbox unchecked. When this option is enabled, the user will see the pop-up message when the Remove Amendment link on the Form Summary page is clicked. See example in item #1 above. 3. Deleting a Form Pop-up Message The text of the warning message that displays when a form is deleted (ex: IEP) has been modified as follows:

11 Release History Page 11 Version and January 31, 2014 Service Plan Cover page -the Next Evaluation Date field was modified to properly display when the meeting is selected in the form. Version and January 21, 2014 Plus 360 Notifications Seven (7) new rules have been added to the existing set of Plus 360 Notifications Rules as follows: Student s Referral Requires a Consent Date Referral Consent Has Been Received Progress Reporting is Due for a Student Progress Reporting is Past Due for a Student Annual Review is Coming Due (Uses Meeting Date) Annual Review is Past Due (Uses Meeting Date) Student s Form is Not Finalized The rules explaining how & when the notifications/alerts appear can be found in the user guide located within the help Menu of the IEPPLUS application: Progress Reporting > Progress Reporting User Guide. Progress Reporting Corrected an issue where the user was unable to lock a period as the prior marking period was excluded. Excluded periods will now be ignored during the validation process. Data Integration The 'eschoolplus -Placement Location' rule text was updated to remove the word 'Primary' as all Placements for the student will be updated with the eschoolplus reg_entry building. EMIS Audit Report IEP report was not properly exporting the 'Next IEP' date information. EMIS Error Report Updated the report to longer duplicate the error message for 'The secondary Planning value is invalid'. Also, added the meeting type and date to the error message. IEP Corrected the District of Residence and County of Residence fields to populate the correct locations. Version and January 7, 2014

12 Release History Page 12 Data Integration Rule (*NEW*) esp -Inactivation Rule #2. A new rule is now available to inactivate a student in IEPPLUS when they inactivate from eschoolplus (based on particular Withdrawal Reasons). See Help\PLUS 360 Advanced Integration\General for detailed information. Contact the Help Desk to activate this rule. Please see Ohio Archived Release History for previous release note information.