IEPPLUS Special Education Management

Transcription

1 Release History Page 1 Washington 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 June 9, 2016 IEP Participation in State and Districtwide Assessments has been modified to only print the 'Graduation Points to Consider' section if the Enable/Disable Secondary Transition Section is checked in Section 3. Considerations of Special Factors, Question #4: Updated the IEP to fix an issue where linking or unlinking a form was not working. Changed AIP TO ERP on the popup message. Question 4. (The parent and the school district agreed restraint device ) Fixed the display to show the accurate end date instead of 1/1/0001. Emergency Response Protocol Removed the progress reporting link and security permissions for progress reporting on the Emergency Response Protocol as it is no longer needed. Progress Reporting Improved the performance and optimize the manage progress reporting display when user click on manage progress reporting. Version May 25, 2016 Advanced Reporting CEDARS Data Check: Updated report not to report a missing exit reason if the student exited and then return within the reporting date range. Updated the Last refresh date to reflect the user that has refreshed the report, where appropriate. Each user will have their own record count and date and time for when the data was refreshed. Emergency Response Protocol Addendum Modified the report to look for a statement Category = Aversive Intervention and any subcategory. Subcategories like 'Personnel, or Precaution' will display in their appropriate areas. All others (such as Precaution, Circumstances, Reason, Personnel etc.) will now display under "Specify the type of isolation, restraint, or restraint devices' that maybe used " The reason for this change is to enable the display of prior categories used on the AIP form. NOTE: If you do not wish these additional subcategories to be used, please inactive the appropriate statements in

2 Release History Page 2 your goal book. Maintenance, Manage Goal books, select your book and then the appropriate statement, uncheck 'Active' and users will no longer be able to select this statement. Progress report Updated the progress report to properly show the Need statements. Modified the progress report to accept non-numeric goal code numbers. Advance Reporting Notifications New options have been added for additional control of Notification Processing. Action Item: If you wish to take advantage of these new options, you will need to go to Options, Set Notification Options, System Setup tab and enter the number of days you wish the system to use. The number of days is currently set to '0'. Evaluation/Re-Evaluation Has Expired for a student: This option can now indicate how far back a notification should fire for active students. If a new evaluation has been created but is not yet finalized, this rule would still fire until finalization to alert the user there is no current form in place. Form Has expired: A new option now provides the ability to indicate how far back a notification should fire when a form is missing or a new form exists but has not yet finalized. For example, entering 365 'Historical days to search' would make the system look back for only one year. This eliminates historical un-finalized forms from being reported. Progress Reporting Past Due: If you do not wish Progress Reporting to send a reminder for an IEP that starts x number of days (ie 30 days) before the next progress reporting period, entering a number in 'Low Day' will count the days and determine whether to skip this marking period for that student and not send a message. Historical days identifies how far back it should report missing progress.

3 Release History Page 3 Two individual notification messages have been modified to assist in identifying when a form has expired, a new form may exist but is not yet finalized so technically the student still has an expired form. Student's Evaluation has expired, No Finalized Evaluation exists Student's IEP has Expired, No Finalized IEP exists Help An End/Beginning of School Year Check List has been added under Administration, End of Year Checklist. Data Integration, Export, Student Data Updated the export process to display the student ID on the data integration summary report. Cognos report Updated User Security permission to mark all areas as available when the 'Restrict application access' is not checked, indicating the user is an administrator and has access to all areas. This change will not affect any existing user permissions. Version May 9, 2016 IEP Validation Updated Validation Rule "IEP - Annual Review Date" to work correctly. 504 Accommodation Plan & Evaluation Report

4 Release History Page 4 Updated the 504 Accommodation Plan form to filter out any disabilities that are not 504. Also updated the Evaluation Report to filter out the 504 disabilities. Progress Reporting Updated the web form to display the goal category, subcategory and level to match the report if option is checked. Progress Reporting, Validation Updated validation result to open the correct goal when the option to 'display goal code' is turned off. TAC Student Drawer Updated the TAC Student Drawer to fix the System : NullReference Error. Version April 25, 2016 Progress Reporting Corrected the progress report page to properly render the screen so districts will no longer receive a stuck loading screen. Accommodation Plan Report Updated the report to only print the selected disability determinations from the code table. Student Drawer Updated the Student Drawer, RC/IPR/TRN Section to allow users to enter information to filter data. These fields are no longer greyed out. Version April 8, 2016 Emergency Response Protocol Addendum to IEP: The 'Aversive Intervention Plan Modifications' is now called 'Emergency Response Protocol Addendum to IEP. Due to this

5 Release History Page 5 change, several areas of the form have changed as follows: Form, Toolbar: This form has been renamed to Emergency Response Protocol Addendum on the student's form toolbar. Form Wizard: Select IEP to attach text change to rename Aversive to Emergency Response Protocol Addendum. Form Name and text has been changed as well as the entire content to match the latest version posted by OSPI dated January Security text has also been changed to Emergency Response Protocol Addendum. IEP Consideration of Special Factors, Question #4 has been modified as follows for the Emergency Response Protocol Addendum change: Progress Report Progress Reporting Report did not match the web form when the goals printed. The goals were not in sequential order. This has been corrected. Service List report Report no longer required an active placement. This report will look to the student's enrollment record to insure reporting of services for active students. Notifications Student Summary Screen will no longer show 'No active IEP' alert when there is indeed an Active IEP. 504 Accommodation Report Updated the 504 Accommodation Report to remove 'Attached' from Health Care Plan and Behavior Plan on the webform and printed report. Version March 31, 2016 Referral Reason Updated edit referral process to allow the editing/adding of the referral reason. Mail Salutation Extended the mail salutation field from 48 characters to 96 characters to allow for longer data entry. Version March 18, 2016 Overdue IEP report Updated Overdue IEP report to only include students with active enrollment type = Special Education IEP report Modified report for Section 9: Least Restrictive Environment, Next Recommended Placement, In a REC program to match the webform; it was checking the wrong boxes on the print out.

6 Release History Page 6 Version March 2, 2016 No changes Version February 26, 2016 IEP Section 6 - District Assessment Information: The button has been relabeled from 'District and Statewide Assessment Information' to 'District Assessment Information'. Validation Rules: Eleven validation rules are now available on the IEP cover page. Documentation can be found in Help, Forms, WA, IEP. Section 504 Forms Changes Include: Section 504 Prior Written Notice and Section 504 Accommodation Plan Team Meeting Participant Positions now match on both forms.: 504 Building Contact, Parent/Guardian, Student, General Education teacher, Building Administrator, School Nurse Team Meeting Participants now displays as the last item on the report for both forms. Section 504 Accommodation Plan: Removed the ability to create a Referral record when an Accommodation Plan is created. The Original 504 Initiation Date is now a text box on the form and not a Referral Date. Validation Rule has been created to insure staff fill in this date field. Accommodations will now print down the page instead of two columns across the page. Reporting Advanced Reporting, Medicaid Student List: A new report is available that will search for all active students with related services as of the Service date indicated on the opening screen. Select 'Refresh' to gather data. Run to print the report, Export to manipulate the data in Excel and the Docs icon will provide 'How to' instructions. Action Item: Setup Instructions: Maintenance, Manage Code Tables, Identifications: To display the Medicaid Identification number, the identification type must have an alternate code type = Alternate with a description = CIN. Pennsylvania only: The PA Secure ID will display if an alternate code type = Alternate Code with a description = PASecureID is in place. PDF Streaming Updated PDF streaming to always pull the latest PDF. In the event that a form has been finalized and then unlocked, it will still display that latest PDF instead of reverting to the previous PDF (ie last year). PDF streaming looks for the latest form based on the latest IEP Form Start Date and latest pdf found. Version February 15, 2016 No Changes

7 Release History Page 7 Version February 8, 2016 CORE Progress reporting Issue has been fixed where clicking on the goal at bottom of the page will anchor to the top of the page. Version January 19, 2016 IEP Section 9: A new warning message will display if the associated placement has no end date. Progress Reporting Objective text wasn't fitting in the displayable area. If text is bigger than the displayable area, a scrollbar will appear. PLUS360 Notification Fixed the issue where 'You are invited for meeting' rule was not generating error when cross-product notification is turned on and user has 'esplogin' information entered in the staff identification record. Version December 17, 2015 IEPPLUS Notification Updated the notification rule which advised if the student did not have progress for a reporting period. This rule will no longer submit a notification when the student was not active during that reporting period. Data Integration Modified the esp - Discipline Deletion Rule#2 to only delete the event outcome that was removed in eschoolplus. Version December 10, 2015 Progress Report Audit Updated the report query that caused a performance issue when trying to refresh the data. Version November 24, Accommodation Plan Updated the Behavior Plan and Health Plan to be a rich text control from a textbox, this now matches all of the other question on the form that uses a rich text control. Progress Reporting Updated progressing reporting to ignore the category if none is selected in the IEP when trying to open the goals in the progress report screen. The client will no longer experience any errors when trying to open the any of the

8 Release History Page 8 goals. Version November 13, Notice of Action Modified report to print meeting reasons correctly regardless of the number of contacts. Version November 6, 2015 Evaluation Form The Evaluation Report form now has a new security permission to control who can use the 'Reset Dates' functionality. Action Item: If you wish staff to use the 'Reset Dates' functionality, you will need to go Security, User or Group, Permission, Evaluation Report and check the Reset Dates checkbox. Run A Report, Basic List - ESY Only: New report labeled 'Basic List - ESY Only' is now available. This report looks at the IEP, Special Factors, Question #2 (Does this student require Extended School Year (ESY) Services) and the placement staff assignment of Case Manager. Data is selected based on the date or date range used on the report. WA Form Creation Wizard Modified the IEP form creation wizard to check for the permission for the 'Two Tier' check box. If the user has the appropriate permission, the checkbox will be visible. Section 504 Accommodation Plan 'Other' text boxes are now disabled until checked. This change will insure users are only entering text after they have indicated it is needed. Updated the height for Health Care and Behavior Plan text box to allow the user to see more of the data on the form that was entered. Student Summary Report Updated the Student Summary Report for the placement label '% of time in SE' to look at Maintenance, Manage Screen Configuration record to display the default of '% of time in SE' or the text entered as the description. Version October 23, : Accommodation Plan Corrected issue where report wasn't printing some of the checkboxes under Accommodations. Made all the textboxes under accommodations multiline so user can enter and see additional data entered. Progress Report Modified Progress Reporting to not lock up when opening a goal that did not have data for a particular category.

9 Release History Page 9 Data Integration - Delete Discipline Rule #2 Modified the Discipline Delete rule to ignore any records that did not have an event outcome to avoid a syntax error when the query returned nothing. Manage Existing Student->Filter by The Manage Existing Student->Filter by process was updated to look at all active enrollments. If you search by 'Gifted, NO GIEP' and the student has both a special education enrollment and a Gifted, NO GIEP enrollment the student will be displayed. Version October 9, 2015 Advanced Reporting, P223H Monthly Report This report has been enhanced to suppress students with an Enrollment type = Section 504. Note: Students with a Special Education (SE) and Section 504 (504) enrollment within the reporting period will be shown on the report. For example, a student changed from Special Education to Section 504 on April 15 th. If the reporting date range is for the month of April, the student will be displayed on the report as they were in Special Education for part of that time. When the report is run in May, the student will not be displayed. 504 Notice of Action Report Updated report to look at the correct alternate code for meeting reason checkboxes. 504 Accommodation Plan Create or Select a Referral record is now required during form creation. The Original 504 Initial Date and Building saves to the linked referral and is no longer a problem since it is now required. Multiple disabilities will display on 504 Accommodation Plan form for user review/correction of data. Report: Modified the report to print the determination when the disability has a future end date. Report: Remove the word "Care" from the report. The text now says "Behavior Plan Attached". Staff Selection Drop-Down Updated the Staff Selection Drop-Down to only display active staff in meeting drop downs. IEP Creation Wizard Modified IEP wizard, Option 1, to not create new service records if there is an open ended service records for that student. IEP Validation Result Updated the validation pop-up on print preview to work correctly on Internet Explorer 10. It will no longer NOT show the pdf pop-up window when you hit continue after the validation pop-up appears. Data Integration Updated the Data Integration rule for Enrollment Grade and Location to properly pull that data when a student returned to Special Education, Section 504, Referred etc. Version September 29, 2015

10 Release History Page 10 Evaluation/Meeting/Placement/Service The Diagnosis tab was inadvertently turned on for districts not using this feature. This has been corrected. Data Integration Discipline Deletion Rule #2: Updated the rule to delete the event outcome in IEPPLUS when the action is removed from eschoolplus. Version September 10, 2015 Add General Education Student Modified the 'Add General Education' student process to only create one enrollment record when bringing down a student from eschoolplus. The program will no longer add and then end the initial enrollment record and create another one. Enrollment Grade and Location Data Integration Rule (two separate rules) Modified the rules to update the enrollment record when the eschoolplus Entry Date remains the same but the grade or location changes. A new record will only be created if a withdrawal date and withdrawal code exists. Maintenance, Manage Calendars Updated the Calendar option of 'Add calendar days by date range' to add the calendar days to only the selected calendar. Advanced Reporting, Progress Reporting Audit Report Additional Filtering Options have been added to the Advanced Reporting screen: An 'Include Inactive Building(s)' check box was added to include inactive building(s) in the Building Name list. A 'Select All Buildings' check box was added to automatically select all buildings in the Building Name list at the same time. A 'Select All Grades' check box was added to automatically select all grades in the Include Grades list at the same time. Version August 27, Notice of Action Report Updated the 504 NOA report to correctly report in a 12 hour time instead of a 24 hour military time for the meeting. Basic List Report Updated the report to correctly display the student grade correctly. Version August 17, 2015 Maintenance, Manage Calendars, Calendar Days The ability to add multiple calendar days at once by selected the new 'Date Range' Option is now available. For example entering the date range of 12/25-29 for Christmas Break will add five (5) individual days for you.

11 Release History Page 11 Data Integration Updated the PLUS360 Data Integration Rule #6. This rule created a TBD Placement records for a student that was no longer referred in IEPPLUS. Unnecessary TBD records that would overlap with existing Placement records are no longer created. Version July 30, 2015 Demographics Increased the middle name length from 16 to 32 characters. This will resolve the issue if a student has a middle name that was more than 16 characters long and was cut off on forms. Create IEP Wizard Updated the Create IEP Wizard to eliminate an error when selecting Option 2 (Select existing records). The error was 'SM_Category does not belong to table'. Version July 15, 2015 Invitation Letter Updated the Invitation Letter to show the Room Number under the Location. Form Creation Wizard with Meetings Updated the creation wizard to eliminate duplicate meetings in the existing meeting dropdown. Version July 1, 2015 IEP, Goals & Objectives, Benchmarks Updated the IEP, Goals & Objectives to filter the Level properly.

12 Release History Page 12 Security, User, Student Access The student filtering options for grade and location in User Security has been updated for states that store the grade and location in the student's enrollment record. Reporting The Overdue IEP Report has been updated to accurately reflect the total by grade. Notifications Progress reporting notifications have been optimized to improve the performance for all progress reporting notification rules. Please see Washington Archived Release History for previous release note information.