Missouri Release History - Archived

Transcription

1 Missouri Release History - Archived Monday, December 23, :44 PM Version October 23, 2015 IEP Modified the IEP Amendment form and report to indicate whether Sections D3-D5 have been amended. Progress Report Modified Progress Reporting to not lock up when opening a goal that did not have data for a particular category. 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 IEP Report Updated the IEP report to correctly show or hide the D3 section on the report. 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 IEP Report Regular Ed and Placement Section. The checkboxes for 'Considered' and 'Selected' under Placement Continuum (K-12) are showing appropriately for IEP and IEP Amendment report now. Updated the IEP report to correct print the Surrogate parent name on the report when they part of the meeting. Review Existing Data Report Updated the RED report to exclude the textboxes in the Team Conclusions and Decisions based on the Old Release notes Page 1

2 checkboxes checked in the "No Additional Data Is Needed". Updated the RED report to exclude any HTML tags from the report when printing. Missouri Validation Rule #35215 Updated the Validation Rule # The validation rule would show an error if the Parent/Guardian had multiple phone numbers listed under contacts. The rule was updated to only search for the first phone number per parent/guardian. 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 Evaluation and Review Existing Data Cover Page Updated the two forms to correctly print the student IDs instead of the internal IDs from the SQL server. IEP The Regular Ed and Placement Section will no longer display a random number at the bottom of the section. 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, 2015 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 Old Release notes Page 2

3 example entering the date range of 12/25-29 for Christmas Break will add five (5) individual days for you. 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 30, 2015 IEP Services Updated the IEP, Services Section to correctly calculate the total services minutes not with regular education peers. 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 Evaluation Report Updated the Evaluation Report to pull the disability as of the start date of the evaluation report. Form Creation Wizard with Meetings Updated the creation wizard to eliminate duplicate meetings in the existing meeting dropdown. Version July 1, 2015 Review of Existing Data The form creation process has been modified. Linking a prior RED to a new RED form enables IEPPLUS to copy previous information on to the new form. The' Previous Evaluation History', as well as information listed as Old Release notes Page 3

4 'Current' on the older form, will copy directly into the 'Previous Information' text boxes on the new form. Any data modified on the new form will not affect the original form. If a form is not selected, a blank form will be created. Team Conclusions and Decisions Section: Decisions for 'No Additional Data Needed, Reevaluation' (right panel) has been modified to only display the block 'If No Additional Data Needed' when check box #1 (Current disability continued to be appropriate) is marked. Validation Rules #35211 and #35212: The rules have been modified to only fire when the first check box (Current disability continues to be appropriate) is checked and data is not entered in the 'If No Additional Data Needed' block. IEP Cover Page: The web form and report have been modified to display all active disabilities on the cover page. Form D, Part 5: The ability to check off accommodations in the shaded gray areas has been added. IEP, Goals & Objectives, Benchmarks Updated the IEP, Goals & Objectives to filter the Level properly. 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. Version June 17, 2015 Evaluation, Review of Existing Data and Evaluation Data Collection Reports Modified the reports to use all the space available on a single line before wrapping a long student name. Notice of Action This form has been updated to match the version posted on MDE's website. The biggest changes are with regard to the consent page. In addition, a new mapping document has been posted to the help files. Version June 3, 2015 IEP, Form D The Missouri IEP now includes the latest versions of Forms D1-D5. Form D Sections are as follows: Old Release notes Page 4

5 Form D1: State Assessments Form D2: MAP Accommodations Form D3: ACT Accommodations Form D4: Alternate Assessment (MAP-A) Form D5: State Accommodations ACTION ITEMS: Please insure you finalize all existing IEP's prior to receiving this update as the form has major changes. Security, User or Group, Permissions, IEP: Upon receiving the update you will need to update your security settings for your user/groups to provide access to Sections D1-D5. There are also two new areas where goal book statements can be setup if you wish staff to select statements. Go to Maintenance, Manage Goal books, select your goal book and add new statements, Type = Statement, select the new category and add new statement with its own unique number. Category Subcategory IEP Section EOC Assessment Form D-Part 1: ECO Exempt Form D-Part 1: MAPA WhyNotRegular Form D-Part 1: MAPA WhyAppropriate Form D-Part 1: Version May 22, 2015 Review of Existing Data Form: NEW A new web form, report and validation rules are now available. This form includes the ability to create or select Letterhead, Meeting and/or Referral records in the form wizard. The 'Team Conclusions and Decisions' section displays a 'No Additional Data is Needed' check box. Checking this will turn on two additional text boxes, 'Impact of Disability' and 'Eligibility Statement'. If this box is not checked, these text boxes will not be displayed. Also in this area, selecting 'For Reevaluation' and the 'first' check box (current disability continues) will enable the next Section called 'Parent Notification' which indicates the team decision, the right to request additional assessments and the method of notification. All other check box choices will display a message on the webform, 'This section is used ONLY for a Reevaluation when No Additional Data Required. Old Release notes Page 5

6 This form creates Important Date records on finalization: Initial Evaluation Date OR Reevaluation Date Projected Date for Next 3 Year Reeval-Triennial Evaluation Form: NEW A new web form, report and validation rules are now available. The wizard will allow you to create, select or not, Meeting and Referral records as well as the ability to attach a RED form. This form includes the ability to add Test records directly on this form. In addition, this form allows for the addition or modification of disability records. Evaluation Data Collection Form: NEW A new web form, report and validation rules are now available. The wizard will allow you to select an existing referral or meeting record or not require one of these records. This form summarizes the dates of the referral and evaluation process. Security Reminder: In order for staff to use the new forms, you will need to setup security for your groups/users for all three forms. For example: Notice of Action: This form has been modified to allow linking to multiple forms (RED, Evaluation Report, Evaluation Data Collection and the IEP). Linking can be accomplished via the form wizard or in Form Information Section. Progress Reporting Reduced page header white space; it failed to print in some occasions if the data doesn't fit the page. Validation Acknowledgement Modified the validation pop-up to correctly display the acknowledgment section prior to the printed report display. This issue only existed with Internet Explorer 10 and lower. File Attachment Validation has been added to the description textbox. Upon entering the file attachment description, only alpha/numeric characters are allowed. Characters such as +, ' ", / in the description will now cause a prompt to display advising you can not continue until they have been removed. Plus360, Add General Ed. Student The search option for 'Add General Education Student' will now allow searching on two characters instead of three to find a student in eschoolplus. Note: This section will only appear if you have the appropriate security setting to integration eschoolplus student's into IEPPLUS. Old Release notes Page 6

7 Version May 7, 2015 System Option / Form Tab The option, [ ] 'Prevent New Service Plan creation when unfinalized Service Plan already exists?' has been updated to only display for Ohio and California. (Options->Set Systemwide Options->Form) Version April 22, 2015 Notice of Action Report Modified the Notice of Action Report so that the text boxes for 'Explanation of Action' and 'Options Considered' match the web form. Student Caseload and Student Management Screen Improved performance of the student caseload and the student management pages to load faster. This enhancement will aid users affected by slow loading of screens for caseload on the home page and student management screen. Version April 15, 2015 IEP Report Services and Transportation Section, Transportation: Updated the IEP Amendment report to print the transportation check box when the student does have a service and no change was made on the amendment form. Legacy Progress Reporting Updated the legacy progress reporting to only pull BIP goals when doing progress on a BIP form. It will no longer pull other form goals. Student Referral, Calculate Button Updated the referral calculation to calculate the days within the calendar days and exclude counting the days outside of the range. (For Example: A date of 06/03/2015 was entered, it was returning 08/24/2015 when the calendar end date was 06/05/2015. It should be counting from the next calendar start date and proceed counting 60 days from there. The result should have been 10/28/2015.) Custom Form Generator Maintenance, Manage Custom Forms: Updated the custom forms edit preview to show the new line(s) (i.e. carriage returns) as they were added on the form. Remember to save between editing and print preview. Version March 30, 2015 Invitation Letter Old Release notes Page 7

8 Updated the Create Invitation Letter Wizard to pull all the meeting types other than 504 that are active. Previously, it would only pull some meeting types. Legacy Progress Reporting Updated the drop-down for Select IEP in Legacy Progress Reporting to also include Gifted IEPs when appropriate. Data Integration Fixed the PLUS Data Integration Rule #4 to look for enrollment records LIKE %504% instead of LIKE %504. IEP Validation Updated the Student Age calculation to insure a student is identified as age 14 (for example) on or after their actual birthdate. Previously a student that was age 13.9 with his/her birthday the next day was reporting age 14 too soon. Version March 11, 2015 Progress Reporting Modified the 'archive' functionality in progress reporting to insure the PDF is created. Data Integration MOSIS Upload - This enhancement will affect four rules: Primary Disability, MAP, SPED Placement and SPED Exit. These rules will now also update the district custom screen with the appropriate primary disability, MAP Alternate, SPED Placement and SPED Exit Code. Previously, it only updated the program tracking fields. IEP Form Updated the IEP form to allow creation of a Release/Waiver for MAP-Alternative to the IEP - D1 Assessment Section when a meeting is not attached to the IEP form. The Release/Waiver sub-screen will open up with a blank start date. IEP Report Updated the Section 7, Regular Ed and Placement on the IEP report - The Percent that the student will participate in special education will now show 0% instead of a blank when the student is in special education 0% of the time when printed. Version February 26, 2015 Progress Reporting Improved Progress Reporting performance when trying access the Progress Report page. It would take a long time Old Release notes Page 8

9 for the query to complete which would cause the page to load 3 to 5 minutes later. Spell Checker in Text Boxes Updated the spell checker to recognize that 'langauge' was not a correctly spelled word. IEP Modified the program to display 0% values in the IEP, Placement, K-12 Regular Ed Participation section. Service Plan A new system option is available to prevent Section 504 Accommodation Plans from being created when an unlocked plan exists. This option is found in System Options, Forms. Version February 12, 2015 IEP Finalization Fixed an issue to properly display the finalized IEP when the user locked the IEP form, navigated into the Progress Reporting and archived it. Once returning to the IEP and finalizing the form, the IEP will now properly display. Referrals Referral calculation error corrected. Users will no longer see 'subquery returns more than one value' error when calculating evaluation due dates. Version January 30, 2015 Data Integration - Contacts The integration program was updated properly reflect the Contact's Type (e.g. Emergency Contact) in IEPPLUS when the Contact Type is changed in eschoolplus. Time-Out Message The appropriate Time-out message will appear rather than a 'Server Error' message. Custom Forms Corrected an issue where the district was unable to click the 'New' button when going to Maintenance -> Manage Custom Forms. Progress Reporting Updated the Progress Report, removing the words 'Testing' in the title. 'IEP Progress Reporting as <date> testing'. The archived progress report no longer opens up when a view-only user opens the finalized IEP/ARD. Legacy Progress Reporting Old Release notes Page 9

10 The filter will properly select students based on the Placement grade & location fields via Reporting > Run a Batch of Progress Reports. Fields on the selected Progress Report (e.g. 'Select IEP' drop down menu) are now read-only when the user selects the Legacy Progress Reporting link. The user may only select the Progress Template and Period. Version January 9, 2015 Security User Permissions was improperly removing all permissions when the user went into user permissions screen and gave that user permissions to some forms. Upon hitting save, the student access screen the permissions for the user would be removed. Referral Record The Sent Date (Date of Consent) calculation will now also include the Weekends when the 'Mask Weekends' checkbox in the Calendar is selected, and will also include any Calendar Days if they are entered as well. Progress Reporting Corrected issues with how the program was setting the form state (e.g., locked, finalized) and saving IEP and progress reporting archives. The "Display evaluative statements for Objectives" checkbox on the Manage Progress Reporting screen now saves when selected. Corrected an issue that prevented progress report loading when the form start date preceded the placement/enrollment date. Corrected an issue where the user was unable to click on the 'Manage this report' link within the student's progress report. Progress Reporting will correctly print the Letterhead chosen in the 'Print Progress Report' screen. An option has been added to the Progress Reporting > General Options that allows the district to remove the data entry of a Progress Code. Old Release notes Page 10

11 IEP When a Supplementary Aid/Service record is added on the IEP, the 'N/A' check box will automatically become deselected. Version December 19, 2014 IEP Updated the IEP report as the Location on section Form B ESY was not printing. Modified Services and Transportation section to allow Placement Time in Regular Ed field to display and print 0%. Note: the Placement will update with the calculated value upon finalizing the student's form. Version December 9, 2014 Progress Reporting Progress Reporting modified to correct goal sort issue. IEP Updated the IEP report as the Placement Continuum section of the report, the last three options were not printing. PLUS360 Data Integration (eschoolplus 3.1 or higher) The "esp - PLUS 360 Integration Rule #2" was creating a duplicate entry in the Special Education Summary > IEP Status section of eschoolplus when the IEPPLUS Enrollment record had no start or end date. Data Integration - Generic Import The Import Process was generating a hard error if the 'FinalizedOnly' parameter was not included in the batch file or in the Set Systemwide Options Administration tab area. Version November 21, 2014 Student Drawer Clicking on Student Drawer Alert Icons in IEPPLUS will display text relating to the alert rather than a non-working link. Student Summary Page If a contact has an end date that is greater than todays date, the contact will no longer appear on the Student Old Release notes Page 11

12 Summary page. PDF Streaming (eschoolplus Alerts) The Student's IEP or Gifted IEP was appearing in eschoolplus when the student left the applicable program. The IEP / GIEP form will now appear in eschoolplus in the 'S' triangle when then the student has an active Special Education or Gifted IEP Enrollment record. The latest form will now appear in esp rather than the oldest form for the student. Initial Referral Aging Report *New Report* Use this report to monitor the progress of initial referrals, including due dates, days until due, actual completion dates, and on time performance metrics from the date of parental Consent to completion of each student s first Evaluation Report (ER/ETR/FIE) and Individualized Education Plan (IEP/ARD). For more information, go to Reporting > Advanced Reporting. Select the Report = Initial Referral Aging and Version = Standard. Then click the Docs button to display the help information for this report. Progress Reporting When opening the progress report for a student, the progress marking periods were displaying as a day before the actual marking period defined in the marking period templates due to a time zone difference on the server and user workstation. Version November 7, 2014 No changes. Version October 29, 2014 Progress Reporting The program was modified to open the applicable progress report based on what the user selects when prompted for a template due to the student's building or grade changing. Location of Intervention Code Table The code table was updated to remove the following items from the table. These items were not relevant for the State. General Ed less than 10 hrs General Ed less than 10 hrs elsewhere General Ed more than 10 hrs General Ed more than 10 hrs elsewhere Version October 27, 2014 IEP Section D1: State Assessment was modified to allow the use of Alternate Codes with text values in the Grade code table (e.g. KD - Kindergarten). Corrected an error when the user deleted an IEP and attempted to create an IEP again. Progress Reporting In some instances within the New Progress Reporting, the progress notes were being printed under the first goal on the Progress Report. Notice of Action The report was updated as section 2 was duplicating. Old Release notes Page 12

13 Overdue IEP Report The report (3_OverDueIEP.rpt) was updated to use the grade and Location from the Enrollment record, rather than the Placement record. Goalbook Import Updated the import process to generate a user-friendly message when a goal in the import file has a Level but not a SubCategory. Student Labels 3 Across The report was adjusted to print labels for all 30 entries rather than 27. The labels matches the Avery 5160 label sheet template. Security / Manage Users The system will no longer generate a hard error if the user edits a user via Security, Manage Users and remains on the screen until the system times out. The user returns to the screen and then attempts to change data and save which would produce an error upon saving. Linking Goals/Objectives to Services in a Plan *New Option* This option will enable linking of Goals and Objectives to Services only within a student s form. When accessed through a form, the Service will have a Linked Goals/Objectives tab. Functionality within this tab will allow users to select/link a student s Goals and Objectives to a Service. When accessed through the Student tool bar, the Service will display only previously linked Goals and Objectives (read only). The linking of these record does not impact how the form prints or validation functions. The user can only link Services to Goals and Objectives from within a form. Below is an example of the Service record within the form. There is now a new tab called 'Linked Goals/Objectives'. In order to allow the users to link the Goals and Objectives to Services, the following system option must be checked. Options > Set System Options > Form tab: Version October 10, 2014 MOSIS Old Release notes Page 13

14 The MOSIS Data Integration Error Report was updated to remove an invalid error for students called 'Object reference not set to an instance of an object'. Basic List by Location The report now includes the Location in the Enrollment record by date range of the report. Previously, the report only used to search for the most recent Enrollment record. Version September 29, 2014 Security User Security - Modified the 'Find Students' function to properly display the students based on placement staff as of today's date. Version September 12, 2014 IEP Report The objectives now print in the same order as the web form which is the order in which they were entered. Basic List Report The report was updated to properly report against the Location field in the Enrollment record, not in the Placement record. Progress Reporting Goal/Objective Attachment Display - New options have been added to the "Manage Progress Reporting" screen that allows the user to see the Goal and Objective attachments on the Progress Reporting Notes pop-up screen. The new administration options are located under Options > Manage Progress Reporting. Below is an example of a student's progress note with goal/objective attachments visible: Old Release notes Page 14

15 The Progress Reporting Notes add/edit pop-up screen has been enlarged. When new Progress Reporting is activated (via System Options > Progress Reporting > New Progress Reporting) the system will no longer display the Progress Reporting link in the Utilities menu drop -down. This will help prevent users from inadvertently entering Legacy Progress Reporting notes into a student s IEP that is already using the New Progress Reporting method. A new Progress Reporting option has been added to the Options > Progress Reporting area called 'Active Period to Open In'. This option determines what period to open up into when the user accesses a student's progress report. Version September 2, 2014 No changes. Version August 20, 2014 Placement Summary Fix applied to lookup the correct setting when determining whether to display the Attendance link on the Student's Placement Summary screen. Notifications Corrected an issue where the user was unable to edit their address in the 'send notifications to' field under Options, Notifications, User Subscriptions. Manage an Existing Student Corrected the filter selection for Grade as the program was filtering on the Grade Code ID rather than the Grade itself. Security - By Enrollment Type A new feature has been added to Group Security called 'Enrollment Type'. All active Student Status Types will be displayed on the Main page of the Security Group. The school district can now limit user's to see only students with certain enrollment types (e.g. 504 Students only). Old Release notes Page 15

16 Security A fix has been made to the feature that enables the Case Manager (blue icon) to be automatically set based on security. (SPIUtils.exe on the Student Access tab > Reset student access for all Caseloads, where an error was occurring ("Unhandled Exception") and the process would stop. The user would no longer have any access to students. Version July 31, 2014 IEP LRE Percent calculation in the IEP Services section modified to correct an error that was duplicating service minutes based on class session. IEP Report On the ESY section of the report, the ESY Placements and Services now print if it is a 12 month or 2 month Service Type. Old Release notes Page 16

17 Version July 18, 2014 Invitation Letter Updated the report to print the student's full name on the second page on the header. Progress Reporting Audit Report Fix applied to the Progress Reporting Audit Report in Advanced Reporting to address a hard error when no active marking period exists. Progress Report Updated the report increasing the size of the Key text. Data Integration For eschoolplus 3.1 only: Removed Rules 3a and 3b and created a new rule, #3. The updates the eschoolplus Personal Information 'Has IEP' field and the Special Education Summary 'IEP' field based on the student active in IEPPLUS with a Special Education Enrollment record and an active Placement record not like 'To Be Determined' or '504' as of the date of integration. Version July 3, 2014 Student Quick Search The 'Show All Student's check box has been removed. Clicking in the search box displays students in the user's caseload. Typing in the search box searches for all students. Version June 27, 2014 Home Page, Student Caseload Fixed Building and Grade display logic to address issues with the data not displaying on the Home Page. Building and Grade will display based on the student s current Enrollment or Placement as of today. If no record is found, the next future record is used. If neither a current nor future record is found, the system will use the next prior record in the past. Version June 20, 2014 Advanced Reporting - Placement Audit Report The logic for the report was corrected so that it now recognizes students that have gaps in their Enrollment records. The report was previously not restricting itself to each Enrollment period when processing the Placement records. Import/Export Goal Book Utility The utility now supports Internet Explorer version 11. IEPPLUS Help PLUS360 Data Integration Overview Webex video has been included: Old Release notes Page 17

18 Student Drawer Overview Webex video has been included: Version June 6, 2014 Finalized Forms - Archives and Audit Trail Archives documents will display the form Meeting Date or Start Date if no meeting exists rather than the date the form was finalized. The actual date and time the PDF was created will display when hovering over the PDF icon. Archives will display in descending order by date created. The "R" and "O" denoting Revised and Original forms will no longer display. This functionality will apply to newly finalized forms only. Previously finalized forms will remain with the date the form was finalized. Configuration To display the Meeting / Form Date rather than the date the form was finalized, check the 'Use form meeting date instead of date form was finalized' check box under Options > Set Systemwide Options > Form tab. Old Release notes Page 18

19 Audit details in the Form Information area will only display user actions. Extra messages that do not apply to the user, such as unlocking or locking when amending or removing an amendment will no longer display. Data Integration User Documentation The PLUS 360 Advanced Integration (Generic) user document accessed from Help\PLUS 360 Advanced Integration \ General \ General Data Integration was updated to include the eschoolplus IEP Status Codes (e.g. ISE, ASE). A new user guide detailing 'PDF Streaming' which allows a user in eschoolplus, Home Access Center and Teacher Access Center (TAC) to view student forms (e.g. IEP, Evaluation Report). This feature is applicable for eschoolplus 3.0 or higher. The document is accessed from Help\PLUS 360 Advanced Integration \General \ General Data Integration \ PDF Streaming User Documentation. Version May 26, 2014 News Feed Fixed a bug where the 'Delete' link did not function unless the user exited the 'Manage News Feed' screen and then went back into it. Reporting Expanded the depth of the drop down box that lists available reports when the user attempts to add a new report via the Run A Report menu. Student Drawer A new feature, Student Drawer, has been added to IEPPLUS. From the IEPPLUS Home Page, a new student Drawer icon is located in various areas of the application. Clicking the Student Drawer icon for the applicable student will display the Student Drawer in a new window displaying student information from eschoolplus and IEPPLUS, including important student data such as emergency contact information, class schedules, registration information, tests, and classwork. Note: to view the eschoolplus portion of the drawer requires eschoolplus version 3.1. Please see Help\PLUS 360 Advanced Integration\General\General Data Integration for more information. An example of the student drawer icon is as follows: Old Release notes Page 19

20 An example of the student drawer is as follows: PLUS 360 ADVANCED DATA INTEGRATION The PLUS 360 Student Integration feature set provides cross application interoperability and data exchange functionality between eschoolplus and IEPPLUS, including: Integrating a student into IEPPLUS from either application.* Refresh student data between eschoolplus* and IEPPLUS on a student-by-student basis, on-demand, anytime, from either application. View a student s data integration validation information from the student summary page. Administrative authority to temporarily disable the data integration processes and manage data integration options from within IEPPLUS. eschoolplus 3.1 Personal Page the IEP Status field has been removed and replaced with a Special Education Summary page that details historical special education program activity for the student.* * The functionality requires eschoolplus 3.1 or greater. Please see Help\PLUS 360 Advanced Integration\General\General Data Integration for more information. Progress Reporting Fixed bug relating to Grade range not saving to a Progress Reporting template, if the grade range and then the building was selected. Fixed bug where user was unable to type in a date when adding a period through the 'Manage This Progress Report' link. Fixed a bug where the dash "-" between the Staff Member name and the Position was displaying when the 'Print position only' option was chosen in the Manage Progress Reporting screen. Fixed a bug where the 'Goals' section (bottom-half) of the screen was not fully spanning the entire screen width. Security A new security parameter has been created which provides a grace period, extending access to a student that no longer is available to the user or security group. The parameter is defined in the System Option\Administration Tab, indicated in the 'Set Student Access' text box. The parameter syntax is 'StudentAccesssGracePeriod=5' as indicated in the example below. By indicating a parameter of 5 as an example, the IEPPLUS security users and group will maintain the student in the security list up to additional days after the student is no longer in the security list. This parameter is helpful for when a student exits the district as an example, allowing the staff to maintain security permissions for the Old Release notes Page 20

21 student for an additional 5 days. Example: Student Johnny Ballinger changed from Building A to Building B as of 5/20/14. With a Grace Period set to 5, the student will still remain in the Building A security group until 5/25/14. Version May 12, 2014 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 summary screen. Placement Totals Report Updated the report changing the grouping to the Enrollment Location/Grade rather than Placement Location/Grade. 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 Old Release notes Page 21

22 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 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. 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. Old Release notes Page 22

23 Example of the 'Manage News Feed' Example of the 'Progress Note' 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 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: Old Release notes Page 23

24 And at the top of the report: The selected marking period is now highlighted with a magenta colored border. IEP Calculation Changes - Add/Edit Placement button/links added to the Calculation grid in the Services and Transportation section of the IEP. When revising services, an Effective Date field will display in the grid in order to re-calculate % in Regular Class. For example, if a student originally had Basic Reading and Counseling services on 10/2/13. Then the IEP is revised, adding Academic services to begin on 3/2/14. Upon adding and saving the new service record, a message will display, prompting the user to recalculate the % in Regular Classroom. The program will detect the new Start Date and the grid will redisplay, including an Effective Date field for the new calculation. The user must enter the effective date and click on the Calculate Percentage button. If the new percentage requires a change to the student s Placement / Educational Environment, the user must end the prior placement and create a new placement. After saving the second placement, there will be two calculation grids, each reflecting the pertinent values and date ranges. This change will allow more accurate reporting of Placement / Educational Environment to the state. For complete details, please refer to the IEPPLUS Help Menu > Forms > MO IEP > Form Completion > Services and Transportation section. Corrected an issue where the 'Unrevise' link was not appearing when the user finalized the progress report. Old Release notes Page 24

25 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 noncaseload) matching the characters typed. 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. Old Release notes Page 25

26 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. Data Integration Summary Report Corrected an issue where a newly imported student into IEPPLUS was not appearing on the report. 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 maximum checkpoint 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 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. Progress Reporting The progress reporting creation process will now ignore inactive buildings. Notification Alerts A duplicate notification alert message was being created for a student that had been Enrolled. IEP - 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 Old Release notes Page 26

27 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. 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. 1. 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 > Form tab 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: Old Release notes Page 27

28 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. 1. 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: Version January 31, 2014 No changes. Version 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: Notifications > Notifications 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. Version January 7, 2014 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. Version December 20, 2013 Progress Reporting - corrected an issue where the Progress Reporting validation was failing, indicating that the objectives did not have progress. Manage Code Tables - Grade code table - editing a grade code table item that had an associated inactive sequel grade would generate a hard error. Old Release notes Page 28

29 Student Summary Page - added spacing between the Placement and Service Staff name and title. Staff Code Table - removed the ability to add more than one Staff Communication Type = 'Notification Address' as this type of communication type is used to send notification s to the staff member. Version December 6, 2013 Progress Reporting Modified the Progress Report (output) to correctly print the 'Achieved' goals and objectives when the System Option was checked. Corrected the Spell Checker feature to appropriately save the corrected spelled word. Version November 25, 2013 Progress Reporting (new) - (version 4.3 only) using the latest version of Firefox browser (version 25.0), the progress key was appearing as radio buttons, not boxes and the user was not able to type in the progress note or select staff. Help File - Help file now includes 2 Notifications videos: Version November 15, 2013 Notifications (4.3 only) - Updated the SetStudentAccess process - when the user no longer has access to the student via IEPPLUS security, the student will be removed from the user's caseload (green check box will be unchecked). Version and November 8, 2013 Makeup Service Attendance List (Advanced Reporting, Attendance-Standard) - the report was not displaying the make-up session associated to the missed/cancelled date of service. Version 4.3 only - Manage Users Security - corrected an issue if the users login name included an apostrophe (e.g. o'shay), the system would hang when the user logged in. IEP Report - modified the report as it was printing the LEA Representative name twice on the report. Version and October 30, 2013 No changes. Version and October 21, 2013 HELP Menu - The Progress Reporting area of Help now includes 2 new sections for Progress Reporting Administration and User Overview recordings. Note: in order to view the recordings, the Webex plug-in must be installed on the computer. Old Release notes Page 29

30 IEP Amendment - When the IEP form is amended, the IEP report will be included in the Amendment report. The Amendment pages will print first, followed by the full IEP. Version and October 1, 2013 Reports - Student Labels 2 and 3 column reports - modified the reports to include a new Selection Criteria called 'By Service' that allows the user to select student labels for students with a specific service (e.g. Speech). New Label Reports - Two NEW reports called Student Labels 2 columns by Service and Student Labels 3 columns by Service have been added to the Run A Report menu. HELP Menu The Notifications Administration and User documents have been moved to a new link called 'Notifications'. The Progress Reporting Administration and User documents have been moved to a new link called 'Progress Reporting'. Basic List - the report was not displaying the Placement Name on the report. Version and September 17, 2013 Medicaid Eligibility Summary Page - the Medicaid Eligibility Summary screen from the student toolbar will now allow the user to add more than 15 dates. Caseload Assignment - (4.3 only) - corrected an issue when a user attempted to assign a 2nd student to a staff's caseload, the 'Assign' button was not active to select. Old Release notes Page 30

31 Version & September 3, 2013 News Feed - (4.3 only) corrected an issue where the user clicked on the edit link to edit the News Feed item and the font size & font style settings (e.g. bold/large font) would revert to the default settings, removing all previously selected font size & font styles. Data Integration Rule - modified the 'esp - Inactivation Rule #2' rule to ignore eschoolplus summer school entry/withdrawal records. Progress Reporting (legacy) - modified the progress reporting screen to prevent the 'Save Changes?' prompt from appearing unless the user has actually made a change to one of the progress notes, progress key or progress dates. *NEW* Progress Reporting - A new Progress reporting feature is now available. See Help, Progress Reporting for more information. Contact a SunGard IEPPLUS representative on implementing this new feature!! IEP - A new "Meeting Revision History" field has been added to the IEP 'Amendment' form section and the IEP Amendment report. This field will appear when the user revises the original meeting date on the IEP Amendment section and finalizes the IEP. If the IEP is amended multiple times, all these Amendment meeting dates will appear in descending date order on both the form and report. Version & August 26, 2013 Advanced Reporting - all advanced reports - upon clicking on the Refresh, Run or Docs buttons, the screen will appear grey and the user cannot access any links until the process has completed. * New Reports * Two new reports have been added to the Advanced Reporting screen in IEPPLUS to illustrate those students where Placement records are missing within a given report date range. *Note the report should be run for the entire school year to help eliminate summer dates from appearing as "missing placement" or "placement gap" records. To access these new reports, security permissions must be applied within the Security Groups -> Advanced Reporting area. Version & August 5, 2013 Progress Report (new) - corrected an issue that now prints all progress notes for all individual staff that entered a note. Student Summary page - The Events/Suspension are of the Summary page will now show events for the past 365 days only. No changes Version & July 22, 2013 No changes. No changes. Version & July 12, 2013 Compliance Notification Alerts - (legacy Notifications) - updated Suspensions by Placement Staff rule to calculate the duration based on the outcomes instead of the start and end dates of the event. Progress Reporting (Legacy only) - Progress Reporting data will now automatically save if the user selects Old Release notes Page 31

32 another option on the student toolbar. Notifications (version 4.3 only) - Manage Notification Options - Group Setup. Corrected an issue where any changes to the notification rules for a specific group would only update the first group in the drop down list, regardless of what group was selected. MOSIS - Fixed synchronization during MOSOS Upload Process between "Programs-MO Special Ed" and the "MOSIS Special Ed" screens in eschoolplus. Version & June 28, 2013 No changes. No changes. Version & June 24, 2013 No changes. No changes. Version & June 17, 2013 Progress Reporting (Legacy only) - modified the Progress Report to print up to 15 Marking Periods from 12. Notification Viewer replaced the envelope with an envelope with the IEP image. Corrected the collapsing of the messages using the -/+ buttons. No changes Version & June 7, 2013 Student Inactivation Utility - updated the text regarding deletion of future records to include Disabilities, Needs, Goals, Objectives, Statements, Associated Organizations, Associated Staff, Meetings, Important Dates and Enrollment records greater than the inactivation date. The inactivation program was not changed, only text changes were made to list each record type affected. No changes. Version & May 31, 2013 No changes. No changes. Old Release notes Page 32

33 Version & May 24, 2013 No changes. Record of Attempts A new section of the MO Invitation Letter was added to the form called "Attempts to Schedule Meeting". This will capture up to 2 separate attempts to contact the parent in order to have them attend the student's schedule meeting. The 1st attempt is the actual creation of the Invitation Letter. The 2nd attempt should always be made if the 1st attempt was unsuccessful. The 2nd attempt must be made with "direct contact" of the parent/guardian; if unsuccessful with the 2nd attempt, then the meeting can proceed without parent/guardian contact. Version May 17, 2013 No changes. No changes. Version May 10, 2013 Unfinalized IEP Report - students were not appearing on the report if they did not have a meeting associated to the IEP. No changes. Old Release notes Page 33

34 Version May 3, 2013 Create a Batch of IEP's - Fixed the application which was causing an error while attempting to create a batch of IEP's. Service Plan - Updated the report to prevent HTML characters printing in the Objective area. Version April 26, 2013 IEP - Updated the form summary page to show the 'Revise' link for the most recent form based on the form start date and highest Form ID number. No changes. Version April 17, 2013 No changes. No changes. Version April 5, 2013 Data Integration Error and Summary Reports - corrected the page number as it was being cut off. IEP Regulatory Changes Section Cover Page o The Method of Attendance column heading in the Meeting Attendees table has been renamed to Method of Attendance/Participation. o The ability to indicate how/if the person attended the meeting is now recorded for all people on the IEP form. Section Special Considerations o There has been wording added to the Limited English Proficiency section. o There has been wording & formatting changes to the State Assessments section, such as the addition of the Access for ELL, Grade-Level Assessment, and it was made into a new paragraph with bullets and better text alignment. o Additional text has been added to the District-Wide Assessments section. Section Services and Transportation o The Amount column was removed from the Services Summary Table and the Amount / Frequency heading changed to Frequency. o The Location field now displays the Location & Setting in the same field with a backslash / separating the two. o There is a new % Calculation for Placements section that adds all Special Education Services & Related Services based on the Service Setting where Alternate Code = SC. This excludes Services with an Alternate Code = NC not Counted. Below is an example of the new calculation section: Old Release notes Page 34

35 Note If a district creates Recommended, Next Recommended, or Summer Placement records, then multiple Services Summary tables & the associated new % Calculation for Placements section will appear for each session. o o The Amount field in the Amount / Frequency column in the Supplementary Aids/Services table has been removed, and the column heading now reads as Frequency only. A new checkbox selection has been added to the Transportation Accommodations/Modifications line item called Curb to curb pick-up and drop-off. Section Regular Ed and Placement o In the Extent of Participation in Regular Education section under the For K-12 heading, the will participate in regular education statement has been changed so that the calculation displays as read-only, because it is now actually being calculated on the Services and Transportation section as mentioned above. Below is an example of the new read-only item: o In the Placement Considerations and Decision section under the For K-12 students heading, clicking on the No checkbox will bring up three new sub-checkboxes as illustrated below: Section Form C: Post-Secondary Transition Plan o The order of the transition areas have been rearranged so that the sections are in the following new order: Employment, Education/Training, Independent Living. o The Course of Study section on this form have all been removed and placed onto the following page & section titled Form C: Transition Course of Study. Section Form C: Transition Course of Study (this is a new page & section on the IEP form & report) o This is a new section of the IEP form along with the corresponding section on the report. The user can add up to 5 school years of courses (with a maximum 2 semesters per course) & corresponding notes, for each Employment, Education/Training, and Independent Living Course of Study. Adding a Course of Study will require the user to select a Level (Year & Semester combination) from the drop down, unless the goal book is setup to indicate every subject and the appropriate semester. Below is a sample of what the new section looks like on the report: Old Release notes Page 35

36 Section: Form D-Part 1: State Assessments o There are numerous text changes on this section of the IEP form. o A new note (#4) has been added to the *NOTES section towards the bottom of the web form. Section: Form D-Part 2: State Accommodations o A second 04 line item has been added to the Administration Accommodations grid. Now there will be two 04 line items as illustrated below: o Item #20 on the Timing Accommodations grid has had some text added to clarify this item as shown below: o There have been various text changes made to Notes 1, 2, and 4. Section: Form D-Part 3: State Accommodations for ACCESS FOR ELLS (this is a new page & section on the IEP form & report) o This is a new section of the IEP form along with the corresponding section on the report. This new section is activated by clicking on the new With accommodations (complete Form D-Part 3) checkbox as shown on section Form D-Part 1: State Assessments. If the user does not have the checkbox on, then they will see a warning message at the top of the screen explaining how to turn on the new Form D-Part 3: State Accommodations for ACCESS FOR ELLS section. Here is the text of the warning message: Section: Form E: District-Wide Assessments o This section was changed so that the report prints each Accommodation with their corresponding Assessment. Originally, everything was printing in a single box. o In the grid, under the Accommodations heading, there has been additional text added as illustrated below: Old Release notes Page 36

37 o Text has been modified under the The student WILL NOT participate... section: New text = Statement of why the particular alternate assessment selected is appropriate Old text = Why the particular alternate assessment selected is appropriate See HELP, Forms, MO Forms, IEP documentation for more information. Version March 29, 2013 Data Integration Summary Report - corrected the report to properly display the student's name as it was reporting blank for any newly added student into IEPPLUS. No changes. Version March 22, 2013 Student Summary Page - updated the Service Summary to display future service staff. No changes. Version March 14, 2013 Forms - All IEPPLUS forms - When in a form, the user clicks on another other link besides the Save button (e.g. Return, Home, Log Out, etc.), the user will not be prompted to save the form. It will automatically save any changes made. Forms - All IEPPLUS Forms On rare occasions, when 2 users access the same text box and the 2 nd user saves the form, the message illustrated below will display. The message will detail the user and the specific area of the form where data was not saved. IMPORTANT: BEFORE CLOSING THE MESSAGE, click inside the red text box to display the data that was not saved. Copy and paste the data into a word processing document, save the form (the data entered by the other user will display) and then exit the form entirely. It is now safe to return to the form and paste the data into the appropriate section. Below is an example of the new message. It will replace the system error codes that used to display, and provide a way to re-enter the data. Old Release notes Page 37

38 esp - Inactivation Rule #1 - this rule will add esp Withdrawal Reasons into the IEPPLUS application as Important Dates. When the integration program adds a new Important Date to the table, it will add the new type as an inactive code. Manage Organizations - corrected an error when the user attempted to filter for a particular organization on any other page except for page one of the Organization Summary screen. No changes. Version March 4, 2013 Manage Organizations - corrected an error when the user attempted to filter for a particular organization on any other page except for page one of the Organization Summary screen. No changes. Version February 27, 2013 Text Boxes - Text in text boxes displayed in a light font for text boxes that are enabled when checking a check box. The 'Add Person' Function (e.g. adding a meeting/evaluation participant - see below). Some forms have the 'Add Person' control. The control displayed a Meeting Attendee to the Invitation Letter) - user received a Javascript error when attempting to add a Person. No changes. Version February 15, 2013 No changes. No changes. Version Old Release notes Page 38

39 February 8, 2013 Identification Code Table - the Identification code description is no longer case sensitive. IEP - corrected the IEP report as the end dates in Section F of the IEP were being cut off. Version January 31, 2013 User Group Enhancement Merges - The 2012 User Group enhancements for Texas, Illinois and Pennsylvania have been merged into the Main version of IEPPLUS. No Changes Version January 25, 2013 Rich Text - fixed the DateControl for states that have rich text functionality (MO, PA, VA, WA only). No changes. Version January 18, 2013 No Changes No changes. Version January 11, 2013 Suspension List Reports - modified the report to count the duration as a 'Day' if the duration is anything other than minute, day or week. IEP Validation Rule - Secondary Planning/Transition - modified the validation rule logic for secondary transition related rules to calculate the student's age appropriately. The transition rules were failing if the student was between 14.1 months and 14.4 months of age. IEP - The Services Summary check box on the Amendment page was not checked although the check Revised/Amended check box was checked on the Services & Transportation page. Version January 4, 2013 Data Integration Rule - 'esp - Student Placement LEP Rule'. Rule modified to update all active placement records. General Reporting - Updated the Placement Foreign Language Exempt report filter to properly set the formula when the student is exe Timely Eligibility Report with Calendar - report updated to find a Calendar with a Location (Organization) where the Organization Type has the words 'District' (ie. School District). Old Release notes Page 39

40 No changes. Version December 21, 2012 Student Summary Screen - Updated the screen to only display active Placements, Services and Course Staff names based on the Staff date range record. No inactive staff as of 'today' will appear on the Student Summary screen. General Reporting - Updated the Service List reports to filter the staff based on the Service Staff date range. No changes. Version December 14, 2012 No changes. No changes. Version December 7, 2012 Data Integration Rule - Created a new rule called 'esp - Disability Rule #3' to upload the currently active or future disability information only (not historical disabilities). No changes. Version November 30, 2012 Progress Report - (Report only) Updated the standard progress report to display the message, "No Contacts with appropriate Mail settings or no Goals were found for this report" to make it clear to the user that one or both of the conditions is not met to print the report. Progress Reporting - A new Set Systemwide Option in the Progress Reporting tab called 'Progress Reporting Goal Book (if different than default goal book)' has been added. This feature allows the district to create one goal book with a single Progress Reporting key and uses that key for all Progress Reporting regardless if there are progress keys within other goal books. Select the goal book (with the standard progress reporting key) from the drop down menu for the Progress Reporting (Legacy only) program to locate the Progress Reporting Key. NOTE: If your district uses the same progress reporting key and the key is identified in each goalbook, it is not necessary to select a goal book from the drop down menu. Goalbook Security - Under Permissions, Maintenance area, added additional check boxes (View, Add and Delete) for "Goal Books". Added two new items called :Goal Book Codes" and "Goal Book Statements". Attendance Module - Updated the Batch Attendance Template to include up to 3 Note Types. Old Release notes Page 40

41 No Changes. Version November 16, 2012 Set Systemwide Options - new option displays the State applicable forms to upload to eschoolplus. This option is found under the Administration tab, only accessible for users with Administrative security permissions. Cognos Catalogue - added 'ViewLatestTestByDate' view for Cognos Reporting. No Changes Version November 9, 2012 Data Integration - 'Generic Import - Staff' - rule was updated to look at active / inactive status in eschoolplus building. If the staff is inactive in all buildings, the staff will be inactivated in the IEPPLUS staff table. No Changes Version November 2, 2012 No Changes Version October 26, 2012 Timely Eligibility Report and Timely Eligibility Report with Calendar Reports - The two reports are run from the Run A Report menu. The reports were displaying the number of days in the Eligible column rather than the Not Eligible column for students that had an Enrollment Inactivation Reason of Not Eligible for Special Education (Student Status Alt. Code = DNQ). Version October 19, 2012 IEP - Added the Non-Public School address on the IEP report. Version October 11, 2012 Old Release notes Page 41

42 MOSIS Error Report - Reformatted the Student name on the report as it was overlapping. Version October 4, 2012 IEP - Section F, Accommodations End Date now reflects the correct end date. Version September 27, 2012 Data Integration Rule - New rule called 'esp - SE Student Inactivation Rule #2' which will uncheck the eschoolplus REG_PERSONAL.HAS_IEP field when there is no active IEPPLUS Enrollment record denoting that the student has been inactivated based on an Inactivation Reason (Alternate Code Type = 'HAS_IEP Code', Description = N ). Version September 13, 2012 Overdue IEP Dates Report - Added a filter to look only for IEP forms. The report was originally looking at all forms. Data Integration - The following new Data Integration Rules have been added: esp - Most Recent Finalized Inactivation Rule A This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'A', ARD forms, when there is no active enrollment record with an Enrollment Type = 'Special Education' in the IEPPLUS system denoting that a student has been inactivated from a special education program. esp - Most Recent Finalized Inactivation Rule F This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'F', FIE forms, when there is no active enrollment record with an Enrollment Type = 'Special Education' in the IEPPLUS system denoting that a student has been inactivated from a special education program. esp - Most Recent Finalized Inactivation Rule G This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'G', GIEP forms, when there is no active enrollment record with an Enrollment Type = 'Gifted' in the IEPPLUS system denoting that a student has been inactivated from a gifted program. esp - Most Recent Finalized Inactivation Rule I This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'I', IEP forms, when there is no active enrollment record with an Enrollment Type = 'Special Education'in the IEPPLUS system denoting that a student has been inactivated from a special education program. esp - Most Recent Finalized Inactivation Rule M This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'M', MFE/ETR forms, when there is no active enrollment record with an Enrollment Type = 'Special Education' in the IEPPLUS system denoting that a student has been inactivated from a special education program. esp - Most Recent Finalized Inactivation Rule P Old Release notes Page 42

43 This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'P', IFSP forms, when there is no active enrollment record with an Enrollment Type = 'Special Education'in the IEPPLUS system denoting that a student has been inactivated from a special education program. esp - Most Recent Finalized Inactivation Rule S - This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'S', 504 forms, when there is no active enrollment record with an Enrollment Type = '504' in the IEPPLUS system denoting that a student has been inactivated from a 504 program. Version September 6, 2012 Added a new tab labeled 'Administration' under Set Systemwide Options. Data integration, form and reporting options will be managed on this screen (from ApplicationOption table). This tab will only be visible for the 'dba' user. Version August 30, 2012 Active Directory - This is a change to IEPPLUS districts using Active Directory only. A user will be prompted to change their password when attempting to log into IEPPLUS and their Active Directory password has expired. The new password will update the Active Directory account. IEP Forms - when creating new Plans, the program will adjust the end date of the prior plan on the summary page so no gaps are reflected. In the example below, the 6/29/12 IEP originally ended 6/28/13. The new IEP that started 6/25/13 was created and the process also ended the prior IEP one day before the new IEP start date (6/24/13). IEP "Reset Dates Function" was corrected to properly handle the change in the Form's Dates as well as prior Placement/Service/Goal records that were ended when the new form was created. This will eliminate any gaps in student records. The Reset Dates function within the IEP Form Information area is used when the form dates must be changed, typically when a meeting is rescheduled. The form will start and end on a different date than what was used to create the form. The program will also re-adjust the prior records (if applicable) such as Placement/Service/Goals. Version August 23, 2012 Data Integration - Corrected the 'GetLastDateOfCurrentMonth' method to properly report the last date of a Old Release notes Page 43

44 given month. Data Integration - Added 'esp - Home School Rule' rule to download eschoolplus REG_ENTRY_WITH records into the IEPPLUS associated organization table with the type of 'Home School'. Version August 16, 2012 New Core Custom Integration Rule: New rule is 'esp - Classification Rule'. It will update an Active Disability with a priority of '1' in eschoolplus. MO IEP, Regular Ed and Placement Section #8 - An 'Add Placement' button was added to the Placement section. Users can add/create, update or delete placements. The web form will display all placements within the IEP date range. Placement Continuum (K-12), Placement Options (ECSE) and Educational Environment (ECSE) will update based upon the primary placement(s) selected (or considered). As before, only one active placement can be the primary placement. IEP, Form D1: State Assessments: Only applicable sections will be active based on the Grade the student is in during the duration of the IEP. For Example, a student is currently in Grade 3, in the IEP, only the 'Grade 3-8' and 'Grade 4, 8 and 12' sections are accessible. Old Release notes Page 44

45 IEP, Form C: Transition: This section has been changed to enable multiple Transition Services to be linked to a single Post Secondary Goal. In addition, multiple Responsible Parties are now linked to the new individual Transition Service records instead of the Transitional Goal. This update will move all necessary records (such as Goalbook selection type and a student's Transition Service record) to reflect the changes needed for this enhancement. Note, Responsible Agency/Person can not be attached to individual Transition Services as this functionality did not previously exist. We have moved Responsible Agency data to the first transition service record as an interim measure. Data cleanup may be needed to appropriately handle these records in the new model for New or Revised IEP's. This section has been modified as follows: - Postsecondary Goals: Transition Planning Goals (TPGoals: No Change) - Transition Services: Changed from TPAttachments to TPObjectives which enables multiple transition service statements to be linked to a single Postsecondary goal. - Responsible Agency: Changed the linking process of TPAttachments so they are now linked to individual TPObjectives instead of TPGoals. This enables identification of responsible agencies for each transition service identified. WebForm Example (New Version): Report Example (New Version): Old Release notes Page 45

46 NOTE: All Existing IEP's should be locked/finalized PRIOR to your update! Version August 10, 2012 Data Integration Rule modification - esp - Inactivation Rule (Important Date). The rule was modified to change the student's IEPPLUS Important Date Type if it was changed in eschoolplus. For example, the student's eschoolplus Exit Reason is Graduated as of 5/23/12. The rule creates an Important Date in IEPPLUS (ie. Graduated 5/23/12). The reason selected was incorrect. The eschoolplus Exit Reason is changed to 'Moved'. The rule will now change the Important Date Type from Graduated to Moved. Manage Compliance Collections - modified the program to correct an issue where the user clicks on the Collections link and attempts to edit the Rules linked to the validation collection. The user is unable to save or navigate on the Compliance Collection page. IEP Wizard - Error was being generated when creating a new IEP using Option 2 - Select existing student records Version August 2, 2012 Basic List Report - Modified the report to correctly report the student's grade and building location from either the Placement record or Enrollment record. Specific states using IEPPLUS store the grade and building location in the Placement record, while other states store the data in the Enrollment record. Version July 26, 2012 Changed copyright wording to ' SunGard K-12 Education. All Rights Reserved.' Minutes Report - modified the report to include meetings that are associated to an IEP or ISP form. IEP: Section F. Supports for School Personnel section. Corrected an issue on the report in which the Modifications / Accommodations added were not printing on the report. Version July 19, 2012 Old Release notes Page 46

47 Version July 5, 2012 IEP Revise check box - corrected program to not check the Revised box on the Revised IEP where the original IEP had the box checked. Version June 28, 2012 Basic List by Grade. The report was corrected to pull the student's grade from the student's placement record rather than the Enrollment/Exit record if the district's state is not equal to OH (Ohio). MOSIS Data Integration. Data Integration rules have been written to upload special education data into the eschoolplus system. For more information, go to Help, PLUS 360 Advanced Integration, Missouri, MO MOSIS. Version June 22, 2012 Notice of Action Report - Corrected page breaking and logo image display. IEP (Goal and Progress Section) - Progress Measured area within the Goal. The IEP report will now print to match the items on the form (Goalbook, Type = Attachment, Category = Progress Measure). There is a maximum limit of 12 items (4 columns). Version June 14, 2012 Reporting: Enrollment Missing Report - Report will no longer repeat Placements when listing multiple Enrollment records. This was appearing to the User as a duplication of the Placements. Billing Reporting: Niagara EI County Invoice - NPI Number will now print appropriately. Version June 7, 2012 IEP Creation Process: Progress was being deleted when it existed in an old IEP where a new IEP was created and the Start Date of the new IEP was earlier than the End Date of the old IEP. This will no longer occur. Progress will remain attached to the old IEP's Goals regardless of the date of the Progress. Notifications: The 'IEP Missing' Notification Rule has been modified to be triggered only by 'Special Education' Enrollment types. Data Integration: The 'esp - Discipline Rule' has been modified to update the Event type and Event Old Release notes Page 47

48 Name fields to allow GUID matching to function properly. This will assure correct matching of Discipline records in eschoolplus and IEPPLUS. Service Plan Report: A new report has been added to Form, IEP, Reports drop down to enable printing of a Service Plan report. Data is entered through an IEP WebForm and specific items are then printed out in the Service Plan format. Report Example: IEP WebForm and Report: Updated 'Form D-Part 1' and 'Form D-Part 2' wording to be more descriptive for the User. Cover Page: Added 'Non-Public School of Attendance' and 'CPS Home School Building'. Present Levels Page: Added 'MAP/MAP-A' and 'District-wide Assessments. Form B ESY Page: Goal Start Date will now appear in its appropriate place. It was previously displaying as the Goal End Date. Form D1 Page: Modified the selection of the Release-Waiver record to examine an Alternate Code rather than looking at the text of the Release-Waiver record directly. This allows the Release- Waiver text to be modified by the User without changing the purpose of the Release-Waiver. Form F Page: The Frequency column on this page will now appropriately be updated when changed. IEP Report: Will now properly print new categories that are added to the Goal Book for 'Progress toward the goal will be measured by' section. Version May 25, 2012 IEP WebForm and Report: Services Summary Section - Fixed typographical errors. Version May 18, 2012 The 'Welcome to IEPPLUS' main screen will now only display the Support icon until a User logs into the software. The Home, Help, Logout icons have been removed and will now appear once the User has logged in.. Old Release notes Page 48

49 Student Initialization Form: Date Range Information will now appropriately appear or not based on settings in Screen Configuration. Data Integration: Discipline Rule will no longer default its duration value to "days", Instead, it will look to the setting in the eschoolplus Duration Code Table and use the Event Outcome Duration value. WebForm Finalization: Search methods used to find the most recently finalized PDF will now ignore Consolidated and Progress Archives. Notice of Action Report: The three boxes entitled "Placement Continuum", Placement Options", and "Educational Environment" will no longer appear on the report. As well, the typographic error "or fthe IDEA" has been fixed to read "of the IDEA". IEP Report: Form B - The textbox beneath the ESY Eligibility Section will not properly print. Services/Transportation Section - Location and Settings will now properly print on the report matching the WebForm. IEP WebForm: Cover Page - Student's correct ID will now be displayed. Version May 3, 2012 Version April 26, 2012 Reporting: Form Creation Report - Report will now pull data on Forms that were created in the selected Date Range. Previously it pulled data if a Form was active within the Date Range. Run a Report - The issue which occasionally causes a "Buffer too small for string or missing null byte." error during the loading of a report has been addressed. Error Reporting: Selection of records for this feature has been modified so that only the latest 5000 records will be selected. This will prevent hard errors from occurring in this section. Version April 19, 2012 Form Summary Page - All Forms: The Revise link will now properly appear on the same day as the Form's End Date. Previously, the Revise link would appear on the day after the Form was ended. Old Release notes Page 49

50 Version April 11, 2012 Reporting: Due to formatting issues the Export Links for Adobe, Word, and Excel have been removed from the Run-A-Report page. The current version of the Crystal Viewer which now appears at the bottom of the Display page contains an Export Button which should be used going forward. The old buttons have been replaced with an instruction to use the Crystal Viewer's Toolbar Button: After clicking the toolbar button, the User will be presented with this popup window: The dropdown labeled "PDF" in the illustration above may be changed to "Word" or "Excel" in order to export to those formats. IEP Report: ESY Related Services Section - Section will now print or not print based upon the answer to the ESY question in the Special Consideration Section of the IEP. If the student is not eligible for ESY Services, the section will not print. Cover Page - Contact number will no longer be truncated. Version April 5, 2012 Reporting: Timely Eligibility Determination with Calendar - Instead of using the System Default calendar, this report will now find any calendars active within the reporting date range. As well, the student's Enrollment Record will now be appropriately found even if the Enrollment Type Code has Old Release notes Page 50

51 multiple alternate codes attached to it. Version March 29, 2012 Student Summary Page: This page lists Evaluations and the Tests that are associated with them. Immediately below that it lists Tests that are not associated with any Evaluation. There has been a rule inserted between the bottom of the list of Associated Tests and the top of the list of Unassociated Tests. This should provide a clear distinction between the two types of Tests. Version March 22, 2012 Version March 14, 2012 Report Specification: A new field has been added to the table controlling access to reports. This field will contain a name that SUNGARD assigns to the report that will be hidden from Users. This will allow Users to create custom versions of standard reports that will not be overwritten during a subsequent update. The first time an update is run, Users will find that any custom reports that have already been created will remain as is and the SUNGARD version of the standard report from which the custom report is derived will be added back into the appropriate reports directory. File Attachment Utility: When uploading attachments a JavaScript error will no longer occur. Version March 9, 2012 Utility: Lock/Finalize Batch of Forms - Utility will no longer set the Forms it affects as "InUse". IEP Report: ESY, Services and Transportation Sections - ESY Services will now print appropriately on the report. Goals Section All Goals will now print on this section of the report. Objectives will now print vertically instead of horizontally. Version March 1, 2012 Old Release notes Page 51

52 Rich Text Functionality: The inability to properly edit LabelControl Textboxes has been addressed. Student Summary Page: Test Scores displayed on this page will now order alphabetically. IEP WebForm and Report: Cover Page - Instead of only displaying a single instance of a Guardian's address, phone, and fax number, this Page will now display all existing addresses, phone, and fax numbers. Version February 16, 2012 Rich Text Functionality: The issue causing the "Please Wait " message to freeze on-screen when the 65,000 character limit for the textbox is exceeded has been addressed. The issue causing a page in a Form to become inaccessible after pasting content from a Word document has been addressed. Though SunGard has extensively tested the paste operation which is the source of this problem, because of the unknown origin of material pasted into these textboxes it is still possible that a paste operation could cause a software malfunction. If such a malfunction should occur, please retain the source document from which the content was pasted so that our support staff can quickly ascertain the cause and provide a solution. Data Integration: the eschoolplus Discipline Rule has been updated so that it will now accurately match records in IEPPLUS. Version February 2, 2012 Data Integration: eschoolplus Discipline Deletion Rule #2 - Rule will now uncheck the checkbox labeled 'Perform IEPPLUS Insert/Update' even when data is not found in the eschoolplus data selection. Version January 26, 2012 IEP WebForm: Placement Section - Calculate button now calculates and displays time in Regular Class. Previously it calculated time in Special Education Class. Version January 19, 2012 Old Release notes Page 52

53 Version January 12, 2012 Staff Search Control: This Search function has been optimized to provide much faster performance. Version January 5, 2012 IEP and Notice of Action WebForms: These forms will now appropriately handle Rich Text settings. IEP WebForm - Goals Section: Rich Text issues when using the Firefox browser have been addressed. Version December 30, 2011 Version December 22, 2011 Text Handling: HTML tag filtering has been enhanced to prevent spurious characters from appearing in Textboxes and Reports. As well, there should now be more consistency between text formatted in a Text Box and what appears on a Report. File Attachment Utility: Utility already prevents files with file names which contain apostrophes from being attached. Utility has been modified to deal with any legacy files that contained apostrophes which were attached before this fix. Referral Management Screen: Typed Notes - This element has been renamed "Reason Detail". IEP Report: Goals Page - The dash occurring before the first Objective has been removed. Present Levels Page - Display of child's performance has been fixed. Version December 14, 2011 New Functionality Student Inactivation: New Filter Option Added - Grade: This is a common control and the new option will also be available for the following areas: Old Release notes Page 53

54 Inactivation Utility Security, Manage Groups / Users, Student Access filtering Utilities: Lock/Finalize a Batch of Forms Utilities: Create a Batch of IEP's: Gifted, IEP, IFSP, TX ARD Utilities: Student Deletion State Reporting with Filtering Options Technical Information: Program looks to Program, Placement OR Student, Enrollment/Exit, Grade field based on specific state setup. (Manage Screen Configuration, StudentSearch, Grade & Enrollment, Grade field = Visible) Referral: Reason for Delay, Other (Type, Alternate Code = 8) comments. A new tab has been added to the Referral Management Page to record Narrative Text for delays. Note: An Administrative User may relabel this tab if desired through Maintenance, Manage Screen Configuration, ReferralForm, Item names = NoteGrid_Notes & NoteGrid_Type. Edit the row, change the text in Display Text, Update and Save. Example below is in Referral Overview screen: Typed Notes screen example: REMINDER: The Typed Notes tab is different than the 'Notes' tab. The new tab will enable the Referral Form page to track all Referral-specific data. Old Release notes Page 54

55 Changes IEP Report: Case Manager's phone number will now print. Meeting Attendees will be properly identified on the report. Extra page printing at the end of the IEP has been eliminated. IEP WebForm: Issue causing User to experience an error when selecting a Meeting on the IEP Cover page has been addressed. Version December 8, 2011 Notification to clients using Rich Text Functionality: Client-created Custom Reporting If the District creates and maintains Custom Crystal Reports, and Rich Text Functionality has recently been turned on for your District, Users may notice HTML characters appearing in some of the text sections. SunGard has programmed reports delivered to the District to deal with this change. District Personnel will have to make the following changes in their Custom Crystal Reports to eliminate the appearance of spurious HTML characters. Open an affected report and locate the offending Text Object or Formula. Right-click on the field or formula, select "Format Field" and click on the "Paragraph" tab. Notice that the "Text Interpretation" field is set to "none". Change the setting to "HTML Text" Save changes and close the Report. The HTML characters should not appear the next time the Custom Report is run. Changes Advanced Reporting: Refresh Process has been updated to handle error messages that contain apostrophes. Users were experiencing a hard error when the process encountered such an error message. Security: Management Options have been added for several Forms (IEP, GIEP, ISP, ETR, and SP). Revise Functionality: A new option has been added called 'Prevent Multiple Revise'. Selecting this option will prevent a Form from being revised multiple times. IEP WebForm: Old Release notes Page 55

56 Cover Page: Educational Decision Maker: All Parents, Guardians, Surrogate Parents, and the Student will now be available for selection as the Educational Decision Maker. The Case Manager displayed on this page will now be the one included in the Recommended Placement instead of the Current Placement. The issue preventing some IEPs from opening has been addressed. Placement Section: Next Recommended Placement has been removed from this section. Version November 30, 2011 New Functionality: Display of Evaluations/Tests in Student Summary: SunGard has modified IEPPLUS to display Evaluations, Tests and Evaluations linked to Tests so that they all display appropriately on the Student Summary Screen. Users will notice an Evaluation linked to a Test appears first; Individual Evaluations appear next; Tests not linked to Evaluations display next under the prompt 'Other Tests'. Form Summary: The ability to display the Meeting Reason and/or the Meeting Type for WebForms is now available through Maintenance, Manage Screen Configuration, ShowMeetingReason and ShowMeetingType. Edit the record and check visible. The following is an example of a Form Summary Screen with both options turned on. Multiple Meeting Reasons are indicating by an asterisk (*). Acknowledgements: Users can now set 'General Acknowledgements' on forms that Users must check off prior to finalizing a WebForm without running validation rules. Navigate to Maintenance, Manage Validation Options, General Acknowledgements and add any process items that a User should first acknowledge before continuing. Old Release notes Page 56

57 Next select the Form and section you wish to run this on. For Permission to Evaluation, Ready for Review, Validation Options tab, check off the appropriate statements and save. This causes a pop-up to appear when this form and action has been selected. Checking off the boxes and continue completes the process. Basically this is a warning/staff acknowledgement that they have reviewed their input. Changes Windows Application Authentication: The IEPPLUS Win32 applications (such as the Billing Applications) now work with Active Directory. Users no longer need to use a SQL Authentication to log into such applications. Users may now use their normal Active Directory Account. Form Creation Wizards: Upon the creation of a Form, the Form will now be flagged as "In Use" to prevent inappropriate access by any additional Users. Reporting: Referral Eligibility and Referral Eligibility with Calendar reports have been modified to ignore an Enrollment Type that has an associated alternate code of "NC". IEP Creation Wizard: When creating an IEP the Wizard will now only pull Associated Organization records which are active as of the Creation Date of the IEP. System Default enforcing the rule that an IEP may not be created if another Unfinalized IEP exists has been created. Should a District wish this feature to be turned on, please contact your Customer Service Representative. IEP Wizard: When creating an IEP the Wizard will now react appropriately to the System Options setting for Prior/Linked records. IEP WebForm: Issue preventing some IEPs from being opened has been addressed. Present Levels Section - textbox improperly labeled "Disability Effects" is now labeled "Disability Affects". IEP Report: Present Levels Section - Bullet items in the "Disability Affects" Textbox will now line up vertically. The contents of the "Results of Child Performance" Textbox will now print on the IEP report. Goals Section - Objective #1 will no longer be preceded by a dash. Version November 17, 2011 Old Release notes Page 57

58 Spell Checking: iespell issues where text was disappearing from Textboxes have been addresses. iespell can be safely used again starting with this version of IEPPLUS. Data Integration: Added an option to synchronize Contact Communications (such as Phone Numbers) between IEPPLUS and eschoolplus with eschoolplus being the Master. If turned on, Contacts Communications in IEPPLUS will now only reflect Contact Communications in eschoolplus. Contact Communications that were entered into IEPPLUS that do NOT appear in eschoolplus will be deleted. IEP WebForm: Issue that was causing some IEPs to throw an error when a User attempted to open them has been addressed. Version to Version November 10, 2011 Utility: Run a Batch of Progress Reports - Has been updated to deal with printing correctly when Rich Text Functionality it turned on. Form Summary Page: The Revise Link for each Form shown on the Service Plan and IEP Form Summary Pages will now display for any Plans active as of the Current Date and also for any Future Date. New WebForm: Notice of Action Form, Report and Validation Rules have been added to IEPPLUS. A Meeting may be attached to this Form or this Form may be attached to an IEP. An Administrative User will need to go to Security, Manage Groups, Permissions, and assign this Form to the appropriate groups/staff members for View, Add, Edit or Delete capability. Version to Version October 27, 2011 Student Record Management: Student records that are copied during various bulk operations in IEPPLUS (Creation Wizards, Revise Processes, etc.) will no longer copy the Finalized setting of the record being copied. The copied record's state will be set to UnFinalized. Version to Version October 25, 2011 Old Release notes Page 58

59 File Attachment Delete Form: When deleting attachments from within a Form, the User will now only be presented with the Files that are attached to that Form. Version to Version October 21, 2011 IEP Creation Process (All except OH & MO): When copying records, the process will now ignore Service records which have an alternate-code type of "Wizard Status" and a value of "Ignore". This process now matches that which is in place for Placement records. Security: Search Controls and Report Selection Controls will now obey Student Access Permissions for all Users. IEP Creation Process: Process will now end Student records appropriately regardless of the Copy Settings that are assigned in the System Options page. This will prevent Student records from inappropriately appearing in future IEPs. Version to Version October 18, 2011 IEP WebForm: The Data Collection page is now fully functional. Invitation Letter Report: Student's Name will no longer be truncated. Meeting Attendees will now display in the appropriate order. Version to Version October 6, 2011 Reporting: IEP - Regular Education and Placement Section - The textboxes in the 'Selected' column of the Placement Options (ECSE) will now print correctly on the report. Version to Version October 4, 2011 IEP Report: Special Education Services will now be printed beneath its own heading rather than under the "Services" Section. Invitation Letter Report: Signature Date will now print the Form's Start Date. Old Release notes Page 59

60 Version to Version September 20, 2011 Version to Version September 14, 2011 IEP WebForm: Regular Ed./Placement Page - Issue concerning the ECSE Considered/Selected checkboxes which prevented some IEP WebForms from being opened has been addressed. Invitation Letter WebForm and Report: Modified to display Student Name when Student is 16 years or older. Report will NOT print a letter for the Student even if the Student's Address record is marked to receive mail. Version to Version September 6, 2011 Version to Version August 31, 2011 Formatting: Save Changes Prompt will now always center on the page. File Attachment: Attach Button - Will now appear enabled (button will have a darker color) when it is enabled following a User selection of Files to attach. Version to Version August 24, 2011 Reporting: Service Report - Extended the field on the report for 'Service Type' so that longer Service types would not break. Option Edit Form - Added masking to the Password field to hide data entry of passwords. Notifications: Fixed a database-specific versioning error that sometimes caused a hard error when attempting to enter the Manage Notification Collection Page. Version to Version Old Release notes Page 60

61 August 11, 2011 Security: Login Process - Modified to prevent inappropriate data manipulation issues in the User Administration table. Users will experience no change in functionality. Version to Version August 9, 2011 Version to Version July 26, 2011 Reporting: Form Creation Report has been modified to speed up its processing. Statement List Report has been modified to print Attachments appropriately. Modified Timely Eligibility Report has been modified to correctly pull Enrollment records for a student who has left the district but returned within the timeframe of the report. Security: Password Expiration for Active Directory - Security module will now properly check for the "Password Never Expires" flag. Version to Version July 12, 2011 No Change Version to Version June 30, 2011 Unsafe Script Tag Error Handling: This error occurs when a User creates text in a Text Box that contains the symbol"<" immediately followed by another character. To the security in the Browser this looks like malicious code and previously an error would thrown which was handled in the same manner as any other error in the software. Now, the error will be avoided. IEPPLUS will scan such text and insert a space between any "<" character and any character that follows it. The Browser will no longer consider the text as malicious code. Version to Version June 28, 2011 Old Release notes Page 61

62 IEPPLUS, File Attachment sections (Student Toolbar and Forms Summary page) have been improved. Users can now see ALL File Attachments associated with a Student in one place and which Forms have attachments. Users may access the attachment without having to leave the section or open each IEP form to find the attachment. Student, Toolbar, File Documents: in IEPPLUS. Now displays the number of File Attachments a Student has Student, File Documents: Selecting the 'File Documents' section displays the File Attachment Summary screen which will show ALL file attachments linked to the Student. In addition, IEPPLUS indicates the specific Form with the attachments and allows you to open this Form and view the attachment section. Upon closing, IEPPLUS returns you back to the File Documents page. Form Summary: This screen has been modified to indicate whether a Form has attachments, and how many, eliminating the need to open each Form to determine its attachments. Should the User hover the mouse over the attachment number, IEPPLUS will display the actual linked file names. You can then select a specific file and open that specific attachment. Old Release notes Page 62

63 Security Options: Security, Manage Groups or Manage Users will enable an Administrative User to set up various security combinations for staff access to Add, Edit, View and/or Delete 'Student' or 'Form' File Attachments based on District policy. Configuration Options: Maintenance, Manage Screen Configuration: There are several options you can control with regard to File Attachment display. FileAttachmentForm: CreationUser (Posted by) IEPPLUS File Attachment Screen Display: StudentNavigationBar: Document Count IEPPLUS Student Toolbar Display: Form Summary: ShowDocumentCount IEPPLUS Form Summary Display: Archives: All form archives now display tooltips when the User hovers over the displayed date/time. Old Release notes Page 63

64 The tooltip will advise if this Form is the Latest Finalized XXX, Archived XXX or Locked XXX where 'XXX' is the type of form (see example below). Revise Link: The Form 'Revise/Amendment' link will only display on the latest finalized plan in effect as of today. IEP's that have expired prior to today will no longer display a 'Revise' link, the link will only display on an active form. If a future IEP has been created, this form can be unlocked for any necessary corrections and refinalized. When the AR future IEP date has been reached, the Revised link will appear. In addition, If a form is not finalized, the 'Revise/Amended' link will no longer be displayed to avoid User error. Version to Version June 14, 2011 Unsafe Script Tag Error Handling: The errors occur when a User creates text in a Text Box that contains the symbol"<" immediately followed by another character. To the security in the software this looks like malicious code and previously a hard error was being thrown. Now, the error will be handled in the same manner as any other error in the software. The User will be redirected to our standard error handling page allowing the User to recover without leaving the software. File Attachments: An error that sometimes interrupted this process has been fixed. Statement List/Assessment Report: Run a Report, Statement List has been enhanced to provide additional flexibility. The addition of up to four (4) sort / groupings have been added to this report. Old Release notes Page 64

65 If your Users have created any Personal Template Reports with regard to Statements, they may edit them using these additional parameters. For example, a User may have a Statement Report created 'by building' for State Assessments. That User may now add a sort 'by Grade' to this Report. IMPORTANT NOTE ON PERFORMANCE: Depending on the large number of Statement records this report may access if unfiltered, it may take too much time to run or may return a time-out error message before rendering to PDF. If this is the case, Users must narrow their selection parameters to cause fewer records to be chosen for a single run. The report will need to be run multiple times with appropriate filtering parameters in order to obtain all of the desired data. At one client site, the example shown above returned over ten-thousand Statement records for a single year and eventually returned an error message - at another client, the same setup of the report ran to a successful conclusion because it returned far fewer records in a single run of the report. TIPS: To multiple select items in the window, hold the 'Shift' key and click on the individual items. To multiply select a row of items, hold the 'Control' key and click on the first & last item. To Unselect items (i.e. Subcategory after selecting one), hold the 'Control' and Click on the item in blue to deselect it. Acknowledgements: Administrative Users may set 'General Acknowledgements' on Forms that Standard Users must acknowledge by checking them off prior to Finalizing a Form without running Validation Rules. In Maintenance, Manage Validation Options, General Acknowledgements an Administrative User may add references to any pre-finalization procedures. Standard Users must acknowledge that they have performed these procedures before Finalization can occur. This capability DOES NOT actually check to see if those procedures actually have been performed - only that the User attempting the Finalization acknowledges that they have performed them. To Create Acknowledgements set up as demonstrated below. Next select the Form and Section for which this Acknowledgement should appear. For Permission to Evaluation, Ready for Review, Validation Options tab, check off the appropriate statements and save. Old Release notes Page 65

66 When this form and action has been selected a pop-up will appear. Checking off the boxes and clicking 'Continue' allows the process so protected to complete. IEP Creation Wizard: This process has been completely revamped in order to streamline the process of creating IEPs. Setup Instructions: Navigate to System Options, Form. IEPPLUS System or User Options may be used to manage the IEP Creation Process. Setting System Options affects all Users. User Options override System Options. Process Method: Annual Method: Select this method if your IEP Date Range breaks records by school year. (For Example, the IEP starts in April and continues until June and then starts again in September through April.) Note: This method allows for gaps between records Anniversary Method: Select this method if your IEP range is continuous for 365 days. (For Old Release notes Page 66

67 Example April 15, April 14, 2011) Note: This method does not allow for gaps in between records. Form Naming Option: Provides the ability to insert the Form's Start and End Dates into the Form Name. Note: The Start and End Dates of Forms are displayed on the Summary Screen so most districts do not use this option. Copy Options: This setting enables you to control what is copied during the Annual Review Process. Some districts choose to copy the entire IEP and just modify changes. Others want most of the IEP (especially the narrative sections) to be created from scratch while Placement and Service records are copied from the old IEP with the new dates. These records must then be reviewed for appropriateness. If No IEP Exists: This allows you to control how far back IEPPLUS can make a copy of an existing IEP. Blank enables the system to always look for the last IEP regardless of date. Days between IEPs for an Extension Reason: Allows Users to set up an option to require an Extension Reason as to why the gap between IEPs exists. It also allows the User to set the number of days a gap can be allowed before an Extension Reason is required. For example, creating a ten-day gap allows the User create a new IEP without an Extension Reason so long as the gap between the old and New IEP is ten days or less. Evaluations/Tests: These options allows standardization of these records on all IEP Forms and control the records brought into a new IEP Form. Place only Latest of each type (enables the latest (1) Woodcock Johnson Test record to appear on the form when you may have multiple years worth of data. Adding Date Range/Years information lets you identify the number of years back IEPPLUS will scan looking for the latest Evaluation/Test records starting at the beginning of the school year. Creating a new IEP Step 1: Select the Process Method - Optional This step is only required if your district has set the System Option to 'Either'. Annual Method: Select this method if the IEP Date Range breaks records per school year - for example, if the IEP starts in August and continues until May (or July if the student is a twelve-month student.) Note: This method allows for gaps in between IEPs Anniversary Method: Select this method if your IEP range is continuous for 365 days - for example, the IEP date range is April 15, April 14, Note: This method does not allow for gaps between IEPs. Step 2: Enter the Start and End Dates for the IEP. If 'Anniversary Method' is used and a previous IEP exists, IEPPLUS will automatically fill in the next 365 day period. Step 3: Select an existing IEP to be copied or Create a blank IEP Selecting 'Make a copy of this IEP' enables IEPPLUS to copy the existing records based on System Options, Form. Records such as Placement, Services and Course records are copied with the new IEP date range which saves time. Old Release notes Page 67

68 Create Missouri State IEP: Creates the IEP and opens the document for staff input. Step 4: Select the Meeting Date for this IEP on the Form. Revising an IEP: Select the link to the right of the form you wish to revise. The form will reopen with the existing data for modification. Step 1: Select the Revision IEP Meeting at the top of the form. (i.e. 3/17/2011) Step 2: Make any necessary changes to the IEP such as ending an existing Service or adding a new Service Record. Step 3: Finalize the IEP. Various Messages/Scenarios: 'New IEP Start Date is earlier than an existing IEP' - a pop-up will appear advising the User that 'IEPPLUS will modify the following existing records'. In the example below, Old Release notes Page 68

69 new IEP start date = 01/14/2010 old IEP records = 12/15/ /14/10. Since the new Start Date is 01/14/2010, continuation of this IEP creation would end all the existing records on 01/14/10. (i.e. Learning Support = 12/15/ /14/2010). New records would be created using a Date Range of 01/15/11 through 01/14/12. Clicking on 'Cancel' stops the process and no changes are made. 'Gap in IEP dates' - If IEPPLUS is set to control a gap between the old End Dates and the new Start Dates and the Anniversary Method is chosen, a pop-up will appear advising the User that the proposed new IEP is a certain number of days after this student's last IEP. In this scenario, you must enter an Extension Reason for the gap (needed for state reporting). Next indicate which Meeting record the Extension Reason should be attached to and Create the IEP. Old Release notes Page 69

70 'Date Entry Error' - If the User enters a Date Range bigger than 365 days, a warning message will appear. Reminder: Deleting an IEP DOES NOT delete existing records! Version to Version May 26, 2011 Login Page and LDAP Authorization: Process has been modified to check if a User's password has already expired before attempting a log-in. This pertains only to sites that use Active Directory and have granted their Users the ability to reset their passwords. Progress Reporting: Objective Progress will no longer be deleted if the Progress Reporting Template was for 'Goals Only' - This was reported by an Ohio client. Form Summary Screens: The ability to display the Meeting Reason and/or the Meeting Type for Forms is now available through Maintenance, Manage Screen Configuration, 'ShowMeetingReason' and 'ShowMeetingType'. Edit the record and check 'Visible'. The following is an example of a Form Summary Screen with both options turned on. Multiple meeting reasons are indicating by an asterisk (*). Student Maintenance: Meeting Staff - An 'Area' field has been added. This field is associated with the Old Release notes Page 70

71 'Excusal Reason' Drop Down List. It may be used to track which Academic Area a Meeting Attendee would have discussed if not excused from the Meeting or which Area will be documented in writing so that it may be discussed in that Meeting Attendee's absence. Form Summary Page: Creation Wizard has been updated with a new look. The functionality has not been modified. IEP WebForm: Testing Section - New records will now only be created during IEP creation. Cover Page - Interface has been modified so that the Percentage information fits on a single line. Version to Version May 19, 2011 Student Management: Meeting Summary Page - Page Header will now display the Date and the Time where it previously only displayed the Date. Generic Reporting: Referral Eligibility w/calendar Report - This report will now use the System Default Calendar. Version to Version May 12, 2011 Progress Reporting: The error that was occurring when attempting to Save and Print the Report after adding new data, has been fixed. Default Goalbook: Text for one of the Statement Categories has been modified. "Post-secondary Education/Training" has been changed to "Post Secondary Transition Plans" Version to Version May 5, 2011 Client Operating Environment: Due to an upgrade in our Development Tools the operating environment at each client will be upgraded as well. This will be handled by whoever performs the next update at each client site. The upgrade involves three changes all of which should be transparent to the Users. Microsoft.NET Framework: upgraded from version 3.5 to version 4.0 Crystal Report Viewer: upgraded from version 10 to version 13 IIS Virtual Directory for IEPPLUS: ASP.NET version changed form 2.0 to 4.0 Student, Suspensions/Events, Outcomes: This functionality has been modified to allow for single or multiple Event Outcomes. Before the update containing these changes is applied to your site, a SunGard staff person will contact you. He or she will ascertain what steps will be necessary to successfully allow this new functionality to be used, will explain the options to you, and then will perform the tasks necessary to implement this change. If you are already downloading Events/Suspensions from eschoolplus into IEPPLUS, or would like to begin doing so, this feature will require special update procedures as noted above. Please inform your IEPPLUS Update Representative at the time you request your next IEPPLUS Update. Old Release notes Page 71

72 TIP: Suspension Report: The student must have a disability in effect within the range of the Suspension record or they will not appear on the report. Run A Report, Suspension List: This report will now display multiple outcomes. PA Specific, Available all States upon request: Data Integration between eschoolplus and IEPPLUS has also been modified to allow for multiple Outcomes. In addition, state reporting Discipline Tables, have also been modified to accommodate this change. NOTE: This rule is also available for other states who choose to download multiple suspension outcomes into IEPPLUS. If you wish this rule enabled, please contact support. Firefox Browser Formatting Issues: Student Maintenance Forms: Organization Management Form - Save button will no longer appear in the middle of the page. Letterhead Management Form - Letterhead Link will no longer float out of position covering other elements. Version to Version April 21, 2011 Old Release notes Page 72