Washington Indicator 7 Form Instructions / User Guide IEPPLUS

Transcription

1 Washington Indicator 7 Form Instructions / User Guide IEPPLUS SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written permission of SunGard Public Sector Inc., with the exception of copies made for your internal use. SunGard, the SunGard logo, PLUS 360, eschoolplus, IEPPLUS, PerformancePLUS, efinanceplus, and BusinessPLUS are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders SunGard Public Sector Inc. All Rights Reserved. Page 1 of 27

2 TABLE OF CONTENTS OVERVIEW... 3 FORM INSTRUCTIONS... 3 FORM CREATION... 3 Step 1 Select a Student... 3 Step 2 Select Options... 4 NAVIGATION/TOOL BAR... 4 REVISING/AMENDING AN INDICATOR 7 COSF... 6 REMOVE REVISION/AMENDMENT... 7 Form History... 8 Security... 8 Screen Configuration... 9 FORM COMPLETION... 9 Main Positive Social-Emotional Skills (Including Social Relationships) Acquiring and Using Knowledge and Skills Taking Appropriate Action to Meet Needs FIELD MAPPING MAIN POSITIVE SOCIAL-EMOTIONAL SKILLS (INCLUDING SOCIAL RELATIONSHIPS) ACQUIRING AND USING KNOWLEDGE AND SKILLS TAKING APPROPRIATE ACTION TO MEET NEEDS PRINTING THE FORM FORM VALIDATION RULES SETUP AND CONFIGURATION SECURITY CODE TABLE SETUP GOALBOOK SETUP To Add Statements for Staff selection To Add Categories, Subcategories and Levels in your goal book: REVISE/AMEND REMOVE AMENDMENT WARNING MESSAGES REVISION HISTORY SunGard Public Sector Inc. All Rights Reserved. Page 2 of 27

3 OVERVIEW The WA Indicator 7 is a way for states to determine the percentage of preschool children with IEPs who show an improvement in the three outcome areas listed below: 1. Positive Social-Emotional Skills (Including Social Relationships) 2. Acquiring and Using Knowledge and Skills 3. Taking Appropriate Action to Meet Needs The Child Outcomes Summary Form (COSF) give providers a way to summarize student info gathered from multiple sources to address the three outcome areas listed above. The 7-point scale (1 = Not Yet, 3 = Nearly, 5 = Somewhat, and 7 = Completely ; even numbers are not labeled) determines the extent in which a student's functioning on each outcome area is age-appropriate, and if the student made progress towards that behavior. FORM INSTRUCTIONS FORM CREATION The Indicator 7 form creation process includes the following steps: Step 1: Select a Student Step 2: Select Options STEP 1 SELECT A STUDENT 1. Click Student Management > Manage an Existing Student. 2. Use the Search window to find the student based on First Name, Last Name, Student ID, Birth Date, Caseload Only, and Active Only. The user may also filter the results using Filter by Type such as Special Education, Referral, etc. 3. Click Search. Then click the appropriate Name to select a student. 4. Once a student has been selected, the student s Name, ID, birth date, current Age and Grade will display. The Forms that can be created for a student will be listed under the Forms section. Click on the Indicator 7 COSF link SunGard Public Sector Inc. All Rights Reserved. Page 3 of 27

4 The Indicator 7 COSF Summary screen will display, listing any prior forms created for the student. The most recent form will display at the top of the list. To review an existing Indicator 7 COSF form, click the appropriate link. To create a new Indicator 7 COSF form, click the New icon. If the form is unfinalized, then the summary screen will display that information as well in a red font. STEP 2 SELECT OPTIONS 1. Select an ARD to attach to the Indicator 7 COSF form from the drop-down list. 2. Enter the form s Date Range (Start Date & End Date). Note only the Start Date is mandatory. 3. Select the Service Date for the form. Note, upon creation of the form, this page will display the current system date, but the user may change it if needed. 4. Click the Create Form button to create the COSF form. Alternatively, the user may click the Cancel button to discard any changes made to the screen. Clicking Cancel returns the user back to the Indicator 7 COSF Summary screen. NAVIGATION/TOOL BAR Once the COSF form opens, it displays the Main section by default. A toolbar will display on the left side of the screen, divided into the following areas: 1. Sections There is a separate link for all four sections of the form. Click on any link to move to that section of the form: Main 1. Positive Social-Emotional Skills (Including Social Relationships) 2. Acquiring and Using Knowledge and Skills 3. Taking Appropriate Action to Meet Needs SunGard Public Sector Inc. All Rights Reserved. Page 4 of 27

5 2. Maintenance These options will maintain Form Information, such as Form Date Range, Link Form To, and Current Placement Date. Also, Refresh and Delete functionality is available depending on user security. 3. Validation These options allow the user to validate the form elements ( Indicator 7 Validation ), and also change the status of the form (ex: Lock, Unlock, and Finalize). 4. File Attachments Click the Attach File(s) link to add an attachment. Click the Delete File(s) link to delete an attachment. 5. Archives Archives are permanent PDF copies of the form. Click Finalize in the Validation section to create an Archived copy. The form should be finalized and archived only after it has been fully completed. Example of when a form is finalized, the pdf displays under the Archives section, with the date & time of when the form was finalized, as follows: Example of when a form is finalized for the first time: Example of when a form is revised, the original PDF now displays an O : Example of when a revised form is finalized, the original PDF now displays an O and the latest revised form is indicated with a paper icon: Example of when a revised form is revised again, the previously revised PDF now is indicated as an R : SunGard Public Sector Inc. All Rights Reserved. Page 5 of 27

6 The following options will display at the top and bottom of the form (see screenshot below). Save Information from each section should be saved before moving to another section. Return Click the Return icon to return to the Form Summary screen. Print Preview Print Preview will display the form in Adobe Acrobat. Mouse over the bottom of the form preview to see the toolbar illustrated below. Select the Print icon or click the Save icon to save a copy of the form to your computer. The plus (+) icon will enlarge the preview for ease of viewing. REVISING/AMENDING AN INDICATOR 7 COSF To revise a finalized Indicator 7 COSF form, click the Revise link illustrated in the screenshot below. This Revise link only appears for finalized active or future Indicator 7 COSFs. If the form has already expired, the user will not see the Revise link. Clicking this link will unlock the form for editing. The archive copy will update with an O to denote that it is the original version and does not include the changes. NOTE: The Revise link can be relabeled to do this, navigate to Home > Maintenance > Manage Screen Configuration > FormSummary. From here, the user can edit the Item Name, change the Display Text, or hide it: SunGard Public Sector Inc. All Rights Reserved. Page 6 of 27

7 REMOVE REVISION/AMENDMENT This functionality allows the user (based on security permissions) to remove an Revision/Amendment when the form was inadvertently amended/revised. To remove the Amendment/Revision and return the form to its previous state, click on the Remove Amendment link (Screen #1) from the Form (e.g. IEP) Summary page. Upon clicking on the link, a pop-up screen (Screen #2) will display, alerting the user that any modifications they made to the form must be manually changed back prior to the Remove Amendment process. The Remove Amendment process does not remove any changes that were made after the form was revised. Clicking the OK button will perform the amendment removal process, while clicking the Cancel button will return the user back to the Form Summary Page and the form will remain in the revised state. The Remove Amendment process will perform the following: Re-finalizes the form. Adds additional information in the Form History area of the form (see Form History section below for more details). Changes the archived form (pdf file). Please refer to "item #5 Archives" under the "Navigation/Tool Bar" section of this document for further screenshot examples. o If the form is the Original Archive and the Remove Amendment link (Screen #1) is chosen, then the O icon on the Archive is removed. o If the form is the Revised Archive and the Remove Amendment link (Screen #1) is chosen, then the R icon on the Archive is removed. Screen # SunGard Public Sector Inc. All Rights Reserved. Page 7 of 27

8 Screen #2 FORM HISTORY Upon removing the revision, two audit records will be inserted into the Maintenance > Form Information > Form History indicating the Remove Amendment process: 1. The first record displays the Amendment Removal process, date, time and user. 2. The second record displays the form returning to the Lock state, date, time and user. SECURITY To grant a group or user permission to the Remove Amendment link, navigate to Security > Manage Groups > Permissions, or Security > Manage Users > Permissions, then check on the Edit checkbox on the Permission > Form > Remove Amendment line item and then click the Save button. The Remove Amendment security option is global to all forms SunGard Public Sector Inc. All Rights Reserved. Page 8 of 27

9 SCREEN CONFIGURATION The District has the ability to change the Amendment Removal label. Navigate to Maintenance > Manage Screen Configuration > Form Summary and then click on the Edit button on the Item Name called Remove Amendment. In the Display Text column, rename it as desired, and save the changes. FORM COMPLETION There are 2 times in which this form is completed once when the student enters a program, and then again upon exit of the program. It is recommended that the form be completed for each child in a program on an annual or biannual basis. There should be a minimum of 6 months between form completions if less than 6 months, then the student will not be reported on the Indicator 7 Advanced Report. The Advanced Report is detailed in a separate document. MAIN This section consists of 4 sections: Child Information, Exit Reason/Exit Data, Summary Ratings Persons, and Family Information on Child Functioning. 1. Child Information This data is automatically populates according to the student s Demographics, and Disability record(s) and Placement record. 2. Exit Reason/Exit Data The user will select either one Exit Reason or one Exit Data when the student exits the program. The application will prevent the user from selecting more than one checkbox. **Note this section is only completed when the student exists the program. Exit Reason choose 1 of 2 checkboxes as appropriate, or Exit Data choose 1 of 2 checkboxes as appropriate 3. Persons Deciding Summary Ratings This table consists of those persons involved in deciding the summary ratings. To choose a new person, click on the Add Staff link, enter the appropriate Name & Role, and then click on the Update link to add the entry, or click on Cancel to disregard the entry. To edit an existing entry, click on the Edit link, enter the appropriate Name & Role, and then click on the Update link to save the entry. To delete an existing entry, click on the Delete link. 4. Family Information on Child Functioning This is a set of up to 4 checkboxes in which the user can indicate any information as obtained from the student s family SunGard Public Sector Inc. All Rights Reserved. Page 9 of 27

10 1. POSITIVE SOCIAL-EMOTIONAL SKILLS (INCLUDING SOCIAL RELATIONSHIPS) IEPPLUS: WA Indicator 7 This section consists of three sections: 1) a number scale, 2) supporting evidence for the number scale, and 3) new skills/behaviors in which the user will answer questions about the child's functioning in these 3 areas and closely related areas (as indicated by assessments and based on observations from individuals in close contact with the child): Relating with adults Relating with other children Following rules related to groups or interacting with others (if older than 18 months) 1. Number scale the user will select one textbox to indicate what extent the child shows ageappropriate functioning, across a variety of settings and situations, on this outcome. This is a number scale ranging from 1 (Not Yet) to 7 (Completely). 2. Supporting Evidence this consists of 4 textboxes and 1 checkbox. The user will describe the supporting evidence for the answer to the number scale rating given in #1 above. 3. New Skills/Behaviors the user will describe any new skills or behaviors related to positive socialemotional skills (including positive social relationships) since the last outcomes summary. **Note this should only be addressed if there was a previous rating given in #1 above. 2. ACQUIRING AND USING KNOWLEDGE AND SKILLS This section consists of three sections: 1) a number scale, 2) supporting evidence for the number scale, and 3) new skills/behaviors in which the user will answer questions about the child's functioning in these 3 areas below and closely related areas (as indicated by assessments and based on observations from individuals in close contact with the child): Thinking, reasoning, remembering, and problem solving Understanding symbols Understanding the physical and social worlds 1. Number scale the user will select one textbox to indicate what extent the child shows ageappropriate functioning, across a variety of settings and situations, on this outcome. This is a number scale ranging from 1 (Not Yet) to 7 (Completely). 2. Supporting Evidence this consists of 4 textboxes and 1 checkbox. The user will describe the supporting evidence for the answer to the number scale rating given in #1 above. 3. New Skills/Behaviors the user will describe any new skills or behaviors related to positive socialemotional skills (including positive social relationships) since the last outcomes summary. **Note this should only be addressed if there was a previous rating given in #1 above. 3. TAKING APPROPRIATE ACTION TO MEET NEEDS This section consists of three sections: 1) a number scale, 2) supporting evidence for the number scale, and 3) new skills/behaviors in which the user will answer questions about the child's functioning in these 3 areas below and closely related areas (as indicated by assessments and based on observations from individuals in close contact with the child): Taking care of basic needs (e.g., showing hunger, dressing, feeding, toileting, etc.) Contributing to own health and safety (e.g., follows rules, assists with hand washing, avoids inedible objects) (if older than 24 months) Getting from place to place (mobility) and using tools (e.g., forks, strings attached to objects) SunGard Public Sector Inc. All Rights Reserved. Page 10 of 27

11 1. Number scale the user will select one textbox to indicate what extent the child shows ageappropriate functioning, across a variety of settings and situations, on this outcome. This is a number scale ranging from 1 (Not Yet) to 7 (Completely). 2. Supporting Evidence this consists of 4 textboxes and 1 checkbox. The user will describe the supporting evidence for the answer to the number scale rating given in #1 above. 3. New Skills/Behaviors the user will describe any new skills or behaviors related to positive socialemotional skills (including positive social relationships) since the last outcomes summary. **Note this should only be addressed if there was a previous rating given in #1 above SunGard Public Sector Inc. All Rights Reserved. Page 11 of 27

12 FIELD MAPPING MAIN a 11b IEPPLUS WA - Indicator 7: Childhood Outcomes Summary Form (COSF) Section: Main IEPPLUS Data Fields Additional Instructions 1 Form Date Date in which the form is created/completed 2 Student s Name Student Demographics, First, Middle, Last Name, and Qualifier 3 Date of Birth Student Demographics, Date of Birth, Month/Day/Year (MM/DD/YYYY) 4 Primary Eligibility Student Disability(ies) active as of the Form Date where the Disability(ies) Priority = 1 5 Item removed SunGard Public Sector Inc. All Rights Reserved. Page 12 of 27

13 6 Student s SSN or District ID IEPPLUS: WA Indicator 7 Manage Code Tables, Identification, Type = Student, Alternate Code Type = OSSMS Code, Description = SSN Student, Basic Information, Identifications, Type = Social Security # If the SSN does not exist, then it will populate this field with the Student ID. 7 Campus Enrollment location as of the form start date. 8 Multiple Disabilities Student Disabilities active as of Form Date (except for Priority = 1). Will display in numerical order by Priority number. 9 Entry Date Enrollment Start Date that is within the Form Date Range in Form Information 10 Exit Date Enrollment End Date that is within the Form Date Range in Form Information Check boxes (2). Allows a single choice. 11a Exit Reason 11b Exit Data not necessary Due To: Check boxes (2). Allows a single choice. Persons involved in 12 deciding summary Ability to add names from the staff table or free form. ratings. 13 Family Information Checkboxes SunGard Public Sector Inc. All Rights Reserved. Page 13 of 27

14 1. POSITIVE SOCIAL-EMOTIONAL SKILLS (INCLUDING SOCIAL RELATIONSHIPS) 14 15a 15b SunGard Public Sector Inc. All Rights Reserved. Page 14 of 27

15 14 15a 15b IEPPLUS WA - Indicator 7: Childhood Outcomes Summary Form (COSF) Section: 1. Positive Social-Emotional Skills (Including Social Relationships) IEPPLUS Data Fields Additional Instructions Positive Social- Emotional Skills (Including Check box(s) 1-7. Relationships): Age-appropriate functioning score Age Appropriate Functioning Age Appropriate Functioning Concerns Immediate Foundational Skills/Functioning that is not age appropriate Functioning that is not yet age appropriate or immediate functional New Skills or Knowledge since last Outcomes Summary Goalbook Statements: Type = OSStatement, Category = Positive Skills, SubCategory = AgeAppropriateFunctioning, Level = NULL Yes / No Check Box Goalbook Statements: Type = OSStatement, Category = Positive Skills, SubCategory = Concerns, Level = Checkbox control Setting (1 = Yes, 0 = No, Null = neither checked) Goalbook Statements: Type = OSStatement, Category = Positive Skills, SubCategory = ImmediateNotAgeAppropriateSkills, Level=NULL Goalbook Statements: Type = OSStatement, Category = Positive Skills, SubCategory = NotYetAgeAppropriateSkills, Level=NULL Yes / No Check Box. Yes requires a description of progress. Goalbook Statements: Type = OSStatement, Category = Positive Skills, SubCategory = NewSkills, Level= (1 = Yes, 0 = No, Null = neither checked) SunGard Public Sector Inc. All Rights Reserved. Page 15 of 27

16 2. ACQUIRING AND USING KNOWLEDGE AND SKILLS 19 20a 20b SunGard Public Sector Inc. All Rights Reserved. Page 16 of 27

17 19 20a 20b IEPPLUS Data Fields Acquiring and Using Knowledge and Skills: Age-appropriate functioning score Age Appropriate Functioning Age Appropriate Functioning Concerns Immediate Foundational Skills/Functioning that is not age appropriate Functioning that is not yet age appropriate or immediate functional New Skills or Knowledge since last Outcomes Summary IEPPLUS WA - Indicator 7: Childhood Outcomes Summary Form (COSF) Section: 2. Acquiring and Using Knowledge and Skills Additional Instructions Check the applicable check box. (Technical detail: Saves a statement. Type = OSStatement, Category = Acquiring Skills, SubCategory = Score, Level = NULL, Description = Score value (1-7) Goalbook Statements: Type = OSStatement, Category = Acquiring Skills, SubCategory = AgeAppropriateFunctioning, Level = NULL Yes/No check box Goalbook Statements: Type = OSStatement, Category = Acquiring Skills, SubCategory = Concerns, Level = Checkbox control Setting (1 = Yes, 0 = No, Null = neither checked) Goalbook Statements: Type = OSStatement, Category = Acquiring Skills, SubCategory = ImmediateNotAgeAppropriateSkills, Level = NULL Goalbook Statements: Type = OSStatement, Category = Acquiring Skills, SubCategory = NotYetAgeAppropriateSkills, Level=NULL Goalbook Statements: Type = OSStatement, Category = Acquiring Skills, SubCategory = NewSkills, Level = Checkbox control Setting (1 = Yes, 0 = No, Null = neither checked) SunGard Public Sector Inc. All Rights Reserved. Page 17 of 27

18 3. TAKING APPROPRIATE ACTION TO MEET NEEDS 24 25a 25b SunGard Public Sector Inc. All Rights Reserved. Page 18 of 27

19 24 25a 25b IEPPLUS Data Fields Taking Appropriate Action To Meet Needs: Age-appropriate functioning score Age Appropriate Functioning Age Appropriate Functioning Concerns Immediate Foundational Skills/Functioning that is not age appropriate Functioning that is not yet age appropriate or immediate functional New Skills or Knowledge since last Outcomes Summary IEPPLUS WA - Indicator 7: Childhood Outcomes Summary Form (COSF) Section: 3. Taking Appropriate Action to Meet Needs Additional Instructions Check the applicable check box. (Technical Info: Check box saves as a statement. Type = OSStatement, Category = Meeting Needs, SubCategory = Score, Level = NULL, Description = Score value (1-7) Goalbook Statements: Type = OSStatement, Category = Meeting Needs, SubCategory = AgeAppropriateFunctioning, Level = NULL Yes / No Check boxes Goalbook Statements: Type = OSStatement, Category = Meeting Needs, SubCategory = Concerns, Level = Checkbox control Setting (1 = Yes, 0 = No, Null = neither checked) Goalbook Statements: Type = OSStatement, Category = Meeting Needs, SubCategory = ImmediateNotAgeAppropriateSkills, Level = NULL Goalbook Statements: Type = OSStatement, Category = Meeting Needs, SubCategory = NotYetAgeAppropriateSkills, Level = NULL Goalbook Statements: Type = OSStatement, Category = Meeting Needs, SubCategory = NewSkills, Level = Checkbox control Setting (1 = Yes, 0 = No, Null =neither checked) SunGard Public Sector Inc. All Rights Reserved. Page 19 of 27

20 PRINTING THE FORM 1. In order to print the form, navigate to the upper-right corner of the screen, and on the toolbar will be a Print Preview drop-down as illustrated below: 2. Click on the Print Preview link and the form will open the PDF file in Adobe Reader. 3. Mouse over the bottom of the form preview to see the toolbar illustrated below. Select the Print icon or click the Save icon to save a copy of the form to your computer. The plus (+) icon will enlarge the preview for ease of viewing. FORM VALIDATION RULES Form validation is a feature that will check for missing or invalid data within a form (ie. Indicator 7) that is based on a series of specified pre-written rules. A series of validation rules will be checked within the form and will display a screen listing any errors and warnings when particular rules fail. There are two types of validation messages; Errors (identified with a red x ) and Warnings (identified as a yellow triangle). See Help\Forms\Form Validation for more information. The Validation Rules can be maintained by navigating to Maintenance > Manage Compliance Collections > Indicator 7 Validation > Collection > Main. Next, choose the following drop-down filters and checkbox to view the active Validation Rules: Name = Indicator 7 Validation Type = Form Validation Kind = Indicator 7 COSF Active = checkbox on SunGard Public Sector Inc. All Rights Reserved. Page 20 of 27

21 Field # Short Error Message Long Error Message Warning / Error n/a Warning - ( Minimum time between Exit COS created less than six months from COS forms) The first Entry COSF is within the first Entry COS. 6 months. Warning 14 Error - ( Positive Skills - Score) - Positive Skills Score not Selected 1. Positive Skills 1a Score not Selected Error 15b Error - ( Positive Skills - Concerns) - Yes Selected - Concerns must be entered Error b b 27 Yes Selected - Concerns must be entered Error (53975 Positive Skills 1b Score) Missing answer for 1b Error - ( Acquiring Skills - Score) - Acquiring Skills Score not Selected Error - ( Acquiring Skills - Concerns) - Yes Selected - Concerns must be entered Error (53978 Acquiring Skills 2b Score) Error - ( Meeting Needs - Score) - Meeting Needs Score not Selected Error - ( Meeting Needs - Concerns) - Yes Selected - Concerns must be entered Error (53978 Meeting Needs 3b Score) 1b (new Skills) should be answered when 1a is answered Warning 2. Acquiring Skills 2a Score not Selected Error Yes Selected - Concerns must be entered 2b (new Skills) should be answered when 2a is answered Error Warning 3. Meeting Needs 3a Score not Selected Error Yes Selected - Concerns must be entered 3b (new Skills) should be answered when 3a is answered. Warning: The user will able to finalize the form without making any corrections. Error: The user will not be able to finalize the form until the corrections are made. Error Warning SunGard Public Sector Inc. All Rights Reserved. Page 21 of 27

22 SETUP AND CONFIGURATION SECURITY User or group level security permissions will control access and functionality based on least restrictive settings (group or user level security). In other words, a user assigned to a group (or groups) will have both user and group level permissions, and the least restrictive settings will take precedence. Since all users are assigned to the SPIPUBLIC group, it is best practice to uncheck all permissions for this group, as well as all permissions at the user level. This will ensure the group level permissions are the least restrictive. Administrators would have all permissions by default. To view or maintain security permissions for an existing user or group, navigate as follows: Security > Manage Groups (or Manage Users). Select the group(s) or user(s) and click on the Permissions tab. Scroll down to the Indicator 7 section. Clicking the permissions check boxes will control access and functionality as defined in the table below. Permission Checked On Not Checked On View Links providing access to existing forms (or archives) active. User will have the ability to access existing forms (or archives) but cannot change any data. form. Add Edit Delete Lock Unlock Finalize User will have the ability to create new forms. Add permissions can be set for the entire Indicator 7. User will have the ability to change any field in an existing form. Edit permissions can be set for individual sections or the entire Indicator 7. User will have active Delete link in the form tool bar providing the ability to delete a form. User will have active Lock link in the form tool bar providing the ability to lock a form. User will have active Unlock link in the form tool bar providing the ability to lock a form. User will have active Finalize link in the form tool bar providing the ability to finalize and create an archive copy of a form. Links providing access to the form inactive. User will not have the ability to view the Entire Indicator 7 - User will not have the ability to create new forms. Entire Indicator 7 - User will not have the ability to change any field in an existing form. All fields read only. Section User will not have the ability to edit the section (all fields within section read only). Delete link in form tool bar inactive. User will not have the ability to delete a form. Lock link in the form tool bar inactive. User will not have the ability to lock a form. Unlock link in the form tool bar inactive. User will not have the ability to unlock a form. Finalize link in the form tool bar inactive. User will not have the ability to finalize and create an archive copy of a form SunGard Public Sector Inc. All Rights Reserved. Page 22 of 27

23 Refresh User will have active Refresh link in the form tool bar providing the ability to refresh/update a form with all the latest information. IEPPLUS: WA Indicator 7 Refresh link in form tool bar inactive. User will not have the ability to refresh a form. CODE TABLE SETUP 1. Navigate to Maintenance > Manage Code Tables. 2. Select the name of the table from the drop down list (ex: Level of Intervention ). 3. To add a code: choose New from the top menu. 4. Enter the Code in the yellow box, and then click on Update and Save the record. 5. To add or edit an Alternate Code, first click Show Alternate Codes at the top of the page. Then click Edit on the applicable code record to open the record for changes SunGard Public Sector Inc. All Rights Reserved. Page 23 of 27

24 Once the record is open, click the appropriate link to add a new Alternate Code or Edit an existing one. Clicking Delete will remove an existing Alternate Code. When finished with the changes, click the Save icon. GOALBOOK SETUP This form has the ability to enter text into a text box or add canned statements stored in a goal book. Upon delivery of this new form, your existing goal book will have the necessary Category, Subcategory and Level available for selection. If your goal book does not contain the necessary categories listed in the mapping document, you will need to add the categories first, and then the actual statements. Listed below is How to add the statements to a goalbook and if necessary How to add the category names so they are available in the drop downs for selection. TO ADD STATEMENTS FOR STAFF SELECTION Go to Maintenance, Manage Goal Books. Select the appropriate goal book you wish to enter selections. Select New Statement Next create a unique code number (for example ) Select Type = OSStatement Select a Category from the drop down based on information from the Field Mapping Section. Select a Subcategory and Level as appropriate, again based on the Field Mapping Section. Enter the text description and select Save. Continue to add all necessary statements for user selection SunGard Public Sector Inc. All Rights Reserved. Page 24 of 27

25 TO ADD CATEGORIES, SUBCATEGORIES AND LEVELS IN YOUR GOAL BOOK: Go to Maintenance, Manage Goal Book Codes. Select the appropriate goal book you wish to enter these codes. Select New at the top of the page. Category: Enter the Category name in the text box (i.e. Positive Skills) and select update. Repeat as needed. Subcategories: Click on the Category Name (i.e. Positive Skills) you wish to add a subcategory to. Next select New from the top of the page. Enter the Subcategory and update to save. Repeat until all Subcategories for that category have been entered SunGard Public Sector Inc. All Rights Reserved. Page 25 of 27

26 Level: To add a Level, select the Category name, Subcategory name then New and add the required code. It works the same way as outlined above. To move around this section, use the breadcrumb trails found at the top of the page. 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 and then enable/disable either or both of the options. By default, both warning messages are turned on (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: SunGard Public Sector Inc. All Rights Reserved. Page 26 of 27

27 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 following pop-up message when the Remove Amendment link on the Form Summary page is clicked: REVISION HISTORY 3/17/2017 New Screen shots to reflect latest changes. o Modified Nearly to Emerging o Added checkboxes 1-7 to Questions 1b-3b. o Changed PPCD to school district and removed it from Aged-out (end of Kindergarten year). o Added validation rule warnings for b questions when a questions are answered. 9/23/2016 Original document creation SunGard Public Sector Inc. All Rights Reserved. Page 27 of 27