Delaware Release History - Archived

Transcription

1 Delaware Release History - Archived Version October 23, 2015 DE Prior Written Notice: The waiver statement text has been changed as follows: IEP Additional instructional text has been throughout the IEP form (in blue) to aid users in entering appropriate text responses for each area. Some text appears in a particular section, others appear when you use an 'Add' button. Data Considerations: For Example: Select the button - 'Add Student Strengths'. The 'tip' appears above the text box. Popup screen displays Additional Considerations, ESY: Start and End Dates for ESY Goals have been removed from the IEP report. Miscellaneous: Goal Book lookups have been removed from all areas except 'Agency'. The 'Setting' code table will now only display General Education Setting and Special Old Release notes Page 1

2 Education Setting. All other settings have been inactivated. The Service Location drop down will now only display General Education Setting and Special Education Setting choices. All other goal book selection for 'Locations' have been inactivated. 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 The 'Is ESY Needed?' question will always display the Add ESY Rationale button regardless if 'No' or 'To Be Determined' is selected. 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. Version September 29, 2015 CORE 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 18, 2015 Old Release notes Page 2

3 IEP, Form Information, Reset Date Dates The Reset Date process has been modified to correct an error during processing. Version September 10, 2015 IEP Reading-Based Regulatory Changes: Data Considerations: Added Evidenced Based Reading Interventions question to Other Factors to Consider grid located in the Data Considerations section (all IEP types except Preschool IEP). Additional Considerations: Added Reading Based ESY Considerations to the Additional Considerations section (all except Preschool IEP). When ESY Needed Check Box = Yes or Offered/Declined by Parent on the Additional Considerations page, enable the balance of the generic ESY section (all IEP types including Preschool). Reading Based and ESY Placements and Services will print only if the Setting = General Education or Special Education. 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 No changes. Version August 17, 2015 IEP, Needs, Services and Annual Goals/Anchoring Updated the Needs, Services and Annual Goals area so that the when the user adds a new PLEP, Goal or Benchmark the form will anchor to the correct textbox. IEP, Form Information, Reset Date Dates This process has been modified to eliminate gaps in Placement, Services, Courses and Goals where ever possible. For Example: If an IEP is created with a meeting date of 4/15/14, IEP Range 4/16/14-4/15/15, and the meeting date is changed to 4/1/15, upon selecting the reset service/goal links, the IEP range and placement, services, courses and goal records will change to 4/1/14-3/31/15 if it is within 365 days. If the next IEP starts prior to the end of the existing IEP, the Form Date range Old Release notes Page 3

4 will be adjusted forward or back as long as it does not end in July to account for summer records. If the meeting makes the form greater than 365 days, the form start/end dates will NOT adjust; however the placement, services, courses and statements will expand to reflect continuous service. Maintenance, Manage Calendars, Calendar Days The ability to add multiple calendar days at once by selected the new 'Date Range' Option is now available. For example entering the date range of 12/25-29 for Christmas Break will add five (5) individual days for you. 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 Old Release notes Page 4

5 Demographics Increased the middle name length from 16 to 32 characters. This will resolve the issue if a student has a middle name that was more than 16 characters long and was cut off on forms. Create IEP Wizard Updated the Create IEP Wizard to eliminate an error when selecting Option 2 (Select existing records). The error was 'SM_Category does not belong to table'. Version July 15, 2015 IEP, Needs, Services and Annual Goals Updated the 'Delete Needs' section to not error after deleting a Need. Form Creation Wizard with Meetings Updated the creation wizard to eliminate duplicate meetings in the existing meeting dropdown. Version July 1, 2015 IEP, Goals & Objectives, Benchmarks Updated the IEP, Goals & Objectives to filter the Level properly. 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 No changes. Version June 3, 2015 DE Staff Data Integration Rule: Old Release notes Page 5

6 This rule (Notification - Staff Rule without SSN) was modified to download Staff and/or update the Staff RoleID and staff position fields. The staff member will be downloaded if staff is active and has a LoginID. In addition, the staff position will also be downloaded if there is also an alternate code match. (IEPPLUS, Maintenance, Manage Code Tables, Positions, Alternate Code Type = eschoolplus Code and description.) Example below. Note: EschoolPLUS is the master staff record which will update IEPPLUS. If the staff position is changed in IEPPLUS and not in ESP, the position from ESP will again be downloaded and change the position entered in IEPPLUS. Version May 22, 2015 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. 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) Old Release notes Page 6

7 Version April 22, 2015 IEP Report Updated the IEP report to print the page number, IEP type (ie Secondary IEP) and the section name (ie LRE/Placement) on the last page. 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 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 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. Old Release notes Page 7

8 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. IEP Report Updated the IEP report to only show the ESY Services in the ESY Section. Previously, the IEP showed the ESY Services in the Related Service section and the ESY Services section. Version February 26, 2015 Progress Reporting Improved Progress Reporting performance when trying access the Progress Report page. It would take a long time 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. 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 Old Release notes Page 8

9 finalizing the form, the IEP will now properly display. Progress Reporting The entire 'Needs' on the Progress Report now wraps to the next line and prints correctly on the report. Previously, the text was being truncated. Referrals Referral calculation error corrected. Users will no longer see 'subquery returns more than one value' error when calculating evaluation due dates. All forms When the user adds a large amount of data, the text would be cut off which did not allow the user to scroll down in the text box. 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 The filter will properly select students based on the Placement grade & location fields via Reporting > Run a Batch of Progress Reports. Old Release notes Page 9

10 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 Old Release notes Page 10

11 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. IEP Corrected an issue where Special Transportation Needs were not printing on the IEP report if they were for the summer session. Version December 19, 2014 No Changes. Version December 9, 2014 Progress Reporting Progress Reporting modified to correct goal sort issue. 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 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. Old Release notes Page 11

12 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. Version November 7, 2014 IEP Updated the IEP in the Data Considerations section, question #4 as it was cutting off the text. 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 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. Old Release notes Page 12

13 IEP Corrected an error when the user deleted an IEP and attempted to create an IEP again. IEP Report The "LRE Considerations" in the Benchmarks textbox on the "Needs, Services, and Annual Goals" section of the DE IEP no longer print on the "LRE/Placement" section of the IEP report. Progress Reporting In some instances within the New Progress Reporting, the progress notes were being printed under the first goal on the Progress Report. 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 Old Release notes Page 13

14 October 10, 2014 No Changes. 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. Invitation Letter Report Corrected a typo on the invitation letter report, the word mutually. Version September 12, 2014 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: The Progress Reporting Notes add/edit pop-up screen has been enlarged. Old Release notes Page 14

15 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 IEP report Increased the PLEP's field to show the entire text. 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 Old Release notes Page 16

17 Updated the report to convert 'the student' text to the actual student's first name in the Needs, Services and Annual Goals sections. Version July 18, 2014 IEP Updated the IEP report, Services Aids and Modifications section, the goal no longer prints under the SAMS section. Progress Report Updated the report increasing the size of the Key text. 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. 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 Delaware Prior Written Notice - updated the report to page break appropriately in section 3. 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. Old Release notes Page 17

18 Version June 20, 2014 DE IEP Form When the user selected a Goal on the 'Needs, Services & Annual Goals' section of the IEP where the Category was the same as one of the categories on the 'Data Considerations' section of the IEP, then the text of the Goal also appeared in the 'Data Considerations' section of the DE IEP report as well. This has been fixed so that the Goals and the Data Considerations Categories are now properly distinguished as different values in the application so that they appear in the correct sections of the report. 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: Student Drawer Overview Webex video has been included: Old Release notes Page 18

19 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. 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. Old Release notes Page 19

20 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: An example of the student drawer is as follows: Old Release notes Page 20

21 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-bystudent 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 Old Release notes Page 21

22 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 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 Old Release notes Page 22

23 Data Integration The Placement Location rule was updated to only download the eschoolplus building for Primary Placement records only. Discipline rule was updated for Brandywine SD only to use rather than to integrate discipline data. IEP Corrected an issue where when the user added a goal with the category of Disability Affect, it was adding the goal text into the Data Considerations section, section #4. Placement and Service Summary Screen Enhancements Placement (Program) Summary Screen The Placement Location was added to the Service Summary screen. Manage Screen Configuration, PlacementForm, ShowLocationInSummary, Visible field set to checked will display the location on the summary screen. 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. Release / Waiver When the Sent Date or Received Date fields were not visible, the field description was no longer visible, however, the date field was still visible and accessible and the Release/Waiver Type field was no longer active. Notifications A new selection parameter has been added to the Values column in the Notifications System Setup tab. Indicate a numeric value in this field. The value will be stored as a positive number. The rule will use this value to select records and will then use those records against the check point value to determine if a message should be generated to the user. For example, the Student s Referral Requires a Consent Date rule, Historical days to search value is set to 365. The rule will select all referral with a missing consent date where the referral date is within 365 days as of todays date. Those selected records will then be checked against the check point value. Any referral less than 365 days from today will be ignored. Old Release notes Page 23

24 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 24

25 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 IEP In Step 4 of the IEP creation process, the sentence 'Select existing Goals' was removed for non-administrators when selecting option 2. Data Considerations section of the IEP report was corrected to properly display text. Updated the report to properly list the parents by priority order rather than alphabetically. Corrected an issue where the 'Unrevise' link was not appearing when the user finalized the progress report. Updated the IEP report which was causing goal statements to appear instead of the Statement of Services statement in the Goals and Objectives area of the IEP. 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. Old Release notes Page 25

26 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: And at the top of the report: The selected marking period is now highlighted with a magenta colored border. Old Release notes Page 26

27 Notification Alerts Updated the 'Form has been Amended/Revised' to no longer generate a message when the Progress Report was archived. Security Corrected an issue when the user attempted to search for a User under Manage Users. User Impersonation Corrected an issue when a user Impersonated another user, it was showing all of the prior user's students, not the active user's students. Student Listing The Student Listing on the Home Page now includes the building and grade. If the system does not find an active building and grade as of todays date, it will indicate the building and grade in the future. If no future building and grade is found, it will indicate the last previous building and grade for the student. Student Search The Student Search now displays the building and grade as well as a 'show All Students' check box. When the user types three characters (or more), the system will search for students in the users Caseload matching the characters typed. The user can click the 'Show All Students' check box to list all students (in caseload and non-caseload) matching the characters typed. Old Release notes Page 27

28 Managing an Existing Student The student's building (location) and grade were added to the page. Note: The building and grade display is managed under the Manage Screen Configuration\StudentSearch area. Version February 28, 2014 User Impersonation An 'Administrator' of IEPPLUS can now impersonate any user of IEPPLUS. As an Admin user, go to Manage Users, click on the user to impersonate. The application will automatically log out and log in immediately as that user. See HELP\ Security for more information. Progress Reporting Removed the IEP form validation process when validating progress reporting. Advanced Reporting - Progress Reporting Audit Export - the export will no longer include students who have inactivated as of the marking period date or if the IEP includes any legacy progress notes. Corrected the Needs section on the report as it was being cut off when there was more than one line of text. Old Release notes Page 28

29 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. Placement Grade Corrected an error that was occurring when the grade associated to the Placement record was no longer in the Grade code table. 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 Old Release notes Page 29

30 the Remove Amendment link from the Form (e.g. IEP) Summary page. Upon clicking on the link, a pop-up screen will display, alerting the user that any modifications they made to the form must be manually changed back prior to the Remove Amendment process. The Remove Amendment process does not remove any changes that were made after the form was revised. Clicking the OK button will perform the amendment removal process, while clicking the Cancel button will return the user back to the Form Summary Page and the form will remain in the revised state. The Remove Amendment process will perform the following: re-finalizes the form. creates two audit records in the form under the Maintenance > Form Information > Form History area indicating the Remove Amendment process: the first record displays the Amendment Removal process, date, time and user. the second record displays the form returning to the Lock state, date, time and user. 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 Old Release notes Page 30

31 messages are enabled (both checkboxes are unchecked). To enable the Revise/Amend warning message, the administrator should leave the 1 st checkbox unchecked. When this option is enabled, the user will see the following pop-up message when the Revise/Amend link on the Form Summary page is clicked: To enable the Remove Amendment warning message, the administrator should leave the 2 nd checkbox unchecked. When this option is enabled, the user will see the pop-up message when the Remove Amendment link on the Form Summary page is clicked. See example in item #1 above. 2. 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 IEP Modified the IEP creation process to no longer copy legacy progress notes into the new IEP. Version Old Release notes Page 31

32 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. IEP Step 3 in the IEP creation process was showing 2 sets of boxes. 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 4.2 no longer available. Version and 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 Old Release notes Page 32

33 grade would generate a hard error. Student Summary Page Added spacing between the Placement and Service Staff name and title. Version 4.3 only. 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 4.3 only. IEP Creating an IEP was creating duplicate goals with new form date range, however, only one of them was being linked to the IEP form. Set System Options - IEP Creation Process When the check box labeled 'Enforce above selected for Step 3 and 4 for all users' was not checked, the form was defaulting to the item selected in System options. The user was not able to select any options during the IEP creation process. Data Integration Rules (NEW Rules) Four new rules were added to the available integration rules as follows: SOD Download PPPS Meeting Date - This custom rule will download the data from eschoolplus custom screen 400 field 42 and create an IEPPLUS Meeting record in IEPPLUS with a Meeting Type = 'PPPS - Eligibility Determination' and the Meeting Reason = 'Determine Eligibility' meeting record with type='ppps - Eligibility Determination' and reason='determine Placement' for NEW students only. SOD - Download PPPS ISP Initiation Date - This custom rule will download data from eschoolplus custom screen 400 field 43 and create an IEPPLUS Important Date record with a Type = 'PPPS - Individual Service Plan Initiation Date' for NEW students only. SOD - Upload PPPS Meeting Date - This custom rule will upload data to eschoolplus custom screen 400 field 42 from the most recent IEPPLUS Meeting date where the Meeting Type = 'PPPS - Eligibility Determination' and the Meeting Reason = 'Determine Eligibility' meeting record with type='ppps - Eligibility Determination' and reason='determine Placement'. SOD - Upload PPPS ISP Initiation Date - This custom rule will upload data to eschoolplus custom screen 400 Old Release notes Page 33

34 field 43 from the most recent IEPPLUS Important Date record with Type='PPPS - Individual Service Plan Initiation Date'. Version and 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. IEP Report The Benchmark Dates on the IEP Report (Print Preview) have been removed, though the dates still remain on the IEP form. This change applies to all IEP form types. Version and 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: Old Release notes Page 34

35 Version and 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 - Data Consideration section of the IEP, question #3 was pushing down the text to the next page if it was extensive. 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. IEP report - corrected the Data Considerations section of the report so that the text in section 4 will remain on the page it starts on rather than printing on the next page. 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 Old Release notes Page 35

36 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'. 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. IEP - Transition Planning page - corrected an issue which prevented the management of the Diploma and Certificate dates. Version and 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 corrected the Progress Report where it was printing one teacher's progress note, not all teachers notes. corrected an issue where if the student's legacy progress report had progress only noted in the objectives (no progress in any goal), the progress report was opening the new progress reporting screen. Version & August 26, 2013 Old Release notes Page 36

37 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. Progress Reporting (new) - corrected the Progress Report where progress notes were duplicating on the report. 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. IEP Form Creation Logic Change - The IEP form creation process logic was updated to modify the IEP form's end date, and also the end date of the attached placements, services, courses, and goals when a new IEP is created whose start date begins prior to the original IEP end date. The original IEP form's 'Next Recommended' end date is not modified. Version & July 22, 2013 No changes. IEP - corrected an issue that was causing deleted Meeting Attendees to reappear on the form after the form was saved. 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 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 Old Release notes Page 37

38 would only update the first group in the drop down list, regardless of what group was selected. IEP - Data Considerations section - corrected an issue that was causing question # 4 to not print and not allow the user to edit or delete the item. Version & June 28, 2013 No changes. No changes. Version & June 24, 2013 No changes. IEP Creation process - for non-administrators of the system, the user will now see only one option when creating a new IEP using the 'New' button. Option 2 was eliminated as the Revise link on the IEP Summary button is used to revise an IEP. The following screen shot displays the one and only option to create a new IEP. Please reference the DE IEP user guide via the Help menu, Forms, DE, DE IEP for more information. 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. Prior Written Notice - Text box for 'Description of Action' on Section 1 was not Old Release notes Page 38

39 saving. IEP Report - reduced the spacing between the Needs so that it does not print a blank page. 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. *NEW* Progress Reporting - A new Progress reporting feature is now available. See Help, Progress Reporting for more information. IEP - Form Information section - Reset Goal Dates function did not reset the previous IEP Goal End Dates. The previous goals were appearing in the new IEP upon hitting refresh. Version & May 24, 2013 No changes. IEP Creation process - for non-administrators of the system, the user will only have the ability to 'Create' new records (previously labeled as option 1) when creating a new IEP using the 'New' button. Option 2 was eliminated as the Revise link on the IEP Summary button is used to revise an IEP. Option 2 is available for Administrator users only. The following image displays the one and only option to create a new IEP. Old Release notes Page 39

40 IEP Revision Process - When the user clicks on the Revise link on the form Summary Page, the form will reopen, unlocking the form for editing purposes, no longer prompting the user to select a meeting. The prior finalized pdf documents will be listed and available to access and print for historical purposes. When the form is revised, the original pdf will be marked as "O". Any revised pdf associated to the form will be indicated with a 'R". The following image is an example of a form revised and finalized. After selecting a revised meeting, the original meeting will display in the IEP Meeting History box. When a form is revised more than one time, the previously revised PDF's will be indicated as an "R". Version May 17, 2013 No changes. IEP - Transition page - Fixed an issue that caused the Activity Start and End dates to revert to their former values upon Page Save. Version May 10, 2013 Old Release notes Page 40

41 Unfinalized IEP Report - students were not appearing on the report if they did not have a meeting associated to the IEP. Set Systemwide Options - Form Tab - The 'Enforce above selection for Step 3 and 4 for all users' check box was not saving properly. (Excludes Ohio, Missouri and Washington). No changes. 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. Progress Reporting (NEW) - Current Progress drop down description is now labeled Progress Reporting. For IEP's with Legacy Progress, the Progress Reporting link was removed. A 'Go' link replaced it. See below for an example of Legacy Progress with the new Go link. No changes. Version April 26, 2013 IEP - (excluding OH, MO, WA) - updated the IEP creation form to prevent the 'Recommended Start Date cannot be before the Meeting Date' error when the recommended start date is blank and only the summer/next recommended date ranges are filled in. 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. Old Release notes Page 41

42 Prior Written Notice - Updated the Prior Written Notice creation page to correctly select letterhead based on the users selection. Version April 5, 2013 Data Integration Error and Summary Reports - corrected the page number as it was being cut off. No changes. 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. Invitation Letter - corrected the invitation letter report to properly display print the salutation that is in the Attention line of the contact. 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 Old Release notes Page 42

43 way to re-enter the data. 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. IEP Form: Student Information section: The ability to add a secondary disability. Student Information section: Added a new Meeting Participant position button called Career Ed. Tech Teacher Data Considerations section: This section now has a new link to PerformancePLUS application. The ability is display the student's Assessments and copy/paste them into the IEP. Data Considerations section: The ability to add goal book statements in this area has been removed. Transition Planning section: Text changes to add Post School to Employment, Education, Independent Living. Transition Planning section: Diploma Type - The Diploma date prints on the report with the Diploma/Certificate. Transition Planning section: Course of Study: This section will copy the data from IEP to the new IEP. Transition Planning section: Activities / Services: All headings and links changed to Post School.. Wording. Needs, Services & Annual Goals section: When adding a new Benchmark and saving it, the Benchmark now has a start date and end date. The dates default to the IEP date range and can be modified. Old Release notes Page 43

44 Version March 4, 2013 Set Systemwide Options - Form Options - IEP Options area - The enforce check box was not saving properly. 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. IEP Creation - The program will now display a message if two users attempt to create an IEP at the same time. The first user who clicks on the 'Create IEP' button will be allowed to create the IEP. The second user will get a message that an unfinalized IEP has already been created. 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. Old Release notes Page 44

45 Version February 15, 2013 No changes. Form Options - System/User Options - Form tab - IEP Options. The program will now use the System options when the User Options are cleared (none of the 5 buttons are selected). Version February 8, 2013 Identification Code Table - the Identification code description is no longer case sensitive. No Changes 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 No Changes No Changes Version January 18, 2013 IEP Revise Wizard (CA, CT, DE, IL, NY, OR, PA, TX, VA only) - A new system option has been created to allow or disallow a user from selecting prior IEP meetings when revising an IEP, GIEP or ISP Plan (including VA BIP). From the Home Page, Options Menu, select Set Systemwide Options link. Click on the Form tab. A new item labeled "IEP Revision Option(s)" has been created (see first example below). When creating a revised/amended IEP using the Revise/Amend link on the Form Summary page (see 2nd example below) and the 'Exclude any Old Release notes Page 45

46 previously linked Meetings during the IEP/ARD Revision Wizard' is checked, no previously linked meetings associated to the original IEP will be available in the drop down menu of the wizard. If the system setting is not checked, all meetings will be available (see third screen shot below). 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. No changes. Version January 4, 2013 Data Integration Rule - 'esp - Student Placement LEP Rule'. Rule modified to update all active placement records. Old Release notes Page 46

47 General Reporting - Updated the Placement Foreign Language Exempt report filter to properly set the formula when the student is exempt or not exempt. Student Service Summary Screen - updated the summary page to display the most recent staff member, if multiple assigned staff exist. 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). Invitation Letter - Parent Waiver to Prior Invitation of Meeting - changed the text from 'no less than 3 business days' to 'no less than 5 business days' before a meeting to conduct a manifest determination. 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. Old Release notes Page 47

48 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. 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 Old Release notes Page 48

49 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 thru October 19, 2012 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 24, 2012 IEP Form Changes: 1. The Revise link will now appear for the latest Revised IEP only. 2. The creation of a new IEP (using New/Option 1) will change the prior IEP's form End Date if it is within the date range of the new IEP. 3. The creation of a new IEP using Option 3 on Step 4 of the screen will end the current goals. Prior to this change, the current goal end dates were not cutting back. 4. New System option to default the IEP Creation option for all users. By checking off the new option labeled 'Enforce above selection for Step 3 and 4 Old Release notes Page 49

50 for all users', the users will no longer be able to change the options in Step 3 and Step 4 of the IEP/GIEP form creation process (Wizard). This item is located in the 'Form' tab of Systemwide Options. 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 Old Release notes Page 50

51 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 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. Version August 23, 2012 Data Integration - Corrected the 'GetLastDateOfCurrentMonth' method to properly report the last date of a 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'. Old Release notes Page 51

52 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. 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 eschoolp LUS 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 All Forms - when the user is in a particular section of the form (ie. IEP, Goal page) and clicks on the Save button at the bottom of the screen, the cursor will remain at the bottom of the screen, and not return to the top of the screen. 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 Old Release notes Page 52

53 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 - Additional Considerations section: ESY Goals. Modified the program to filter goal book subcategories. Prior to the change, only subcategories with the 'Need' would appear in the list. Now the user can select any subcategories associated to the goal book category. Prior Written Notice form : Modified both the form and report. PWN Date of Notice appearing when form is created does not match the date entered on the creation wizard while creating the form. The date showing was the current date on the created form and not the date entered on the wizard. Version July 19, 2012 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). Prior Written Notice Form: Corrected an error when the user clicked on a statement popup text box. The error message reported as "Unable to locate selected record id. Information will not be properly saved". Version June 22, 2012 Old Release notes Page 53

54 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. WebForm & Report: Prior Written Notice - Date of Notice will now reflect the date that was entered during the creation of the Form. It will no longer reflect the current date when the Form was created. 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 Name fields to allow GUID matching to function properly. This will assure correct matching of Discipline records in eschoolplus and IEPPLUS. Version May 25, 2012 Version May 18, 2012 Old Release notes Page 54

55 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.. 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. Version May 3, 2012 Disability Changes: Maintenance, Manage Code Tables, Disabilities: All districts should only be using the following Disability records. Any record not matching the approved disability description will be Inactivated and the correct disability will be inserted into your code tables. The user will be responsible for fixing up their data as per Michael. (If user has changed description on the disability code, the old code should be inactivated and the correct one inserted) Old Disability Description Educable Mental Disability Old Disability Code New Disability Description 0100 Mild Intellectual Disability 0100 Emotional Disturbance 0200 Emotional Disturbance 0200 Learning Disability 0300 Learning Disability 0300 Trainable Mental Disability 0400 Moderate Intellectual Disability 0400 Severe Mental Disability 0500 Severe Intellectual Disability 0500 Other Health 0601 Other Health Impairment 0601 New Disability Code Old Release notes Page 55

56 Impairment Orthopedic Impairment 0602 Orthopedic Impairment 0602 Hearing Impairment 0700 Hearing Impairment 0700 Visually Impaired 0800 Visually Impaired 0800 Partially Sighted 0900 Partially Sighted 0900 Autism 1000 Autism 1000 Deaf-Blind 1100 Deaf-Blind 1100 Speech and/or Language Impairment 1200 Speech and/or Language Impairment 1200 Traumatic Brain Injury 1300 Traumatic Brain Injury 1300 Developmental Delay 1400 Developmental Delay 1400 Pre-School Speech Delay 1600 Pre-School Speech Delay 1600 IEP, Additional Considerations: Wording changes on the IEP WebForm and report. Changed Severe Mental Disability to Severe Intellectual Disability Changed Trainable Mental Disability to Moderate intellectual Disability Old: New: IEP, Data Considerations page, Question #4: Changed statement selection/add button label from 'Add Non-Academic' to 'Add Disability Affect'. Note: Any existing statements with the category = Non-Academic will continue to display in this text box if they are rolled into an IEP; however, the ability to add new statements will now only use the new category = Disability Affect. Old Release notes Page 56

57 Prior Written Notice: WebForm & Report: Text Change from three (3) to five (5) business days IEP Mapping Document and Prior Written notice documents have been updated to reflect the changes above. 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 Old Release notes Page 57

58 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. 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. Version Old Release notes Page 58

59 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 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. Old Release notes Page 59

60 Version March 9, 2012 Utility: Lock/Finalize Batch of Forms - Utility will no longer set the Forms it affects as "InUse". Version March 1, 2012 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. 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. Progress Reporting: Issue causing the process to freeze in Processing mode has been addressed. Issue preventing the Progress Report from printing has also been addressed. IEP Creation Process: Process has been modified so that Needs from a previous IEP are appropriately assigned End Dates so that they will not appear in subsequent IEPs when they are refreshed. Version February 2, 2012 Old Release notes Page 60

61 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 Version January 12, 2012 Staff Search Control: This Search function has been optimized to provide much faster performance. Version January 5, 2012 IEP Creation Process: When an IEP exists for a student and a new IEP is created, the Needs, Goals, and Statements associated with the old IEP will now have an appropriate End Date assigned during the creation process. December 30, 2011 Progress Notes: Progress Notes may now be deleted. Version December 22, 2011 Old Release notes Page 61

62 Changes 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". 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: 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: Old Release notes Page 62

63 Typed Notes screen example: Version December 8, 2011 REMINDER: The Typed Notes tab is different than the 'Notes' tab. The new tab will enable the Referral Form page to track all Referralspecific data. 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. Old Release notes Page 63

64 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 and Report: The following sections have been suppressed - Accommodations for Students with Disabilities, Accommodations for EEL, and Participation Guidelines. 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'. Old Release notes Page 64

65 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. 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. Old Release notes Page 65

66 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. Version November 17, 2011 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. Old Release notes Page 66

67 No Changes 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. 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 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. Old Release notes Page 67

68 Version to Version October 18, 2011 Version to Version September 20, 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 August 11, 2011 Security: Login Process - Modified to prevent inappropriate data manipulation issues in the User Administration table. Users will experience no change in Old Release notes Page 68

69 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. Old Release notes Page 69

70 Version to Version June 28, 2011 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: Attachments a Student has in IEPPLUS. Now displays the number of File 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 70

71 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: Old Release notes Page 71

72 Form Summary: ShowDocumentCount IEPPLUS Form Summary Display: Archives: All form archives now display tooltips when the User hovers over the displayed date/time. 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 Old Release notes Page 72

73 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. 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. Old Release notes Page 73

74 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. 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. Old Release notes Page 74

75 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 '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. Old Release notes Page 75

76 No Changes 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. Data Integration: Updated 'SOD Upload Secondary Disability' rule. It will now blank out the appropriate eschoolplus filed if the Disability record's End Date has been filled in and is in the past. Reporting: Invitation Letter - Modified the report so that the Signature Name will now remain on the first page. 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. 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 Old Release notes Page 76

77 above. Please inform your IEPPLUS Update Representative at the time you request your next IEPPLUS Update. 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. Old Release notes Page 77