Connecticut Release History - Archived

Transcription

1 Connecticut Release History - Archived Version October 9, 2015 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 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 IEP, Form Information, Reset Date Dates The Reset Date process has been modified to correct an error during processing. Version September 10, 2015 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: Old Release notes Page 1

2 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, 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 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. Old Release notes Page 2

3 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 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 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. Old Release notes Page 3

4 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 May 22, 2015 IEP Modified the IEP cover page for 'Next Recommended Grade'. If this record exists, it will report that grade and location for next recommended area. If 'Next Recommended' does not exist, it will look at the summer session. Progress Reporting Reduced page header white space; it failed to print in some occasions if the data doesn't fit the page. Validation Acknowledgement Modified the validation pop-up to correctly display the acknowledgment section prior to the printed report display. This issue only existed with Internet Explorer 10 and lower. File Attachment Validation has been added to the description textbox. Upon entering the file attachment description, only alpha/numeric characters are allowed. Characters such as +, ' ", / in the description will now cause a prompt to display advising you can not continue until they have been removed. Plus360, Add General Ed. Student The search option for 'Add General Education Student' will now allow searching on two characters instead of three to find a student in eschoolplus. Note: This section will only appear if you have the appropriate security setting to integration eschoolplus student's into IEPPLUS. Old Release notes Page 4

5 Version May 7, 2015 System Option / Form Tab The option, [ ] 'Prevent New Service Plan creation when unfinalized Service Plan already exists?' has been updated to only display for Ohio and California. (Options->Set Systemwide Options->Form) Version April 22, 2015 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. Documentation Documentation has been updated to represent the regulatory changes to the IEP, Notice and Consent for Reevaluation (ED627) and Notice and Consent for Initial Evaluation (ED625) and SEDAC State Reporting for disability 8A. Version April 15, 2015 IEP Web Form and Report The IEP Cover Page, Page 12 and Page 9a-Testing Supports/Accommodations Web form and Report have been updated to match the latest state form. In addition two (2) sections, 9 - Testing Accommodations and 9a-MAS PPT Worksheet were removed. Notice to Evaluation / Notice to Reevaluate The web form and report were updated to match the latest state form. Old Release notes Page 5

6 SEDAC Reporting The SEDAC State Report (Via Advanced Reporting called CT_October1) was updated to include the new Disability value of SLD/Dyslexia (Alt. Code 8A). 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. 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 Old Release notes Page 6

7 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. 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 finalizing the form, the IEP will now properly display. Referrals Referral calculation error corrected. Users will no longer see 'subquery returns more than one value' error when calculating evaluation due dates. 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. Old Release notes Page 7

8 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. 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 Old Release notes Page 8

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

10 included in the batch file or in the Set Systemwide Options Administration tab area. Invitation Letter A fix was made to the Invitation Letter report correcting an issue where the 'Other' check box was being checked if the 'Review Reevaluation Results to Determine continuing eligibility for Special Education and Related Services' box was checked. 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. 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 No changes. Version October 29, 2014 Progress Reporting The program was modified to open the applicable progress report based on what the user selects when prompted for a template due to the student's building or grade changing. Location of Intervention Code Table The code table was updated to remove the following items from the table. These items were not relevant for the State. General Ed less than 10 hrs Old Release notes Page 10

11 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. IEP Corrected an error when the user deleted an IEP and attempted to create an IEP again. Progress Reporting In some instances within the New Progress Reporting, the progress notes were being printed under the first goal on the Progress Report. 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'. Old Release notes Page 11

12 In order to allow the users to link the Goals and Objectives to Services, the following system option must be checked. Options > Set System Options > Form tab: Version October 10, 2014 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. 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: Old Release notes Page 12

13 The Progress Reporting Notes add/edit pop-up screen has been enlarged. When new Progress Reporting is activated (via System Options > Progress Reporting > New Progress Reporting) the system will no longer display the Progress Reporting link in the Utilities menu drop-down. This will help prevent users from inadvertently entering Legacy Progress Reporting notes into a student s IEP that is already using the New Progress Reporting method. A new Progress Reporting option has been added to the Options > Progress Reporting area called 'Active Period to Open In'. This option determines what period to open up into when the user accesses a student's progress report. Version September 2, 2014 No changes. Version August 20, 2014 Placement Summary Old Release notes Page 13

14 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). 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. Old Release notes Page 14

15 Version July 31, 2014 No changes. Version July 18, 2014 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 IEP The IEP now includes the State changes effective May Text changes include sections 4, 5, 7, and 9A. Student Quick Search The 'Show All Student's check box has been removed. Clicking in the search box displays Old Release notes Page 15

16 students in the user's caseload. Typing in the search box searches for all students. Version June 27, 2014 Home Page, Student Caseload Fixed Building and Grade display logic to address issues with the data not displaying on the Home Page. Building and Grade will display based on the student s current Enrollment or Placement as of today. If no record is found, the next future record is used. If neither a current nor future record is found, the system will use the next prior record in the past. Version June 20, 2014 Advanced Reporting - Placement Audit Report The logic for the report was corrected so that it now recognizes students that have gaps in their Enrollment records. The report was previously not restricting itself to each Enrollment period when processing the Placement records. Import/Export Goal Book Utility The utility now supports Internet Explorer version 11. IEPPLUS Help PLUS360 Data Integration Overview Webex video has been included: Old Release notes Page 16

17 Student Drawer Overview Webex video has been included: Version June 6, 2014 IEP Report Updated the report, removing Rich Text functionality. This was causing the List of PPT Recommendations and the Planning and Placement Team Meeting Summary text to print altogether. 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. Old Release notes Page 17

18 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. Version May 26, 2014 News Feed Old Release notes Page 18

19 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: 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: Old Release notes Page 19

20 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 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. Old Release notes Page 20

21 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 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. Old Release notes Page 21

22 Data Integration Placement Location rule was updated to only download the eschoolplus building for Primary Placement records only. Release / Waiver When the Sent Date or Received Date fields were not visible, the field description was no longer visible, however, the date field was still visible and accessible and the Release/Waiver Type field was no longer active. Notifications A new selection parameter has been added to the Values column in the Notifications System Setup tab. Indicate a numeric value in this field. The value will be stored as a positive number. The rule will use this value to select records and will then use those records against the check point value to determine if a message should be generated to the user. For example, the Student s Referral Requires a Consent Date rule, Historical days to search value is set to 365. The rule will select all referral with a missing consent date where the referral date is within 365 days as of todays date. Those selected records will then be checked against the check point value. Any referral less than 365 days from today will be ignored. The Student s Form is Not Finalized rule, Historical days to search value is set to 365. The rule will select all forms where the form start date is within 365 days as of todays date. Any form start date less than 365 days from today will be ignored. Progress Reporting Based on security, users can access the Progress Reporting area of the form if the form is in a Revised/Amended unlocked state. The Progress Reporting link will be visible and accessible to the user based on security. Old Release notes Page 22

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

24 Version April 3, 2014 Progress Reporting Additional enhancements as follows: Updated the security permissions where the Lock and Exclude features are still correctly assigned to the 'Lock' security permission and now, Unlock and Include are correctly assigned to the 'Unlock' security permission. Upon opening the Progress Report, the user will be brought to the 'earliest' unlocked marking period, no longer the marking period as of today's date. When printing, the letterhead can now be selected. When archiving the marking period, the pdf "P" image date will now reflect the marking period date, no longer the date the pdf was created. When the user attempts to archive a marking period that was previously archived, a new pop-up message will prompt the user to print the existing pdf or create a new pdf. When the marking period is finalized, the user can easily open the pdf by clicking on the pdf image on the progress report and in the printing screen: Old Release notes Page 24

25 And at the top of the report: The selected marking period is now highlighted with a magenta colored border. IEP Upon finalizing the IEP, the 'Ready for Review' check box will now be unchecked. In Step 4 of the IEP creation process, the sentence 'Select existing Goals' was removed for non-administrators when selecting option 2. Corrected an issue where the 'Unrevise' link was not appearing when the user finalized the progress report. Section 9A was corrected to properly show the check boxes on the form. Finalizing Forms Corrected an issue where upon completion of the finalization process would display a Old Release notes Page 25

26 different student's pdf finalized form. Progress Reporting Removed HTML tags from printing in the Objectives section of the CT Progress Report. 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. 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. Old Release notes Page 26

27 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. 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 Old Release notes Page 27

28 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 Report Updated the report to no longer print HTML characters in the Goal and Objectives section. IEP - Remove Amendment & Warning Messages The ability to remove an Amended/Revised form is now available. This feature will be used when the revision did not occur (e.g. meeting was cancelled, user clicked the Revise link in error) and the form should be returned to the original state. All user documents that have the ability to be revised, now have a new section in the guide called Remove Amendment. A summary of this feature is listed below. Please reference the user documentation from the Help menu. 1. Remove Amendment New functionality has been added to any form that is able to be revised (e.g. IEP) that allows the user (with security permissions) to remove the Revision/Amendment. To do so, the user would click on the "Remove Amendment" link on the Form Summary Page. To remove the Amendment/Revision and return the form to its previous state, click on the Remove Amendment link from the Form (e.g. IEP) Summary page. Upon clicking on the link, a pop-up screen will display, alerting the user that any modifications they made to the form must be manually changed back prior to the Remove Amendment process. The Remove Amendment process does not remove any changes that 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. Old Release notes Page 28

29 The Remove Amendment process will perform the following: re-finalizes the form. creates two audit records in the form under the Maintenance > Form Information > Form History area indicating the Remove Amendment process: the first record displays the Amendment Removal process, date, time and user. the second record displays the form returning to the Lock state, date, time and user. changes the archived form (pdf file). If the form is the Original Archive and the Remove Amendment link is chosen, then the O icon on the Archive is removed. If the form is the Revised Archive and the Remove Amendment link is chosen, then the R icon on the Archive is removed. 1. Revise/Amend & Remove Amendment Warning Messages A new option has been added that allows administrators to enable/disable warning messages for the Revise/Amend & Remove Amendment actions. To do this, the administrator would navigate to Options > Set Systemwide Options > Form tab and then enable/disable either or both of the options. By default, both warning messages are enabled (both checkboxes are unchecked). To enable the Revise/Amend warning message, the administrator should leave the 1 st checkbox unchecked. When this option is enabled, the user will see the following pop-up message when the Revise/Amend link on the Form Summary page is clicked: Old Release notes Page 29

30 To enable the Remove Amendment warning message, the administrator should leave the 2 nd checkbox unchecked. When this option is enabled, the user will see the pop-up message when the Remove Amendment link on the Form Summary page is clicked. See example in item #1 above. 1. Deleting a Form Pop-up Message The text of the warning message that displays when a form is deleted (ex: IEP) has been modified as follows: Version January 31, 2014 IEP * December 2013 State IEP Changes * Section 3 Prior Written Notice: "Minimum five school days" text removed. Section 9a: Two new sections added. 9a Testing Accommodations 9a Test Supports/Accommodations Footer revised to December 2013 where needed. Modified the IEP report to only print the following sections when data has been entered on that page: Testing Accommodation CAPT CMT MAS PPT Worksheet 9a-Testing Accommodations 9a-Test Support/Accommodations Validation Rules: 5 new validation rules for Sections 9a Validation Report also includes a section for 9a failed rules. Security - IEP Form area of security, added two new sections representing the 9a Old Release notes Page 30

31 Testing Accommodations and 9a-Test Supports. Version January 21, 2014 Plus 360 Notifications Seven (7) new rules have been added to the existing set of Plus 360 Notifications Rules as follows: Student s Referral Requires a Consent Date Referral Consent Has Been Received Progress Reporting is Due for a Student Progress Reporting is Past Due for a Student Annual Review is Coming Due (Uses Meeting Date) Annual Review is Past Due (Uses Meeting Date) Student s Form is Not Finalized The rules explaining how & when the notifications/alerts appear can be found in the user guide located within the help Menu of the IEPPLUS application: Notifications > Notifications User Guide. Progress Reporting Corrected an issue where the user was unable to lock a period as the prior marking period was excluded. Excluded periods will now be ignored during the validation process. Data Integration The 'eschoolplus - Placement Location' rule text was updated to remove the word 'Primary' as all Placements for the student will be updated with the eschoolplus reg_entry building. IEP corrected the report to no longer print HTML tags from printing on the report. 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. Old Release notes Page 31

32 Manage Code Tables Grade code table - editing a grade code table item that had an associated inactive sequel grade would generate a hard error. Student Summary Page Added spacing between the Placement and Service Staff name and title. Staff Code Table Removed the ability to add more than one Staff Communication Type = 'Notification Address' as this type of communication type is used to send notification s to the staff member. Version 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. *NEW* Progress Reporting - A new Progress reporting feature is now available. See Help, for more information. Contact a SunGard IEPPLUS representative on implementing this new feature!! 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. 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 Old Release notes Page 32

33 longer prompting the user to select a meeting. The form summary screen will no longer display each revision. 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. When a form is revised more than one time, the previously revised PDF's will be indicated as an "R". Please reference the IEP user guide via the Help menu, Forms, CT IEP for more information. Version and November 25, 2013 Help File - Help file now includes 2 Notifications videos: 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 Old Release notes Page 33

34 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. 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 - corrected an error when accessing sections of the IEP when the Reason for the Meeting is Other and text contains apostrophe's. Apostrophe's can now be used in the Other text box. Version and October 1, 2013 Reports - Student Labels 2 and 3 column reports - modified the reports to include a new Selection Criteria called 'By Service' that allows the user to select student labels for students with a specific service (e.g. Speech). New Label Reports - Two NEW reports called Student Labels 2 columns by Service and Student Labels 3 columns by Service have been added to the Run A Report menu. HELP Menu The Notifications Administration and User documents have been moved to a new link called 'Notifications'. The Progress Reporting Administration and User documents have been moved to a new link called 'Progress Reporting'. Old Release notes Page 34

35 State Reporting Extract - CT State Report via Advanced Reporting. The version now available is labeled 'Standard' for the following reports: CT_CAPT_CMT_MAS_Accommodation CT_Evaluation_timelines CT_MAS CT_October The 'Standard' version will be used for each reporting submission going forward. The Start Date, End Date and Age Calculation Date fields will also be saved upon hitting the Refresh button. 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. 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. No changes. Old Release notes Page 35

36 Version & August 26, 2013 Advanced Reporting - all advanced reports - upon clicking on the Refresh, Run or Docs buttons, the screen will appear grey and the user cannot access any links until the process has completed. * New Reports * Two new reports have been added to the Advanced Reporting screen in IEPPLUS to illustrate those students where Placement records are missing within a given report date range. *Note the report should be run for the entire school year to help eliminate summer dates from appearing as "missing placement" or "placement gap" records. To access these new reports, security permissions must be applied within the Security Groups -> Advanced Reporting area. No changes. 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. No changes. Version & July 12, 2013 Compliance Notification Alerts - (legacy Notifications) - updated Suspensions by Placement Staff rule to calculate the duration based on the outcomes instead of the start and end dates of the event. Progress Reporting (Legacy only) - Progress Reporting data will now automatically save if the user selects another option on the student toolbar. Notifications (version 4.3 only) - Manage Notification Options - Group Setup. Old Release notes Page 36

37 Corrected an issue where any changes to the notification rules for a specific group would only update the first group in the drop down list, regardless of what group was selected. IEP - 'Home School Next Year' field now displays on the IEP form (screen only). Version & June 28, 2013 No changes. No changes. Version & June 24, 2013 No changes. No changes. Version & June 17, 2013 Progress Reporting (Legacy only) - modified the Progress Report to print up to 15 Marking Periods from 12. Notification Viewer replaced the envelope with an envelope with the IEP image. Corrected the collapsing of the messages using the -/+ buttons. No changes. Version & June 7, 2013 Student Inactivation Utility - updated the text regarding deletion of future records to include Disabilities, Needs, Goals, Objectives, Statements, Associated Organizations, Associated Staff, Meetings, Important Dates and Enrollment records greater than the inactivation date. The inactivation program was not changed, only text changes were made to list each record type affected. Invitation Letter - Modified the invitation letter to create a meeting reason of "Determine Continuing Eligibility" if "Review Reevaluation Results to Determine Continuing Eligibility for Special Education and Related Services" is checked. Creates a meeting reason of "Determine Eligibility" if "Review Evaluation Results Old Release notes Page 37

38 and Determine Eligibility for Special Education" is checked. Version & May 31, 2013 No changes. 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. No changes. Version May 17, 2013 No changes. No changes. Version May 10, 2013 Unfinalized IEP Report - students were not appearing on the report if they did not have a meeting associated to the IEP. 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). IEP - Report only. Corrected formatting issues causing blank pages to print and the CMT and CAPT to start in the middle of the page. IEP - Prior Notice page - corrected a hard error when the Inactivation Reason code (PCI Code) for Returning to Special Education was missing. 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. Old Release notes Page 38

39 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. IEP - corrected the report to appropriately print the School Next Year information. Invitation Letter - fixed the printing of the parent name when the student has a qualifier and the contact does not have a qualifier. 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. No changes. Version April 5, 2013 Data Integration Error and Summary Reports - corrected the page number as it was being cut off. Old Release notes Page 39

40 IEP - Cover Page - Corrected an error preventing the IEP from opening as the student's contact with a type of Surrogate Parent required that the contact had a home address. Home address is no longer required. 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. IEP - Most Recent Annual Review Date on the cover page was modified to display the meeting date that is attached to the IEP if the meeting reason is 'Conduct Annual Review' or 'Determine Eligibility'. Version March 14, 2013 Forms - All IEPPLUS forms - When in a form, the user clicks on another other link besides the Save button (e.g. Return, Home, Log Out, etc.), the user will not be prompted to save the form. It will automatically save any changes made. Forms - All IEPPLUS Forms On rare occasions, when 2 users access the same text box and the 2 nd user saves the form, the message illustrated below will display. The message will detail the user and the specific area of the form where data was not saved. IMPORTANT: BEFORE CLOSING THE MESSAGE, click inside the red text box to display the data that was not saved. Copy and paste the data into a word processing document, save the form (the data entered by the other user will display) and then exit the form entirely. It is now safe to return to the form and paste the data into the appropriate section. Below is an example of the new message. It will replace the system error codes that used to display, and provide a way to re-enter the data. Old Release notes Page 40

41 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 - Cover Page - Most Recent Annual Date field. The form will display the latest Annual Review meeting date as of the IEP meeting date or prior. 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. CT IEP - March 2013 Regulatory State changes were made. 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. No changes. Version February 15, 2013 Old Release notes Page 41

42 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. Service Attendance - Added an additional security item to limit the user from editing an existing Service Attendance Note record. The new security item is called Program Attendance Notes. The only check box is for the Edit feature. If the check box is not checked, the user will not have permissions to edit an existing Service Attendance Note that was previously created from the Student / Consumer toolbar, Service, Attendance, Note. There is no modifications to the Batch Attendance functionality. No Changes Version January 25, 2013 No Changes No Changes Old Release notes Page 42

43 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 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. Old Release notes Page 43

44 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. 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). No changes. Version December 21, 2012 Student Summary Screen - Updated the screen to only display active Placements, Services and Course Staff names based on the Staff date range record. No inactive staff as of 'today' will appear on the Student Summary screen. General Reporting - Updated the Service List reports to filter the staff based on the Service Staff date range. No changes. Version December 14, 2012 No changes. No changes. Version December 7, 2012 Data Integration Rule - Created a new rule called 'esp - Disability Rule #3' to Old Release notes Page 44

45 upload the currently active or future disability information only (not historical disabilities). No changes. Version November 30, 2012 Progress Report - (Report only) Updated the standard progress report to display the message, "No Contacts with appropriate Mail settings or no Goals were found for this report" to make it clear to the user that one or both of the conditions is not met to print the report. Progress Reporting - A new Set Systemwide Option in the Progress Reporting tab called 'Progress Reporting Goal Book (if different than default goal book)' has been added. This feature allows the district to create one goal book with a single Progress Reporting key and uses that key for all Progress Reporting regardless if there are progress keys within other goal books. Select the goal book (with the standard progress reporting key) from the drop down menu for the Progress Reporting (Legacy only) program to locate the Progress Reporting Key. NOTE: If your district uses the same progress reporting key and the key is identified in each goalbook, it is not necessary to select a goal book from the drop down menu. Goalbook Security - Under Permissions, Maintenance area, added additional check boxes (View, Add and Delete) for "Goal Books". Added two new items called :Goal Book Codes" and "Goal Book Statements". Attendance Module - Updated the Batch Attendance Template to include up to 3 Note Types. 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 Old Release notes Page 45

46 Data Integration - 'Generic Import - Staff' - rule was updated to look at active / inactive status in eschoolplus building. If the staff is inactive in all buildings, the staff will be inactivated in the IEPPLUS staff table. No Changes Version November 2, 2012 No Changes Version October 26, 2012 Timely Eligibility Report and Timely Eligibility Report with Calendar Reports - The two reports are run from the Run A Report menu. The reports were displaying the number of days in the Eligible column rather than the Not Eligible column for students that had an Enrollment Inactivation Reason of Not Eligible for Special Education (Student Status Alt. Code = DNQ). Version October 19, 2012 Version October 11, 2012 Evaluation Timelines Report - updated Field 2, EIP to include the value of 'B'. If the value is Yes the program will compare the Student's Referral Date (field 9) to the Student's date of birth. If the student is 3 or less on the day of Referral, the extract will report a B rather than a Y. Version October 4, 2012 Old Release notes Page 46

47 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 ). Invitation Letter - Added a fifth and sixth letter enclosure to the report. 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 for all users', the users will no longer be able to change the options in Step 3 and Step 4 of the IEP form creation process (Wizard). This item is located in the 'Form' tab of Systemwide Options. Version September 24, 2012 Old Release notes Page 47

48 Version September 13, 2012 Overdue IEP Dates Report - Added a filter to look only for IEP forms. The report was originally looking at all forms. Data Integration - The following new Data Integration Rules have been added: esp - Most Recent Finalized Inactivation Rule A This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'A', ARD forms, when there is no active enrollment record with an Enrollment Type = 'Special Education' in the IEPPLUS system denoting that a student has been inactivated from a special education program. esp - Most Recent Finalized Inactivation Rule F This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'F', FIE forms, when there is no active enrollment record with an Enrollment Type = 'Special Education' in the IEPPLUS system denoting that a student has been inactivated from a special education program. esp - Most Recent Finalized Inactivation Rule G This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'G', GIEP forms, when there is no active enrollment record with an Enrollment Type = 'Gifted' in the IEPPLUS system denoting that a student has been inactivated from a gifted program. esp - Most Recent Finalized Inactivation Rule I This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'I', IEP forms, when there is no active enrollment record with an Enrollment Type = 'Special Education'in the IEPPLUS system denoting that a student has been inactivated from a special education program. esp - Most Recent Finalized Inactivation Rule M This custom rule will delete any eschoolplus IEP_STUDENT_FILES records with a file type of 'M', MFE/ETR forms, when there is no active enrollment record with an Enrollment Type = 'Special Education' in the IEPPLUS system denoting that a student has been inactivated from a special education program. esp - Most Recent Finalized Inactivation Rule P 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. Old Release notes Page 48

49 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'. 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. Evaluation Timelines State Report (Advanced Reporting) - Updated the Old Release notes Page 49

50 Version of the report to exclude 'Early Intervention Participant (EIP) - Field 18 - as this is a new field for the school year. CT Summary of Performance (SOP) Form has been updated to include Part 6 - Additional Contact Information. This part of the form only displays on the printed report; it does not appear on the web form. It will report student and parent / guardian contact information based upon the Demographics, Address and Contacts data in IEPPLUS. Only contacts with Type = Parent / Guardian will print on this report. If the Parent mailing address matches the student's, 'same' will print in the mailing address field. Version August 10, 2012 Data Integration Rule modification - esp - Inactivation Rule (Important Date). The rule was modified to change the student's IEPPLUS Important Date Type if it was changed in eschoolplus. For example, the student's eschoolplus Exit Reason is Graduated as of 5/23/12. The rule creates an Important Date in IEPPLUS (ie. Graduated 5/23/12). The reason selected was incorrect. The eschoolplus Exit Reason is changed to 'Moved'. The rule will now change the Important Date Type from Graduated to Moved. Manage Compliance Collections - modified the program to correct an issue where the user clicks on the Collections link and attempts to edit the Rules linked to the validation collection. The user is unable to save or navigate on the Compliance Collection page. IEP Wizard - Error was being generated when creating a new IEP using Option 2 - Select existing student records. Old Release notes Page 50

51 Attendance Module - Batch Attendance By Program - modified the program to enhance the performance and eliminate errors if too many records were being created. 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. Attendance Module - Batch Attendance by Individual. The program will display only active (active in Manage Code Tables) Diagnosis, Procedure and Attendance Reasons. Version July 26, 2012 Changed copyright wording to ' SunGard K-12 Education. All Rights Reserved.' Minutes Report - modified the report to include meetings that are associated to an IEP or ISP form. Version July 19, 2012 Invitation Letter Report - corrected the report to properly print the text in the "Other" text box. Version July 12, 2012 Old Release notes Page 51

52 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). IEP, Transition Planning section: "Personal Interviews" check box was corrected to allow the check box to be unchecked. IEP, Data Collection: Placements (Section 12): Projected Graduation Date now correctly saves as an Important Date in the IEP Transition Statements section. Version June 22, 2012 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. IEP WebForm: Cover Page - The issue causing a hard error when a User attempted to open an IEP when an associated Meeting tracked multiple Meeting reasons has been addressed. Old Release notes Page 52

53 WebForm & Report: Invitation Letter, Referral / Eligibility, Notice of Consent for Evaluation, Notice of Consent for Reevaluation - Qualifier (i.e. - Sr., Jr.) will now display for both Student and Parent names. 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. Advanced Reporting: Evaluation Timelines 2012_2013: This state report has been modified to include the new field, field 15 - Early Intervention Participation (EIP). Data for this field is selected from a student's latest IEP, Placement Section, Question #1 EIP (Yes/No) OR from a student's latest Important Date Record within the report date range with an Important Type = IFSP. IEP and Invitation Letter WebForms and Reports: The Meeting Reason handling on these forms has been modified to reconcile the different verbiage on each form. On the Invitation Letter: Checking the "Review Evaluation Results and Determine Eligibility for Special Education" checkbox will generate two Meeting Reasons, 'Review Evaluation Results" and 'Determine Eligibility' Checking the "Review Reevaluation Results and Determine continuing Eligibility for Special Education" checkbox will generate two Meeting Reasons, 'Review Reevaluation Results" and 'Determine Eligibility' On the IEP: Either of the Meeting Reasons 'Review Evaluation Results' of 'Review Reevaluation Results' will check the checkbox labeled 'Review Eval/Reeval'. The Meeting Reason 'Determine Eligibility' will check the 'Determine Eligibility' checkbox. Old Release notes Page 53

54 Version May 18, 2012 The 'Welcome to IEPPLUS' main screen will now only display the Support icon until a User logs into the software. The Home, Help, Logout icons have been removed and will now appear once the User has logged in.. 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. IEP WebForm and Report: IEP, 9-CAPT/CMT Test Accommodations Form(s): These forms will no longer copy test accommodations to a new IEP. Accommodations will be copied for a IEP that is revised/amended. Accommodation data storage has been modified so that each Accommodation will be identified by its unique code number instead of its textual content. This will assure that the WebForm and the Report are correctly referencing the same Accommodation. Reminder: Service Plans do not print accommodation pages. Multidisciplinary Evaluation Report: Evaluations, Tests and Assessments will now print appropriately on the report. IEP Report: Cover Page - Cell phone number will now properly display. addresses will no longer display in the "Misc. Phone" field; only phone numbers will be displayed. Version Old Release notes Page 54

55 May 3, 2012 IEP Report: Cover Page - The "No" checkbox for 'School Year Next' will now properly print. Version April 26, 2012 Reporting: Form Creation Report - Report will now pull data on Forms that were created in the selected Date Range. Previously it pulled data if a Form was active within the Date Range. Run a Report - The issue which occasionally causes a "Buffer too small for string or missing null byte." error during the loading of a report has been addressed. Error Reporting: Selection of records for this feature has been modified so that only the latest 5000 records will be selected. This will prevent hard errors from occurring in this section. Version April 19, 2012 Form Summary Page - All Forms: The Revise link will now properly appear on the same day as the Form's End Date. Previously, the Revise link would appear on the day after the Form was ended. 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: Old Release notes Page 55

56 After clicking the toolbar button, the User will be presented with this popup window: The dropdown labeled "PDF" in the illustration above may be changed to "Word" or "Excel" in order to export to those formats. IEP WebForm: Cover Page - Editing the Projected Annual Review Date will no longer occasionally cause a hard error. Multidisciplinary Evaluation Report WebForm: The issue where Users were having a problem deleting Assessments has been addressed. Version April 5, 2012 Reporting: Timely Eligibility Determination with Calendar - Instead of using the System Default calendar, this report will now find any calendars active within the reporting date range. As well, the student's Enrollment Record will now be appropriately found even if the Enrollment Type Code has multiple alternate codes attached to it. Version Old Release notes Page 56

57 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 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. IEP WebForm: Users may now create an IEP with no associated meeting without generating an error when attempting to navigate between Form Sections. 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 57

58 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. IEP WebForm and Report: Verbiage 'Individualized Education Plan' changed to 'Individualized Education Program' IEP WebForm: CAPT and CMT Sections - The issue causing both the 'Yes' and 'No' checkboxes associated with 'Language English Proficient' has been addressed. Invitation Letter WebForm: The issue causing a hard error when a Meeting Attendee is added to the Form has been corrected. 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. Old Release notes Page 58

59 Changes IEP WebForm - Prior Written Notice: Actions Refused Section - The "Other" checkbox will now appropriately enable and disable. IEP Report - CMT Accommodations Section: The report will now appropriately check the box indicating a Math Accommodation for a Text Reader. Version February 2, 2012 Data Integration: eschoolplus Discipline Deletion Rule #2 - Rule will now uncheck the checkbox labeled 'Perform IEPPLUS Insert/Update' even when data is not found in the eschoolplus data selection. IEP WebForm: Exit information on the third page of the IEP will now be appropriately saved. Version January 26, 2012 Version January 12, 2012 Staff Search Control: This Search function has been optimized to provide much faster performance. IEP - Reason for Meeting, Other: IEPPLUS now displays the 'Other' text box and a drop down directly on the IEP WebForm for direct entry or modification of an 'Other' meeting reason. Upon saving the form, this reason is saved to the student's meeting reasons. (The drop down will display any meeting reason not individually listed.) NOTE: This text box stores a total of 48 characters only. Invitation Letter IEPPLUS now displays a new drop down as well as an additional text box for the "Other" option. The drop down will display any Meeting Reason NOT indicated as a Old Release notes Page 59

60 check box on the form but is entered into Maintenance, Manage Code Tables, Meeting Reasons. The text box allows for 48 characters of text to be manually typed into the box. Any Meeting Reason with an Alternate Code = IN, (i.e. Intake or Transfer Student) should now be selected to indicate Intake/Transfer students for SEDAC reporting. This will enable your reports to be more accurate and eliminate extraneous reporting as staff selects 'Develop IEP' for most meetings. NOTE: The drop down and text box can be used separately; it is not required to select something from the drop down AND typing in the text box at the same time. Information entered in the 'Other' box, whether it is from a drop down or typed in text is saved as a Meeting Reason in the Student's Meeting record. NOTE: If you prefer to user 'Transfer' or a different wording for 'In Take', go to Maintenance, Manage Code Tables, Meeting Reasons and modify the description. Please note that the Alternate Code = IN is required to identify this meeting reason is to be reported for SEDAC. Version January 5, 2012 Version Old Release notes Page 60

61 December 22, 2011 Text Handling: HTML tag filtering has been enhanced to prevent spurious characters from appearing in Textboxes and Reports. As well, there should now be more consistency between text formatted in a Text Box and what appears on a Report. File Attachment Utility: Utility already prevents files with file names which contain apostrophes from being attached. Utility has been modified to deal with any legacy files that contained apostrophes which were attached before this fix. Referral Management Screen: Typed Notes - This element has been renamed "Reason Detail". Validation Rules: Rule #17205 has been modified to examine only Recommended Placements. It will no longer examine Next Recommended Placements. Description available as a tool-tip (when the mouse is hovering over the short Validation Message) has been modified to reflect this change. East Hartford Integration Rule: Rule has been added that updates the Enrollment Start Date when the Activation Date exists and the Student has a Status of "SE" in eschoolplus. 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. Old Release notes Page 61

62 Note: An Administrative User may relabel this tab if desired through Maintenance, Manage Screen Configuration, ReferralForm, Item names = NoteGrid_Notes & NoteGrid_Type. Edit the row, change the text in Display Text, Update and Save. Example below is in Referral Overview screen: Typed Notes screen example: REMINDER: The Typed Notes tab is different than the 'Notes' tab. The new tab will enable the Referral Form page to track all Referralspecific data. Excusal Report: Layout issue brought to light by change in Crystal Viewer has been addressed. Report Maintenance: Invitation Letter will now appear on the first page of the Report Summary. It's name will be preceded by an '*'. Version December 8, 2011 Old Release notes Page 62

63 Notification to clients using Rich Text Functionality: Client-created Custom Reporting If the District creates and maintains Custom Crystal Reports, and Rich Text Functionality has recently been turned on for your District, Users may notice HTML characters appearing in some of the text sections. SunGard has programmed reports delivered to the District to deal with this change. District Personnel will have to make the following changes in their Custom Crystal Reports to eliminate the appearance of spurious HTML characters. Open an affected report and locate the offending Text Object or Formula. Right-click on the field or formula, select "Format Field" and click on the "Paragraph" tab. Notice that the "Text Interpretation" field is set to "none". Change the setting to "HTML Text" Save changes and close the Report. The HTML characters should not appear the next time the Custom Report is run. Changes Advanced Reporting: Refresh Process has been updated to handle error messages that contain apostrophes. Users were experiencing a hard error when the process encountered such an error message. Security: Management Options have been added for several Forms (IEP, GIEP, ISP, ETR, and SP). Revise Functionality: A new option has been added called 'Prevent Multiple Revise'. Selecting this option will prevent a Form from being revised multiple times. IEP Report: Issue preventing Goals from printing when Plan Type = 'Individualizes Education Program' has been addressed. Old Release notes Page 63

64 Version November 30, 2011 New Functionality: Display of Evaluations/Tests in Student Summary: SunGard has modified IEPPLUS to display Evaluations, Tests and Evaluations linked to Tests so that they all display appropriately on the Student Summary Screen. Users will notice an Evaluation linked to a Test appears first; Individual Evaluations appear next; Tests not linked to Evaluations display next under the prompt 'Other Tests'. Form Summary: The ability to display the Meeting Reason and/or the Meeting Type for WebForms is now available through Maintenance, Manage Screen Configuration, ShowMeetingReason and ShowMeetingType. Edit the record and check visible. The following is an example of a Form Summary Screen with both options turned on. Multiple Meeting Reasons are indicating by an asterisk (*). Acknowledgements: Users can now set 'General Acknowledgements' on forms that Users must check off prior to finalizing a WebForm without running validation rules. Navigate to Maintenance, Manage Validation Options, General Acknowledgements and add any process items that a User should first acknowledge before continuing. Old Release notes Page 64

65 Next select the Form and section you wish to run this on. For Permission to Evaluation, Ready for Review, Validation Options tab, check off the appropriate statements and save. This causes a pop-up to appear when this form and action has been selected. Checking off the boxes and continue completes the process. Basically this is a warning/staff acknowledgement that they have reviewed their input. Changes Windows Application Authentication: The IEPPLUS Win32 applications (such as the Billing Applications) now work with Active Directory. Users no longer need to use a SQL Authentication to log into such applications. Users may now use their normal Active Directory Account. Form Creation Wizards: Upon the creation of a Form, the Form will now be flagged as "In Use" to prevent inappropriate access by any additional Users. Reporting: Referral Eligibility and Referral Eligibility with Calendar reports have been modified to ignore an Enrollment Type that has an associated alternate code of "NC". IEP Creation Wizard: When creating an IEP the Wizard will now only pull Associated Organization records which are active as of the Creation Date of the IEP. System Default enforcing the rule that an IEP may not be created if another Unfinalized IEP exists has been created. Should a District wish this feature to be turned on, please contact your Customer Service Representative. IEP WebForm: The "Other" Textbox for Meeting reasons on the Cover Page of the IEP is now enabled. Users may change the value in the Textbox. There is a limit of forty-eight characters for this Textbox. IEP Invitation Letter WebForm: Old Release notes Page 65

66 Meeting Reason Other Textbox character limit set to forty-eight characters to match the Textbox setting on the IEP. If the User empties the Meeting Reason Other Textbox the Meeting Reason data will now be properly deleted. IEP Report: Report will now always print the MAS Worksheet. Report has been modified to prevent a blank page from appearing after the CMT section. 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. IEP WebForm: Cover Page - User selection of a Meeting Reason that begins with "Transition Planning" will now cause the checkbox for "Transition Planning" to become checked automatically. 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 November 3, 2011 IEP WebForm: When "Service Plan" is chosen as the type of Form, the Form Title will now correctly identify the Form as a Service Plan. Old Release notes Page 66

67 CAPT Section: Section will now properly save its data. Transition Section: Section will now properly Enable and Disable its controls in response to User choices. Case Manager will now properly save its data. Service Implementers will no longer be duplicated. Goals Section: Goal order will now match the order on the IEP Report. IEP Report: Case Manager will no longer be truncated. CMT Section: Section will now print appropriately. Validation Rules: Rules 17018, 17023, and will now validate properly for Important Dates. Invitation Letter WebForm: The prompt text for the Student Invited Meeting Checkbox has been changed from "Attended PPT Meeting" to "Transition Planning - Student Invited". 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. IEP WebForm: Prior Written Notice section - Section will now correctly save Exit Date. Returning Students IEP Data Issue: When creating a new IEP for a student who has exited from Special Education and is now returning, the new IEP will now ignore the old Exit Date when determining what student records should be retained in the software. 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. Old Release notes Page 67

68 Security: Search Controls and Report Selection Controls will now obey Student Access Permissions for all Users. Version to Version October 18, 2011 State Reporting: Regulatory Reporting for has been implemented (SEDAC, CAPT-CMT). Help Documentation for this years Regulatory Reporting has also been updated. Invitation Letter Reporting: Updated report to remove extra spaces which prevented it from printing on a single page. Version to Version October 6, 2011 State Reporting: SEDAC State Reporting for has been updated. Reporting: Invitation Letter - 'Eligibility' and 'Transition Planning' misspellings have been addressed. Excusal Report - Fixed to prevent a data related issue from causing a hard error. Version to Version October 4, 2011 IEP WebForm & Report: CMT Section - Blacked out CMT Presentation Accommodations - Text reader for Test Items for DAW box. LEP Section - Bolded the word "English" in the third Statement "Reader for Test Items in English". Version to Version September 20, 2011 Old Release notes Page 68

69 Version to Version September 14, 2011 Reporting: Printing problems for the CMT/CAPT section of the ISP forms have been corrected. Version to Version September 6, 2011 Version to Version August 31, 2011 Formatting: Save Changes Prompt will now always center on the page. File Attachment: Attach Button - Will now appear enabled (button will have a darker color) when it is enabled following a User selection of Files to attach. CT Invitation Letter: IEPPLUS has updated the English and Spanish versions of the Notice of Planning and Placement Team Meeting letter to reflect the latest changes to Form ED623. The majority of the changes were in the Transition Planning area. As well there was a minor wording change substituting the word 'review' for the word 'discuss' in the phrase 'discuss a referral'. In addition, an older version of the associated Report labeled 'CT Invitation Letter(Preschool or PS)' has been removed from the Reporting Drop Down List. Changes were made to both the English and Spanish versions of this Letter. Example of text changes are highlighted below: Old Release notes Page 69

70 Example of text changes are highlighted below: 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 functionality. Version to Version August 9, 2011 Version to Version July 26, 2011 Old Release notes Page 70

71 Changes 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. Reporting: IEP Report - Goals page will now page break appropriately. 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 Old Release notes Page 71

72 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. 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. Old Release notes Page 72

73 and/or Delete 'Student' or 'Form' File Attachments based on District policy. Configuration Options: Maintenance, Manage Screen Configuration: There are several options you can control with regard to File Attachment display. FileAttachmentForm: CreationUser (Posted by) IEPPLUS File Attachment Screen Display: StudentNavigationBar: Document Count IEPPLUS Student Toolbar Display: Form Summary: ShowDocumentCount IEPPLUS Form Summary Display: Archives: All form archives now display tooltips when the User hovers over the displayed date/time. 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). Old Release notes Page 73

74 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. Reporting: IEP Report - fields on the report have been lengthened so that the addresses no longer get truncated. Version to Version June 14, 2011 Unsafe Script Tag Error Handling: The errors occur when a User creates text in a Text Box that contains the symbol"<" immediately followed by another character. To the security in the software this looks like malicious code and previously a hard error was being thrown. Now, the error will be handled in the same manner as any other error in the software. The User will be redirected to our standard error handling page allowing the User to recover without leaving the software. File Attachments: An error that sometimes interrupted this process has been fixed. Statement List/Assessment Report: Run a Report, Statement List has been enhanced to provide additional flexibility. The addition of up to four (4) sort / groupings have been added to this report. Old Release notes Page 74

75 If your Users have created any Personal Template Reports with regard to Statements, they may edit them using these additional parameters. For example, a User may have a Statement Report created 'by building' for State Assessments. That User may now add a sort 'by Grade' to this Report. IMPORTANT NOTE ON PERFORMANCE: Depending on the large number of Statement records this report may access if unfiltered, it may take too much time to run or may return a time-out error message before rendering to PDF. If this is the case, Users must narrow their selection parameters to cause fewer records to be chosen for a single run. The report will need to be run multiple times with appropriate filtering parameters in order to obtain all of the desired data. At one client site, the example shown above returned over ten-thousand Statement records for a single year and eventually returned an error message - at another client, the same setup of the report ran to a successful conclusion because it returned far fewer records in a single run of the report. TIPS: To multiple select items in the window, hold the 'Shift' key and click on the individual items. To multiply select a row of items, hold the 'Control' key and click on the first & last item. To Unselect items (i.e. Subcategory after selecting one), hold the 'Control' and Click on the item in blue to deselect it. Acknowledgements: Administrative Users may set 'General Old Release notes Page 75

76 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. Advanced Reporting: Evaluation Timeline for has been updated. Version to Version May 26, 2011 Old Release notes Page 76

77 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. Mapping Documentation: Invitation Letter - Updated to reflect the fact that the 'Other' Meeting reason is now restricted to forty-eight characters. CMT & CAPT(Test Accommodations Form) has been updated to the new 2012 version. Various text changes, a few statements have been added and/or replaced etc. All IEP's must be finalized prior to the update to reflect the current accommodations. Any open or unlocked IEP form will now display the new form/accommodations once your system is updated. NOTE: There is a change to the 'District Contact Phone Number'. The form now displays 'District Contact '. Please update your letterhead(s) appropriately to cause IEPPLUS to automatically fill this field. Old Release notes Page 77

78 Timely Referral Report: Updated for July Excusal Report: Now available to print once an Invitation Letter has been Finalized. IEP WebForm: Sections of the IEP have been reordered and numbered. SEDAC: Updated for Summer dates. It has been reviewed/updated based on the latest Desk Audit Summary Memorandum dated0 4/11/2011 and our review of the existing file. Field 6 - Most Recent Evaluation Date: Excludes any Important Date after 10/01/2011. If the date is later than 10/01/2011, IEPPLUS will look to the Student's Meeting record and report the latest Meeting Date, with Meeting Reason = 'IR' or 'RE'. For Example: Reevaluation completed 10/15/11. The original Important Date has been updated and it is now after 10/01/2011. IEPPLUS will look back to the original meeting (alt-coded 'IR' or 'RE') and report the latest date (i.e. 9/30/2008). Field 14 - IEP Implementation Date: IEPPLUS currently looks to Form Information Start Date. It will now also look to the Student's IEP, Special Education, Related Services and Regular Education page. If a service has two records (i.e. Recommended and Next Recommended) and the frequencies differ, IEPPLUS will report the later date (i.e. 09/01/2010). If the frequencies are the same, IEPPLUS will continue to report the 04/30/2010 date.) Field 16 - Transition: This field has been reviewed to insure it is not reporting erroneous messages. NOTE: A Goal marked with a Transition Category (i.e. Employment) MUST be in effect as of 10/01/20XX. Goals usually run for the entire school year (i.e. January - January) and are NOT broken out by Recommended (1/6/10-6/30/10) & Next Old Release notes Page 78

79 Recommended (9/1/10 - /5/11) Sessions. If you are choosing to break out Goals in a fashion similar to Services you MUST create two Goals in order to cover both time periods. For Example: Adding a new Goal on the IEP Form created with Goals as two separate Sessions Add new Goal Screen: Note, selecting 'Add' defaults to 'Recommended' which ends 6/25/10, therefore Transition errors will appear since the goal is not in effect on 10/01/2010. Used correctly, the Wizard automatically uses the Recommended Start Date and Next Recommended End Date to span the full year for Goals. (Option1 & Option 3) Fields 17,18,19: These fields have been reviewed to insure they are reporting digits and decimals (i.e ) correctly. NOTE! Do NOT modify this file in EXCEL as it will drop the leading 0's and cause a problem with your file submission. Excel does have an Old Release notes Page 79

80 option to keep 0's but it is not set as the default. Field 27 - Expected Gradation Date: A new error message will appear if the Student is grade 10 or above and the Important Date record is missing. Field 28 - Case Manager: This field has been reviewed to insure it is the correct size. Field 41 - ELL: This field has been reviewed to insure it is the correct size. Service Plan Extract: This file has been reviewed to insure ONLY Service Plan student's are included. Individualized Service Plan (ISP): The Form can be printed by creating an IEP and selecting the Plan Type = Individualized Service Plan in Step 5. This Form prints specific sections of the IEP Cover Page Meeting Summary Exit Information from the Prior Written Notice Section Program Modifications/Adaptation Goals & Objectives Services and Placements. Example: IEP Wizard, Step #5. The Form Type (IEP or ISP) is displayed on the IEP Summary screen. Form Example: Illustrating ISP differences Cover Page: Removed Transition Planning Meeting Reason, Amendment Section. Added Team Member = Private School Representative. Old Release notes Page 80

81 Added Team Member = Private School Representative. Goal/Objective Page: Reduced (ISP specific) Category selections. Accommodations & Modifications page: No differences. Special Education & Related Services and Regular Education: Questions 12. (ESY) and 13. (NonAcademic Activities) have been removed on the ISP report. Required Data Collection: No differences. Version to Version May 19, 2011 Student Management: Meeting Summary Page - Page Header will now display the Date and the Time where it previously only displayed the Date. Generic Reporting: Referral Eligibility w/calendar Report - This report will now use the System Default Calendar. Version to Version May 12, 2011 Progress Reporting: The error that was occurring when attempting to Save and Print the Report after adding new data, has been fixed. Old Release notes Page 81

82 Version to Version May 5, 2011 Client Operating Environment: Due to an upgrade in our Development Tools the operating environment at each client will be upgraded as well. This will be handled by whoever performs the next update at each client site. The upgrade involves three changes all of which should be transparent to the Users. Microsoft.NET Framework: upgraded from version 3.5 to version 4.0 Crystal Report Viewer: upgraded from version 10 to version 13 IIS Virtual Directory for IEPPLUS: ASP.NET version changed form 2.0 to 4.0 Student, Suspensions/Events, Outcomes: This functionality has been modified to allow for single or multiple Event Outcomes. Before the update containing these changes is applied to your site, a SunGard staff person will contact you. He or she will ascertain what steps will be necessary to successfully allow this new functionality to be used, will explain the options to you, and then will perform the tasks necessary to implement this change. If you are already downloading Events/Suspensions from eschoolplus into IEPPLUS, or would like to begin doing so, this feature will require special update procedures as noted above. Please inform your IEPPLUS Update Representative at the time you request your next IEPPLUS Update. 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. Old Release notes Page 82

83 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. Validation Rule: Rule has been modified so that it will no longer throw an error when run. Version to Version April 21, 2011 IEP WebForm: Placement Section - The "FAPE met at earlier PPT" checkbox is now no longer linked to the PPT Important Date. Version to Version April 14, 2011 File Attachment Utility: Adjustments have been made to prevent hard errors Old Release notes Page 83

84 from occurring when attempting to upload large files. The limit for any one upload is now 100MB. To be clear, this is the total size of a possible single Upload operation. If a User selects multiple files to be Uploaded, the total of ALL of the files must not exceed 100MB. Version to Version April 7, 2011 Version to Version April 5, 2011 Service Maintenance Form: Maximum Unit field show/hide functionality has been fixed to correctly work when set appropriately in the GUI Configuration Utility. Placement Maintenance Form: Placement Funding will now save correctly whether the setting is to use the Grid or the Single Field. Data Integration: eschoolplus - Discipline Rule has been modified to look at the lowest action number, not necessarily the first. Version to Version March 23, 2011 Reporting: IEP Report - Updated CAPT, CAPT-MAS, CMT & CMT-MAS Sections. Increased the size of the phone number textbox to prevent truncation of the phone number during printing. Version to Version March 15, 2011 Security: Overnight procedure for setting Staff Access to Students has been modified to speed it up so that it will not be interrupted by other IT processes which also occur overnight. Reporting: Unfinalized report - Report has been updated so that Location can Old Release notes Page 84

85 be expected to be in either the Placement or the Enrollment record. Report will no longer require a Placement if Location can be found in the Enrollment record. Progress Report: Report will now print progress for Period 4. Version to Version March 10, 2011 Version to Version March 8, 2011 IEP Creation Wizard: The Wizard was incorrectly preventing services from being copied over into a new IEP if the Service was assigned any Alternate Code. This has been revised to prevent Services with the specific Alternate Code of 'ISP' from being copied over into a new IEP. Reporting: The Independent Living textbox on the Summary of Academic Performance Section and the Independent Living textbox on the Recommended Section were tied to the same data record. This has been changed so that each textbox will now be managed by a separate data record. Version to Version March 2, 2011 Placement Maintenance Page: when this page is saved the Funding DropDownList selected value will always be saved no matter which Tab the User happens to be in. IEP WebForm: New IEP Creation - Services will now be correctly identified and collected into the new IEP as appropriate. Version to Version February 17, 2011 Old Release notes Page 85

86 Reporting: Placement Missing Report - Added the ability to Group and Filter on Associated Organization Version to Version February 15, 2011 IEP WebForm: CAPT, CAPT MAS, CMT, CMT MAS Pages - If the User makes changes to these pages and attempts to exit the page before saving, the User will now be asked if the changes should be saved. IEP Report: CAPT, CAPT MAS, CMT, CMT MAS Pages - CheckBoxes for these pages will now print in the correct row when there are black boxes in the column. Version to Version February 8, 2011 Form Summary Pages: The red "UnFinalized" warning will now appear on all Form Summary Pages instead of just on the IEP Form Summary Page. WebForm Page Security: When opening a WebForm, the First Page of the Form will now always be displayed. Previously the Form would open up on the first page that the User had permission to Edit (which may or may not have been the First Page of the Form). Now, if the User does not have permission to Edit the First Page of a Form, the First Page will open in readonly mode. WebForm Header: Previously, if the Student's Dominant Language was Spanish, the Header displayed this information only if the Student had a Mailing Address. This constraint has been removed. If the Student's Dominant Language is Spanish that information will now always be displayed in the Header. Version to Version February 1, 2011 Password Validation: When a User attempts to change a password to one that is too short, the User will no longer be diverted to an Error Page. Instead, the message, "Password Validation failed. The password does not meet Windows policy requirements because it is too short." will appear. Old Release notes Page 86

87 IEP Report: Only Meeting Staff whose "Attended" checkbox on the IEP WebForm has been checked will appear on the report. Version to Version January 27, 2011 Utility: Form Batch Lock/Finalize - This Utility will now Select and Print in Name order IEP WebForm: CAPT Section - Checkboxes in this section will now remain checked or unchecked as set by the User. Version to Version January 25, 2011 Version to Version January 21, 2011 IEP Creation & IEP Revision Processes: When these processes create new Service or Course records based on existing Service or Course records, these processes will now only create such records if the record descriptions are active in their respective code tables. For example, if a previous Service existed named "Physical Therapy Services" and a User has gone into the Service Codes table and inactivated this Service description's record then, when an IEP is created or revised, this Service will NOT be created in the new IEP. Version to Version January 13, 2011 Version to Version January 11, 2011 Old Release notes Page 87

88 IEP WebForm: CMT and CAPTS Sections - Fixed Other Accommodations checkboxes so that they will now uncheck appropriately. Version to Version December 21, 2010 Security: Controls that are dynamically shown or hidden will now obey appropriate Security settings. For instance - if a textbox is supposed to be shown because a checkbox is checked, the textbox will be shown or hidden based on the Users Security settings for the entire Page. Version to Version December 16, 2010 WebForm Validation Message: The message in the red box that appears at the top of a Form when a required field has not been properly filled in is flanked by Stop Signs. These images will no longer flash. Version to Version December 9, 2010 Data Integration: Contact Mail Salutation Rule - will no longer error out if the Father's or Mother's Home or Mail Address is missing. Version to Version December 7, 2010 Old Release notes Page 88

89 Version to Version December 2, 2010 All Form Creation Wizards have been updated to include the Date Selection control for all fields requiring a date entry. Selecting the icon will display a calendar where Users can select a date or change the calendar display to display a different Month and/or Year. Tip: Clicking on 'November 2010' will display another drop-down allowing the selection of the Month/Year or the arrow keys < > may be used to move through this control. Upon selecting 'Create New Letter or Form', the screen will now display 'Creating ' replacing the "Create" button preventing a User from clicking the Create button a second time. Advanced Reporting: Added "Develop IEP" to fields 13 and 14 Version to Version November 28, 2010 Student Summary Screen: Suspension/Event Grid - Updated so that multiple records will now be displayed in column format. Version to Version November 24, 2010 Old Release notes Page 89

90 Changes Utility: Lock/Finalize a Batch of Forms - Updated to finalize all student records that are finalized in the single Form operation. Both processes are now identical. Version to Version November 23, 2010 Version to Version November 9, 2010 Validation Rules: Rule fixed to look at the correct data. Rule fixed to look only at Grade 12 instead of Grades 11 and 12. Version to Version November 4, 2010 IEP Creation Wizard: Added Date Calendar Control inside the Wizard for Date Selection Option 3 (do not create new Goals/Objectives from existing statements): Will now end any Goals and/or Statements that extend into the new IEP date Old Release notes Page 90

91 range. For example: The prior IEP went from 12/15/09-12/14/10. The next IEP is from 12/5/10-12/4/11. All records ending 12/14/10 will now be ended on 12/4/10 (including goals/statements). This change will eliminate any overlapping records in the new IEP. Advanced Reporting: SEDAC: Field 21 - ESY: This field now looks at Placement Start and End Dates instead of the Placement School Year type field. The program now reports 'Y' (Yes) if the Placement is active during the month of July (For Example: Placement active July 1-31 or through the Summer, 4/1/10-3/31/11) WebForms: Several Forms have been updated based on SED Changes. Please insure you Lock & Finalize the forms listed below PRIOR to the update to maintain accurate history of the forms you have previously printed and given to parents. All mapping documents have been updated and are included in this release. IEP: - CMT & CAPT Forms have wording changes and the addition of a new check box for the Modified Assessment System (MAS). - Data Collection Form: Includes the addition in Placement/Settings for students 5 or younger OR grade is preschool. This new field can autofill from the student's Recommended Placement, Location if the Organization record has an Organization ID = Early Childhood Hours Per Week with the standard hours entered. The user can overstrike these hours or enter text into this textbox manually on the IEP form. To setup the Autofill. Go to Maintenance, Manage Organization, ID Tab. Reading, Writing & Math Worksheets: Old Release notes Page 91