Pennsylvania Release History - Archived

Transcription

1 Pennsylvania Release History - Archived IEPPLUS Special Education Management Version October 23, 2015 IEP and Invitation Letter/ Meeting Attendees Updated the IEP and Invitation Letter so that the role 'Special Ed Teacher Consultant' will show in it's own box instead of in the 'Special Ed Teacher' box. Forms with image capability Updated reports to print out images not stretched out. Progress Report Modified Progress Reporting to not lock up when opening a goal that did not have data for a particular category. Data Integration - Delete Discipline Rule #2 Modified the Discipline Delete rule to ignore any records that did not have an event outcome to avoid a syntax error when the query returned nothing. Manage Existing Student->Filter by The Manage Existing Student->Filter by process was updated to look at all active enrollments. If you search by 'Gifted, NO GIEP' and the student has both a special education enrollment and a Gifted, NO GIEP enrollment the student will be displayed. Version October 9, 2015 Advanced Reporting The Table 8A Report was modified so that now the report will exclude the Holidays in the Calendar when calculating the 'Days' field. 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 Invitation Letter Updated the Invitation Letter report to correctly show the checkboxes for the Meeting Reason. Old Release notes Page 1

2 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 Invitation Letter Validation Updated the validation rule #48133 for Transition Planning to only show an error if the Transition Planning box is not checked and the student is 14 or older. IEP Updated the wording in the IEP, Participation in Assessments section from 'Validate Local Assessment' to 'Validated Local Assessment' as per the state form. 504 Agreement Modified the 504 Agreement report to eliminate the printing of a lot of blank space in Section 5. PIMS Snapshot and Penn Data Updated the Penn Data and PIMS Snapshot to correctly look at the release waiver start and end dates. Maintenance, Manage Calendars Updated the Calendar option of 'Add calendar days by date range' to add the calendar days to only the selected calendar. Advanced Reporting, Progress Reporting Audit Report Additional Filtering Options have been added to the Advanced Reporting screen: An 'Include Inactive Building(s)' check box was added to include inactive building(s) in the Building Name list. A 'Select All Buildings' check box was added to automatically select all buildings in the Building Name list at the same time. A 'Select All Grades' check box was added to automatically select all grades in the Include Grades list at the same time. Version August 27, 2015 IEP Cover Page Updated the IEP Cover Page to correctly display the 'Add' button in the revision section of the page. Special Education Invitation Letter The Invitation Letter was updated (English & Spanish) based on the State changes effective 7/1/15. The check boxes on the letter now use an Alternate Code associated to the Meeting Reason code table rather than the actual Meeting Reason description to allow a district to have district-defined meeting reasons. Code Table Setup: Maintenance, Manage Code Tables, Meeting Reason Add an Alternate code for each meeting reason that should be created based on the invitation letter Old Release notes Page 2

3 check boxes. Develop an IEP: Alt Code = DEVIEP Changes/Revising of the IEP: Alt Code = REVISE Transition Planning: Alt Code = TRANSPLAN Transition Services: Alt Code = TRANSSRVCS Other: Alt Code = Other An example of a Meeting Reason Code table is as follows: Penn Data Table 11 Updated the report to correctly count the number students on the table 11 report. 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 3

4 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. Old Release notes Page 4

5 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 PennData Table 4A - Advance Reporting Updated the Table 4A report to look at the specific alternate code for the grade = K5F. PennData Table 8 The Table 8A extract has been modified to look for an Important Date, alternate code = IR and ER. PennData Table 9A - Advance Reporting Updated the Table 9A report to correctly report the grade. The report was not looking at the specific alternate code for the grade = K5F. Leader Suspension Report Updated the suspension report to display multiple event outcomes starting on the same day. This was a change to the report only; the extract file reported events correctly. IEP, Goals & Objectives, Benchmarks Updated the IEP, Goals & Objectives to filter the Level properly. Security, User, Student Access The student filtering options for grade and location in User Security has been updated for states that store the grade and location in the student's enrollment record. Reporting The Overdue IEP Report has been updated to accurately reflect the total by grade. Notifications Progress reporting notifications have been optimized to improve the performance for all progress reporting notification rules. Version June 17, 2015 IEP Report Added a Spanish translation of the IEP Waiver and IEP Procedural Safeguard to the IEP report. Old Release notes Page 5

6 PWN Evaluation Report Corrected a misspelling on the PWN Initial Evaluation report. The full text for this heading is, "TYPE OF ACTION PROPOSED". PWN Reevaluation Modified the 'Explanation of why the Reevaluation is Proposed' section to insure the text would print on the report. Penn Data Table 9A Report: Advanced Reporting, PennData, Standard: Table 9A report was reporting an error, "Invalid Reason Code for Exiting", for students that have an exit reason with an alt code of "Not Counted". This has been corrected. Table 10 Report Updated the Penn Data Table 10 Report to not show an error when the Event Outcome is Unilateral Removal (alt code 'U') and the Event is alt code 'D'. Leader Students that move IN State will be counted on all files. A new Alternate Code = 99 has been added to identify IN STATE student's that moved. Leader will remove students coded from 99 when they import into the PennData /PIMS System. Progress Reporting Updated progress reporting so that it doesn't lock up when the clicking on the progress under goals when the following options are checked under Options->Manage Progress Reporting. Note: The attachment category names in the screen shot below may be different for your state. Version /09/2015 Leader Corrected the error message, 'Syntax error near where clause', in the Leader file extract process for files other than the student file. Version /03/2015 PennData, PIMS and Leader Per PDE, only students moving OUT OF STATE should be reported on PIMS, Leader and PennData with Alternate Code 06. IEPPLUS, Reporting, Advanced Reporting, extract files and data check reports have been updated to reflect this change. ACTION ITEM: You will need to update your Inactivation Reason code table, located in Maintenance, Manage Code Tables, Inactivation Reason. Please change any alternate code of '06' to 'Not Counted' for all exit reasons that are not reportable. For example: Any code used indicating the student moved within the state such as Moved, not known to be continuing or Moved, known to be continuing etc. Old Release notes Page 6

7 Additional changes: Penn Data Report now has page numbers. All reports with 'Not Counted' inactivation reasons will also reflect the actual exit reason for your information. Reminder: The extract files only report students without any errors. Please insure you fix all errors indicated on the Data Check reports for accurate reporting PWN Waive Reevaluation Form The ability to create two important date records for the PWN Reevaluation, Waiver forms upon finalization this form has been added. An Important Date record, with the alternate code = WAIVE, will indicate the date the Waiver form was created and the alternate code = PROJRR will create the Projected Next Reevaluation date as 3 years less one day from this form. PWN Reevaluation Form Modified the saving of text for Question #1. 'Explanation of why the reevaluation is proposed' when it saves to the Referral Notes area. Text will be prefaced with '(WRE) Evaluation Waived for the Waiver:' form or '(PRE) Explanation:' for the Reevaluation form. The older form, Permission to Reevaluate, saves text as '(PRE) Additional Information Needed:' in the referral record. Version May 22, 2015 Student Navigation Bar Modified the form ordering on the Form Navigation bar. The Reevaluation report and the Invite letter are no longer out of order. 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 7

8 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) Prior Written Notice Forms (2) The Prior Written Notice for Initial Evaluation and Reevaluation forms have been enhanced to include the 'Add from Template' functionality. Statements are stored in the SPS Default Goal book, Type = Statement: Category = Permission to Evaluation, Subcategory = Types of Assessment Category = Permission to Re-evaluate, Subcategory = Types of Assessments IEP Report Modified the Penn Data page to exclude Non-Primary placements from printing on the report. Penn Data Table 9A Report The Penn Data Table 9A Report was updated to display the error message 'Invalid grade code, Expecting RS, KH KF, OR or ' instead of 'Invalid grade code. Expecting RS, KH Kf or 01-12'. When the grade code is missing. Version April 22, 2015 PWN Forms The Prior Written Notice for Initial Evaluation and Reevaluation are now available in Spanish. These reports can be found in the PWN forms, Print Preview Reports drop down. Enhanced the Prior Written Notice form creation wizard to require the entry of a referral date for the PWN Initial Evaluation and PWN Reevaluation forms. Updated the PWN Initial Evaluation report to print the return address at the bottom of the page correctly. Using a carriage return in the return address text will not print the character <BR>. 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. Progress Reporting Updated the progress reporting so that when the options 'Display evaluative statements for Goals' and/or 'Display evaluative statements for Objectives' were checked on the Manage Progress Reporting form the progress report would load correctly. Version April 15, 2015 Old Release notes Page 8

9 PWN Initial Evaluation Form Updated the 'View All' functionality for the PWN Initial Evaluation form. Both pages will now be available when using view all. PWN Reevaluation Report Updated the PWN Reevaluation report to print questions 2-4 in the same font as the rest of the report and print the parent signature line. Updated security permissions on the PWN Reevaluation form to enable separate permissions from the Initial Evaluation form. Data Integration PIMS Disability Rule #2A - The end date of a disability will now be uploaded if the student is active and the disability has an end date. Previously, the end date would not be uploaded unless the student has an enrollment with an end date that is equal to the disability end date and an inactivation reason with an alternate code of 05. 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, and was returning 08/24/2015 when the calendar end date was 06/05/2015. With this change the result is 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. IEP Form Corrected the SE Related Services/ESY section of the IEP, the ESY Program Modification will no longer error when trying to edit the statement/grid. Prior Written Notice for Evaluation and Reevaluation (NEW) PATTAN no longer requires the Permission to Evaluate and Permission to Reevaluate Consent forms and has replaced these forms with the following: Prior Written Notice for Evaluation and Request for Consent Prior Written Notice for Reevaluation Request for Consent The original forms are still available on our toolbar as well as the two new forms. Security has been reassigned from the Permission to Evaluate/Reevaluate forms to the PWN Initial Evaluation/Reevaluation forms. The original Permission to Evaluate/Reevaluate security will be changed to read only with this update. Old Release notes Page 9

10 Legacy Progress Reporting Updated the drop-down for Select IEP in Legacy Progress Reporting to also include Gifted IEPs when appropriate. Data Integration The rule has been modified, Screen 300, Field_Number = 33, to update eschoolplus to a 'Y' if the student is marked to participate in PASA in IEPPLUS. The field will be marked 'N' if the student is not marked to participate. Previously, if the field was set to NULL in eschool, the rule would cause a Primary Key Violation Error. Fixed the PLUS Data Integration Rule #4 to look for enrollment records LIKE %504% instead of LIKE %504. IEP Validation Updated the Student Age calculation to insure a student is identified as age 14 (for example) on or after their actual birthdate. Previously a student that was age 13.9 with his/her birthday the next day was reporting age 14 too soon. Version March 11, 2015 IEP Form Validation Updated validation rule # The rule will pass when the student is greater than or equal to 18 instead of greater than 18. Progress Reporting Modified the 'archive' functionality in progress reporting to insure the PDF is created. Version February 26, 2015 Progress Reporting Old Release notes Page 10

11 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. Version January 30, 2015 Data Integration - Contacts The integration program was updated properly reflect the Contact's Type (e.g. Emergency Contact) in IEPPLUS when the Contact Type is changed in eschoolplus. Time-Out Message The appropriate Time-out message will appear rather than a 'Server Error' message. Custom Forms Corrected an issue where the district was unable to click the 'New' button when going to Maintenance -> Manage Custom Forms. Progress Reporting Updated the Progress Report, removing the words 'Testing' in the title. 'IEP Progress Reporting as <date> testing'. The archived progress report no longer opens up when a view-only user opens the finalized IEP/ARD. Legacy Progress Reporting The filter will properly select students based on the Placement grade & location fields via Reporting > Run a Batch of Progress Reports. Old Release notes Page 11

12 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. NOREP/PWN The child s name has been moved to the left margin above 'Date Sent'. A break in the line has been added between the 'School District Superintendent/Designee charter school CEO' field and the 'Signature'. The phone number has been changed to ' ' for the Office for Dispute Resolution. Multiple changes to the Resources' page on the report. The report footer has been updated to read as October Version January 9, 2015 Security User Permissions was improperly removing all permissions when the user went into user permissions screen and gave that user permissions to some forms. Upon hitting save, the student access screen the permissions for the user would be removed. Referral Record The Sent Date (Date of Consent) calculation will now also include the Weekends when the 'Mask Weekends' checkbox in the Calendar is selected, and will also include any Calendar Days if they are entered as well. Progress Reporting Corrected issues with how the program was setting the form state (e.g., locked, finalized) and saving IEP and progress reporting archives. The "Display evaluative statements for Objectives" checkbox on the Manage Progress Reporting screen now Old Release notes Page 12

13 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. IEP All three text boxes of the "PBSP - Assessment Summary" section on the PA IEP automatically populate with the corresponding sections from the FBA form. The logic for each of these text boxes can be found in the Help menu under Forms > PA Forms > IEP. Evaluation Report The Evaluation Report will automatically populate the 'Date of Report' field upon form creation. This field is now a required field. Version December 19, 2014 PIMS Modified Field 71 to report 0000 if the Organization Type = APS, IU or PRRI based on State change. PIMS Data Check report now shows an error if the PA Secure ID is not a numeric value. Old Release notes Page 13

14 Evaluation Report The Evaluation Report Date on the summary page will now reflect the Date of Report. IEP Updated the Revision Date area of the cover page as the user was not able to edit the date in the drop down area if there was more than one revision on the IEP form. IEP Validation Validation rule #48076 was removed as it was a duplicate of rule # Validation rule # Select a reason why the student is not attending their neighborhood school - rule was updated to generate an error only when the 'No' check box is checked on the IEP form. 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. 504 Plan Fixed an issue where if the Placement linked to the 504 Plan did not have an Alternate Code = 504, it would generate a hard error. IEP Transition Planning section - Voter Registration. Updated the validation rule to validation on age 18 from age 17. The wording in the parenthesis was changed to include mention of being a citizen. Changed to (Applicable only if the student becomes 18 or older within the range of the IEP, has not previously registered, and is eligible to vote). IEP validation rules were updated as the validation process was taking time to complete. It was found that the rules listed below were running for all students, not just the IEP form that was open. Validation rules Missing Postsecondary Transition Goal Missing Employment Transition Goal Missing Independent Living Transition Goal Missing Postsecondary Course of Study Missing Employment Course(s) of study Independent Living Course of Study Incomplete Transition Planning section Gifted Written Report Updated the report to correctly print the School as it was printing on top of the Grade. PIMS Field 49 on the export was fixed to report a blank only if the LRE is not equal to 19, 20 or 21. Data Integration - Generic Import The Import Process was generating a hard error if the 'FinalizedOnly' parameter was not included in the batch file or in the Set Systemwide Options Administration tab area. Old Release notes Page 14

15 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. IEP Participation in Assessments - form has been updated to now save both PASA text boxes when the IEP is first created. The first text was not saving when the IEP was initially created. Version November 7, 2014 PIMS Snapshot Fields 70 and 71 were updated to truncate the building description if the description is greater than 48 characters. Prior to version 29, a hard error will generate upon refreshing the report if a building exists that has a description greater than 48 characters. Spanish IEP Report The Spanish IEP report now matches the State version. The PBSP no longer has a duplicate date in the report footer. 504 Plan The 504 Plan creation process will end the Current TBD or 504 Plan Placement record as well as only display 504 Plan (Placement Alternate Code = 504) or TBD Placements in the form. IEP The Voter Registration section of the IEP has been simplified to be 1 checkbox with new wording. The Voter Registration validation rule has been modified so that the error message will only display if the student is or will be turning 17 years or older within the date range of the IEP and the checkbox is not selected. Conversely, if the student is less than or will not turn 17 years or older within the date range of the IEP, then the Voter Registration section will still display on the web form, but it will not print on the report. Old Release notes Page 15

16 Gifted IEP The report footer was updated to match the State s form. The footer now reads as Revised November The SDI section on the report was modified to remove extra space that was appearing in this section. Gifted Invitation Letter Report The report footer was updated to match the State s form. The footer now reads as Revised November Gifted Written Report The GWR was updated as per the State's November 2014 changes. The "Reason for Referral" and it's selection list have been added to the form above the "Summary of Findings". The data entered into both these fields now also appears on the report as well. The logic on how to set these up can be found in the "Gifted Written Report" in the Help Menu. The Initial Referral record has been added to both the GWR form creation screen, and the Form Information link within the form. Version October 29, 2014 PIMS Snapshot Field #3 "School Year Date" now correctly displays the correct end of year school year (e.g ). The checkbox label on the PIMS Advanced Reporting screen was changed to read as "Report Exit Students Only". Field #15: Valid values are now as follows: 01 - Itinerant Old Release notes Page 16

17 04 - Full-time 06 - Supplemental resource Field #16: This field was removed from both the report & extract. The field has moved to new Field #71 on both the report & extract. Field #23: This field was removed from both the report & extract. Field #39: This field was removed from both the report & extract. Field #41: This field was removed from both the report & extract. Field #46: This field was removed from both the report & extract. The field has moved to new Field #70 on both the report & extract. Field #70: New field added called "Service Provider". The field now contains the data that was previously in Field #46. Field #71: New field added called Location of Special Education Services". The field now contains data that was previously in Field #16. Values '0000' & '9999' are no longer valid values for this field. IEP Validation Rule Validation Rule #48002 was modified to use the Evaluation Report's "Date of Report" field rather than the Evaluation Report Form Start Date. IEP The form no longer displays an error message when the user clicks Update after entering into the "Date of Revision(s)" grid on the revised IEP form. Progress Reporting The program was modified to open the applicable progress report based on what the user selects when prompted for a template due to the student's building or grade changing. Location of Intervention Code Table The code table was updated to remove the following items from the table. These items were not relevant for the State. General Ed less than 10 hrs General Ed less than 10 hrs elsewhere General Ed more than 10 hrs General Ed more than 10 hrs elsewhere Version October 27, 2014 Goalbook Import Updated the import process to generate a user-friendly message when a goal in the import file has a Level but not a SubCategory. Student Labels 3 Across The report was adjusted to print labels for all 30 entries rather than 27. The labels matches the Avery 5160 label sheet template. Security / Manage Users The system will no longer generate a hard error if the user edits a user via Security, Manage Users and remains on the screen until the system times out. The user returns to the screen and then attempts to change data and save which would produce an error upon saving. IEP Corrected an error when the user deleted an IEP and attempted to create an IEP again. Old Release notes Page 17

18 Evaluation Report The Evaluation Report validation rule #48002 has been updated to use the 'Date of Report', not the date the report was created. Progress Reporting In some instances within the New Progress Reporting, the progress notes were being printed under the first goal on the Progress Report. Linking Goals/Objectives to Services in a Plan *New Option* This option will enable linking of Goals and Objectives to Services only within a student s form. When accessed through a form, the Service will have a Linked Goals/Objectives tab. Functionality within this tab will allow users to select/link a student s Goals and Objectives to a Service. When accessed through the Student tool bar, the Service will display only previously linked Goals and Objectives (read only). The linking of these record does not impact how the form prints or validation functions. The user can only link Services to Goals and Objectives from within a form. Below is an example of the Service record within the form. There is now a new tab called 'Linked Goals/Objectives'. In order to allow the users to link the Goals and Objectives to Services, the following system option must be checked. Options > Set System Options > Form tab: Version October 10, 2014 No Changes. Version September 29, 2014 Security Old Release notes Page 18

19 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 Gifted Invitation Letter The Gifted Invitation letter (report only) was updated to print the name of the location regardless if the organization has an address. Progress Reporting Goal/Objective Attachment Display - New options have been added to the "Manage Progress Reporting" screen that allows the user to see the Goal and Objective attachments on the Progress Reporting Notes pop-up screen. The new administration options are located under Options > Manage Progress Reporting. Below is an example of a student's progress note with goal/objective attachments visible: The Progress Reporting Notes add/edit pop-up screen has been enlarged. 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. Old Release notes Page 19

20 Version September 2, 2014 No changes. Version August 20, 2014 IEP / 504 Plans The IEP and 504 form creation wizards were modified to end existing Placements and other records only of their respective type. Creating an IEP will no longer end any Placement with an Alternate Code = 504. Creating a 504 Plan will no longer end any Placement where the Placement Alternate Code is not equal to 504'. Placement Summary Fix applied to lookup the correct setting when determining whether to display the Attendance link on the Student's Placement Summary screen. Notifications Corrected an issue where the user was unable to edit their address in the 'send notifications to' field under Options, Notifications, User Subscriptions. Manage an Existing Student Corrected the filter selection for Grade as the program was filtering on the Grade Code ID rather than the Grade itself. Leader Extract Due to a change in PennData extract, Leader will require a new alternate code for Grade Code table called 'Leader Grade Code'. See Leader documentation for further information. Security - By Enrollment Type A new feature has been added to Group Security called 'Enrollment Type'. All active Student Status Types will be displayed on the Main page of the Security Group. The school district can now limit user's to see only students with certain enrollment types (e.g. 504 Students only). Old Release notes Page 20

21 Security A fix has been made to the feature that enables the Case Manager (blue icon) to be automatically set based on security. (SPIUtils.exe on the Student Access tab > Reset student access for all Caseloads, where an error was occurring ("Unhandled Exception") and the process would stop. The user would no longer have any access to students. Version July 31, 2014 Leader Extract Fix applied to the Leader Extract, Suspensions/Expulsions/Removals report in Advanced Reporting to account for enrollment Old Release notes Page 21

22 gaps during the reporting period. Previously, the data was based on the latest active enrollment for the period. Now the report will include data for all enrollment periods within the reporting period. IEP Updated the IEP report changing the format of the Class Size Ratio information on the Related Services ESY section. IEP Form Validation IEP Validation rule and modified to check for a related service or that the 'Does not apply' check box is marked. The rules will no longer error if the related service area does not apply. Version July 18, 2014 PennData Extract Tables now require a 3 digit grade level (e.g. 004) as per new State requirements. 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 Related Services / ESY section - updated the report as it was cutting off the class size ratio information. Student Quick Search The 'Show All Student's check box has been removed. Clicking in the search box displays students in the user's caseload. Typing in the search box searches for all students. Version June 27, 2014 Old Release notes Page 22

23 PennData, PIMS and Leader Regulatory updates. See specific release notes for details. 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 IEP Report Modified the report to change how the IEP page breaks by section. Advanced Reporting - Placement Audit Report The logic for the report was corrected so that it now recognizes students that have gaps in their Enrollment records. The report was previously not restricting itself to each Enrollment period when processing the Placement records. Import/Export Goal Book Utility The utility now supports Internet Explorer version 11. IEPPLUS Help PLUS360 Data Integration Overview Webex video has been included: Student Drawer Overview Webex video has been included: Old Release notes Page 23

24 Version June 6, 2014 Finalized Forms - Archives and Audit Trail Archives documents will display the form Meeting Date or Start Date if no meeting exists rather than the date the form was finalized. The actual date and time the PDF was created will display when hovering over the PDF icon. Archives will display in descending order by date created. The "R" and "O" denoting Revised and Original forms will no longer display. This functionality will apply to newly finalized forms only. Previously finalized forms will remain with the date the form was finalized. Configuration To display the Meeting / Form Date rather than the date the form was finalized, check the 'Use form meeting date instead of date form was finalized' check box under Options > Set Systemwide Options > Form tab. Audit details in the Form Information area will only display user actions. Extra messages that do not apply to the user, such as unlocking or locking when amending or removing an amendment will no longer display. Data Integration User Documentation The PLUS 360 Advanced Integration (Generic) user document accessed from Help\PLUS 360 Advanced Integration \ General \ General Data Integration was updated to include the eschoolplus IEP Status Codes (e.g. ISE, ASE). A new user guide detailing 'PDF Streaming' which allows a user in eschoolplus, Home Access Center and Teacher Access Center (TAC) to view student forms (e.g. IEP, Evaluation Report). This feature is applicable for eschoolplus 3.0 or higher. The document is accessed from Help\PLUS 360 Advanced Integration \General \ General Data Integration \ PDF Streaming User Documentation. Old Release notes Page 24

25 Version May 26, 2014 News Feed Fixed a bug where the 'Delete' link did not function unless the user exited the 'Manage News Feed' screen and then went back into it. Reporting Expanded the depth of the drop down box that lists available reports when the user attempts to add a new report via the Run A Report menu. 504 Plan Updated the 504 Plan report to page break appropriately in the Nature of Concern text box. IEP SE Related Services\ESY, Section E. Fixed an error that was being generated when the user edited a goal that had an associated objective. Gifted IEP Fixed an issue that was causing the goal text to not display on the form (it was however being saved) when the user printed the Gifted IEP report. Corrected the report where the SDI Location and Frequency were not printing on forms created prior to the May regulatory changes. Increased the size of the Frequency field in the SDI Section on the report. 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 Old Release notes Page 25

26 indicated in the example below. By indicating a parameter of 5 as an example, the IEPPLUS security users and group will maintain the student in the security list up to additional days after the student is no longer in the security list. This parameter is helpful for when a student exits the district as an example, allowing the staff to maintain security permissions for the student for an additional 5 days. Example: Student Johnny Ballinger changed from Building A to Building B as of 5/20/14. With a Grace Period set to 5, the student will still remain in the Building A security group until 5/25/14. Version May 12, 2014 IEP Updated the IEP footer to April 2014 to reflect the PaTTAN change. Corrected an issue on the IEP report if the student did not have any related services and the 'Does Not Apply' check box was not checked, the Class Size Ratio was printing in the related service grid. Permission to Evaluate Updated the spanish version of the report to print 'The following concerns have been expressed about your child's educational progress'. Summary of Academic Performance The form will now use the form's date to locate the Placement as of that day to list the Current School on the form. 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. Old Release notes Page 26

27 Version May 2, 2014 Data Integration Placement Location Rule was updated to only download the eschoolplus building for Primary Placement records only. 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. Auto Creation/Update Important Dates IEP, GIEP and 504 Plans only updated the program to create or add the applicable Important Date records for newly finalized forms (non-revised/amended forms) rather than based on particular meeting types. PA IEP IEP Form and report Assessment section was updated to include State changes dated May Added assessment options including Keystone Project Based, Local Validation, and ACCESS for English Language Learners. Changed text to clarify state directives for current options. Updated the Meeting Attendee area as it was not displaying the meeting attendees when the user selected the meeting after the IEP was selected without selecting a meeting during the creation process. Updated the Meeting Attendee area as it was displaying all meeting attendees when the user selected another meeting and then re-selects the meeting the form had to begin with. Related Service/ESY section - fixed headings and grid lines in all sections. Additional Changes to the IEP are as follows: Cover Page o Revising a finalized form will make the IEP Team Meeting field, IEP Implementation Date and Anticipated Duration of Services and Programs dates read only and enable the revision section. o Revision section - clicking the add button will allow the user to select a revision meeting or enter a revision date. If selecting a meeting, the Participants/Roles field will populate based on the meeting selected. The Revision Date field was previously a text box. o The meeting attendees associated to the original meeting (IEP Team Meeting Date) will continue to Old Release notes Page 27

28 display in the meeting attendee area located beneath the revision section; the form will print with the original attendee signature lines. o The Medical Assistance Billing Notice will now print after the IEP Meeting Waiver. It previously printed at the end of the IEP report. Assessments Section o State changes dated May Related Services/ESY Section o Added a check box to indicate if Related Services do not apply. o Removed Location column from ESY Service, Placement and SDI grids. o Added Class Size Ratio selectable for each Related Service in the student s IEP. Note: Users will select Class Size Ratio from a drop down list when creating a service. The field will only display/print on the IEP if the Type = Related Service. District settings under Maintenance > Manage Screen Configuration > Service Form will determine if this field is available or not. When available, a new Validation Rule (#48355) will check that each service with Type = Related Service has a Class Size Ratio indicated. Summary of Academic Achievement Updated the form to properly display the Current School field based on the linked IEP's 'Current' Placement Location. Section 504 Plan Removed all references to the IEP form from the 504 form creation wizard screen. Changed text on the Signatures page from 'Parent Signature' to 'Parent/Guardian Signature'. Medicaid Consent Form Stand-alone Medical Assistance Billing Consent form available in the IEP Reports Print Menu updated to the latest PCG version. Gifted Invitation Letter, PTE, PTR, NORA and GWR Minor text changes to match State forms as of November, Gifted IEP SDI section will allow user to associate multiple goals to an SDI statement. Validation Rule (#48353) will check that each goal is associated to at least one SDI statement. When copying from GIEP to GIEP through form creation, only Present Levels section A-C will copy to the new form. SDI statements from prior forms will no longer copy to the new form. Goal category was added and is a required field. The category is needed as it will display in the SDI section to identify each to and which goal(s) to link to the SDI. When the user adds a goal from the goal book, the category will automatically be filled in. When the user adds a narrative goal, the category text box must be filled in. Fixed a bug when copying the Recommended Placement and changing the dates to create the Next Recommended Placement, so that the NR Placement will display without the user having to refresh the form. Minor text changes to match state form as of October, Fixed a bug as it was not saving the meeting attended check box. 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 Old Release notes Page 28

29 rule will select all referral with a missing consent date where the referral date is within 365 days as of todays date. Those selected records will then be checked against the check point value. Any referral less than 365 days from today will be ignored. The Student s Form is Not Finalized rule, Historical days to search value is set to 365. The rule will select all forms where the form start date is within 365 days as of todays date. Any form start date less than 365 days from today will be ignored. Progress Reporting Based on security, users can access the Progress Reporting area of the form if the form is in a Revised/Amended unlocked state. The Progress Reporting link will be visible and accessible to the user based on security. A new security item called 'Report Progress on Unlocked Forms' has been added to the Progress Reporting permissions area of Groups and Users. When the item is checked, it will allow the user to report progress (the Progress Reporting link will be visible) on unlocked forms (e.g. IEP's). This allows users to report progress on forms that are in a Revised/Amended unlocked state. Version April 11, 2014 News Feed The News Feed was not saving data or allowing the users to edit existing news feed items. This only occurred if the customer was located at a different time zone than where the IEPPLUS server resided. News Feed and Progress Reporting The rich text toolbar has been changed in the 'Manage News Feed' screen and in the Progress Reporting screen. The Strikethrough icon has changed from an ABC image to an S. The Find & Replace were 2 separate buttons. There is now one single button for Find & Replace. Example of the 'Manage News Feed' Old Release notes Page 29

30 Example of the 'Progress Note' Finalizing Forms Corrected an issue where upon completion of the finalization process would display a different student's pdf finalized form. Version April 3, 2014 IEP In Step 4 of the IEP creation process, the sentence 'Select existing Goals' was removed for non-administrators when selecting option 2. Fixed an issue where the Home District was not appearing on the IEP. Corrected an issue where the 'Unrevise' link was not appearing when the user finalized the progress report. Referral - Table 8A / Referral Calculation Updated the Table 8A report to count the date of Consent Date as day '1'. The 'Calculate' button on the Referral screen will calculate the number of days, including the Consent Date in the count. Re-Evaluation Report The LEA was missing on the report. It will now pull the LEA first from the student's Associated Organization record with a type of LEA and if that is blank, it will use the Default Organization name. Progress Reporting Additional enhancements are 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. Old Release notes Page 30

31 When the user attempts to archive a marking period that was previously archived, a new pop-up message will prompt the user to print the existing pdf or create a new pdf. When the marking period is finalized, the user can easily open the pdf by clicking on the pdf image on the progress report and in the printing screen: And at the top of the report: The selected marking period is now highlighted with a magenta colored border. Notification Alerts Updated the 'Form has been Amended/Revised' to no longer generate a message when the Progress Report was archived. Old Release notes Page 31

32 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. Version February 28, 2014 Old Release notes Page 32

33 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 IEPPLUS 4.2 IEPPLUS 4.2 is no longer available. 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. Referral Calculation The referral calculate button was modified to correctly count the number of days from Permission Received to when the Evaluation is due. 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. Old Release notes Page 33

34 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. 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 Old Release notes Page 34

35 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: 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 and January 31, 2014 Permission to Evaluate and Evaluation Report The reason for the referral text box field no longer saves the referral note prefaced with (PTE) or (ER). The forms and reports will display and print all text in the referral note. Version and January 21, 2014 Plus 360 Notifications Nine (9) 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 Gifted Progress Reporting is Due for a Student Old Release notes Page 35

36 Gifted Progress Reporting is Past Due for a Student Annual Review is Coming Due (Uses Meeting Date) Annual Review is Past Due (Uses Meeting Date) Student s Form is Not Finalized The rules explaining how & when the notifications/alerts appear can be found in the user guide located within the help Menu of the IEPPLUS application: Notifications > Notifications User Guide. Progress Reporting Corrected an issue where the user was unable to lock a period as the prior marking period was excluded. Excluded periods will now be ignored during the validation process. Data Integration The 'eschoolplus - Placement Location' rule text was updated to remove the word 'Primary' as all Placements for the student will be updated with the eschoolplus reg_entry building. IEP Step 3 in the IEP creation process was showing 2 sets of boxes. This was only occurring in version 4.3. Version and 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. Student Summary Page Updated the Disability area to display the student's disabilities in the correct priority order. PIMS Data Integration Rule (*NEW*) The new rule is called 'eschoolplus - PIMS PASA Test Taker This rule will upload the student s eschoolplus PASA Test Taker field from IEPPLUS (IEP Assessment page or student s Identification record). This rule updates the eschoolplus REG_USER table, screen number=300, field number = 33, list sequence=1 (corresponds with the PASA Test Taker checkbox on the PIMS screen). If an IEP form* is active (as of the day data integration is run) and the: Student will Participate in PASA field is checked, uploads a Yes. Student will Participate in PASA field not checked, uploads a No. If no IEP form is found (as of the day data integration is run), however, the student has an Identification record with an Alternate Code = PASA : value = 03, Yes or Y (case sensitive), uploads a Yes. value not equal to 03, Yes, Y (case sensitive), uploads a No. If the student has both an Identification record and an active IEP*, the IEP form will be used to report this field. If the student does not have an active IEP* and does not have an Identification record with an Alternate Code = PASA, then no data is uploaded to eschoolplus. The eschoolplus field is not updated and will remain as is. *Finalized forms only if the System Option, Process Finalized Records only is checked. If there are multiple IEP s found in the reporting date range, the extract will use the latest IEP found. Old Release notes Page 36

37 See Help\ PLUS 360 Advanced Integration\PA for detailed information. Contact the Help Desk to activate this rule. Version and December 20, 2013 Progress Reporting - corrected an issue where the Progress Reporting validation was failing, indicating that the objectives did not have progress. Manage Code Tables - Grade code table - editing a grade code table item that had an associated inactive sequel grade would generate a hard error. Student Summary Page - (4.3 only) added spacing between the Placement and Service Staff name and title. Staff Code Table (4.3 only) - 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. Set System Options - IEP Creation Process - when the check box labeled 'Enforce above selected for Step 3 and 4 for all users' was not checked, the form was defaulting to the item selected in System options. The user was not able to select any options during the IEP creation process. 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. 504 Plan - updated the report to appropriately print the meeting attendees. IEP Form Validation - updated the PBSP Program Mods / SDI Consequences rule to no longer display an error if the section is in fact completed. Version and November 25, 2013 Progress Reporting (new) - (version 4.3 only) using the latest version of Firefox browser (version 25.0), the progress key was appearing as radio buttons, not boxes and the user was not able to type in the progress note or select staff. Help File - Help file now includes 2 Notifications videos: PA Leader Extract (Leader Version 19 - no full update is required) - The Staff.txt extract was modified to no longer default the 'Federal/State Reporting' field with a value of Y. Staff Identification = 'Federal/State Reporting' with a value of N or No will report a value of N in the file. PA PIMS Extract (PIMS Version 23 - no full update is required) - The data check report now checks for duplicate disabilities for Primary and Secondary. The not counted report now includes groupings of students who; are not included due to a non-special Education Enrollment records and Unfinalized records. Permission to Evaluation - (report only) corrected an issue with the report not showing text in the referral reason section of the report. 504 Plan Report - modification to a fix done in the prior version. When the form was revised, the report was reflecting the incorrect meeting assigned and meeting attendees were not printing accurately. Old Release notes Page 37

38 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). PA PIMS Disability rule - the rule was modified to no longer upload the student s Disability End date if the Student s Exit Reason is not Returning to Regular Education (Inactivation Reason Alternate Code = 05). 504 Plan Report - modified the 504 Plan report. When the form was revised, the report was reflecting the incorrect meeting assigned and meeting attendees were not printing accurately. Version and November 8, 2013 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 30, 2013 No changes. Version and October 21, 2013 HELP Menu - The Progress Reporting area of Help now includes 2 new sections for Progress Reporting Administration and User Overview recordings. Note: in order to view the recordings, the Webex plug-in must be installed on the computer. IEP Assessment *State Change* The PA IEP (Assessment section) form & report have been updated as follows: PSSA Science grades have been updated to "4 and 8". PSSA ELA * footnote has been updated to read "ELA will replace the Reading and Writing PSSAs in for grades 3-8". Keystone Exam "Composition" line item and footnote have been removed. PASA check box labels have been updated to read "Videotape (preferred method)", and "Written narrative notes (requires prior approval in accordance with PDE guidance)". The label of the first textbox under the "Student will take a local alternate assessment" has been updated Old Release notes Page 38

39 to read as "Explain why the student cannot participate in the local regular assessment:". Two validation rules have been updated to check the grade/tested subject/school year combination for the PSSA Science & PSSA ELA. IEP PennData Page - the form will now only display Primary Placements. Gifted IEP report - corrected the issue where when the Gifted IEP was revised/amended, the Gifted IEP report was displaying the team members from the previously associated meeting. Evaluation Report / PTE Report - the forms will now pull the entire referral note into the form regardless of the text of the note. Previously the ER would display the referral note prefaced with (ER), the PTE would display the referral note prefaced with (PTE). PA - Gifted Invitation Letter: New 'Meeting Reason' Drop-Down Field & Validation Rules A new "Meeting Reason" drop-down box has been added to the Gifted Invitation Letter form. When linked to a Gifted IEP form and that form is finalized, this new field will create Important Date records such as 'Projected Next GIEP' (Alternate Code = PROJGIEP), and 'GIEP Development Date' (Alternate Code = GIEPDEV). **Note - the new "Meeting Reason" drop-down field does not display on the Gifted Invitation Letter report. Validation rules have been added to the Gifted Invitation Letter form. The validation rules can be run from Gifted Invitation Letter > 'Validate' link > 'Full Gifted Invitation Letter Validation' link. If any errors are found on the form, then they will appear in a list on-screen and also in a separate pop-up window with a red font. 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'. PennData Tables 4A, 9A and Student File extracts have been modified to exclude the leading zero from the Old Release notes Page 39

40 Ethnicity code (Race table). The Race Code table may remain as is (e.g. White - Alternate Code 05 will now report as 5). No Code Table changes need to be made. Forms - Automatic Creation/Updating of Important Dates This feature will update or create the applicable Important Date records for state reporting purposes upon the finalization of a form. A system option (Set System Options > Form) will determine whether to auto create important date records by form and whether or not to maintain prior history. When enabled, the historical tracking option will apply to all the selected forms and important dates except as follows: Projected Dates will always update the existing record (if any) and not maintain prior history. Unlocking, revising or amending a form will unlock the Important Dates that were created on finalizing the form. Re-finalizing the form will always update the existing Important Date record and will not keep the prior version for history. When the track history option is off, and the user unlocks a previous form, the program will review the form ID numbers. If there is a higher form ID number, then the system will not update the Imp Dates. The same update logic will apply for the track history option, next projected dates. In this way, the system will avoid overwriting more recent Important Dates with previous data. Previously, the history tracking option only applied to the auto creation of IEP form/important Dates. For more information on this process, please refer to the help file related to this topic: Help > Forms > PA Forms > Important Dates Auto Create/Update. Gifted IEP - modified the report so that text is no longer truncated at the right side of the Present Levels section of the report. Evaluation Report - modified the form to pull in the Referral notes regardless of the description of the note. Previously it would pull the referral note only if the note started with (ER) Reasons. 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. Medicaid Eligibility Extract - Based on changes effective March 18, 2013, the United State Dept. of Education issues new regulations regarding gaining parental consent to bill for Medicaid. The new IDEA regulation allows for a one-and-done consent. To conform to the new regulation, Field 20 will now report a Y in the file when the student has a Release/Waiver record set as 'Approved' that is within the reporting date range (previously within the IEP date range). Fields 21 and 22 now pull the Release/Waiver Start Date. Field 23 pulls the Release/Waiver end date. IEP / 504 Plan / Gifted 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 Old Release notes Page 40

41 create a new IEP. IEP / 504 Plan / Gifted IEP Revision Process - When the user clicks on the Revise link on the form Summary Page, the form will reopen, unlocking the form for editing purposes, no longer prompting the user to select a meeting. The 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". IEP / 504 Plan / Gifted IEP form only: The Meeting Date drop down is now displayed on the cover page of the form. This reports were not modified. Old Release notes Page 41

42 Please reference the IEP/504/Gifted user guide via the Help menu, Forms, PA for more information. *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!! 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. Data Integration - a new rule has been created called 'esp - Placement Grade and Location Rule' that will download the student's grade and location information based on a specific service date (not historical or future ability). This rule is used in place of the 2 rules for downloading Grade and Placement if the eschoolplus and IEPPLUS databases are hosted / not hosted. 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. Gifted Written Report (report only) - modified the Summary of Findings \ Interpretations of Assessment Results section, adjusting the indentation. 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. 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. Old Release notes Page 42

43 Summary of Academic Achievement - form will now pull all Present Levels of Academic Achievement information (3 text boxes) from the latest IEP form. NEW Forms - Permission to Evaluate Request Form and Permission to Reevaluate Request Form - two new forms are now available from the 'Additional Forms' menu item on the Student\Forms toolbar. See user documentation on how to access the forms. PIMS - the PIMS SPEC Data Integration Rule has been modified to include the students IEPPLUS Enrollment Exit Reason (IEPPLUS Inactivation Reason must have a PIMS Code Alternate Code) when updating the esp SPEC record. The rule will only include the updating the exit reason for student's who exit going forward. The data integration program does not integrate previously exited students. Any previously exited student will require manual data entry of the exit reason in esp. This is needed for PIMS Student Snapshot reporting. Version & June 28, 2013 No changes. Re-Evaluation Report - corrected the font for the wording 'Intellectual Disability' to match the font on the rest of the report. Evaluation Report - corrected the Meeting Participants grid to correctly store the staff's position. Version & June 24, 2013 No changes. NOREP - corrected an error when a user created a new Important Date and went directly into a student's NOREP form. 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. Image Attachment - Available on the IEP, Evaluation and Re-evaluation reports. Corrected an issue where the user attached an image, the image was not visible until the user exited the form and re-opened the form. Red "X" icon did not delete attached image(s) from "Attached Images(s)" popup dialog box. Red "X" icon's mouse hover now shows the correct verbiage. Version & June 7, 2013 Student Inactivation Utility - updated the text regarding deletion of future records to include Disabilities, Old Release notes Page 43

44 Needs, Goals, Objectives, Statements, Associated Organizations, Associated Staff, Meetings, Important Dates and Enrollment records greater than the inactivation date. The inactivation program was not changed, only text changes were made to list each record type affected. No changes. Version & May 31, 2013 No changes. 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. Re-evaluation Report - corrected the footer on the report as it was displaying in Spanish on the English version of the report. Version & May 24, 2013 No changes. No changes. Version & May 17, 2013 No changes. IEP - Updated PCG Medicaid Consent and Medicaid Notice pages which print at the end of the IEP report. IEP - PennData Page - Updated the Penn Data section of the IEP, Column 2 Total Hours per school day was not saving if new percent falls into another percentage category. 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). Evaluation Report, Re-Evaluation Report, RR Waiver Report - modified the logic to update or create the student's Projected Next RR Important Date based on adding 2 years if the students Disability has an Alternate Code of PIMS Code = 2124 regardless of the priority. Version & May 3, 2013 Old Release notes Page 44

45 Create a Batch of IEP's - Fixed the application which was causing an error while attempting to create a batch of IEP's. PTE, PTR, Gifted PTE and Gifted PTR Reports - Removed the ability to generate a letter addressed to the student. 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. IEP - Assessment page now saves the data on the form when the user clicks on the Return link. End of Year Regulatory Changes PIMS Special Ed Snapshot - state change to only include students on the extract who have exited within the school year. A new check box was added to the screen. By checking the box, the report will only report exiting children. NOTE: The Snapshot Date is 7/17/13. Leader - Staff.txt file - one field was changed, Location of Intervention is now replaced with State/Federally reported field. This field is hard coded to a 'Y'. PennData - the exiting files will no longer include students who have exited and returned to special education within the reporting date range. Version & April 17, 2013 No changes. IEP Validation Rule - Updated validation rule which will determine if an IEP has been revised based on Option 2 or the Revise link rather than the form name. IEP - Transition Section, corrected the printing of the Yes/No for Measurable annual goals. IEP - Display of the Voter Registration section based on the student turning 18 in the timeframe of the IEP, rather than as of the meeting date of the IEP. IEP - updated the report to prevent spanish text from printing on the english version. Version & April 5, 2013 Data Integration Error and Summary Reports - corrected the page number as it was being cut off. NOREP / NORA - changed the 'Date Sent' fields to be required as the date is linked to the Form Information page, Start Date. When the user removed the Date Sent information, the use was not able to edit the form once they exited. Spanish Reports - updated all Special Education spanish forms to match the PaTTAN Web Site Old Release notes Page 45

46 This includes the October 2012 IEP State/Local Assessment Section IV. Version & March 29, Notifications - added an option in the IEPPLUS database, not within the application, that checks to see if the Notifications feature is active in eschoolplus. If the feature is active in esp, an additional column labeled eschoolplus Audiences will appear in the Notification System Setup screen. 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. Validation Rule (ELA with or without accommodations) will only report an error for students in grades 3-5 if the IEP is in the school year or greater and for students in grades 6-8 if the IEP is in the school year or greater. IEP - The PennData Grid will display a separate grid for each Placement within the IEP (e.g. 2 Recommended Placements). Version & March 22, 2013 Student Summary Page - updated the Service Summary to display future service staff. No changes. Version & March 14, 2013 Forms - All IEPPLUS forms - When in a form, the user clicks on another other link besides the Save button (e.g. Return, Home, Log Out, etc.), the user will not be prompted to save the form. It will automatically save any changes made. Forms - All IEPPLUS Forms On rare occasions, when 2 users access the same text box and the 2 nd user saves the form, the message illustrated below will display. The message will detail the user and the specific area of the form where data was not saved. IMPORTANT: BEFORE CLOSING THE MESSAGE, click inside the red text box to display the data that was not saved. Copy and paste the data into a word processing document, save the form (the data entered by the other user will display) and then exit the form entirely. It is now safe to return to the form and paste the data into the appropriate section. Below is an example of the new message. It will replace the system error codes that used to display, and provide a way to re-enter the data. Old Release notes Page 46

47 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. Reporting - Reports Run By Caseload Option - NEW option for any report that uses the 'Student' Selection Criteria. Select 'Caseload Only' to print only those students the user has selected in their Caseload. Version 4.3 only. Gifted IEP - changed reference of 'Program' to 'Plan' as per the State Gifted IEP form. Notifications - Referral Notification Rule - Eliminated the notification rule from firing when a student's referral record is updated entering the Consent Date, it was re-sending a message to the user that a Referral record was created, when it was originally created when the Permission to Evaluate form was created. Version 4.3 only. 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. NORA Report - the report was missing the placement data although the Screen Configuration was set to show the Placement information on the form. Version February 27, 2013 Text Boxes - Text in text boxes displayed in a light font for text boxes that are enabled when checking a check box. The 'Add Person' Function (e.g. adding a meeting/evaluation participant - see below). Some forms have the 'Add Person' control. The control displayed a Meeting Attendee to the Invitation Letter) - user received a Javascript error when attempting to add a Person. Old Release notes Page 47

48 IEP - Clicking on View All would generate a Script error due to a bug in the Date Control used. IEP - Educational Placement section of the IEP. The 'Explanation of Extent' information was not carrying over into the newly created IEP. IEP - Transition Services section - The report was corrected to display Yes or No rather than Y or N for the Measurable Annual Goal. NORA - modified the report to remove gaps between page 2 and 3. Version February 15, 2013 No changes. Form Options - System/User Options - Form tab - IEP Options. The program will now use the System options when the User Options are cleared (none of the 5 buttons are selected). Version February 8, 2013 Identification Code Table - the Identification code description is no longer case sensitive. No Changes Version January 31, 2013 User Group Enhancement Merges - The 2012 User Group enhancements for Texas, Illinois and Pennsylvania have been merged into the Main version of IEPPLUS. User Group Enhancement Merge - The 2012 Pennsylvania User Group enhancements hass been merged into the Main version of IEPPLUS. Version January 25, 2013 Rich Text - fixed the DateControl for states that have rich text functionality (MO, PA, VA, WA only). Version Old Release notes Page 48

49 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). Version January 11, 2013 Suspension List Reports - modified the report to count the duration as a 'Day' if the duration is anything other than minute, day or week. IEP Validation Rule - Secondary Planning/Transition - modified the validation rule logic for secondary transition related rules to calculate the student's age appropriately. The transition rules were failing if the student was between 14.1 months and 14.4 months of age. Invitation Letter - changed to display active meeting reasons only (from the Meeting Type Code Table) in the drop down menu. PIMS Rule *NEW Rule* - 'eschoolplus Plan 504 Rule #3' rule will update the eschoolplus Reg_Personal.Section_504_Plan field based on the currently active IEPPLUS Enrollment information with an Old Release notes Page 49

50 Alternate Code Type = 'PIMS Code' and an Alternate Code description of 'PL504'. 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). PA IEP creation process - 6 of the 7 Present Level sections (excluding Parental Concerns) will pull into the newly created IEP from the previous IEP. 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. PA IEP Documentation updated to reflect the new PASA changes accessible via Help\PA Forms\IEP Form. Version December 14, 2012 No changes. Medicaid Demographic Extract (PCG) - Version 2: School code field modified to pull data correctly. Version December 7, 2012 Data Integration Rule - Created a new rule called 'esp - Disability Rule #3' to upload the currently active or future disability information only (not historical disabilities). Gifted IEP- Present Levels of Educational Performance - Current Section - corrected the report as it was cutting off letters on the right side of the page. Version November 30, 2012 Progress Report - (Report only) Updated the standard progress report to display the message, "No Contacts Old Release notes Page 50

51 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. Permission to Re-evaluate report - corrected the salutation from Hello to Dear. Updated the report to properly print the correct language for the salutation. Evaluation Report - report will now print with no errors when the 'Date of Report' is blank. PIMS State Reporting - The 12/1/12 Submission extracts are released. Located under Advanced Reporting, PIMS_SpecialEducation_Snapshot. See PA PIMS Release Notes for specific release note information. 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. PennData new extracts for are now available under Advanced Reporting, PennData_Extract, Standard. Leader new extracts are now available under Advanced Reporting, Leader_Extract, Standard. Districts that previously used the IU20 and IU20 versions will use the Leader version going forward. HELP Files updated to include 3 new areas under Release Notes\PA (PIMS, PennData and Leader) that will be used to document any corrections made to the particular file formats. Permission to Re-Evaluate Report - corrected the salutation on the English version of the report, 'Dear' was printing in spanish. Gifted Invitation Letter - corrected a spelling error 'Individualized'. Old Release notes Page 51

52 Version November 9, 2012 Data Integration - 'Generic Import - Staff' - rule was updated to look at active / inactive status in eschoolplus building. If the staff is inactive in all buildings, the staff will be inactivated in the IEPPLUS staff table. No Changes Version November 2, 2012 No Changes Version October 26, 2012 Timely Eligibility Report and Timely Eligibility Report with Calendar Reports - The two reports are run from the Run A Report menu. The reports were displaying the number of days in the Eligible column rather than the Not Eligible column for students that had an Enrollment Inactivation Reason of Not Eligible for Special Education (Student Status Alt. Code = DNQ). Re-Evaluation Report - the report was corrected to properly print the Reasons for the Referral when they were selected from the drop down menu. IEP - October 2012 PA State changes to the Accommodations page of the IEP. IEP - PennData Section of the IEP. Modified the IEP form creation process. The PennData section will be created when the IEP form is created. Also, when the Recommended, Summer or Next Recommended Placement Location changes, the PennData page will automatically update the Total # of Hrs. in a Typical School Day as well as the percentage calculation. Waive Permission to Re-Evaluate Report (Spanish version) - the spanish report was corrected to match the State spanish version. Medicaid Eligibility Export Feature (NEW) - a new export available from the Advanced Reporting menu, PA_Medicaid_Eligibility that meets PCG Consulting's file format requirements. Version October 19, 2012 GIEP - realigned the text and bullets on the GIEP report. Gifted Invitation Letter - corrected typos in the signature section on the report. Version October 11, 2012 Old Release notes Page 52

53 No Changes Version October 4, 2012 Gifted Special Education Forms State changes made to all gifted forms (ie. GWR, GIEP, Invitation Letter, NORA, Permission to Evaluate and Permission to Re-Evaluate). NOREP - Modified the NOREP form to allow the form to open if the linked Letterhead has an Enclosure if the first text line blank. Version September 28, 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 ). 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/GIEP form creation process (Wizard). This item is located in the 'Form' tab of Systemwide Options. Old Release notes Page 53

54 Version September 24, 2012 NOREP - Reduced the font size in the NOREP Report, Section 7 so that a long organization name can print properly. 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 54

55 No Changes 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. Permission to Re-Evaluate Report - changed the 'Return to' address to print the same address as the English version of the report. Version August 10, 2012 Data Integration Rule modification - esp - Inactivation Rule (Important Date). The rule was modified to Old Release notes Page 55

56 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 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. PIMS State Report - Field 47 Service Provider. Field 47 will no longer report a blank as this field is required. 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. PIMS Snapshot State Report: Total Hours In A School Day field. On the Datacheck report, the field was not pulling the value from the IEP PennData page, section A, Column 2 when an IEP existed for a student. If the student had no Enrollment end date, the field was being reported from the Placement location rather than the IEP form itself. Version July 19, 2012 Gifted Case List report was corrected to report the latest GIEP Date for the student in the Annual IEP Review Date field on the report. Version July 12, 2012 Old Release notes Page 56

57 PennData Table 8A - modified the extract to properly pull the "Date of Report" from the ER form to be used as the Date Eligibility Determined field in the extract. PIMS Snapshot - Neighborhood school field. Modified the extract to properly report the Neighborhood School. PennData Student File - modified the extract to not report students with the Disability of "Gifted without Disability". IU23 Student File Export - modified the extract to ignore "Gifted with Disability" as the primary disability. 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. IU23 PennData - Address Extract. The extract was modified to use the Contact Priority field to select what parent/address to include in the extract. A contact with a priority of 1 for example will be in the extract file. PennData Table 9A - modified the duration field so that a half unit (ie..5) is a valid value. PennData Table 9A - modified the extract to properly report Suspensions. Drug, Weapon and Injury Removal required the Event Outcome to be a Unilateral Removal Only. Program will now allow for all Event Outcomes for Drug, Weapon and Injury Removals. CSIU PennData Format - Student File - Record 2 and Record 3. IEP Implementation Date: changed to use the IEP form start date. If no IEP form is found, it will use the Important Date (Alt code = IEPIMP). CSIU PennData Format - Student File - Record 2 and Record 3. IEP End Date: changed to use the IEP form end date. If no IEP form is found, it will use the Important Date (Alt Code = IEPIMP), adding 1 year and deducting one day to determine the IEP end date. CSIU PennData Format - Student File - Record 6. Services that are in the IEP date range are reported as opposed to the reporting date range. If no IEP is found, the program will find the Important Date (Alt code = IEPIMP), adding 1 year and deducting one day to serve as the service end date. 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). PIMS Snapshot version. Correction to the Service Provider field. The extract will report the most recent Service Provider in the reporting date range. The Service Provider is stored in the Associated Organization record for the student. PennData _July Extract. IU26 Only. Table 2 - Staff Table: corrected the extract to report only staff that are associated to a specific LEA. PennData _July Extract. Table 8A: corrected the extract to only include students that have an ER form where "Date of Report" is in the reporting date range. Previously, it was attempting to include all students with an ER form regardless of the Date in the Date of Report field. PennData _July Error Report. Changed the heading labeled "Decision Field is blank" to "Decision Field is blank and/or referral consent field is blank" as any student with either one of these fields missing will reported in this subsection of the error report. Evaluation Report (ER) - Date of Report changed from yyyy-mm-dd to dd-mm-yyyy. IEP Validation Rule - Validation rule #48070 was modified to include case manager as a valid staff position in the student's placement record. Old Release notes Page 57

58 Version June 22, 2012 PA IEP - English and Spanish IEP's. Transition Services - "This is required for students age 14 or younger if determined appropriate by the IEP team". IEPPLUS wording changed from older to younger. Changed on both the English and Spanish reports. PennData/PIMS PIMS Snapshot State Reporting: Report was updated to only include the student once in the extract regardless if the student had multiple enrollment/exit records in the state reporting date range. PennData Student File - The incorrect Service Provider (Field 17) was being reported in the extract. Program changed to pull the most recent Service Provider's (Associated Organization record) AUN Number. PennData Student File - Program changed for students that were both Special Education and Gifted, who no longer in Special Education, however continue with the Gifted Program. Extract will include the student's Special Education information (Disability, LEP, Home District, Building, Location Code, Service Provider, Amount of Special Education, Type of Support, Education Environment, Percentage, Neighborhood School). The Program was previously pulling in the active Gifted Program information into the extract. 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. IEP Report: Educational Placement Section - The Organization displayed next to the prompt 'Name of School District where IEP will be implemented' will now match the one found on the WebForm. 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. Validation Rules: Updated Rule #48070 to include 'Gifted Teacher' as a valid Placement Staff Position. Evaluation Report: The 'Date of Report' on the report will now correctly match the 'Date of the Report' entered by the User on the WebForm. Old Release notes Page 58

59 Advanced Reporting: PennData: Student Extract file Exit Date has been correctly formatted as 'yyyy-mm-dd' instead of 'yyyymm-'. Disabilities will now be pulled into the Submission based on Enrollment Start and End dates if they have been entered. Home District (Field 26) will now display correct data regardless of the date range entered by the User on the setup Screen. Table 4A and Table 9A will now both correctly report student grade. Table 8A will now display students with a Decision Date that is within the reporting date range even if the Referral Consent Date is outside of the reporting date range. Table 8A will now report its dates in the format 'yyyy-mm-dd' instead of 'mm-dd-yyyy'. Table 9A will now count DBW offenses. If an Event Outcome is 'U' (Unilateral Removal') errors will now be reported appropriately. Home District code will now be reported correctly. PIMS: Will now pull the latest Disabilities. Service Code will now be appropriately reported based on Location Code. If the Location Code is missing, '9999' will be reported. Home School will now be reported correctly. CSIU: The Student File has been updated to export the student's middle name in the Student's Master Data file as the fourth data element for record 1,2,3 and 6. Extract has been correctly formatted with appropriate spacing between data elements. Version June 4, 2012 State Reporting: Fixes for Submissions for PennData, PIMS and the IU-26-specific Submission as well as fixes for the related Extracts are included in this Version. Version May 25, 2012 State Reporting: CSIU Version - Added the ability to report a Student's full Middle Name in the Student File. NORA WebForm: Fixed typographical error - "Meditation" changed to "Mediation". Version May 18, 2012 Old Release notes Page 59

60 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. Standard PennData and PIMS July State Reporting Submissions along with IU-specific Submissions have been released. CS_IU State Report: Reporting, Advanced Reporting, CS_IU, PA_2011_2012 July: The CSIU Submission for Exited and Disciplined Students as well as the Staff File is now ready for June Listed below are the changes for this year. Student File: Instructions have been clarified on how student's are selected for this file. Discipline & Exited Students Data Files: LEP field: Program, Placements, Foreign Language Exempt will now report on the file extract code '01' for 'Yes' and '99' for 'No'; previously it reported 'Y' or Blank. Student Middle Initial field: A new field has been added to the file extract to report a student's middle initial from Student, Demographic, Middle Name. Staff File: No changes Table 8A: Please select Penn Data_For_IU_Submissions to report data for this selection. It is no longer located in the CS_IU version. IU23 End of Year Submission: The End of Year Submission is now ready for June Listed below are the changes for this year. Error Report: This report has been enhanced to indicate which Placement Record needs correction for easier troubleshooting. In addition, we have identified which extract the error message is affecting. Old Release notes Page 60

61 Student File: Documentation has been updated to clarify how students are selected for this file. Change based on conversation with this IU: If a student has multiple disabilities during the reporting period, the latest disability will be reported. Table 8A: Please select Penn Data_For_IU_Submissions to report data for this selection. It is no longer located in the IU23 version. Suspensions: Student's with 'no' outcomes are now reported on the Suspension error report for data cleanup. This will help to insure suspensions are not overlooked due to data entry errors. If your suspensions come from eschoolplus, the correction must be made in that system. Number of Suspension Days: Whole numbers are now reported, no longer including a decimal value in the Expulsion and Unilateral file extracts (ie now changed to report 2). IU20 End of Year Submission: The end of year submission is now ready for June Instructions have been clarified on how students are selected for this file. Table 8A: Please select Penn Data_For_IU_Submissions to report data for this selection. It is no longer located in the IU20 version. Penn Data - Student File: This stufile.txt extract has been updated to include the student's full Middle Name. Previously, middle initial was submitted. The mapping documentation, located in Advanced Reporting, Docs, clarifies the student selection process for this report. Penn Data - July: The Penn Data report is now available for ALL PA districts regardless of your IU. These extracts have been updated to find all active students with IEP's from July 1, June 30, 2012 (Tables 1-13). Table 4A - Exiting: All students will now display regardless of age. This has been changed from only displaying students with age greater than 13. (Note: Tables 4-7 still remain ages 14-21). Table 4 - Exiting by Disability: A student's age is calculated as of 12/1not as of the date of exit. The students' latest disability will be reported if it changes during the reporting period. Table 8A - Date Eligibility Decision Made: This information is now pulled from the ER Form, 'Date of Report' as per SED. Comments are pulled form the Referral Notes field. You will need to run this report if your IU requires Table 8A. IU26 will now use Penn Data reporting instead of IU26 Penn Data in Advanced Reporting. The error report has been enhanced: This report includes an error table for Table 8A, Referral Decision, when the Date of Report field is blank and student is not counted. to display if a student was inactivated during this timeframe and the reason for inactivation. Not counted list will now display error messges (No primary Placement in date range, To Be Determined, Excluded - Enrollment type=gifted IEP, Decision T8A blank etc). Invitation and Gifted Invitation letters: Printing of the Invitation Letters inviting the student to the Meeting have been modified. Both letters will now use the following rules: The WebForm has been modified to display the Student's name when the student is age 13.0 or older to indicate a letter will be printed. Invitation Reports have been changed. When a Student's is age 13.0 or older as of the date of the Meeting a letter will print addressed to the Student. (Previously this would have occurred at age Old Release notes Page 61

62 14.) The Student must have 'mail' indicated on their Address screen. A Student less than 13.0 years of age will not receive a letter regardless if 'mail' is marked on their address screen. The Meeting Member Excusal form, does not print for the Student. The following WebForms and Reports have been updated: The Disability previously referred to as "Mental Retardation" is now referred to as "Intellectual Disability". Evaluation Report & ReEvaluation Report: Summary of Findings, Evaluation Team Participants, *footnote listing disability classifications. Determination of SLD, Question #10. The Spanish versions of these reports have also been updated. It may be advisable to run a Basic List by Disability report for Mental Retardation and Intellectual Disability, to insure your data is now referring to the new Intellectual Disability designation. Data Integration Rules: PIMS Disability Rule 1b will now reference the State Code Equivalent field in eschoolplus. IEP Creation Wizard: Enabled the ability to disable Goals Option #2 when Service Option #1 is selected. Evaluation Report WebForm and Report: Date of Report is no longer a required field. This date can now be left blank. When the form is first created, it will no longer default to today's date. Reevaluation Report WebForm: Summary Section - Data will now appropriately save for the "Present Levels of Academic Achievement" field. As well, text entered in the second and third textboxes will now properly display. Summary of Academic Achievement and Functional Performance Report: Text boxes have been modified to properly deal with HTML characters. Version May 3, 2012 IEP WebForm: Related Services / ESY Section - Measurable Annual Goal Description will now be available for editing after it has been added to the Form. Version April 26, 2012 Old Release notes Page 62

63 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. IEP Validation Rules: Rule #48604 has been modified to no longer require the Length of Program field to contain a value if the Location of Intervention field contains either 'RS' or 'SE'. 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. Advanced Reporting: PIMS Snapshot - 'Invalid Percentage (All values should be per day)' error will now display if the hours per day is greater than 9 hours instead of 8 hours. General and Gifted Invitation Letter Reports: A letter will now only be generated if a Student is at least 13 years old as of the Meeting Date. Version April 11, 2012 Reporting: Due to formatting issues the Export Links for Adobe, Word, and Excel have been removed from the Run-A-Report page. The current version of the Crystal Viewer which now appears at the bottom of the Display page contains an Export Button which should be used going forward. The old buttons have been replaced with an instruction to use the Crystal Viewer's Toolbar Button: After clicking the toolbar button, the User will be presented with this popup window: Old Release notes Page 63

64 The dropdown labeled "PDF" in the illustration above may be changed to "Word" or "Excel" in order to export to those formats. Reporting: Case List report - report will now use IEP Expiration Date first. If not found it will now use the latest IEP Implementation Date instead of any Important Date that begins with the letters "IEP". ER, RR & GWR WebForms: When adding Contacts to these Forms, IEPPLUS will no longer overwrite new input with default values after a Save. GWR Report: The order of the Contacts displayed on this report will now match that of the WebForm. 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. SOAP WebForm: Creation Process will now find the most current IEP and copy the Present Levels of Performance into the new SOAP. Regulatory Reporting: PIMS - Field 2 Location Code will now pull Home School first. If not found it will pull Placement Location. Invitation Letter Report: Will now only print for Students who are older than 13 years as of the Meeting date. IEP WebForm & Report: Transition goals Section - Goals will now display and print in Date Order. Version March 29, 2012 Student Summary Page: This page lists Evaluations and the Tests that are associated with them. Immediately below that it lists Tests that are not associated with any Evaluation. There has been a rule inserted between the bottom of the list of Associated Tests and the top of the list of Unassociated Tests. This should provide a clear distinction between the two types of Tests. Old Release notes Page 64

65 State Reporting: PIMS - Service Provider (field 46) will now pull it's data in a way identical to the way the PennData Service Provider (field 17) is pulled. The only difference that will remain is that in the PIMS extract, the Service Provider's AUN number will always be shown in the field while in the PennData extract, the Service Provider's AUN will only display if it is different than that of the student's District of Residence. Version March 22, 2012 Rich Text Functionality - Validation Rules: In the 'plus' versions of the textbox, Validation Rule #48287 will no longer report a textbox as being empty when, in fact, it does have text in it. 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. State Reporting: CSIU: Fixed SQLs to properly pick Guardian Addresses. Version March 9, 2012 Utility: Lock/Finalize Batch of Forms - Utility will no longer set the Forms it affects as "InUse". IEP WebForm: PBSP Assessment Section - The issue potentially causing data loss in this section has been addressed. NOREP & NORA WebForms and Reports: The Form Start Date and the Sent Date are now being tracked in the same data element. Changing one will now always change the other. NOREP & NORA Creation Processes: Processes have been modified so that when a Form is created, if it is being attached to an IEP (GIEP) and that IEP (GIEP) has an associated Meeting, then the Form's Start Date will be set to the attached IEP's (GIEP's) Meeting Date. If no Meeting is attached the Form's Start Date will be set to the attached IEP's (GIEP's) Form Start Date. In either case, the Form's Recommended Start Date will ALWAYS now be set to the attached IEP's (GIEP's) Form Start Date. This should prevent data from crossing inappropriately from a previous IEP (GIEP). State Reporting: PennData - report will now correctly associate Parent/Guardian addresses with the Old Release notes Page 65

66 appropriate Parent/Guardian. Invitation Letter Report: All Parent/Guardian names will now appear on the Report. 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. Permission to Reevaluate Report: The text above 'Parental Agreement' will no longer be truncated. NOREP and IEP WebForms: Person Search functionality will now operate as expected. Typing in a person's name will now cause the Control to find the appropriate record. Form Summary Pages for: 'Permission to Evaluate', Permission to Reevaluate', Gifted PTE', and Gifted PRE' forms will no longer display the Form Type in the Attached Referrals column. Evaluation report and Reevaluation Report WebForms: Main and Determination Pages - Textboxes associated with either single Checkboxes or 'Yes' and 'No' checkboxes will now be controlled by those checkboxes. Checking the single Checkbox on the Determination page will cause the associated Textbox to appear; unchecking it will cause it to be hidden. Checking either the 'Yes' or the 'No' Checkbox on the Main page will cause the associated Textbox to appear. NOTE: If a Textbox is hidden at the time that the Page is saved, all of the text in the hidden Textbox will be deleted. 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. Rich Text Functionality - "+" Textbox Implementation - Issues causing data loss and data replication have been addressed. NORA Form Information Page: The ability to link an associated Form has been added to this page. The DropDown allowing Forms to be attached to the NORA will allow only Gifted IEPs to be attached. NORA and NOREP Summary Pages: Date displayed on these Summary Pages will now reflect the Form's Sent Date. However, if a different Form is attached after a NORA or a NOREP has been created and the attached Form has an associated Meeting, the date displayed on the Summary Page will be the date of that Meeting. This can be adjusted by going into the Form and resetting the Sent Date. NORA and NOREP Form Navigation Bar: The listing of the name of the Form will only include the Start Old Release notes Page 66

67 and End dates of the Form if they were appropriately set at the time of the Form's creation. This can be adjusted on the Form Information Page. NORA and NOREP Sent Date and Superintendent Date: If these Forms are attached to an IEP upon creation then these dates will default to the Meeting date attached to that IEP. These dates will now print correctly on their respective reports. IEP WebForm - Participation in Assessments Page: Checkbox under Local Assessments Area with the prompt " OR student will participate in local assessments without accommodations." will no longer be defaulted to "checked" when a new IEP is created. IEP Validation Rules: Existing Rule #48071 has been modified to ignore ESY Placements. Time in Regular Education can be set to '0'. A new rule #48076 has been implemented to check ESY Placements to validate that the Time in Regular Education in such Placements is never set to be greater than '0'. Gifted Invitation Letter WebForm: Meeting type information will now be appropriately saved when the "Other" option is selected. Version February 2, 2012 Data Integration: eschoolplus Discipline Deletion Rule #2 - Rule will now uncheck the checkbox labeled 'Perform IEPPLUS Insert/Update' even when data is not found in the eschoolplus data selection. Version January 26, 2012 Reporting - NOREP Custom Report: The Date Sent field data handling for this report now matches that of the Standard Report. Both should now always show the same date. Version January 19, 2012 Reporting: Permission to Reevaluate Report - alignment of boxes on report has been modified to match the alignment on the WebForm. PA Gifted Report - In the text beneath the Heading "Notice of parental Rights for Gifted Students" text has been changed. "Procedural Safeguards Notice" has been replaced with "Notice of Parental Rights for Gifted Students". Invitation Letter Report - The misspelling of the word "Pathologist" has been corrected. Rich Text Control: The character limit shown at the top of the popup window will now display the exact character limit of the database field to which it is saving. Version January 12, 2012 Old Release notes Page 67

68 Staff Search Control: This Search function has been optimized to provide much faster performance. IEP WebForm: Text Boxes which allow for additional Text Boxes to appear (indicated by the presence of a plus "+" sign below the Text Box) will now save their data appropriately. Gifted NORA Report: Start Date will now print correctly. Version January 5, 2012 IEP WebForm - Educational Placement Section: The "Will not participate with students without disabilities" textbox is not enabled to allow additional text blocks to be created. State Reporting - PIMS: Updated Residency code to first report the PIMS code. If that is not found then the Alternate Code will be reported. Version December 30, 2011 Version December 22, 2011 Text Handling: HTML tag filtering has been enhanced to prevent spurious characters from appearing in Textboxes and Reports. As well, there should now be more consistency between text formatted in a Text Box and what appears on a Report. File Attachment Utility: Utility already prevents files with file names which contain apostrophes from being attached. Utility has been modified to deal with any legacy files that contained apostrophes which were attached before this fix. Referral Management Screen: Typed Notes - This element has been renamed "Reason Detail". State Reporting - IU23 - Table 8A Extract - IEPDev Date will no longer be truncated. Version December 14, 2011 New Functionality Student Inactivation: Old Release notes Page 68

69 New Filter Option Added - Grade: This is a common control and the new option will also be available for the following areas: Inactivation Utility Security, Manage Groups / Users, Student Access filtering Utilities: Lock/Finalize a Batch of Forms Utilities: Create a Batch of IEP's: Gifted, IEP, IFSP, TX ARD Utilities: Student Deletion State Reporting with Filtering Options Technical Information: Program looks to Program, Placement OR Student, Enrollment/Exit, Grade field based on specific state setup. (Manage Screen Configuration, StudentSearch, Grade & Enrollment, Grade field = Visible) Referral: Reason for Delay, Other (Type, Alternate Code = 8) comments. A new tab has been added to the Referral Management Page to record Narrative Text for delays. Note: An Administrative User may relabel this tab if desired through Maintenance, Manage Screen Configuration, ReferralForm, Item names = NoteGrid_Notes & NoteGrid_Type. Edit the row, change the text in Display Text, Update and Save. Example below is in Referral Overview screen: Typed Notes screen example: Old Release notes Page 69

70 REMINDER: The Typed Notes tab is different than the 'Notes' tab. The new tab will enable the Referral Form page to track all Referral-specific data. New Functionality User Group Enhancements Invitation Letter & Gifted Invitation Letter: The ability to use Letterhead, manually type a name, or search from the Staff Table has been added. IEPPLUS will first use the Letterhead information if it exists. Letterhead: Setup in Maintenance, Manage Letterhead, Staff Type/Enclosure Types = Invitation Contact, Invitation Phone, Return Address and District Contact . "Search for a Name" functionality is now available when the Name field is blank. Start typing the Last Name of the desired Staff Member and IEPPLUS will search its Staff Table. As the User types more characters, the number of displayed choices will become more limited. When the User clicks on the desired Name in the Drop Down List, the Position, Phone Number and Address will populate the appropriate Text Boxes if that information has been previously stored in the staff record. (Go to Maintenance, Manage Staff, Communications tab). Note: If Letterhead auto fills a Text Box and the User does not wish to use this Name the User may clear the Name field. This will Initiate the Name search capability as outlined above. Any Names not present in IEPPLUS's table may be added by simply typing out the entire Name. The manually entered Name will be saved from the Text Box, for this Form only. Old Release notes Page 70

71 A new ' ' Text Box is now available. ACTION ITEM: If you wish Staff Phone Number and Address to autofill on the Forms, navigate to Maintenance, Manage Staff, Communications and enter/edit a Work Phone and an Address assigned to the Staff Members as needed. The Meeting Screen has changed. Users may now 'Edit' the position to associate a Staff Member name with a Position. Typing a name will start a search in your Staff Table which will display a diminishing set of appropriate choices as more characters are typed. Additional Members may be added by selecting the '+ Add Meeting Attendee' located at the top or bottom of the screen. If a User wishes to add just a Position without selecting a Name, select a Position and uncheck the 'X' for Name and Save. Clicking on 'Add Meeting Attendee' or 'Edit' displays the follow screen. Selecting a Name will auto fill the 'Role at IEP Meeting' with that Staff Person's position. The User may change the entry as needed. Old Release notes Page 71

72 ER Form, RR Form, GWR Form, GIEP Form The PerformancePLUS Assessment look-up functionality from the IEP has been added to the Evaluation Report (#2E. Assessments), Reevaluation Report (I.1.4. Current classroom-based assessments and Local and/or State Assessments), Gifted IEP (I. Present Levels) and Gifted Written Report (Summary of Findings/Interpretation of Assessment Results in each academic area). If Users wish to incorporate any of these scores on these forms, they can copy/paste into the appropriate assessment text box as needed. For Example: Evaluation Report State Assessment example: Local Assessment example: ER, RR, GIEP Present Levels, IEP Present Levels: Text Boxes: To aid in making sure that all desired text is saved, IEPPLUS will now display the number of characters entered into a Text Box.. This Character Counter will be displayed in the Old Release notes Page 72

73 upper right corner. The maximum number of characters allowed in a single Text Box is approximately 65,000. If Rich Text is turned on, this will include the characters in the HTML tags that accompany pasted-in text. Though these tags will not be visible to the User, they will nevertheless count toward the allowed total. If the text entered contains more than the maximum number of characters the character counter will display the number of characters in red. The functionality will not allow a User to save until the number of characters in the Text Box is edited to bring it below the maximum number allowed. In order to save the overflow text, the User may cut the additional text into the clipboard and paste into the next available Text Box. There are a total of three (3) Text Boxes that can be utilized. The three Text Boxes take the place of each single Text Box that previously existed on the Form where this functionality has been implemented. Upon saving, Text Box #1, Text Box #2 will be displayed for continued data entry. The associated Report will print the content of both Text Boxes continuously without any breaking unless a Carriage Return. Is encountered. Report example: Evaluation & Reevaluation Report: A new Person Search Control has been added to this Form in the Evaluation Team Participants Section. This new feature will enable Users to search for a Staff Member or Parent/Guardian, add a Staff Position without an associated Name, or type in a Name not listed in IEPPLUS's Staff Table. As a User types a Name in the Text Box, IEPPLUS will search Staff and Parent/Guardians and display a list that matches what is typed. HOW TO: Select 'Add Person'. A selection window will pop up. Click in the Text Box and start typing a Name or Position. Names will display as soon as you start typing that match the letters entered. Upon selecting the Staff Name, the Position will auto-populate appropriate Text Boxes if data has been previously setup in the Staff Management Maintenance page. In addition, typing in the 'Position' box will enable search by Staff Position. The User may select a different Position than one assigned to the Staff Member as needed. IEPPLUS now also filters by the Staff Position. For example. If the User types in 'Special Ed. Teacher', the name list will only display those Staff Members who are associated with that Staff Position. Old Release notes Page 73

74 Search For: Identifies which IEPPLUS tables will be included in the Person List. If a User wishes to search for Guardians the 'Staff' Checkbox may be unchecked. Only Guardians will be displayed. Name not in the List: Type the Name or Position in the text box. If IEPPLUS does not find the Name, the User can still save this name associating it with the Form. (Note: This Name is not added to the IEPPLUS Staff table.) Order: Using the arrows indicated below, the User may manually move staff up or down in the list to print in the desired order. Many existing Forms print a number of blank lines on the Report. If additional blank lines are desired the User may save a blank row. The blank row will cause an additional line to be printed on the Report. NOTE: The Person Search Control prints/displays staff by last name, first name. Advise staff to enter data in this order when adding names not in the database for consistency. IEP, GIEP, Section 504: Meeting The Form Meeting screen has changed. The ability to add a 'Team Template' is now available. The ability to indicate who is 'invited' to the meeting is now displayed right on the screen. Only items marked 'invited' will print on the Report. Users may now 'Edit' the position to associate a Staff Member name with a Position. Typing a Name will cause this field to automatically search for the letters typed. Additional members can be added by selecting the '+ Add Meeting Attendee' located at the top or bottom of the screen. If a User desires to add a Position without entering a Name select a Position, uncheck the 'X' Old Release notes Page 74

75 for 'Name' and Save. Selecting a Staff Name will auto fill the associated Staff Position in 'Role at IEP Meeting'. The User may change this role after selecting the Name if desired. IEP: IEPPLUS will no longer copy over the field 'Homeroom' when a new IEP is created. IEP, Transition Goals: Transition Goals are now handled like Regular Goals during the Creation, Revise, and the Refresh of the IEP. NOREP Wizard, Form and Report Changes: The NOREP Creation Wizard has been enhanced to include the ability to link an IEP to the Form. If the IEP which is being attached has an associated Meeting then this date is populated into the Superintendent Date field of the Form, the Date Sent field and is set as the start date of the NOREP. If there is no Meeting attached, the Start Date of the IEP is used in place of it. Old Release notes Page 75

76 The NOREP form will now allow Users to blank out the Date Sent field. This will print as blank on the report as well. The ability to change the Form Start Date has been moved to the Form Information page of the NOREP. NOREP/NORA Placement records: The ability to print (or not print) multiple placement records and their associated start/end dates on the report is now available. Maintenance, Manage Screen Configuration, select NOREP Form and/or NORA Form, PrintPlacementDates System Default' indicate Visible = Yes will enable the display of dates. Note: If Print Placement Dates = 'No' and the Placement Location is the same for multiple records, the Placement record will only print once. If Print Placement Dates = 'Yes', ALL Placement records will print indicating the dates and locations. Example with dates on: Old Release notes Page 76

77 Example with dates off: Gifted Written Report: Ability to select Letterhead during Form Creation has been added. Ability to Add/Edit a Staff Member and Position or manually type in a Staff Name and select a Position directly on the WebForm which prints on the report. Selecting 'Add Contact' displays the following screen as a Name is typed. IEPPLUS will attempt to search for the desired name. If the Name is not in the list the User may continue typing and select 'Update' to save. This name will be saved on the form only and not added to IEPPLUS's staff table. NOTE: Selecting 'Edit' on a displayed Position will automatically filter Staff with this position thereby making the list easier to read. In the example above, typing in 'Teacher' will filter any positions that are spelled like 'Teacher' (i.e. Special Education Teacher, Classroom Teacher etc.). Typing in 'Special Education Teacher' will only find those entries that match that Position. Text now flows from the GWR into the Gifted IEP in several areas upon Form Creation. Listed below are the mapping document field numbers for both Forms. GWR #10 (Parent Info) should go to GIEP #15 F (F. Aptitudes, interests etc.) GWR #11 (Other Info) should go to GIEP #15 C (C. Grades) GWR #12 (Student) should go to GIEP #15 F GWR #13 (Assessment) should go to GIEP #15 A (PLEP A. Ability/Assessment) GWR #14 (Rate of Acquisition) should go to GIEP #15 E (PLEP E. Instructional Level) GWR #15 (Achievement) should go to GIEP #15 E Old Release notes Page 77

78 GWR #16 (Higher Thinking) should go to GIEP #15 F (F. Aptitudes etc) GWR #17 (Academic Creativity) should go to GIEP #15 F GWR #18 (Leadership) should go to GIEP #15 F GWR #19 (Intense Academic Interest)should go to GIEP #15 F GWR #20 (Communication)should go to GIEP #15 F GWR #21 (Foreign Language) should go to GIEP #15 F GWR #22 (Technology) should go to GIEP #15 F GWR #24 (Intervening Factors) should not transfer into GIEP NORA: Wizard, Form and Report Changes: The NORA Creation Wizard has been enhanced to include the ability to link a Gifted IEP to the Form and select Letterhead. If the IEP which is being attached has a Meeting then the Meeting Date is populated into the Superintendent Date field of the form. If there is no Meeting attached, the Form Date is used. The Date Sent field is set as the Start Date of the NORA. If there is no Meeting attached, the Start Date of the associated IEP is used instead. The Date field of the NORA form can now be blanked out. The ability to change the Form Start Date has been moved to the Form Information page of the NORA. GIEP Report Only: More space has been added between each goal. Notice of Parental Rights for Gifted Students, after meeting participants: An additional signature line has been added on the GIEP Team Participants page to collect the signature for Parental Rights. Old Release notes Page 78

79 System Options, Form (Wizard Control - IEP, GIEP): A new option has been added which will Prevent Users from selecting a Goal Option in the IEP and Gifted IEP (Step 4) Wizards once the District Option has been set. ACTION ITEM: To enable this feature please insure that check the box indicated below is checked. Result of above option turned on. Summary of Academic Performance (SOAP): Form and Report: The ability to select Letterhead upon Form Creation has been added. Additional text fields to enter Functional Performance to Career/Vocational, Social Skills and Behavior and Independent Living Skills. These fields have the ability to pull from the SPS Default Goal Book the same as the Accommodations and Recommendations do. Old Release notes Page 79

80 Section 504 Plan: Meeting Participants section has changed. Please refer above to the IEP, GIEP and 504 note. Ability to select Letterhead during Form Creation has been added. The WebForm has been enhanced to display all Placement records within the range of the plan. This includes Primary and Non-Primary Placements. Only the Section 504 date range will print on the report. Report Example: Ability to setup Maintenance, Letterhead, Staff Type/Enclosures, type = 504 School District Administrator (Line 1 = 1 name, Line 2 = 2 Phone Number), select a name from the staff table or enter a free form name. Changes Electronic Billing Formats: 5010 format changes have been implemented for PA PROMISe. CSIU State Reporting: The Service Plan Field in the Extract will now report 'Y/N' matching what is in the Old Release notes Page 80

81 Standard Penn Extract. Reevaluation Report WebForm and Report: Typographical errors have been fixed on the Determination of SLD page. NORA Report: Logo on this report will now print at its proper size. Enrollment Records Missing Report: Fixed incorrect Start Date. Version December 8, 2011 Notification to clients using Rich Text Functionality: Client-created Custom Reporting If the District creates and maintains Custom Crystal Reports, and Rich Text Functionality has recently been turned on for your District, Users may notice HTML characters appearing in some of the text sections. SunGard has programmed reports delivered to the District to deal with this change. District Personnel will have to make the following changes in their Custom Crystal Reports to eliminate the appearance of spurious HTML characters. Open an affected report and locate the offending Text Object or Formula. Right-click on the field or formula, select "Format Field" and click on the "Paragraph" tab. Notice that the "Text Interpretation" field is set to "none". Change the setting to "HTML Text" Save changes and close the Report. The HTML characters should not appear the next time the Custom Report is run. Changes Advanced Reporting: Refresh Process has been updated to handle error messages that contain apostrophes. Users were experiencing a hard error when the process encountered such an error message. Security: Management Options have been added for several Forms (IEP, GIEP, ISP, ETR, and SP). Revise Functionality: A new option has been added called 'Prevent Multiple Revise'. Selecting this option will prevent a Form from being revised multiple times. Old Release notes Page 81

82 State Reporting: IU20 Penn Data Reporting - If Home District is different than the Districts Default Organization, the Funding Eligibility Field will now report an 'X'. Previously the 'X' was reported in this field if the Disability Alternate Code was 'NE'. State Reporting Documentation has been updated to include a detailed explanation of each of the Neighborhood School codes. State Reporting: IU26: Refresh issue has bee addressed. Version Numbers have been updated to exclude 'PA'. State Reporting" IU23 - Disabilities will be reported if they are active as of the Reporting Date Range rather than active as of the Age Date. 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 82

83 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. Penn Data Error Report: Will now display the message, "Verify that these students should be excluded. Student home district AUN does not match hosting district AUN" instead of simply "Data cleanup needed" when a student's Home District's AUN does not match the Hosting District's AUN. Standard Penn Data Extract: Field #22 has been blanked out. This is now a Reserved Field. IU20 State Reporting: Penn Data Extract - LEP field changed to report a 'Y' or an 'N'. Comments Field added the Penn Data Extract. CSIU State Reporting: Documentation has been updated to reflect the latest Residency Codes. IU26 (Mastery Charter): Old Release notes Page 83

84 PIMS reporting has been updated to allow the selection of individual LEAs. PennData Extract: Field #22 has been blanked out. This is now a Reserved Field. IU23 State Reporting: Students will now be included in the count if they have an active Placement as of the Reporting Date Range instead of as of the Age Date. PSSA field in the Extract will now report 'Y' or 'N' instead of '03' or a blank. Invitation Letter Report: Will now print regardless of Student Age if the Student mailing Flag has been set. Will now print Times that contain the digit combination "12" as minutes. 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: Form Information Screen - Will now display Letterhead Information. State Reporting: IU20, IU23, and IU25: Educational Environment Percent calculation will now use Placement hours if the hours/week for the IEP's Placement does not exist or is stored as '0'. CSIU and PennData Submissions: will now report PASA participation as either an '03' or a blank instead of 'Y' or 'N'. Report DropDown List - Issue causing duplicate entries to appear in the DropDown List has been addressed. IU26 Error Report: Removed the Transition errors from the report. 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. Validation Rules: Validation Rule #48051 has been modified to prevent the timeout error that has been occurring. Custom Data Integration Rule: Bethlehem - New Rule moves a Student's CLA Code from eschoolplus to IEPPLUS and stores it as an Identification for the Student. State Reporting: IU26 - Mastery Charter: PennData Submission for has been added. Please see documentation on the Advanced Reporting Setup Screen. Penn Data: Those districts who us the PennData Extract will now see their IU number in parenthesis in the Drop Down selection. For IU14 and IU25 (who used their own extracts last year and are now using the Penn Data Extract) last year's IU14 and IU25 Selections will be marked to indicate that only the prior versions will fall under those categories. CSIU: Residency code is now defaulted to '01' instead of zero. Old Release notes Page 84

85 Educational Environment Percent calculation will now use Placement hours if the hours/week for the IEP's Placement does not exist or is stored as '0'. IU23: LEP field will now report 'Y' or 'N' instead of '01' or '99'. Address.txt file will now only report a single address for each Student. IEP Report (Spanish Version): Transition Section - Translation for "14 or older" has been fixed. IEP Report: Issue in the Goals SubReport causing the report not to fail to run has been addressed. Version to Version November 3, 2011 State Reporting: PennData Error Report: Since Transition is no longer reported, the Error Condition reported on the Error Report has been removed. PennData Refresh: Districts who are using SQL Server Version 2000 will no longer experience an error when attempting to Refresh their data. IU23 Refresh: Users will no longer experience an error when attempting to Refresh their data. IU20 Setup Screen: The Start and End Dates will now properly be set to 12/01/2011 for the December 1 submission. CSIU Submission: Users will no longer experience an error when attempting to Refresh their data. Updated the Error Message for Residency Status. Updated report and Export file so that PASA will be blank if the student is in grades 01,02,09,10,KH,KF. PIMS Submission Setup Screen: The Start and End Dates will now properly be set to 12/01/2011 for the December 1 submission. Report End Date which was defaulted to '06/30/2011' has been adjusted to '06/30/1012'. Reporting: Student Summary Report - Student Name will no longer duplicate when the Export function is run. 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. State Reporting: Updated PennData Version Number. Hard Error when attempting to Refresh in certain versions has been addressed. Version to Version October 25, 2011 File Attachment Delete Form: When deleting attachments from within a Form, the User will now only be Old Release notes Page 85

86 presented with the Files that are attached to that Form. State Reporting for IU20, IU23, CSIU, PennData, and PIMS have been updated for Version to Version October 21, 2011 IEP Creation Process (All except OH & MO): When copying records, the process will now ignore Service records which have an alternate-code type of "Wizard Status" and a value of "Ignore". This process now matches that which is in place for Placement records. Security: Search Controls and Report Selection Controls will now obey Student Access Permissions for all Users. Version to Version October 18, 2011 Data Integration: PIMS Disability Rule 2 is now 'PIMS Disability Rule 2a'. A new rule has been added, 'PIMS Disability Rule 2b'. This custom rule will update the eschoolplus ''REG_DISABILITY'' table with the existing disability information based on an alternate code of ''PIMS Code'' for a specific student, based on the finalized application option setting for state reporting. ER and RR WebForms: LEA Representative Name, Title and Phone will all now be properly saved. User will be warned to save data if an attempt is made to leave the page without first saving. Permission to Reevaluate Report: Fixed formatting to no longer display inappropriate characters. Old Release notes Page 86

87 Version to Version October 6, 2011 Gifted IEP WebForm: Modified to allow New Goals to be added even if the Goal Code is not numeric. Services Drop Down List will now display available Services alphabetically. Data Integration: Fixed Contact Mail Flag Rule to operate correctly. Version to Version October 4, 2011 IEP WebForm: Summary of Finding Section - Will now display Disabilities if either 1A or 2A are checked. WebForms: Evaluation Report and ReEvaluation Report - Letterhead Data will now pull into Form at Form Creation time rather that by having a User click on the 'Copy From Letterhead' button. IEP Validation Rules: Modified Rules and to react appropriately to Statement data that is associated with the Text Boxes that the rules were originally designed to validate. Data Integration: Updated PIMS Enrollment Rules to ignore records with blank Start Dates. Gifted IEP WebForm: Objective Attachment functionality will now save data appropriately when the 'Add from Goal Book' option is selected. Version to Version September 20, 2011 IEP WebForm: SDI Drop Down List will now show its contents in alphabetical order. Data Integration: A new Custom rule for SE Delco has been added to handle TBD Placement data. Version to Version September 14, 2011 Version to Version August 31, 2011 Old Release notes Page 87

88 Formatting: Save Changes Prompt will now always center on the page. File Attachment: Attach Button - Will now appear enabled (button will have a darker color) when it is enabled following a User selection of Files to attach. Version to Version August 24, 2011 Reporting: Service Report - Extended the field on the report for 'Service Type' so that longer Service types would not break. Option Edit Form - Added masking to the Password field to hide data entry of passwords. Notifications: Fixed a database-specific versioning error that sometimes caused a hard error when attempting to enter the Manage Notification Collection Page. Gifted IEP Creation Wizard: Added validation to prevent the creation of a Gifted IEP without having at least one of the Date Ranges (Recommended, Summer, Next Recommended) entered. 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. IEP WebForm: Data will now be properly saved by the Text Dialog. Version to Version August 9, 2011 State Reporting: PIMS Special Education Snapshot This will now exclude Gifted Placements. Record selection date range has been modified to correctly pull any records that are active within the record selection date range. Version to Version July 28, 2011 Old Release notes Page 88

89 Version to Version July 26, 2011 Reporting: Form Creation Report has been modified to speed up its processing. Statement List Report has been modified to print Attachments appropriately. Modified Timely Eligibility Report has been modified to correctly pull Enrollment records for a student who has left the district but returned within the timeframe of the report. Security: Password Expiration for Active Directory - Security module will now properly check for the "Password Never Expires" flag. State Reporting: PennData for IU Submissions - Report has been modified to ignore any Alternate Codes attached to Inactivation Reason Codes that contain more than a single character. Version to Version July 12, 2011 No Change Version to Version July 6, 2011 State Reporting: Berks County - Table 9a Extract has been adjusted so that Column 5c is set to "Y" when the number of Discipline Days is greater than 1 and less than or equal to 10. 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. Gifted IEP Creation Wizard: The unfinalized message in the Wizard will now properly react to changes in its setting in the Screen Configuration Utility. Version to Version Old Release notes Page 89

90 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: IEPPLUS. Now displays the number of File Attachments a Student has in Student, File Documents: Selecting the 'File Documents' section displays the File Attachment Summary screen which will show ALL file attachments linked to the Student. In addition, IEPPLUS indicates the specific Form with the attachments and allows you to open this Form and view the attachment section. Upon closing, IEPPLUS returns you back to the File Documents page. Form Summary: This screen has been modified to indicate whether a Form has attachments, and how many, eliminating the need to open each Form to determine its attachments. Should the User hover the mouse over the attachment number, IEPPLUS will display the actual linked file names. You can then select a specific file and open that specific attachment. Old Release notes Page 90

91 Security Options: Security, Manage Groups or Manage Users will enable an Administrative User to set up various security combinations for staff access to Add, Edit, View and/or Delete 'Student' or 'Form' File Attachments based on District policy. Configuration Options: Maintenance, Manage Screen Configuration: There are several options you can control with regard to File Attachment display. FileAttachmentForm: CreationUser (Posted by) IEPPLUS File Attachment Screen Display: StudentNavigationBar: Document Count Old Release notes Page 91

92 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). 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: PSSA Report - updated to print for all PSSA subjects. It will also now print PSSA-Modified and PASA subjects. Permission to Revaluate report - Address line will now break correctly. State Reporting: IU23 Suspension report will now correctly display durations. Old Release notes Page 92

93 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. If your Users have created any Personal Template Reports with regard to Statements, they may edit them using these additional parameters. For example, a User may have a Statement Report created 'by building' for State Assessments. That User may now add a sort 'by Grade' to this Report. IMPORTANT NOTE ON PERFORMANCE: Depending on the large number of Statement records this report may access if unfiltered, it may take too much time to run or may return a time-out error message before rendering to PDF. If this is the case, Users must narrow their selection parameters to cause fewer records to be chosen for a single run. The report will need to be run multiple times with appropriate filtering parameters in order to obtain all of the desired data. At one client site, the example shown above returned over ten-thousand Statement records for a single year and eventually returned an error message - at another client, the same setup of the report ran to a successful conclusion because it returned far fewer records in a single run of the report. TIPS: To multiple select items in the window, hold the 'Shift' key and click on the individual items. To multiply select a row of items, hold the 'Control' key and click on the first & last item. To Unselect items (i.e. Subcategory after selecting one), hold the 'Control' and Click on the item in blue to deselect it. Old Release notes Page 93

94 Acknowledgements: Administrative Users may set 'General Acknowledgements' on Forms that Standard Users must acknowledge by checking them off prior to Finalizing a Form without running Validation Rules. In Maintenance, Manage Validation Options, General Acknowledgements an Administrative User may add references to any pre-finalization procedures. Standard Users must acknowledge that they have performed these procedures before Finalization can occur. This capability DOES NOT actually check to see if those procedures actually have been performed - only that the User attempting the Finalization acknowledges that they have performed them. To Create Acknowledgements set up as demonstrated below. Next select the Form and Section for which this Acknowledgement should appear. For Permission to Evaluation, Ready for Review, Validation Options tab, check off the appropriate statements and save. When this form and action has been selected a pop-up will appear. Checking off the boxes and clicking 'Continue' allows the process so protected to complete. Old Release notes Page 94

95 State Reporting: Penn Data Reporting for July 2011: Additional changes have been implemented, new Tables 4a & 9A by Student have been created. IU25 and IU14 Penn Data Reporting: Additional changes have been implemented, new Tables 4a & 9A by Student have been created. IU20: Please run 'PennData for IU Submissions' which includes the two new Tables 4a & 9a. State Reporting fix: PennData - Table 10 report was incorrectly indicating that students with an Ethnicity Alternate Code of "09" (Asian) were not being included in the Extract. This has been resolved. Express Track Utility: Utility will now update correctly for the new Event Outcome table. Utility will now create appropriate User Permissions when new Users are added. Reporting: Suspension Report has been updated to look at new Duration and Outcome fields. Event Summary Screen: Will now display the correct Duration field. Version to Version May 26, 2011 Login Page and LDAP Authorization: Process has been modified to check if a User's password has already expired before attempting a log-in. This pertains only to sites that use Active Directory and have granted their Users the ability to reset their passwords. Progress Reporting: Objective Progress will no longer be deleted if the Progress Reporting Template was for 'Goals Only'. 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 (*). Old Release notes Page 95

96 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. Security: Options have been added for the IEP Mass Statement Change and Rapid Grid Entry options. IEP Revise Process: This process in no longer hard-coded to display only the IEP Headings. Gifted IEP Creation Wizard: Process has been modified to show the 'Unfinalized' message only if the Student has either a Gifted IEP that is not locked or if the latest PDF was not produced during the Finalize Process. Invitation Letter WebForm: Consent to Excuse Section - a typographical error (are to area) has been fixed. Invitation Letter Report: Formatting in the Parental Section ahs been adjusted to prevent the overlap of Check Boxes. 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. IEP and GIEP WebForm: Security - Permissions for 'Mass Statement Change' and Rapid Grid Entry' functionalities have now been assigned their own security settings. FBA WebForm: A 'Refresh' option has been added for this Form. Advanced Reporting: IU 23 SQL - Issue with Grade Alternate Codes causing hard errors has been addressed. Reporting : IEP Report - Section VI no longer prints English in the Spanish version nor Spanish in the English version. 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 96

97 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. Access to the new Outcome Grid is controlled in Maintenance, Manage Screen Configuration, Event Form, Outcome and Outcome Grid. Enabling the Outcome Grid turns on a new tab located on the Suspension/Event record Page. 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 97

98 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. State Reporting: All Advanced Reports have been updated for the July extract/dates. The following changes have been made: PennData & IU25 Update Dates for Remove Gifted Disability Changed Ethnicity Codes (Table 5 & 10) 01 American Indian/Alaskan Native 03 Black or African American 04 Hispanic 05 White 06 Multiracial 09 Asian 10 Native Hawaiian Update Suspensions to be able to pull multiple outcomes BERKS Created documentation, report and extracts for Lock December extract in order to run June's Note: For this year the Dec table will be blank, manual compare will be needed to insure accuracy for June extract. Old Release notes Page 98

99 CS IU - July Count Extracts (Dec count) Update Child Count's Residency Alt Codes (Resident is blank) Disciplined Student File Update Dates Update Ethnicity Codes Remove Gifted Students (and Disability Codes, 2105, 2106) Update to be able to pull multiple outcomes (structure change) Exited Student File Update Dates Update Ethnicity Codes Remove Gifted Students (and Disability Codes, 2105, 2106) Staff File Update Date (no changes same as last year) Table 8 Update Dates (no changes same as last year) IU23 - No state Changes Update Suspensions to be able to pull multiple outcomes IU20 - No Changes as of now. PIMS - Update End date to default for July Count. IEP WebForm: Placement Section - modified to more closely match the IEP Report. Section will now display the Session for each Placement. Reevaluation Form: Radio Button have been changed to Checkboxes allowing the User to uncheck them if necessary. IEP Validation Rule: Modified Rule so that it will pass for a Meeting reason, Meeting Type, or a Form Name containing the word "Revision" as well as the word "Revise". Version to Version April 21, 2011 Reporting: Permission to Evaluate report - Removed blank page from the middle of the report. Version to Version April 14, 2011 File Attachment Utility: Adjustments have been made to prevent hard errors 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. Reporting: NOREP - regulatory changes made to this report. Old Release notes Page 99

100 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. IEP WebForm: Goals, Services and Transition pages have been modified to increase the page load speed. State Reporting Documentation: More detail has been added to the section describing the Age Calculation on the PIMS Report. Version to Version March 23, 2011 Reporting: IEP Report - Updated ESY Section to prevent the display of extraneous characters in the Service Notes. 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 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. Version to Version March 10, 2011 Old Release notes Page 100

101 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. IEP WebForm: Data-handling changes have been made throughout the WebForm. Pages that are dataheavy (such as the Services page) should now load more quickly. Statement Maintenance Page: Changed so that Objectives may be edited without changing their order in the page. Data Integration: Update the "esp - Discipline Rule" to prevent duplicate Event records from being created if associated Code Table information has been changed. 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. Reporting: IEP Report - ESY Placement Section will now print all Placements with a Summer Session. RR Report - Modified to prevent a blank page from being inserted after Interpretation of Additional Data if the Section runs too long. Version to Version February 17, 2011 Reporting: Placement Missing Report - Added the ability to Group and Filter on Associated Organization Version to Version February 15, 2011 Old Release notes Page 101

102 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 read-only 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. Version to Version January 27, 2011 Utility: Form Batch Lock/Finalize - This Utility will now Select and Print in Name order Version to Version January 25, 2011 Version to Version January 21, 2011 Old Release notes Page 102

103 Changes 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 State Reporting: December 1 Count - Thirty-three fields will now be extracted even though the final two fields are only collected for the July Count. Permission To Evaluate: Update Wizard - Will no longer auto-fill the Referral Sent Date. Gifted IEP WebForm: This WebForm will now correctly revise. 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. Gifted IEP Report: Fixed to properly handle Rich Text or Plain Text. Data Integration: PIMS export rules will now ignore Enrollment Records with a blank Start Date. 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. State Reporting: PIMS Events: Will no longer pull duplicates into the report. Old Release notes Page 103

104 PIMS Service Extract: Will no longer pull a Service into the report if it has the same Start Date and Alternate Code as a Service that has already been pulled into the report even if the Service has a different Service Name. This will prevent the reporting of Services to the State that they would consider duplicates. 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. State Reporting: PIMS Events - will now pull Event Date into report if IEP Start Date is equal to December 1st as well as if the date is earlier than December 1st. Gifted Permission to Evaluate Report: will now print Contact Information. Version to Version December 7, 2010 State Reporting: PIMS Version Implemented - Excludes Gifted Students. Events extract will now report Transition Students. It will no longer report students who are being Initially Referred or who have only had Evaluations. 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. Old Release notes Page 104

105 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. Gifted IEP Report: Report will no longer truncate Contact Information. Version to Version November 28, 2010 Student Summary Screen: Suspension/Event Grid - Updated so that multiple records will now be displayed in column format. IEP WebForm: Attendee Form - Salutation and Qualifier Drop-Down Lists will now properly fill with appropriate codes. Version to Version November 24, 2010 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. Gifted IEP Creation Wizard: Summer Start and End Dates are no longer required to create a Form. Gifted IEP Report: SDI Section - Will now only print SDI Gifted Support statements. Version to Version November 23, 2010 Old Release notes Page 105

106 State Reporting: Updated error message for Mismatched LRE & Percentage so it will not appear if LRE is not in Regular Class. All IU Versions: Updated LRE Mismatch error message Updated Transition ID replacing commas with semicolons IU 23: Updated Compliance Inactive Date to show Placement End Date if it is before the Extract End Date (6/30). Version to Version November 18, 2010 IEP WebForm: Summary Section - Removed extra textbox from beneath the Recommendation Section. Version to Version November 16, 2010 Date Selection Controls: All WebForms and Reports have been modified to insure that, for most areas, the width of the text in a TextBox displayed on a WebForm is the same width as the text displayed in the corresponding report. This means that the same text on a WebForm will correspond line-for-line with that text on its report. Goals are an exception to this rule primarily because when 'the student' is substituted with the actual student's name, such a match becomes impractical. All Form Creation Wizards have been updated to include the Date Selection Control for all fields requiring a Date entry. Selecting the small Calendar icon will display a Calendar where a User may select a Date or change the Calendar display to show a different Month and/or Year. Tip: Clicking on the text 'November 2010' will display a DropDown Control allowing a User to conveniently select a Month/Year. Additionally the User may use the arrow keys (<< < > >>) to navigate through this control. The single arrow will change the Month; the double arrow will change the Year. Old Release notes Page 106

107 Form Creation: IEP: Upon selecting 'Create New Letter or Form', the Page will now display a 'Creating ' prompt until the Form has been created. The 'Create New Letter or Form' button will be hidden for the duration of that operation in order to exclude the possibility of creating multiple forms by re-clicking the button. Gifted Written Report and NORA: Creation procedures will now select the User's preferred Letterhead if one exists. They will select the System Default Letterhead if a User preference cannot be found. Reporting: Progress Report: Now appropriately handles HTML formatting. Reevaluation Report: Student Age calculation has been modified to calculate from the Form Date which matches the WebForm functionality. State Reporting: IU20 and IU23 will now select the IEP Development Date correctly. Version to Version November 9, 2010 Reporting for All WebForms: Updated WebForms and Reports to make sure that text entered into a textbox breaks the same way on the Report as it does on the WebForm. State Reporting: CSIU - Updated SQL and Documentation to reflect new Residency Codes. Added new extract for IU 20. Please read through the documentation carefully and insure you have the proper alternate codes and data implemented to complete this report. Please Note: The Compliance extract requires Important Date records with the appropriate Alternate Codes to extract data. Please review your codes in Maintenance, Manage Code Tables, Important Dates, Show Alternate Codes to insure you have one setup for 'IEPDev' and another for 'IEPImp'. In addition, student records must also have Important Date data entered to be extracted! Old Release notes Page 107

108 IEP WebForm: Transition Page: Fixed contention error that occurred when a User edited a Statement in the Maintenance Screen and then attempted to edit the same Statement in the in-line edit on the IEP Page. IEP Services: Fixed SDI not prompting for Save when just a Statement is picked and no data is entered in the DropDowns for Frequency or Duration. Gifted IEP: Validation Rules and have been updated to look at Statements rather than Services and will now correctly report the lack of Support Services. 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 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. State Reporting: IU 23: State reporting has been updated to the Version. Ethnicity codes have changed in the Staff and Student Files. TO DO: Any students with the older Asian/Pacific Islander code should be changed to one of the two Old Release notes Page 108

109 new codes in eschoolplus for transport into IEPPLUS. Asian/Pacific Islander should be inactivated in Maintenance, Manage code Tables. Three new codes should be added as follows. Don't forget to also enter the appropriate eschoolplus/studentplus alternate code to match up data. Native Hawaiian or Other Pacific Islander, Alternate Code = 10 Asian, Alternate Code = 09 Multiracial, Alternate Code = 06 NOTE: Any student with multiple ethnicities will be reported on the extract as '06' PennData no longer requires reporting of Gifted Students in their extract. IU23 has left that decision up to you. If you do or do not wish to report Gifted students, this is controlled by the Student Status Type, Alternate Code = SE (no SE, not included). CSIU: State reporting has been updated to the Version. PennData no longer requires reporting of Gifted Students in their extract, please update the gifted enrollment record to not have an alternate code of 'SE' Ethnicity codes have changed in the Student File. TO DO: Any students with the older Asian/Pacific Islander code should be changed to one of the two new codes in eschoolplus for transport into IEPPLUS. Asian/Pacific Islander should be inactivated in Maintenance, Manage code Tables. Three new codes should be added as follows. Don't forget to also enter the appropriate EschoolPlus/StudentPlus alternate code to match up data. Native Hawaiian or Other Pacific Islander, Alternate Code = 10 Asian, Alternate Code = 09 Multiracial, Alternate Code = 06 NOTE: Any student with multiple ethnicities will be reported on the extract as '06' Reporting: Reevaluation Report - Fixed report to eliminate HTML characters from appearing. IEP Report - Fixed section that was allowing HTML characters to appear. Version to Version October 29, 2010 Version to Version October 26, 2010 Security: Manage Groups - Permissions Tab: The Checkbox associated with the prompt "Restrict application access according to the following permissions:" has been removed because it was not affecting the setting of permissions. As before, all checked permissions are allowed; all unchecked permissions are disallowed. State Reporting Documentation updated for State Reporting. Updated Ethnicity Code to work with Federal codes. Version to Version October 21, 2010 Old Release notes Page 109

110 Rich Text Boxes - Switching between Internet Explorer (IE) and FireFox: If text is entered into a Rich Text Box while browsing in Firefox and saved and a User then attempts to edit the same Rich Text Box after switching to IE the User may experience issues with appearance when it comes to Text Alignment (Left, Center, Right). It can appear on the WebForm that there is an extra line break in IE where text has had it s alignment set. When printed, the form will show the text's vertical spacing as it was originally entered. Rich Text Boxes & Form ViewAll Functionality In order to speed up the display of a Form containing many Rich Text Boxes the control's functionality has been modified to display text as read-only when a Form is first displayed in 'View All' mode. Users will now click the new 'Edit Text' button to open a Rich Text Box for data entry when in 'View All' mode. Each Rich Text Box so opened will remain open until the User leaves the Form. Rich Text functionality has NOT been changed if a User views individual Form Sections. The software will continue to display Rich Text Box text in edit mode when the User selects individual sections from the Form Control Bar. Individual Section Selection example: Displays Rich Text Boxes in edit mode. View All example: Rich Text Boxes display in read-only mode. Note the new Edit Button. View All example: Shows a Rich Text Box after the 'Edit Text' button has been selected. The field will remain open until you exit the IEP. Version to Version October 14, 2010 Error Handling: Added an Error Log Maintenance Page. It is available on the Main Page beneath the "Administration" heading. It will allow a User to look at the details of an error. Old Release notes Page 110