Commonly Used Symbols in SE Programs
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1 Training Materials
2 Commonly Used Symbols in SE Programs Checkmark: Click to accept and save an entry. Ellipsis: Click to access shared lists. Filter: Click to filter a search. Microphone: Click to record audio. Plus: Click to add entry. Stop Sign: Missing entry required to complete screen. Refresh: Click to see updated records after adding them. X: Click to delete record. Pencil: Click to add or edit entry. Resize Control: Click and drag to expand text box. Blue Pencil: Click to quick edit in Knowledge Center (for District Administrators) Yellow Pencil: Click to edit Shared List for the field (for District Administrators) Lock: Click to lock completed form. Print View: Click to preview form. Download: Click to download form information. Electronic Sign via DocuSign: Click to allow electronic signatures. Copy Mode: Click for any existing value to be copied into current form (name, date of birth, etc.). 2
3 SE Manager Participant Agenda Notes I. Selecting a Program A. Program Toolbar/Tabs B. Product Dropdown II. III. IV. Navigating the Programs and Adding forms A. Available forms B. Adding a new form C. New/Edit Forms, Drafts, and Locked Individualized Education Program Meeting Notices The Individualized Education Program Meeting Form A. Individualized Education Program Meeting 1. Meeting Date 2. Annual? Yes or No 3. Parent 1; Parent 2 B. Review of Evaluation Data 1. FIE Current and Next Due Dates 2. Other Evaluations/Add New Record 3. Meeting information provided by 4. Form Shortcuts C. Determination of Eligibility 1. Disability condition(s) 2. Types of Impairment (district option) D. Present Levels of Academic Achievement and Functional Performance (PLAAFP) 1. Physical a. Personal Care b. Nursing c. Assistive Technology d. Communication Needs 2. Behavioral 3. Discipline 3
4 5. Instructional Accommodations and/or Modifications Related Services Schedule 6. Related Services Schedule 7. State/District Assessment Decisions 8. Creating multiple schedules F. Consideration of Least Restrictive Environment G. Extended School Year Services (ESY) H. Graduation I. Assurances J. Signatures of IEP Committee Members 1. Agreement 2. Prior Written Notice 3. SHARS V. Supplements VI. VII. 4. Functional 5. Academic 6. Transition E. Determination of Services to Be Provided (Schedule Page) 1. School Year 2. Services Start Date 3. Duration of Services 4. Instructional Schedule Locking Forms Reports 4
5 VIII. IX. Welcome and Introductions Accessing the Program A. Recommended Browser B. Registering for Access C. Available Programs/Access X. Logging In XI. XII. XIII. XIV. Navigating the Home Screen A. Welcome Screen 1. Personalize 2. Profile 3. Customize (Widgets) B. Quick Links and Support Links 1. Knowledgebase 2. Support and Help Desk Selecting a Student A. Begin typing the first two letters of the student s last name B. Select the student from the dropdown Select the Annual Goals form from the dropdown A. Click the Open/Edit button to activate the form Select the green + sign next to Annual Goals to begin A. Review the Academic Year B. Input Goal Effective Dates 1. Start Date 2. End Date (auto calculates for 1 year, but can be changed) C. Indicate Document Status 1. Draft 2. Approved by IEP Committee D. Input your PLAAFP (if attached to the Annual SE IEP Goals In-District Training Participant Agenda Notes 5
6 XV. XVI. Goals) 1. Click the Popup box to import the PLAAFP 2. Choose the PLAAFP(s) that applies to your student s goals and objectives E. You may also type in your PLAAFP or cut and paste it from another document (such as Word) Select the + sign next to the goal type A. Academic B. Functional Writing the Goals A. Academic Goals 1. Input Goal Start Date 2. Choose the Subject from the dropdown 3. Click the Goal Type or types checkboxes that apply 4. Choose your TEKS Standard a. Click the Popup box to choose your TEKS Standard and click OK 5. Input your PLAAFP a. Click the Popup box to choose import the PLAAFP b. Choose the PLAAFP(s) that applies to your goal c. You may also type in your PLAAFP or cut and paste it from another document (such as Word) 6. Create your goal a. Click the Popup box to launch the goal wizard i. Timeframe ii. iii. iv. Condition Customize Conditions Behavior/Action v. Customize Behavior/Action vi. vii. Evaluation Method/Criteria Customize Evaluation Method/Criteria 7. Select the person responsible for 6
7 implementing 8. Select the frequency of progress reporting 9. Adding objectives a. Click the Add button b. Select your objective c. Click Add components to have the objective mirror goal requirements d. Customize timeframe (if necessary) 10. Click Save or Next to add your next goal and objectives (if necessary) B. Functional Goals 1. Input Goal Start Date 2. Choose the Subject/Focus from the dropdown 3. Click the Goal Type or types checkboxes that apply 4. Input your PLAAFP a. Click the popup box to import the PLAAFP b. Choose the PLAAFP(s) that applies to your goal c. You may also type in your PLAAFP or cut and paste it from another document (such as Word) 5. Create your goal a. Click the Popup box to launch the goal wizard i. Timeframe ii. iii. iv. Condition Customize Conditions Behavior/Action v. Customize Behavior/Action vi. vii. Evaluation Method/Criteria Customize Evaluation Method/Criteria 6. Select the person responsible for implementing 7. Select the frequency of progress reporting 8. Adding objectives 7
8 XVII. a. Click the Add button b. Select your objective from the dropdown c. Click Add components to have the objective mirror goal requirements d. Customize timeframe (if necessary) 9. Click Save or Next to add your next goal and objectives Reporting Progress A. Choose Progress Report from the New/Edit Forms dropdown B. Click Open/Edit C. Click the + sign beside Progress Report 1. Select the goal you wish to update from the Progress Report screen a. Click Save D. Click the + beside Progress Statement 1. Input the Progress Statement Date 2. Input your Progress Statement 3. Click Save 8
9 SE FIE Participant Agenda Notes I. Welcome and Introductions II. Accessing the Program A. Recommended Browser B. Registering for Access C. Available Programs/Access III. Logging In IV. Navigating the Home Screen A. Welcome Screen 1. Personalize 2. Profile 3. Customize (Widgets) B. Quick Links and Support Links 4. Knowledgebase 5. Support and help desk V. Selecting a Student A. Student Information B. Parent Information C. Enrollment Information D. Program Compliance VI. Selecting a Program A. Program Toolbar/Tabs VII. Navigating the Programs and Adding forms A. Available forms B. Adding a new form C. New/Edit Forms, Locked, and History VIII. Notice of Evaluation IX. Consent for Evaluation X. Health Information XI. Teacher Input 9
10 XII. Full and Individual Evaluation A. Full and Individual Evaluation Main Page B. Language C. Physical D. Sociological E. Emotional/Behavioral F. Cognitive/Intellectual G. Adaptive Behavior H. Educational/Development Performance I. Assistive Technology J. Present Levels of Academic Achievement and Functional Performance (PLAAFP) K. Summary and Conclusions L. Recommendations and Assurances XIII. Completing the Disability Reports A. Auditory Impairment 1. Part A Otological Examination 2. Part B Audiological Evaluation 3. Part C Communication Assessment B. Autism/PDD C. Deaf-Blindness D. Emotional Disturbance E. Intellectual Disability F. Multiple Disabilities G. Non-Categorical Early Childhood H. Orthopedic Impairment I. Other Health Impairment J. Specific Learning Disability K. Speech Impairment L. Traumatic Brain Injury M. Visual Impairment Notes 10
11 SE Manager Notes IEP Form Accessing Form/Title Page II. Determination of Eligibility I. Review of Evaluation Data III. Present Levels of Academic Achievement and Functional Performance 11
12 IV. Determination of Services to be Provided V. Consideration of Least Restrictive Environment IV-B. State Assessments VI. Extended School Year Services (ESY) Questions/Additional Notes: 12
13 VII. Graduation IX. Signatures of IEP Committee Members VIII. Assurances X. Deliberations Questions/Additional Notes: 13
14 Student Information/Enrollment Supplements Notices Additional Forms Questions/Additional Notes: 14
15 SE IEP Goals Notes SE IEP Goals Title Page/Annual Goals Academic Goals-TEKS PLAAFPs Academic Goals-Goal Wizard 15
16 Academic Goals-Objectives Functional Goals-Objectives Functional Goals-Goals Progress Reports-Title Page Questions/Additional Notes: 16
17 Progress Reports-Progress Statement Questions/Additional Notes: 17
18 SE FIE Notes Accessing Form/Title Page Physical Language Sociological 18
19 Emotional/Behavioral Adaptive Behavior Cognitive/Intellectual Educational/Developmental Performance Questions/Additional Notes: 19
20 Assistive Technology Summary and Conclusions PLAAFP Recommendations and Assurances Questions/Additional Notes: 20
21 Questions/Additional Notes: 21
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