Texas Release History - Archived

Transcription

1 Old Release notes Page 1 Texas Release History - Archived Version October 23, 2015 REED Changes to this form include: The Evaluation Type (Initial Evaluation, Reevaluation, Special Request) is no longer tied to a meeting record and will need to be checked manually on the form. The REED Wizard now has the ability to Create or Select a meeting as well as Do not select a meeting. A meeting or ARD Form is no longer required to be linked to the REED form. A REED form can be finalized without a meeting record. Form Information has the ability to link a meeting to this form after form creation. Selecting an ARD will display the meeting participants as 'read only' Selecting a meeting on this form enables the ability to add meeting participants. Not selecting a meeting or linking an ARD form, will no longer display meeting participants on the bottom of the form. In addition, the Form creation date will display in place of Meeting Date. Reporting, Advanced Reporting, TX_STAAR Assessments Reports: There are four (4) new reports located in the drop down on the left under Run Report Information which removes all references to TAK and display STAAR information and accommodations. STAAR Assessments Report STAAR Assessments Summary Report STAAR Assessment Summary w/accommodations STAAR Assessment without Accommodations TX_TAKS-STAAR Report: Remains for historical purposes. Notice of Proposal for Evaluate Form Modified the web form and report to print agency name correctly when there are multiple organization with type of Agency. ARD Form Modified the Participation In Statewide Assessment Section for the SSI to include additional check boxes for each subject for STAAR. Modified the form to eliminate the error message of 'System ArgumentException for Column Next Description', has been corrected. ARD Validation Rules 53209, 53210, were modified to pass validation when the appropriate FIE and Eligibility reports were attached properly to the ARD. Progress Report

2 Old Release notes Page 2 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 Advance Reporting - TAKS/STAAR Modified the refresh process of the TAKS/STAAR report to allow the length of the ST_Middle field to be 32 characters instead of 16. Staff Selection Drop-Down Updated the Staff Selection Drop-Down to only display active staff in meeting drop downs. ARD Creation Wizard Modified ARD wizard, Option 1, to not create new service records if there is an open ended service records for that student. ARD 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 ARD Updated the ARD report to correctly show Language Delivery in the IEP Header Section. 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 ARD, STAAR section

3 Old Release notes Page 3 Test type will default to STARR. Accommodations selected will save temporarily when switching between test types until the user clicks on the Save button. This change is intended to preserve the data if the user makes a mistake and changes from one test type to another and back again. ARD Form Updated the ARD form from preventing the user from creating the ARD due to an error caused by the "NextDescription" column missing in the CodesGrade Table. ARD Report Updated the text on the ARD report to say CPR "Training" instead of CPR "Certification". 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 Security Added the permission option for the Prior Written Notice to allow admins to give users and group permission to refresh the form. Version August 17, 2015 IEP, Graduation Plan This form has been updated to match the latest version. 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.

4 Old Release notes Page 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.

5 Old Release notes Page 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'. TX ARD Determination of Present Levels of Academic Achievement and Functional Performance: A new grid has been added to enter Test Scores, Version. The subject areas displayed are controlled by Maintenance, Manage Code Tables, Score Area with an alternate code type = ARD Code. Instructional Accommodations/Supports Determined by ARD Committee: Instructional Accommodations: Removal of the word 'General' in three places. Additional 'Presentation Accommodations' have been added (9) with a new *footnote. All sections now have their own 'Add' button to allow for unlimited 'Other' accommodations. (For Example: Removal of Assessment Type selection of TAKS Changed Assessment Type = STAAR or STAAR Alternate 2.STA 'STAAR, heading change from STAAR INSTRUCTIONAL ACCOMMODATIONS' to 'INSTRUCTIONAL ACCOMMODATIONS ALLOWED On The STATE ASSESSMENT'. Participation in Statewide Assessments: Removal of all references to TAKS. STAAR: Last sentence changed. ELA is now English, Added English 2 and changed Social Studies to US History. Student Success Initiative (SSI): Text changes of STAAR to STAAR-A and STAAR-Alt 2 where appropriate. Removal of 2 STAAR-M sentences and Math not appropriate text. Addition of Graduation CPR Certification check boxes. TAKS/STAAR: Removal of TAKS from title and all references in this section. Removed EOC for Reading, writing Changed English Language Arts to English Removed STAAR Modified from Assessment dropdown and added STAAR Alt 2.

6 Old Release notes Page 6 Removed TAKs-M/STAAR-M sentence. Removed Supplement link for STAAR Modified and added STAAR-A and STAAR Alt 2 Optional Test Admin, Procedures: Changed ELA column to English Rationale for assessment decisions: Removed references to TAKS/STAAR STAAR-Alt, STAAR Alt 2 are now available for selection and the Assessment drop down have been modified for the appropriate form selection. NEW Forms: Supplement Links have changed and two new forms have been added. STAAR A Eligibility Requirements Form STAAR Alternate 2 Medical Exception Requirements Form STAAR Alternate 2 NAAAR Eligibility Requirements Form These forms cannot be added through the FIE/ARD Administration but can be accessed from there once created. In addition validation rules have been added for all three forms as well as security. All courses located on the Schedule of Service page whether they are indicated as Gen. Ed., Spe,.Ed. Or Joint will now display on the Instructional Accommodations/Supports page when Reset Course Accommodations Grid is selected. Committee Signature Minor text change to mention mutually agreeable extension. ARD: Spanish version has been updated with the latest changes 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

7 Old Release notes Page 7 FIE Reports Modified all FIEs to look at the placement record first, then the referral record to determine the school and grade to display on these forms. 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 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. Indicator 13 Report Updated the report to correctly print the 2-Digit Instructional Setting on the Cover Page. Version /03/2015 ARD Report The ARD, IEP Header Section, Location of Implementation field will now display the placement location for both Recommended and Next Recommended locations when they are different instead of just the Next

8 Old Release notes Page 8 Recommended location. ARD Notice Modified ARD Notice and Organizations>Rooms, to not blank the room field from the Organization table after it was added to an ARD Notice form. Version May 22, 2015 Initial Placement Report Modified the Initial Placement report to include the ARD date in the statement "I have been fully informed and understand the admission, review, and dismissal (ARD) committee report, dated {ARD DATE HERE}, that has been prepared for my child/me." Indicator 7 Modified the form to display the 'Entry Date' after a form has been created. This form will display the student's enrollment start date when it was blank and the error message previously displayed, 'Student is not enrolled in a program'. Transportation Service Request Form Modified the form to pull in the disability linked to the student when accessing the Transportation form in the FIE/ARD Administration section. Progress Reporting Modified the delete function when deleting a progress reporting goal. It will no longer freeze or take more than 5 minutes to actually delete one goal. 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.

9 Old Release notes Page 9 Version May 7, 2015 System Option / Form Tab The option, [ ] 'Prevent New Service Plan creation when unfinalized Service Plan already exists?' has been updated to only display for Ohio and California. (Options->Set Systemwide Options->Form) Version April 22, 2015 ARD Form Instructional Accommodation/Support section will now link and unlink BIP without errors to the ARD form. Modified the ARD report to match the ARD History as displayed on the ARD web form. The ARD History displays the meeting dates that are attached to the ARD. FIE/ARD Administration Updated the FIE/ARD Administration section of the ARD form so users will receive a time-out message instead of a SERVER ERROR message when the page has been left idle for an extended period of time. 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.

10 Old Release notes Page 10 Version April 15, 2015 Advance Reporting Updated the Initial Aging Referral to return the correct days for the column C-F. Updated the Initial Aging Referral to calculate and print the F-A column even when the student enrollment start date does not exists. Legacy Progress Reporting Updated the legacy progress reporting to only pull BIP goals when doing progress on a BIP form. It will no longer pull other form goals. Student Referral, Calculate Button Updated the referral calculation to calculate the days within the calendar days and exclude counting the days outside of the range. (For Example: A date of 06/03/2015 was entered, it was returning 08/24/2015 when the calendar end date was 06/05/2015. It should be counting from the next calendar start date and proceed counting 60 days from there. The result should have been 10/28/2015.) Custom Form Generator Maintenance, Manage Custom Forms: Updated the custom forms edit preview to show the new line(s) (i.e. carriage returns) as they were added on the form. Remember to save between editing and print preview. Version March 30, 2015 Invitation Letter Updated the Create Invitation Letter Wizard to pull all the meeting types other than 504 that are active. Previously, it would only pull some meeting types. Legacy Progress Reporting Updated the drop-down for Select IEP in Legacy Progress Reporting to also include Gifted IEPs when appropriate. Data Integration Fixed the PLUS Data Integration Rule #4 to look for enrollment records LIKE %504% instead of LIKE %504. IEP Validation Updated the Student Age calculation to insure a student is identified as age 14 (for example) on or after their actual birthdate. Previously a student that was age 13.9 with his/her birthday the next day was reporting age 14 too soon.

11 Old Release notes Page 11 Version March 11, 2015 Progress Reporting Modified the 'archive' functionality in progress reporting to insure the PDF is created. Advance reporting Updated the Indicator 11 SQL to properly report the Grand totals on the Indicator 11 report. It will now return the correct totals by each individual user running this report. Version February 26, 2015 Progress Reporting Improved Progress Reporting performance when trying access the Progress Report page. It would take a long time for the query to complete which would cause the page to load 3 to 5 minutes later. Spell Checker in Text Boxes Updated the spell checker to recognize that 'langauge' was not a correctly spelled word. Version February 12, 2015 IEP Finalization Fixed an issue to properly display the finalized IEP when the user locked the IEP form, navigated into the Progress Reporting and archived it. Once returning to the IEP and finalizing the form, the IEP will now properly display. Referrals Referral calculation error corrected. Users will no longer see 'subquery returns more than one value' error when calculating evaluation due dates. All forms When the user adds a large amount of data, the text would be cut off which did not allow the user to scroll down in the text box. Version January 30, 2015 Data Integration - Contacts The integration program was updated properly reflect the Contact's Type (e.g. Emergency Contact) in IEPPLUS when the Contact Type is changed in eschoolplus. Time-Out Message The appropriate Time-out message will appear rather than a 'Server Error' message.

12 Old Release notes Page 12 Custom Forms Corrected an issue where the district was unable to click the 'New' button when going to Maintenance -> Manage Custom Forms. Progress Reporting Updated the Progress Report, removing the words 'Testing' in the title. 'IEP Progress Reporting as <date> testing'. The archived progress report no longer opens up when a view-only user opens the finalized IEP/ARD. Legacy Progress Reporting The filter will properly select students based on the Placement grade & location fields via Reporting > Run a Batch of Progress Reports. Fields on the selected Progress Report (e.g. 'Select IEP' drop down menu) are now read-only when the user selects the Legacy Progress Reporting link. The user may only select the Progress Template and Period. ARD Validation Validation Rule ARD I1 has been corrected as it was generating a hard error.

13 Old Release notes Page 13 Version January 9, 2015 Security User Permissions was improperly removing all permissions when the user went into user permissions screen and gave that user permissions to some forms. Upon hitting save, the student access screen the permissions for the user would be removed. Referral Record The Sent Date (Date of Consent) calculation will now also include the Weekends when the 'Mask Weekends' checkbox in the Calendar is selected, and will also include any Calendar Days if they are entered as well. Progress Reporting Corrected issues with how the program was setting the form state (e.g., locked, finalized) and saving IEP and progress reporting archives. The "Display evaluative statements for Objectives" checkbox on the Manage Progress Reporting screen now saves when selected. Corrected an issue that prevented progress report loading when the form start date preceded the placement/enrollment date. Corrected an issue where the user was unable to click on the 'Manage this report' link within the student's progress report. Progress Reporting will correctly print the Letterhead chosen in the 'Print Progress 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. ARD ARD modified to address meeting history print issue. Attendance Reports The attendance reports via the Advanced Reporting menu have been modified to increase the performance of running the reports. Version December 19, 2014 TAKS STAAR Report The Advanced Report was modified to include records where the Test Type = *STAAR*M* as well as *TAKS*M* so that the Test Type of STAAR Modified will be included in the report. ARD Transfer and ARD Brief The ARD Transfer and ARD Brief reports were updated as the Supplementary Aids services were not printing in the Schedule of Services section under Other Services. Initial Referral Aging Report (Advanced Reporting)

14 Old Release notes Page 14 Corrected export data to only export data for that user only. Added logic for times when Consent comes in during the summer break: FIE/ER Due Date = Current School Year Start Date + Number of School Days Allowed (e.g. 45). Version December 9, 2014 PLUS360 Data Integration (eschoolplus 3.1 or higher) The "esp - PLUS 360 Integration Rule #2" was creating a duplicate entry in the Special Education Summary > IEP Status section of eschoolplus when the IEPPLUS Enrollment record had no start or end date. Data Integration - Generic Import The Import Process was generating a hard error if the 'FinalizedOnly' parameter was not included in the batch file or in the Set Systemwide Options Administration tab area. Progress Reporting Progress Reporting modified to correct goal sort issue. Initial Referral Aging Report Age Calculation field removed from Advanced Reporting screen and report heading. Campus/building changed to display '*none assigned' if there is no building found. Report options modified to not affect other advanced reports. FIE/ER Due Date, FIE/ER Days Until Due, ARD/IEP Due Date, ARD/IEP Days Until Due, Consent to FIE/ER Completion (C-F) and FIE/ER to ARD/IEP Completion (F-A) calculations corrected. Case manager added to the export file. Version November 21, 2014 Student Drawer Clicking on Student Drawer Alert Icons in IEPPLUS will display text relating to the alert rather than a nonworking 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. Progress Reporting

15 Old Release notes Page 15 When opening the progress report for a student, the progress marking periods were displaying as a day before the actual marking period defined in the marking period templates due to a time zone difference on the server and user workstation. Version November 7, 2014 No changes. Version October 29, 2014 Progress Reporting The program was modified to open the applicable progress report based on what the user selects when prompted for a template due to the student's building or grade changing. Location of Intervention Code Table The code table was updated to remove the following items from the table. These items were not relevant for the State. General Ed less than 10 hrs General Ed less than 10 hrs elsewhere General Ed more than 10 hrs General Ed more than 10 hrs elsewhere Version October 27, 2014 IEP Corrected an error when the user deleted an IEP and attempted to create an IEP again. Progress Reporting In some instances within the New Progress Reporting, the progress notes were being printed under the first goal on the Progress Report. Summary of Performance Updated the form to correctly display the Year of Graduation/Exit based on the student's Important Date Type that is like 'Graduation' (e.g. Anticipated Graduation Date). 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.

16 Old Release notes Page 16 Transportation Service Request Supplement The report was updated to properly check the Behavior Intervention Plan check box. Service Attendance A Summary button was added to the Attendance screen that will return the user back to the Service Record and not the overall Service Summary screen for the student. Batch Attendance By Caseload Modified the program to select the student once regardless of multiple active enrollment records. Caseload Attendance Progress Reporting Option *NEW* Via the Batch Attendance screen, the user can now enter a Cuing and Session note for each date of service. Once the attendance is saved, the user can click a 'Export to Progress Reporting' button in which the system will create a progress note for the student in the applicable goal or objective. Note: The user must link the service to at least one goal in order to create the Progress note. A new report called 'Batch Service Attendance - Procedures Goals' has been added within the Batch Attendance drop down menu. This report includes the goal or objective linked to the service, cuing prompt, comment, and student's Medicaid number. For further information, please refer to the Caseload Attendance Progress Reporting user guide in the IEPPLUS Help menu under the Utilities menu. 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.

17 Old Release notes Page 17 Options > Set System Options > Form tab: Version October 10, 2014 NOE/FIP/BIP Corrected an issue where an error was generated when creating the form if there was an active Placement record within the date range of the new form. Notice of Proposal to Evaluation Fixed a typo on the Notice of Proposal to evaluate, the word recommended was spelled wrong. Version September 29, 2014 Security User Security - Modified the 'Find Students' function to properly display the students based on placement staff as of today's date. Version September 12, 2014 ARD Notice The ARD Notice web form and report was updated to properly print the correct address for each contact. 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:

18 Old Release notes Page 18 The Progress Reporting Notes add/edit pop-up screen has been enlarged. When new Progress Reporting is activated (via System Options > Progress Reporting > New Progress Reporting) the system will no longer display the Progress Reporting link in the Utilities menu drop - down. This will help prevent users from inadvertently entering Legacy Progress Reporting notes into a student s IEP that is already using the New Progress Reporting method. A new Progress Reporting option has been added to the Options > Progress Reporting area called 'Active Period to Open In'. This option determines what period to open up into when the user accesses a student's progress report. Version September 2, 2014 ARD ARD Validation Rule #53228 was modified to properly fail when FIE is attached to the ARD. Version August 20, 2014 Placement Summary Fix applied to lookup the correct setting when determining whether to display the Attendance link on the

19 Old Release notes Page 19 Student's Placement Summary screen. Notifications Corrected an issue where the user was unable to edit their address in the 'send notifications to' field under Options, Notifications, User Subscriptions. Manage an Existing Student Corrected the filter selection for Grade as the program was filtering on the Grade Code ID rather than the Grade itself. Security - By Enrollment Type A new feature has been added to Group Security called 'Enrollment Type'. All active Student Status Types will be displayed on the Main page of the Security Group. The school district can now limit user's to see only students with certain enrollment types (e.g. 504 Students only). Security A fix has been made to the feature that enables the Case Manager (blue icon) to be automatically set based on security. (SPIUtils.exe on the Student Access tab > Reset student access for all Caseloads, where an error was occurring ("Unhandled Exception") and the process would stop. The user would no longer have any access to students.

20 Old Release notes Page 20 Version July 31, 2014 No changes. Version July 18, 2014 Auditory Impairment Eligibility On the form, Section C was modified, no longer displaying the text box expanded across the page requiring the user to use the scroll when a large amount of text is entered. Progress Report Updated the report increasing the size of the Key text. Progress Reporting Audit Report Fix applied to the Progress Reporting Audit Report in Advanced Reporting to address a hard error when no active marking period exists. Data Integration For eschoolplus 3.1 only: Removed Rules 3a and 3b and created a new rule, #3. The updates the eschoolplus Personal Information 'Has IEP' field and the Special Education Summary 'IEP' field based on the student active in IEPPLUS with a Special Education Enrollment record and an active Placement record not like 'To Be Determined' or '504' as of the date of integration. Version July 3, 2014 Student Quick Search The 'Show All Student's check box has been removed. Clicking in the search box displays students in the user's caseload. Typing in the search box searches for all students.

21 Old Release notes Page 21 Version June 27, 2014 Home Page, Student Caseload Fixed Building and Grade display logic to address issues with the data not displaying on the Home Page. Building and Grade will display based on the student s current Enrollment or Placement as of today. If no record is found, the next future record is used. If neither a current nor future record is found, the system will use the next prior record in the past. Version June 20, 2014 TX ARD Validation Rules ARD Validation Rules # ARD I2 & # ARD I-2 have been modified so that the validation rules will fail only when a goal and/or objective exists and is also missing one of the following fields: Level of Mastery, Evaluation Procedure, or Schedule for Evaluation. These two rules no longer take into account the Meeting Type. TX FIE The student's current placement grade & campus will be used as of the placement date in the FIE Form Information screen when: o A referral without a grade & campus is attached to the FIE form, or o A referral is not attached to the FIE form. 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. Progress Reporting Modified the Progress Reporting utility to properly display the marking period date when there is a time zone change on the IEPPLUS application server and the user. The marking period was showing a one day difference since the IEPPLUS application server is stored in one time zone and the end-user was accessing IEPPLUS from another time zone. Import/Export Goal Book Utility The utility now supports Internet Explorer version 11. IEPPLUS Help PLUS360 Data Integration Overview Webex video has been included:

22 Old Release notes Page 22 Student Drawer Overview Webex video has been included: 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.

23 Old Release notes Page 23 Audit details in the Form Information area will only display user actions. Extra messages that do not apply to the user, such as unlocking or locking when amending or removing an amendment will no longer display. Data Integration User Documentation The PLUS 360 Advanced Integration (Generic) user document accessed from Help\PLUS 360 Advanced Integration \ General \ General Data Integration was updated to include the eschoolplus IEP Status Codes (e.g. ISE, ASE). A new user guide detailing 'PDF Streaming' which allows a user in eschoolplus, Home Access Center and Teacher Access Center (TAC) to view student forms (e.g. IEP, Evaluation Report). This feature is applicable for eschoolplus 3.0 or higher. The document is accessed from Help\PLUS 360 Advanced Integration \General \ General Data Integration \ PDF Streaming User Documentation. Version May 26, 2014 News Feed 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. Prior Written Notice Fixed bug causing a hard error when creating a PWN for a student with incomplete meeting record(s). ARD Fixed a bug where the goals were not showing the correct Location of Implementation on the ARD report.

24 Old Release notes Page 24 Fixed bug causing a hard error when trying to access the TAKS/STAAR section and the form end date was missing. ARD Validations Rules Fixed a bug where the ARD validation rules were failing because the rule was not able to find the linked FIE form 'Error - ( ARD B1) - Please Link the current FIE'. This then caused other rules reported like C.1 through C.8 to fail as they are associated to the B1 rule. Progress Reporting Fixed bug relating to Grade range not saving to a Progress Reporting template, if the grade range and then the building was selected. Fixed bug where user was unable to type in a date when adding a period through the 'Manage This Progress Report' link. Fixed a bug where the dash "-" between the Staff Member name and the Position was displaying when the 'Print position only' option was chosen in the Manage Progress Reporting screen. Fixed a bug where the 'Goals' section (bottom-half) of the screen was not fully spanning the entire screen width. Security A new security parameter has been created which provides a grace period, extending access to a student that no longer is available to the user or security group. The parameter is defined in the System Option \Administration Tab, indicated in the 'Set Student Access' text box. The parameter syntax is 'StudentAccesssGracePeriod=5' as indicated in the example below. By indicating a parameter of 5 as an example, the IEPPLUS security users and group will maintain the student in the security list up to additional days after the student is no longer in the security list. This parameter is helpful for when a student exits the district as an example, allowing the staff to maintain security permissions for the student for an additional 5 days. Example: Student Johnny Ballinger changed from Building A to Building B as of 5/20/14. With a Grace Period set to 5, the student will still remain in the Building A security group until 5/25/14. Version May 12, 2014 Notifications Historical days to search A new selection parameter has been added to the Values column in the Notifications System Setup tab in version and with a default value of 730. The default value has now been changed to 0. Setting the value to 0 will create a notification message for any unfinalized form using the highest checkpoint value (e.g days). Due to an enormous amount of unfinalized forms within 730 days, the system was generating a high amount of notification alerts, however, districts can change this value.

25 Old Release notes Page 25 Version May 2, 2014 Data Integration Placement Location Rule was updated to only download the eschoolplus building for Primary Placement records only. ARD Updated the report to properly display the FIE report and dates and Disability data. Updated the form to properly display the student demographic information as it was appearing blank on the first page of the form (FireFox only). Fixed an issue where the data was not saving properly in the Functional Vocational Evaluation Data section. Updated the ARD report correcting the TEK Modified check marks for summer sessions. Display issue in the Determination of Present Levels and Placement Determination sections where it was not properly displaying the read-only check boxes (Firefox only). When the user was in the Functional Vision Assessment form and exited to return to the ARD, it returned the user to the Main section of the ARD. When the user selected the Visual Impairment link within the ARD, the form was not displaying. The selected Assessment for TAKS did not save, it then selected the STAAR Assessment upon saving. ARD Transfer Updated the ARD Transfer report, correcting an alignment issue in the instructional minutes. Updated the ARD Transfer report correcting the TEK Modified check marks. The IEPPLUS logo was not centered in the ARD Transfer form creation screen. ARD Brief The IEPPLUS logo was not centered in the ARD Brief form creation screen. The selected Assessment for TAKS did not save, it then selected the STAAR Assessment upon saving. REED Fixed an issue where the user would receive an error upon saving data for a REED that is not attached to an ARD. 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.

26 Old Release notes Page 26 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. Notifications A new selection parameter has been added to the Values column in the Notifications System Setup tab. Indicate a numeric value in this field. The value will be stored as a positive number. The rule will use this value to select records and will then use those records against the check point value to determine if a message should be generated to the user. For example, the Student s Referral Requires a Consent Date rule, Historical days to search value is set to 365. The rule will select all referral with a missing consent date where the referral date is within 365 days as of todays date. Those selected records will then be checked against the check point value. Any referral less than 365 days from today will be ignored. The Student s Form is Not Finalized rule, Historical days to search value is set to 365. The rule will select all forms where the form start date is within 365 days as of todays date. Any form start date less than 365 days from today will be ignored.

27 Old Release notes Page 27 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'

28 Old Release notes Page 28 Example of the 'Progress Note' Batch Attendance By Caseload Corrected an issue causing student selection to be ignored when selecting staff and program information and returning a list of all students. Indicator 11 Updated the selection of students to include students whose Referral Consent occurs in the range of the report. Finalizing Forms Corrected an issue where upon completion of the finalization process would display a different student's pdf finalized form. ARD Supplements The ARD, ARD Brief, ARD Transfer forms and FIE/ARD Administration screen will allow multiple supplements of each type. - Forms that are created from the student toolbar (e.g. REED) or through the FIE/ARD Admin screen will display in a drop down list for selection within the ARD, ARD Brief and ARD Transfer forms. Selecting the form, and then clicking the Add link will link the form and add it to the list of linked forms. For example:

29 Old Release notes Page 29 Users also can create most supplements within the ARD, ARD Brief or ARD Transfer. In this case, the user will be able to deselect the existing forms (if any) in the drop down list and click the Add link. This action will open a new form for completion. The form will be linked to the parent ARD, ARD Brief or ARD Transfer form in which the supplement is created. (The exceptions are Disability Reports, FIE and FBA forms which are created outside the ARD). Users can link and unlink multiple forms to the ARD, ARD Brief and ARD Transfer. Non-standalone forms cannot be unlinked only deleted. A Delete button will display next to the linked form rather than an Unlink button in these cases. Once linked, the users can access a form by clicking on the form link displayed. Form Summary and FIE/ARD Admin screens will cross reference the linked forms, including the NOE and CRSTO form summary screens. Supplements will create with the parent form meeting date or start date if no meeting exists. Refer to the list below for exceptions to the meeting logic. o AI (Date of Meeting) o BIP (Date of Plan) o CRSTO (Date of Meeting) o ESY (Date of Meeting) o FBA (Date of Meeting) o Graduation Supplement (Date of Meeting) o Graduation Plan (Date Last Reviewed) o Manifestation Determination (Date of Meeting) o Residential Placement (Date of Meeting) o REED (Date of Meeting) o AU (Date of Meeting) o VI (date of Meeting) o Transition Services (Date of Meeting) A date field on the supplements will allow the user to select another date other than the meeting date of the linked ARD, ARD Brief or ARD Transfer.

30 Old Release notes Page 30 Finalizing the parent ARD will lock the non-standalone supplements; when displayed through the FIE/ARD Admin screen, the form will be read only. Standalone forms will not lock with the parent and must be finalized individually. When the ARD is revised: o o Existing supplements will keep the dates they had before the revision. New supplements will be created with ARD, ARD Brief or ARD Transfer meeting date. If the form does not have a meeting date, the supplement will be created with the ARD, ARD Brief or ARD Transfer Start Date. For further details on these changes, please refer to the information in the table below. Form -Section Supplement(s) Standalon e ARD - Determination of Present Levels ARD - Consideration of Special Factors ARD Development of IEP ARD/ARD Brief - TAKS/ STAAR ARD/ARD Brief - Schedule of Services ARD/ARD Brief/ ARD Transfer - Committee Signatures Full Individual Evaluation (FIE) Functional Behavioral Assessment (FBA) Notice of Evaluation (NOE) Review of Existing Evaluation Data (REED) Auditory Impairment (AI) Functional Behavior Assessment (FBA) Behavioral Intervention Plan (BIP) Student with Visual Impairment (VI) Student with Autism or OPCD (AU) Graduation Supplement Transition Services Graduation Plan STAAR Alternate Participation STAAR Modified Participation Extended School Year Prior Written Notice (PWN) Yes No Yes Yes No No Yes No No No No Yes No No No Yes Other Notes Eligibility and Related Service Reports will display based on the most recent /linked FIE. FBA is in both the Present Levels and Special Factors sections but adding is only available in the CSF section. Removed the ability to add STAAR-ALT and STARR- M supplements from the FIE/ARD Administration screen.

31 Old Release notes Page 31 FIE/ARD Admin Eligibility Reports ARD Supplements: AI BIP CRSTO ESY FBA Graduation Graduation Plan Indicator 14 Indicator 7 Manifestation Determination PWN Residential Placement REED Transition Service Request AU VI Performance Summary Transition Service No Yes Yes No No No Yes Yes Yes No Yes No Yes Yes No No No No Adding a new FIE Eligibility Report will immediately open the form. Meeting-dependent forms (REED, AI, FBA, VI, AU, Graduation supplement) will not display in the Add Supplement drop down list if no meeting has been selected in the ARD. REVIEW OF EXISTING EVALUATION DATA (REED) Form This form is now included on the student's toolbar. The form can be created without linking it to an ARD and will default the meeting date to today s date. When linked to an ARD during the creation process, the meeting date will default to the linked ARD meeting date. Multiple REED s can be linked to a single ARD. Finalization of the REED requires a linked ARD form. REED, Additional Data Needed Section: Selecting 'No' no longer disables the 'Evaluation Data' text box. The Timeline and Staff Responsible textboxes will remain disabled and will not print on the report when 'No' is selected.

32 Old Release notes Page 32 The ability to display/link multiple REEDS as well as add a REED directly from the ARD form is available. Information: Selecting a REED from the drop down and choosing 'Add REED' will link the form. If the drop down is blank, a new REED form will be created for data entry. STAAR-M and STAAR-Alt Forms The forms can only be created from within the ARD form. The forms can no longer be created from the FIE/ARD Administration page. The removal of the creation of the forms from the FIE/ARD Administration page is due the inability to link the form to the applicable school year. The user can access the STAAR forms from the FIE/ARD Administration page after they are created through the ARD. Multiple STAAR forms can be created within the ARD. ARD Form On the TAKS-STAAR section of the ARD, the US History Modified check box was not saving. On the Determination of Present Levels section of the ARD, the check boxes were not displaying correct using the FireFox browser only. Version April 3, 2014 ARD/ARD Brief/ARD Transfer Forms Instructional Arrangement Calculation Grid System Option - a new system option in the Forms tab has been created to allow the district to display the Calculation Grid in the form. ARD Form In Step 4 of the IEP creation process, the sentence 'Select existing Goals' was removed for nonadministrators when selecting option 2. Corrected an issue where the 'Unrevise' link was not appearing when the user finalized the progress report. Updated the report to print the correct location of implementation. The Goals now includes the ability to indicate the Position Responsible, Level of Mastery, Evaluation Procedure and Schedule of Evaluation as the Objectives currently has. At an example of the new Goal format is as follows. Note: this does not affect the Standards-Based Goal format.

33 Old Release notes Page 33 ARD Validation ARD Validation Rules that currently existed for the Benchmarks/Objectives have been implemented to work with the new Measurable Annual Goal Grid. Rule ARD I-1: Each Goal must have at least one Objective defined. Rule ARD I-2: Each Goal must have Level of Mastery, Evaluation Procedure, and Schedule for Evaluation. Rule ARD H-4: Each Goal must have an associated Responsible Party. Rule ARD I: At least one goal is required in the ARD. ARD Transfer Report The report was not properly printing the Instructional Setting as indicated in the form. FIE Form Updated the report where the Specific Learning Disability Supplement showed the incorrect grade and location on the report. Autistic Supplement Updated the report, removing the HTML tags. Progress Reporting Additional enhancements as follows: Updated the security permissions where the Lock and Exclude features are still correctly assigned to the 'Lock' security permission and now, Unlock and Include are correctly assigned to the 'Unlock' security permission. Upon opening the Progress Report, the user will be brought to the 'earliest' unlocked marking period, no longer the marking period as of today's date. When printing, the letterhead can now be selected. When archiving the marking period, the pdf "P" image date will now reflect the marking period date, no longer the date the pdf was created.

34 Old Release notes Page 34 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.

35 Old Release notes Page 35 Graduation Plan Corrected an issue where a hard error was displayed during the creation of the form if the prior Graduation Plan could not be found. Corrected an issue where an extra year was printing on the graduation plan. Behavioral Intervention Plan (BIP) Modified the creation process of the BIP form to now require a form end date as the new Progress Reporting feature requires the form to have an end date. Summary of Performance Modified the report where the Year of Graduation was not printing on the report. Notification Alerts Updated the 'Form has been Amended/Revised' to no longer generate a message when the Progress Report was archived. Security Corrected an issue when the user attempted to search for a User under Manage Users. Batch Attendance By Caseload Removed inactive students from appearing in the selection of students. 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.

36 Old Release notes Page 36 Managing an Existing Student The student's building (location) and grade were added to the page. Note: The building and grade display is managed under the Manage Screen Configuration\StudentSearch area. Version February 28, 2014 User Impersonation An 'Administrator' of IEPPLUS can now impersonate any user of IEPPLUS. As an Admin user, go to Manage Users, click on the user to impersonate. The application will automatically log out and log in immediately as that user. See HELP\ Security for more information. Indicator 11 & Indicator State Changes Student record selection has changed in that the reports will now only count those students in the school year of the ARD date. For example, if the consent date is in school year but the ARD date is in school year , then the report will show that student as "Not Counted" on the report. When the school year report is generated, then the student will be counted on that report. As per the State change for 2014, the timeline for "Consent to FIE" was changed to 45 days from 60 days and "Consent to ARD" has changed from 90 to 75 days.

37 Old Release notes Page 37 The calculation for the number of days is now based on school days, no longer calendar days. The number of days calculation will eliminate holidays and weekends based on the IEPPLUS system calendar. A new error message has been created on the reports so that they will indicate any student whose ARD is outside the date range of the report. These students will also display as "Not Counted" as well. Please refer to the user document by clicking on the DOCS button for detailed 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. Batch Attendance Modified the student / consumer selection to prevent students/consumers who are inactive as of the date of attendance from being selected. Daily and Monthly templates for Placement, Course and Services are affected. Data Integration Summary Report Corrected an issue where a newly imported student into IEPPLUS was not appearing on the report. Autism Supplement Report Removed the HTML characters from printing on the report. ARD Brief Report only. Updated the report to properly display all TEK Modified and Related Service data. REED Updated the form to no longer generate a hard error when selecting one of the three check boxes for the meeting reason. 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.

38 Old Release notes Page 38 Version February 14, 2014 Meeting Summary Screen The meeting summary screen will no longer show the extension information if the extension tab is not enabled via Manage Screen Configuration. Progress Reporting The progress reporting creation process will now ignore inactive buildings. Placement Grade Corrected an error that was occurring when the grade associated to the Placement record was no longer in the Grade code table. Notification Alerts A duplicate notification alert message was being created for a student that had been Enrolled. ARD 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. ARD) 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. ARD) 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.

39 Old Release notes Page 39 The Remove Amendment process will perform the following: re-finalizes the form. creates two audit records in the form under the Maintenance > Form Information > Form History area indicating the Remove Amendment process: the first record displays the Amendment Removal process, date, time and user. the second record displays the form returning to the Lock state, date, time and user. changes the archived form (pdf file). If the form is the Original Archive and the Remove Amendment link is chosen, then the O icon on the Archive is removed. If the form is the Revised Archive and the Remove Amendment link is chosen, then the R icon on the Archive is removed. 1. Revise/Amend & Remove Amendment Warning Messages A new option has been added that allows administrators to enable/disable warning messages for the Revise/Amend & Remove Amendment actions. To do this, the administrator would navigate to Options > Set Systemwide Options > Form tab and then enable/disable either or both of the options. By default, both warning messages are enabled (both checkboxes are unchecked). To enable the Revise/Amend warning message, the administrator should leave the 1 st checkbox unchecked. When this option is enabled, the user will see the following pop-up message when the Revise/Amend link on the Form Summary page is clicked: 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: ARD) has been modified as follows:

40 Old Release notes Page 40 Version January 31, 2014 All Supplement forms All supplement forms were updated to properly display the form date, based on the date the form was created. Version January 21, 2014 Plus 360 Notifications Seven (7) new rules have been added to the existing set of Plus 360 Notifications Rules as follows: Student s Referral Requires a Consent Date Referral Consent Has Been Received Progress Reporting is Due for a Student Progress Reporting is Past Due for a Student Annual Review is Coming Due (Uses Meeting Date) Annual Review is Past Due (Uses Meeting Date) Student s Form is Not Finalized The rules explaining how & when the notifications/alerts appear can be found in the user guide located within the help Menu of the IEPPLUS application: Notifications > Notifications User Guide. Progress Reporting Corrected an issue where the user was unable to lock a period as the prior marking period was excluded. Excluded periods will now be ignored during the validation process. Data Integration The 'eschoolplus - Placement Location' rule text was updated to remove the word 'Primary' as all Placements for the student will be updated with the eschoolplus reg_entry building. ARD Schedule of Services section - corrected an error accessing the section caused by missing Recommended Placements. Participation in Statewide Assessment section - SSI is for students in 5th and 8th grade only. The section now appears when the student is in grade 5 or 8. ARD - step 3 in the IEP creation process was showing 2 sets of boxes. FIE Administration A user with no permissions to Important Dates will not be able to change the Compliance Dates on the FIE page. Version and January 7, 2014

41 Old Release notes Page 41 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. BIP Corrected an error during the creation of the BIP form. Version 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 Added spacing between the Placement and Service Staff name and title. Staff Code Table Removed the ability to add more than one Staff Communication Type = 'Notification Address' as this type of communication type is used to send notification s to the staff member. ARD Schedule of Services section the Instructional Arrangement drop down in the Calculation section will no longer be removed when the Instructional Arrangement System Option is turned off. corrected an issue when the user attempted to add Summer courses in the Course grid. TAKS/STAAR Section - data (check boxes) from the TAKS grid will be removed upon the user changing the test type (radio button) from TAKS to STAAR. Set System Options - ARD 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 ARD creation process. FIE - Intellectual Disability form Updated the report to print the proper grade and location. Version 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. ARD Updated the report to properly show the checkboxes on the TEK Modified in the Scheduled of Services of the ARD.

42 Old Release notes Page 42 Version 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: Indicator 7 COSF Form - (New Form) - The TX Indicator 7 Child Outcomes Summary Form (COSF) has been implemented into IEPPLUS. This report is a way to determine the percentage of preschool children with ARDs who show an improvement in the three outcome areas as follows: 1) Positive social-emotional skills (including social relationships), 2) acquiring and using knowledge and skills, and 3) taking appropriate action to meet needs. The Child Outcomes Summary Form (COSF) give providers a way to summarize student info gathered from multiple sources to address the three outcome areas listed above. The 7-point scale determines the extent in which a student's functioning on each outcome area is ageappropriate, and if the student made progress towards that behavior. This new form is on the student toolbar under Internal Forms > Indicator 13. The documentation can be found in the Help Menus under Forms > TX Forms > Indicator 7. Indicator 13 Form (New Form) - The TX Indicator 13 Form has been implemented into IEPPLUS. The form is a way for states to determine how well they address a student s high school transition needs to help them achieve their post-secondary goals. This new form is on the student toolbar under Internal Forms > Indicator 13. The documentation can be found in the Help Menus under Forms > TX Forms > Indicator 13. Indicator 14 Form (New Form) - The TX Indicator 14 Form has been implemented into IEPPLUS. The form is used to report post-secondary outcome, education and employment goals of special education students that dropped out or are expected to graduate by the end of the school year. This new form is on the student toolbar under Internal Forms > Indicator 14. The documentation can be found in the Help Menus under Forms > TX Forms > Indicator 14. Indicator 7 COSF Advanced Report - The TX Indicator 7 Child Outcomes Summary Form (COSF) Advanced Report has been implemented into IEPPLUS. The Indicator 7 Advanced Report is dependent upon the completion of the Indicator 7 COSF form. There are three new reports and one new export file as follows: Indicator 7 Data Check Report ('Display Details' option) Indicator 7 Data Check Report ('Display Totals Only' option) Indicator 7 Summary Report Indicator 7 COSF to Excel export file (Indicator_7_COSF.csv) Help File - The IEPPLUS Help file now offers Indicator 7, 13, 14 user documentation (see below).

43 Old Release notes Page 43 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). TX ARD, ARD Brief, ARD Transfer Instructional Arrangement Calculation Grids Calculation grids have been added to the Schedule of Services section of the ARD, ARD Brief and ARD Transfer forms to facilitate the assignment of Instructional Arrangement (aka Level of Intervention). Each primary Placement, Recommended and Next Recommended session, will display in its own grid and will calculate separately. Please see TX ARD documentation for complete details and setup requirements for this new feature. TAKS STAAR Report (Advanced Reporting) - Report renamed from TX_TAKS to TX_TAKS_STAAR. Progress Reporting (new) - Standards based goals - removed the pipe characters from appearing on the form for districts using the Standards Based Goals format. Version November 8, 2013 Makeup Service Attendance List (Advanced Reporting, Attendance-Standard) - the report was not displaying the make-up session associated to the missed/cancelled date of service.

44 Old Release notes Page 44 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. Progress Reporting - the new Progress Reporting feature now includes the ability to report progress against Standards Based Goals and Objectives. Autistic Supplement - Section 2. Daily Schedule - the 'Preferential Seating' and 'Accommodations during Transition' check boxes were not appearing as checked on the report. TAKS Report (Advanced Reporting) - corrected an error when the user hit Refresh or Run buttons. PEIMS Upload Rules - Modified the PPCD Rule to properly upload End Dates. Corrected the Regional Day School Program Rule to properly report the E0833 Vector. Version October 30, 2013 PEIMS Upload Process - Modified the integration rule to fix errors in the submission of the E0832_Child_Count_Funding_Type which was completely missing and E1077 _PPCD_Service_Location_Indicator_Code which was blanking out the end dates of the old vectors instead of only blanking out the end date of the current vector. STAAR Alternate and STAAR Modified Forms - updated the forms so that if the ARD is finalized, the attached Supplements appear in read-only mode when accessing them through FIE/ARD Administration page. Version (4.2 no longer available) 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. ARD Brief Report - updated the ARD Brief report which was preventing related services from printing. 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).

45 Old Release notes Page 45 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'. 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. *NEW* Progress Reporting - A new Progress reporting feature is now available. See Help, for more information. ARD Report - updated the ARD report as it was causing an error upon finalization of the form. ARD / ARD Brief / ARD Transfer - 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 ARD using the 'New' button. Option 2 was eliminated as the Revise link on the ARD Summary button is used to revise an ARD/Transfer/Brief. Option 2 is available for Administrator users only. The following image displays the one and only option to create a new ARD.

46 Old Release notes Page 46 ARD / Brief / Transfer 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 Revision process no longer creates a new form (the form is unlocked). The forms and reports will display previous linked meetings (ARD History section). The form summary screen will no longer display each revision. The prior finalized pdf documents will be listed and available to access and print for historical purposes. When the form is revised, the original pdf will be marked as "O". Any revised pdf associated to the form will be indicated with a 'R". The following image is an example of a form revised and finalized. When a form is revised more than one time, the previously revised PDF's will be indicated as an "R". Please reference the ARD Mapping document via the Help menu, Forms, TX for more information. *NEW* PEIMS RDSPD Fiscal Agent Indicator Data Integration rule New PLUS 360 Integration rule called PEIMS RDSPD Fiscal Agent Indicator will upload the district s default RDSPD Fiscal Agent ID from IEPPLUS to eschoolplus (Reg_Program table, Program ID = 148, Field = 28) when a student is receiving services from a Regional Day School Program for the Deaf (student's Placement, Location of Intervention, PEIMS Code - E0833). The rule will be installed, defaulted to 'None' (off). Please contact the Help Desk to activate this data integration rule. See IEPPLUS Help\ PLUS360 Advanced Integration\Texas\TX PEIMS for detailed information on how to configure this rule. Version and September 3, 2013

47 Old Release notes Page 47 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. 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. TX Indicator 11 Report Three-year old students are now only reported on the Indicator 12 Report, no longer in Indicator 11.The format of the report has been updated to match the latest version from the TEA website. New Extension Reasons have been added to the 'Extension Reason' table (e.g. Appvd - Parent failed to produce child Eval, FIE) that will be associated to the student's Referral (FIE) or Meeting record (ARD). ARD Changes Unlabeled text box added to the top of the Schedule of Services section, Progress Determined By grid to indicate the frequency progress reports will be given to parents. Content Area drop down is no longer a required field (denoted by yellow background) in the TAKS- STAAR section. School Year related text removed from 4 th and 6 th paragraphs of Medicaid Consent form that prints at the end of the ARD report. TAKS/STAAR section - the STAAR M and STAAR Alt 'Manage' links will now enable the link if the Test Type description is like Staar%Alt and Staar%M rather than exact wording equal to Staar - Alt and Staar - M. 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. ARD Notice - updated the form and reports (including spanish) changing the text that references the age for transition from 16 to 14. 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. (NEW Forms) Two new ARD Supplement forms are now available in IEPLUS: STAAR Alternate Participation STAAR Modified Participation These state-required forms are used to document assessment decisions when a student will take either the

48 Old Release notes Page 48 STAAR Alternate or STAAR Modified assessment. Create these forms using the link provided within the ARD, TAKS-STAAR section or through the FIE/ARD Administration Form. 1. ARD/FIE Administration Within ARD/FIE Administration, you may create and attach any of the various ARD Supplemental Reports. Please refer to the screenshot below. The New ARD Package link provides the ability to create a new ARD. Existing ARD forms will display beneath this link. To add any supplemental report, select it from the drop down list, and then click Add ARD Supplement. The supplements created in this manner will display beneath the ARD form to which they are linked. 2. ARD, TAKS-STAAR Section Within the ARD form, TAKS-STAAR section, first select the Subject, Content Area and Assessment Option. The selected Assessment Option will enable the applicable Manage Supplement link as illustrated in the screenshot below. Clicking the link will provide access to an existing supplement (if any) or open a new form for completion. Validation Rule This rule will ensure that if any Assessment Option selected is STAAR-ALT, then ALL Assessments selected for that grid are STAAR-ALT; an error will occur if any other Assessment Option is found. For further information please refer to the following Help Files: TX ARD Form Instructions/User Guide TX STAAR Alternate Participation Form Instructions/User Guide TX STAAR Modified Participation Form Instructions/User Guide See Help \ Forms \ TX Forms \ Texas Supplement: STAAR-Alt and STAAR-M user guides for more information.

49 Old Release notes Page 49 IEPPLUS Help The Forms\TX Forms area of Help has been reordered (see above). The ARD Form documentation has been updated to include more instructions on completing the form, update field mapping and SunGard formatting standardization. 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. ARD - report only. Modified the report to start a new page break for the goal section of the ARD. Version & June 28, 2013 No changes. PEIMS Rule (New) A new PEIMS Data Integration Rule was created to upload the Restraint, Staff Type PEIMS Alternate Code ('01' or '02') into eschoolplus. The system defaults to '01' for records dated on or after 7/1/2012. The Staff Positions indicated with a PEIMS Alternate Code = '02' will be uploaded in lieu of '01'. All Restraints/Suspensions are uploaded to eschoolplus regardless of the date, however, Staff Position is not defaulted for records that do not have a staff associated. A Data Integration error message will be

50 Old Release notes Page 50 displayed ("Missing Staff") for this condition. PEIMS Alternate Codes: 01 = School District/Charter School Employee or Volunteer 02 = School District Police Officer or School Resource Officer (SRO) Version & June 24, 2013 No changes. ARD - modified the Determination of Present Levels section to show the Visual Impairment eligibility report linked to the FIE. Version & June 17, 2013 Progress Reporting (Legacy only) - modified the Progress Report to print up to 15 Marking Periods from 12. Notification Viewer replaced the envelope with an envelope with the IEP image. Corrected the collapsing of the messages using the -/+ buttons. No changes Version & June 7, 2013 Student Inactivation Utility - updated the text regarding deletion of future records to include Disabilities, Needs, Goals, Objectives, Statements, Associated Organizations, Associated Staff, Meetings, Important Dates and Enrollment records greater than the inactivation date. The inactivation program was not changed, only text changes were made to list each record type affected. ARD Updated the ARD creation process to only create or update the Enrollment record (Enrollment Type = Special Education or Referral) if the ARD Meeting Reason has an Alternate code = ARD Code with a description = Initial ARD. Added a page break if the ARD has STAAR Accommodations. Signature page was printing on two pages. Version & May 31, 2013 No changes. ARD - Form Information section - Reset Goal Dates function did not reset the previous IEP Goal End

51 Old Release notes Page 51 Dates. The previous goals were appearing in the new IEP upon hitting refresh. PEIMS Data Integration - PEIMS PPCD Service Location Indicator rule didn't upload the placement end date is the vector end date was blank in eschoolplus. Now it'll upload the placement end date if the vector end date is not blank and if placement end date is before the vector end date; otherwise, it'll leave the vector end date alone. Version xxxxx4.4 & 4.3xx May 31, 2013 No changes. Summary of Performance - the section was not displaying the accommodations from the linked ARD. Version & May 24, 2013 No changes. No changes. Version & May 17, 2013 No changes. No changes. Version & May 10, 2013 Unfinalized IEP Report - students were not appearing on the report if they did not have a meeting associated to the IEP. Set Systemwide Options - Form Tab - The 'Enforce above selection for Step 3 and 4 for all users' check box was not saving properly. (Excludes Ohio, Missouri and Washington). FIE/ARD Administration - the ARD Brief will now appear and have supplements attached. ARD - Changed the age for Transition from age 16 to age 14 on the IEP Development page. ARD - A Validation Rule was added that checks the Primary Disability date range and makes sure that it falls within the constraint of the ARD date range. ARD TAKS/STAAR Accommodations: Added 'and EOC' to the Writing Subject test. 'Spelling Assistance' is now only available for Writing and ELA. 'Complex Transcribing' is now only available for Writing. 'Calculation Devices' is now only available for Math and Science. Added '(grades 3-5) to 'Dictionary'.

52 Old Release notes Page 52 Version & May 3, 2013 Create a Batch of IEP's - Fixed the application which was causing an error while attempting to create a batch of IEP's. Progress Reporting (NEW) - Current Progress drop down description is now labeled Progress Reporting. For IEP's with Legacy Progress, the Progress Reporting link was removed. A 'Go' link replaced it. See below for an example of Legacy Progress with the new Go link. No changes. Version & April 26, 2013 IEP - (excluding OH, MO, WA) - updated the IEP creation form to prevent the 'Recommended Start Date cannot be before the Meeting Date' error when the recommended start date is blank and only the summer/next recommended date ranges are filled in. IEP - Updated the form summary page to show the 'Revise' link for the most recent form based on the form start date and highest Form ID number. ARD Updated the display of campus information in the Instructional Accommodations section to look at duration of services date range and find the corresponding Placement record. Updated validation rule and to properly require an attached FBA form when the BIP is checked on the Instructional Accommodations section. Updated the report to correctly print the SLD subject areas only if the student has a disability of SLD. Version & April 17, 2013 No changes. FIE/ARD Administration Security - Updated the FIE/ARD administration page to look at the FIE 'edit' permission when adding FIE supplements rather than the 'add' permission. IEP Validation Rules - Fixed validation rules 53336, and to prevent a hard error from being

53 Old Release notes Page 53 generated. ARD / ARD Brief - New TAKS/STAAR / Accommodation Sections Instructional Accommodations/Supports Determined By ARD Committee Section A new section of grids for the TAKS/STAAR Accommodations has been added to the Instructional Accommodations/Supports Determined By ARD Committee section of the TX ARD beneath the Instructional Accommodations grids as shown below: Each choice of the new TAKS/STAAR Assessment Type radio button will populate the new grids appropriate to that Assessment Type selection. TAKS/STAAR Section The ARD, TAKS-STAAR section will utilize a dual grid approach, allowing the selection of either TAKS or STAAR accommodations, as appropriate, based upon the School Year and the student s grade. School Year STAAR TAKS Grades 3-9 Grades Grades 3-10 Grades Grades 3-11 Grade Grades 3-12 No longer applicable Within each grid, the user will have the option to select between the two Assessment Types and the screen presentation will reflect the Content Areas, Assessment Options and specific Accommodations unique to the selected type (TAKS or STAAR). The changes will include the ability to schedule multiple assessments for a given subject area. For example, if a student needs to repeat an exam from the previous year (e.g. English 1) as well as the exam for the current year (e.g. English 2). STAAR Grid will display new Accommodations for selection, including an ADD button used to add multiple other accommodations at the end of the grid. A new TX ARD Validation Rule (#53118) has been added to the ARD to check whether a TAKS/STAAR form is correct based on the Grade & School Year combination. The rule logic is as follows: Example:

54 Old Release notes Page 54 The ARD Validation Rule will fail if the School Year is , Grade 11, Assessment Type = STAAR. TAKS Reports from Advanced Reporting Menu TAKS reports will display the new STAAR accommodations. Headings on the report will include STAAR. Version & April 5, 2013 Data Integration Error and Summary Reports - corrected the page number as it was being cut off. ARD Validation Rule - Rule #53228 was failing if more than one Disability was found. 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. Medicaid 837 Electronic File - updated 837 electronic file export to report the student's full Medicaid number instead of the first 8 characters. Version & March 22, 2013 Student Summary Page - updated the Service Summary to display future service staff. ARD - updated the application to correct an error when creating an ARD from the FIE/ARD Administration page. 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

55 Old Release notes Page 55 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. 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. Only available in Version 4.3. 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.

56 Old Release notes Page 56 No changes. Version February 27, 2013 Text Boxes - Text in text boxes displayed in a light font for text boxes that are enabled when checking a check box. The 'Add Person' Function (e.g. adding a meeting/evaluation participant - see below). Some forms have the 'Add Person' control. The control displayed a Meeting Attendee to the Invitation Letter) - user received a Javascript error when attempting to add a Person. ARD - Accommodations grid - changed the disabled text boxes to display as plain text to make them easier for the user to read. Transportation Supplement - the recommended, summer and next recommended Placement Location, it was the Organization id and not the Organization name (e.g. JFK Elementary School). 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. ARD - The General Education Setting message was printing in between each accommodation grid. Changed to only print it once. 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.

57 Old Release notes Page 57 Service Attendance - Added an additional security item to limit the user from editing an existing Service Attendance Note record. The new security item is called Program Attendance Notes. The only check box is for the Edit feature. If the check box is not checked, the user will not have permissions to edit an existing Service Attendance Note that was previously created from the Student / Consumer toolbar, Service, Attendance, Note. There is no modifications to the Batch Attendance functionality. FIE WebForm - Fixed issue causing a hard error when Users navigated to the Form Information page of the FIE. User Group Enhancement Merge - The 2012 Texas User Group enhancements has been merged into the Main version of IEPPLUS. Version January 25, 2013 No Changes ARD Transfer - the report was corrected to display all Related Services of the same type. ARD / ARD Transfer / ARD Brief - the ARD, ARD Brief and ARD Transfer forms only will change the end date of the previous form if the new form is in the same date range. Version January 18, 2013 IEP Revise Wizard (CA, CT, DE, IL, NY, OR, PA, TX, VA only) - A new system option has been created to allow or disallow a user from selecting prior IEP meetings when revising an IEP, GIEP or ISP Plan (including VA BIP). From the Home Page, Options Menu, select Set Systemwide Options link. Click on the Form tab. A new item labeled "IEP Revision Option(s)" has been created (see first example below). When creating a revised/amended IEP using the Revise/Amend link on the Form Summary page (see 2nd example below) and the 'Exclude any previously linked Meetings during the IEP/ARD Revision Wizard' is checked, no previously linked meetings associated to the original IEP will be available in the drop down menu of the wizard. If the system setting is not checked, all meetings will be available (see third screen shot below).

58 Old Release notes Page 58 ARD Transfer Report - The Related Services were printing improperly for students with multiple services. Version January 11, 2013 Suspension List Reports - modified the report to count the duration as a 'Day' if the duration is anything other than minute, day or week. IEP Validation Rule - Secondary Planning/Transition - modified the validation rule logic for secondary transition related rules to calculate the student's age appropriately. The transition rules were failing if the student was between 14.1 months and 14.4 months of age. No changes. Version January 4, 2013 Data Integration Rule - 'esp - Student Placement LEP Rule'. Rule modified to update all active placement records. General Reporting - Updated the Placement Foreign Language Exempt report filter to properly set the formula when the student is exempt or not exempt. Student Service Summary Screen - updated the summary page to display the most recent staff member, if multiple assigned staff exist. Timely Eligibility Report with Calendar - report updated to find a Calendar with a Location (Organization) where the Organization Type has the words 'District' (ie. School District). No changes.

59 Old Release notes Page 59 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. FIE - NCEC Disability Form - Modified the form to allow the user to check off any check boxes regardless of the Student's age. Version December 14, 2012 No changes. FIE - NCEC Disability Form - Modified the form to allow the user to check off any check boxes regardless of the Student's age. Version December 7, 2012 Data Integration Rule - Created a new rule called 'esp - Disability Rule #3' to upload the currently active or future disability information only (not historical disabilities). No changes. Version November 30, 2012 Progress Report - (Report only) Updated the standard progress report to display the message, "No Contacts with appropriate Mail settings or no Goals were found for this report" to make it clear to the user that one or both of the conditions is not met to print the report. 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.

60 Old Release notes Page 60 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. ARD Notice - changed the C1 Validation rule to pass if the 'Other' box is checked under Options Considered. Also changed C3 Validation rule to pass if POM other box is checked. 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. ARD Report - corrected the 'Other Accommodations' section prints under the TAKS section. REED Report - updated the report to correct the truncatation of the date column. 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. ARD Notice - Security Permissions were updated. Version November 2, 2012 No changes FIE/ARD Administration- The Security Group/User permissions area for the ARD form was corrected to allow the user with Edit access to create ARD Supplement forms. 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).

61 Old Release notes Page 61 ARD Amendment - Corrected the form to include Placements so that the linked ARD's data will include appropriate Placements. Version October 19, 2012 Version October 11, 2012 IRUS Medi-Cal Revenue Report - added a new report under Advanced Reporting. This is available for any customer that has the IEPPLUS Medicaid Billing license. Version October 4, 2012 ARD Amendment Form - The form and report will now use the attached ARD's Placement that is 'Current' as of the creation of the form to display the current grade and location. Version September 27, 2012 Data Integration Rule - New rule called 'esp - SE Student Inactivation Rule #2' which will uncheck the eschoolplus REG_PERSONAL.HAS_IEP field when there is no active IEPPLUS Enrollment record denoting that the student has been inactivated based on an Inactivation Reason (Alternate Code Type = 'HAS_IEP Code', Description = N ). Texas Indicator 11 & 12 Report under Advanced Reporting - corrected an error during the Refresh process. ARD Form Changes: 1. The Revise link will now appear for the latest Revised ARD only. 2. The creation of a new ARD (using New/Option 1) will change the prior ARD's form End Date if it is within the date range of the new ARD. 3. The creation of a new ARD 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

62 Old Release notes Page 62 change the options in Step 3 and Step 4 of the ARD form creation process (Wizard). This item is located in the 'Form' tab of Systemwide Options. Version September 24, 2012 Indicator 11 and 12 Reports: modified the reports to pull the placement record as of the reporting date range. ARD Notice Form: Form was changed to no longer require a System Default Organization to edit the 'Other Relevant Factors' section. 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,

63 Old Release notes Page 63 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. ARD Form - Corrected the form to reflect the correct Disability priority order. 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

64 Old Release notes Page 64 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. Version August 10, 2012 Data Integration Rule modification - esp - Inactivation Rule (Important Date). The rule was modified to change the student's IEPPLUS Important Date Type if it was changed in eschoolplus. For example, the student's eschoolplus Exit Reason is Graduated as of 5/23/12. The rule creates an Important Date in IEPPLUS (ie. Graduated 5/23/12). The reason selected was incorrect. The eschoolplus Exit Reason is changed to 'Moved'. The rule will now change the Important Date Type from Graduated to Moved. Manage Compliance Collections - modified the program to correct an issue where the user clicks on the Collections link and attempts to edit the Rules linked to the validation collection. The user is unable to save or navigate on the Compliance Collection page. IEP Wizard - Error was being generated when creating a new IEP using Option 2 - Select existing student records All Forms - when the user is in a particular section of the form (ie. IEP, Goal page) and clicks on the Save button at the bottom of the screen, the cursor will remain at the bottom of the screen, and not return to the top of the screen. Version August 2, 2012 Basic List Report - Modified the report to correctly report the student's grade and building location from either the Placement record or Enrollment record. Specific states using IEPPLUS store the grade and building location in the Placement record, while other states store the data in the Enrollment record. Attendance Module - Batch Attendance by Individual. The program will display only active (active in Manage Code Tables) Diagnosis, Procedure and Attendance Reasons. ARD & FIE Forms - modified the Behavior and the Hypothesis/Function of the Behavior fields to word wrap correctly when there is long text within the text boxes. TAKS Report - Updated the TAKS Report (from Advanced Reporting) to increase the speed of the Refresh process. TAKS Report - Updated the TAKS Report (from Advanced Reporting) to properly allow the filtering of tests. Selecting the STAAR - Alt test, no data appeared due to the hyphen in the test name.

65 Old Release notes Page 65 Version July 26, 2012 Changed copyright wording to ' SunGard K-12 Education. All Rights Reserved.' Minutes Report - modified the report to include meetings that are associated to an IEP or ISP form. Version July 19, 2012 Version July 12, User Group Enhancements merged into version Refer to "TX User Group Enhancements 2011" Help File for details. Version July 5, 2012 IEP Revise check box - corrected program to not check the Revised box on the Revised IEP where the original IEP had the box checked. Version June 28, 2012 Basic List by Grade. The report was corrected to pull the student's grade from the student's placement record rather than the Enrollment/Exit record if the district's state is not equal to OH (Ohio).

66 Old Release notes Page 66 Version June 14, 2012 Reporting: Enrollment Missing Report - Report will no longer repeat Placements when listing multiple Enrollment records. This was appearing to the User as a duplication of the Placements. Billing Reporting: Niagara EI County Invoice - NPI Number will now print appropriately. ARD WebForm & Report: Determination of Eligibility section - Disability Priority will now display appropriately. Reporting: Summary of Performance Report - The issue preventing this report from printing has been resolved. Version June 7, 2012 IEP Creation Process: Progress was being deleted when it existed in an old IEP where a new IEP was created and the Start Date of the new IEP was earlier than the End Date of the old IEP. This will no longer occur. Progress will remain attached to the old IEP's Goals regardless of the date of the Progress. Notifications: The 'IEP Missing' Notification Rule has been modified to be triggered only by 'Special Education' Enrollment types. Data Integration: The 'esp - Discipline Rule' has been modified to update the Event type and Event Name fields to allow GUID matching to function properly. This will assure correct matching of Discipline records in eschoolplus and IEPPLUS. Version May 25, 2012 Added PEIMS Upload Error Report. See PLUS 360 Advanced Integration \Texas \ TX PEIMS Upload Error Report in the Help Files for more information. Summary of Performance Report: Sections will now immediately follow each other on the Report instead of having each start on a new page. Issue sometimes causing a hard error to occur when printing this report has been addressed. Version May 18, 2012

67 Old Release notes Page 67 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. ARD Transfer- Disability Management: Process will no longer allow blank Disability records to be created. Transportation WebForm: Form will now open without error from within the ARD and from the FIE/ARD Administration Screen. ARD Report: Goals and Objectives Section - Present Levels will now print appropriately above the Goals section. Version May 3, 2012 PEIMS Upload: Will now properly filter Restraint Events based on FIlterStartDate and FilterEndDate. A new Error Message has been added to alert the User when a Restraint Event is attempting to be uploaded and no appropriate Entry Record can be found. The issue causing a 'Unique Key Violation TX_Restraint' error to appear in the PEIMS Error Report during the upload process for Restraints has been addressed. ARD WebForm: Consideration of Special Factors Section - The Textbox for 'Other' beneath 'Language' has been modified to allow multiple lines of text. This will prevent the page from stretching to the right when enclosed text becomes wider than the screen. FIE Disability Report: Specific Learning Disability Report - The Textbox for 'Evaluation Instruction has been modified to allow multiple lines of text. This will prevent the page from stretching to the right when enclosed text becomes wider than the screen. ARD Supplements: Transportation Form - The same filter used in the attached ARD has been coded into this Form so that it will now longer include Disabilities which have already ended. The Disabilities displayed in the ARD should now match those displayed in the Transportation Form. Version April 26, 2012

68 Old Release notes Page 68 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. PEIMS Upload: Underlying process has been modified to improve performance. ARD Report: Report will now properly print Committee Signatures text for the Good Faith Effort textbox. 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. State Reporting: PEIMS Upload - Process has been modified to improve performance. 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:

69 Old Release notes Page 69 After clicking the toolbar button, the User will be presented with this popup window: The dropdown labeled "PDF" in the illustration above may be changed to "Word" or "Excel" in order to export to those formats. ARD WebForm: Determination of Eligibility Section - Disabilities will now display on this page so long as they are active as of the recommended Start Date. FIE WebForm/Report: The Grade on the WebForm and the Report will now match. ARD Validation: Rule messages will no longer be truncated. Graduation Supplement: The Start and End Dates for this Form may now be modified on the Form Information Page. FIE/ARD Administration Page: Graduation Supplement may now be linked to the ARD from this management page. 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. ARD Report (Spanish): Committee Signatures Section - The checkboxes on this part of the Report will now match the WebForm. Auditory Impairment Eligibility Form Section C: The issue causing data on this section to not be saved and displayed properly has been addressed. 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

70 Old Release notes Page 70 rule inserted between the bottom of the list of Associated Tests and the top of the list of Unassociated Tests. This should provide a clear distinction between the two types of Tests. Version March 22, 2012 Version March 9, 2012 Utility: Lock/Finalize Batch of Forms - Utility will no longer set the Forms it affects as "InUse". Version March 1, 2012 Rich Text Functionality: The inability to properly edit LabelControl Textboxes has been addressed. Student Summary Page: Test Scores displayed on this page will now order alphabetically. PWN WebForm: The issue causing the form to throw a hard error when a User attempts to open it has been addressed. 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.

71 Old Release notes Page 71 in base implementation. See User Group Release Notes for current changes. 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. Data Integration: Created Homeless TBD Placement custom rule for Irving. Version January 26, 2012 Version January 19, 2012 Data Integration: PEIMS Upload - The data error associated with the upload of Date information into StudentPLUS and eschoolplus has been corrected for IEPPLUS Placement, Service and Enrollment Start and End Date fields. Version January 12, 2012 Staff Search Control: This Search function has been optimized to provide much faster performance. Validation Rules: Rule J5 has been modified to appropriately deal with multiple Accommodation Grids. Version January 5, 2012

72 Old Release notes Page 72 Validation Rules: Various Error messages that were getting truncated because of the 48 character limit have been adjusted to properly fit the field they are stored in. Version December 30, 2011 Validation Rules: Rule J5 has been modified to appropriately deal with multiple Accommodation Grids. 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". Change ARD Supplement WebForms: (RED, Manifestation Determination Auditory Impairment, Autism, EST, ODP, Transition Services, and Visual Impairment Forms) - Users will now be prompted to save their changes if they try to exist a Form without saving. Progress Reporting: Reports will now properly find Contact information. Version December 14, 2011 New Functionality Student Inactivation: New Filter Option Added - Grade: This is a common control and the new option will also be available for the following areas: Inactivation Utility Security, Manage Groups / Users, Student Access filtering Utilities: Lock/Finalize a Batch of Forms

73 Old Release notes Page 73 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: 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. Electronic Billing Formats: 5010 format changes have been implemented for Texas Medicaid. Speech Eligibility Report: Grade will now print correctly on the report. ARD WebForm: Prevented 'MR' text from displaying next to Intellectual Disability prompt.

74 Old Release notes Page 74 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. Version

75 Old Release notes Page 75 November 30, 2011 Regulatory Notification: In all Forms references to 'MR' have been changed to 'ID' and all references to 'Mental Retardation' have been changed to 'Intellectually Disabled'. 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.

76 Old Release notes Page 76 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. Forms in General: All references to "Mental Retardation" have been changed to "Intellectual Disability". Version November 17, 2011

77 Old Release notes Page 77 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. Version to Version November 10, 2011 Utility: Run a Batch of Progress Reports - Has been updated to deal with printing correctly when Rich Text Functionality it turned on. Form Summary Page: The Revise Link for each Form shown on the Service Plan and IEP Form Summary Pages will now display for any Plans active as of the Current Date and also for any Future Date. Version to Version November 3, 2011 PEIMS 1077 Vector: Process will no longer add an extra day to the vector End Date. ARD WebForm: Determination of Eligibility Section: Disabilities that have no End Dates or Disabilities that end after the Meeting Date will now be displayed. Version to Version October 27, 2011 Student Record Management: Student records that are copied during various bulk operations in IEPPLUS (Creation Wizards, Revise Processes, etc.) will no longer copy the Finalized setting of the record being copied. The copied record's state will be set to UnFinalized. Version to Version October 25, 2011

78 Old Release notes Page 78 Changes File Attachment Delete Form: When deleting attachments from within a Form, the User will now only be presented with the Files that are attached to that Form. Version to Version October 21, 2011 IEP Creation Process (All except OH & MO): When copying records, the process will now ignore Service records which have an alternate-code type of "Wizard Status" and a value of "Ignore". This process now matches that which is in place for Placement records. Security: Search Controls and Report Selection Controls will now obey Student Access Permissions for all Users. Data Integration: E1077 PEIMS Upload Rule: Start Date and End Date of the vector have been adjusted to allow IEPPLUS values to be found appropriately. Version to Version October 18, 2011 Data Integration: PEIMS - E1077 Vector will now identify Placements in the correct date range. Version to Version October 6, 2011 Version to Version October 4, 2011 FIE/ARD Administration Page: Fixed hard error encountered when opening some Supplements for some Students. ARD Graduation Supplement WebForm & Report: Form and Report have been updated to conform with the latest version of the Form. San Angelo Custom Placement Rule: will now appropriately handle a status of 'REF' in Screen 25,

79 Old Release notes Page 79 Field 1. Version to Version September 20, 2011 PEIMS: PPCD Service Location Indicator - Rule for E1077 PPCD Service Location Code has been added. This rule will exchange data between the StudentPLUS/eSchoolPLUS PEIMS E1077 element in the PROG_STUDENT/REG_PROGRAMS table and the IEPPLUS Placement Length of Program if the E0899 is Y (eschoolplus) or 1 (StudentPLUS). Alternate Codes must be set as indicated below: Data Integration: San Angelo - Export Daily Course Attendance MON-FRI rule has been added. Version to Version September 14, 2011 Version to Version August 31, 2011 Formatting: Save Changes Prompt will now always center on the page. File Attachment: Attach Button - Will now appear enabled (button will have a darker color) when it is enabled following a User selection of Files to attach. Reporting: Consent for Initial Placement - Changed Grade to print from Recommended Placement instead of Current Placement. 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.

80 Old Release notes Page 80 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. Reporting: ARD Transfer and ARD Brief Reports - fixed issue that caused a blank report to be generated during Form Finalization. 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. Change FIE WebForm: Assistive Technology Section - Section will now open correctly without throwing a hard error. Version to Version August 9, 2011 ARD Notice Creation Wizard: Modified to detect User-defined Letterhead preferences. Summary of Performance Creation Wizard: Modified to correctly check User credentials when checking for User-defined Letterhead. Version to Version July 28, 2011 Version to Version July 26, 2011 Reporting: Form Creation Report has been modified to speed up its processing. Statement List Report has been modified to print Attachments appropriately. Modified Timely Eligibility Report has been modified to correctly pull Enrollment records for a student who has left the district but returned within the timeframe of the report. Security: Password Expiration for Active Directory - Security module will now properly check for the "Password Never Expires" flag.

81 Old Release notes Page 81 Reporting: (Only pertains to clients who have been upgraded to IEPPLUS.4.2.x.x) - ARD, ARD Brief, ARD Transfer, Spanish Invitation Letter, FIE and NOEVAL reports have been modified to prevent overlapping and additional spacing caused by the way the new version of the Crystal Viewer interacts with our reporting code. Version to Version July 12, 2011 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. Version to Version June 28, 2011 IEPPLUS, File Attachment sections (Student Toolbar and Forms Summary page) have been improved. Users can now see ALL File Attachments associated with a Student in one place and which Forms have attachments. Users may access the attachment without having to leave the section or open each IEP form to find the attachment. Student, Toolbar, File Documents: in IEPPLUS. Now displays the number of File Attachments a Student has 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.

82 Old Release notes Page 82 Documents page. Form Summary: This screen has been modified to indicate whether a Form has attachments, and how many, eliminating the need to open each Form to determine its attachments. Should the User hover the mouse over the attachment number, IEPPLUS will display the actual linked file names. You can then select a specific file and open that specific attachment. Security Options: Security, Manage Groups or Manage Users will enable an Administrative User to set up various security combinations for staff access to Add, Edit, View and/or Delete 'Student' or 'Form' File Attachments based on District policy.

83 Old Release notes Page 83 Configuration Options: Maintenance, Manage Screen Configuration: There are several options you can control with regard to File Attachment display. FileAttachmentForm: CreationUser (Posted by) IEPPLUS File Attachment Screen Display: StudentNavigationBar: Document Count IEPPLUS Student Toolbar Display: Form Summary: ShowDocumentCount IEPPLUS Form Summary Display: Archives: All form archives now display tooltips when the User hovers over the displayed date/time. The tooltip will advise if this Form is the Latest Finalized XXX, Archived XXX or Locked XXX where 'XXX' is the type of form (see example below).

84 Old Release notes Page 84 'XXX' is the type of form (see example below). Revise Link: The Form 'Revise/Amendment' link will only display on the latest finalized plan in effect as of today. IEP's that have expired prior to today will no longer display a 'Revise' link, the link will only display on an active form. If a future IEP has been created, this form can be unlocked for any necessary corrections and refinalized. When the AR future IEP date has been reached, the Revised link will appear. In addition, If a form is not finalized, the 'Revise/Amended' link will no longer be displayed to avoid User error. Version to Version June 14, 2011 Unsafe Script Tag Error Handling: The errors occur when a User creates text in a Text Box that contains the symbol"<" immediately followed by another character. To the security in the software this looks like malicious code and previously a hard error was being thrown. Now, the error will be handled in the same manner as any other error in the software. The User will be 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.

85 Old Release notes Page 85 If your Users have created any Personal Template Reports with regard to Statements, they may edit them using these additional parameters. For example, a User may have a Statement Report created 'by building' for State Assessments. That User may now add a sort 'by Grade' to this Report. IMPORTANT NOTE ON PERFORMANCE: Depending on the large number of Statement records this report may access if unfiltered, it may take too much time to run or may return a time-out error message before rendering to PDF. If this is the case, Users must narrow their selection parameters to cause fewer records to be chosen for a single run. The report will need to be run multiple times with appropriate filtering parameters in order to obtain all of the desired data. At one client site, the example shown above returned over ten-thousand Statement records for a single year and eventually returned an error message - at another client, the same setup of the report ran to a successful conclusion because it returned far fewer records in a single run of the report. TIPS: To multiple select items in the window, hold the 'Shift' key and click on the individual items. To multiply select a row of items, hold the 'Control' key and click on the first & last item. To Unselect items (i.e. Subcategory after selecting one), hold the 'Control' and Click on the item in blue to deselect it. Acknowledgements: Administrative Users may set 'General Acknowledgements' on Forms that Standard Users must acknowledge by checking them off prior to Finalizing a Form without running Validation Rules.

86 Old Release notes Page 86 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. Reporting: ARD Transfer Report - Formatting on the Placement Determination Page has been fixed. The report will no longer show multiples of the same Placement. 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

87 Old Release notes Page 87 and have granted their Users the ability to reset their passwords. Progress Reporting: Objective Progress will no longer be deleted if the Progress Reporting Template was for 'Goals Only' - This was reported by an Ohio client. Form Summary Screens: The ability to display the Meeting Reason and/or the Meeting Type for Forms is now available through Maintenance, Manage Screen Configuration, 'ShowMeetingReason' and 'ShowMeetingType'. Edit the record and check 'Visible'. The following is an example of a Form Summary Screen with both options turned on. Multiple meeting reasons are indicating by an asterisk (*). Student Maintenance: Meeting Staff - An 'Area' field has been added. This field is associated with the 'Excusal Reason' Drop Down List. It may be used to track which Academic Area a Meeting Attendee would have discussed if not excused from the Meeting or which Area will be documented in writing so that it may be discussed in that Meeting Attendee's absence. 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. Reporting: ARD Transfer Report - Placement Determination page - Checkboxes for the various choices will now correctly reflect what is seen on the WebForm. NOE Wizard: Referral Date is no longer a required field. Version to Version May 12, 2011

88 Old Release notes Page 88 Changes Progress Reporting: The error that was occurring when attempting to Save and Print the Report after adding new data, has been fixed. Version to Version May 5, 2011 Client Operating Environment: Due to an upgrade in our Development Tools the operating environment at each client will be upgraded as well. This will be handled by whoever performs the next update at each client site. The upgrade involves three changes all of which should be transparent to the Users. Microsoft.NET Framework: upgraded from version 3.5 to version 4.0 Crystal Report Viewer: upgraded from version 10 to version 13 IIS Virtual Directory for IEPPLUS: ASP.NET version changed form 2.0 to 4.0 Student, Suspensions/Events, Outcomes: This functionality has been modified to allow for single or multiple Event Outcomes. Before the update containing these changes is applied to your site, a SunGard staff person will contact you. He or she will ascertain what steps will be necessary to successfully allow this new functionality to be used, will explain the options to you, and then will perform the tasks necessary to implement this change. If you are already downloading Events/Suspensions from eschoolplus into IEPPLUS, or would like to begin doing so, this feature will require special update procedures as noted above. Please inform your IEPPLUS Update Representative at the time you request your next IEPPLUS Update. TIP: Suspension Report: The student must have a disability in effect within the range of the Suspension record or they will not appear on the report. Run A Report, Suspension List: This report will now display multiple outcomes.

89 Old Release notes Page 89 Run A Report, Suspension List: This report will now display multiple outcomes. PA Specific, Available all States upon request: Data Integration between eschoolplus and IEPPLUS has also been modified to allow for multiple Outcomes. In addition, state reporting Discipline Tables, have also been modified to accommodate this change. NOTE: This rule is also available for other states who choose to download multiple suspension outcomes into IEPPLUS. If you wish this rule enabled, please contact support. Firefox Browser Formatting Issues: Student Maintenance Forms: Organization Management Form - Save button will no longer appear in the middle of the page. Letterhead Management Form - Letterhead Link will no longer float out of position covering other elements. FIE WebForm: Updated Grade and Location Display to pull data from the Current Placement only. Version to Version April 21, 2011 Advanced Reporting: State Reporting - TX Indicator 11 & 12 Added ability to sort by Location, Grade or Alphabetically A filtering option has been added to allow selection by specific Locations: