Ohio. OP-1 Functional Behavior Assessment Form Instructions and User Guide IEPPLUS

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1 Ohio OP-1 Functional Behavior Assessment Form Instructions and User Guide IEPPLUS SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written permission of SunGard Public Sector Inc., with the exception of copies made for your internal use. SunGard, the SunGard logo, PLUS 360, eschoolplus, IEPPLUS, PerformancePLUS, efinanceplus, and BusinessPLUS are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders SunGard Public Sector Inc. All Rights Reserved. Page 1 of 12

2 TABLE OF CONTENTS OVERVIEW... 3 FORM INSTRUCTIONS... 3 FORM CREATION... 3 Step 1 Select a Student... 3 Step 2 Create an FBA form... 4 NAVIGATION/TOOL BAR... 4 SETUP AND CONFIGURATION... 6 CODE TABLE SETUP... 6 DATA MAPPING... 6 MAIN... 7 SECURITY REVISION HISTORY SunGard Public Sector Inc. All Rights Reserved. Page 2 of 12

OVERVIEW A Functional Behavioral Assessment (FBA) must be conducted when the IEP team determines that the student s behavior is a manifestation of the student s disability.

3 OVERVIEW A Functional Behavioral Assessment (FBA) must be conducted when the IEP team determines that the student s behavior is a manifestation of the student s disability. An FBA may be conducted, as determined appropriate by the student s IEP team, if the student s behavior results in disciplinary action that changes the child s placement on the continuum of alternate placement options. FORM INSTRUCTIONS FORM CREATION The form creation process includes 2 steps (all are optional): Step 1: Select a Student Step 2: Select a Meeting, attach a Form, and select a Letterhead STEP 1 SELECT A STUDENT 1. Click Student Management > Manage an Existing Student. 2. Use the Search window to find the student based on either, Last Name, First Name or Student ID. 3. Click Search. Then click the appropriate Name to select a student. 4. Once a student has been selected, the student s Name, ID, Birth date and Age will display. The Forms that can be created for a student will be listed. Click on the Functional Behavior Assessment link. The Functional Behavioral Assessment Summary screen will display, listing any prior forms created for the student. The most recent form will display at the top of the list. To review an existing form, click the appropriate link. To create a new form, click the New icon SunGard Public Sector Inc. All Rights Reserved. Page 3 of 12

STEP 2 CREATE AN FBA FORM 1. The user has the ability to create a new Meeting, select an existing one from the drop-down list, or choose not to select a Meeting at the time the form is being created.

4 STEP 2 CREATE AN FBA FORM 1. The user has the ability to create a new Meeting, select an existing one from the drop-down list, or choose not to select a Meeting at the time the form is being created. The user can select a meeting at a later time. 2. The user may choose to attach an existing form (BIP, and/or IEP) from the drop-down list as well. 3. If a Letterhead already exists, choose it from the drop-down list. If the Letterhead is already set in Options > Set Systemwide Options > Main Letterhead or Options > Set My Options > Main Letterhead, then it will automatically show first in the drop-down (but the user may change it at this point if necessary). **All items in the above screen are not mandatory fields because they may be selected after the form is created. NAVIGATION/TOOL BAR After the FBA has been created it will display to the screen. A tool bar will display on the left side of the screen, divided into the following areas: 1. Sections Main there is only one section for the FBA. 2. Maintenance These options will maintain Form Information, such as Form Name, Form Date Range, Letterhead, Meeting, and link other forms to the FBA SunGard Public Sector Inc. All Rights Reserved. Page 4 of 12

$The validation option will check to see if all necessary information has been entered and display messages relating to any errors found (see Help\ Forms\Form Validation for more information). 4.$

5 Delete functionality is available depending on user security. 3. Validation These options will change the status (i.e., Locked, Ready for Review, Finalized) or validate the form. The validation option will check to see if all necessary information has been entered and display messages relating to any errors found (see Help\ Forms\Form Validation for more information). 4. File Attachments Click the plus icon (+) to add an attachment. Click the minus icon to delete an attachment. 5. Archives Archives are permanent PDF copies of the form. Click Finalize in the Validation section to create an Archived copy. The form should be finalized and archived only after it has been fully completed and a copy has been sent home to the student s parents or guardians. Archives will display the form Meeting Date or Form Start Date (if no meeting exists) and the actual date and time the record was created when hovering over the PDF icon. Archives will display in descending order by date created. *Note: Archives may only display the date created and not the meeting/form date, depending on district settings maintained under Options > Set System Options > Form: The following options will also display at the top and bottom of the form (see screenshot below). Save Information from each section should be saved before moving to another section. Return Click the Return icon to return to the Form Summary screen. Print Preview Print Preview will display the form in Adobe Acrobat. Mouse over the bottom of the form preview to see the toolbar illustrated below. Select the Print icon or click the Save icon to save a copy of the form to your computer. The plus (+) icon will enlarge the preview for ease of viewing SunGard Public Sector Inc. All Rights Reserved. Page 5 of 12

6 SETUP AND CONFIGURATION CODE TABLE SETUP 1. Navigate to Maintenance > Manage Code Tables. 2. Select the name of the table from the drop down list (ex: Important Date ): 3. To add a code: choose New from the top menu. 4. Enter the Code in the yellow box, and then click on Update. Remember to Save the record when finished: 5. To add or edit an Alternate Code, first click Show Alternate Codes at the top of the page. Then click Edit on the applicable Code record to open the record for changes. Once the record is open, click the appropriate link to add a new Alt Code or Edit an existing one. Clicking delete will remove an existing Alternate Code. When finished with the changes, click the Save icon. DATA MAPPING This section provides data source and destination information, where applicable, for all fields on the form. If source or destination data is missing or incorrect, follow the navigation indicated in this section to add or correct the data. Also included is a description of necessary Alternate Codes, if required. To add, edit or lookup a code, navigate to Maintenance > Manage Code Tables. Select the name of the table from the drop down list. Then click the Show Alternate Codes link at the top of the screen to see the applicable codes (see section on Code Table Setup for more information) SunGard Public Sector Inc. All Rights Reserved. Page 6 of 12

MAIN 1 2 3 4 5 6 7 1990-2014 SunGard Public

3 Student ID Automatically fills in from Basic Information > Demographics > Student ID. 4 Grade Displays the Enrollment Grade as of the Meeting date.

9 8 9 IEPPLUS Mapping (Note: Alternate Codes are maintained in Maintenance, Manage Code Tables in the tables indicated below) Logo & Letterhead, maintained under Form Information. 1 Letterhead/District Logo Maintenance > Manage Letterheads Automatically fills in from Basic Information > Demographics > Student 2 Student Name Name. 3 Student ID Automatically fills in from Basic Information > Demographics > Student ID. 4 Grade Displays the Enrollment Grade as of the Meeting date. 5 Meeting Date Displays Meeting date chosen or created during the form creation. This field uses the latest Important Date with Alternate Code Type = Alternate Code & Description = FBAC 6 Implementation Date 7 Behaviors assessed (Questions #1-8) This is a collection of 8 textboxes in which the user may describe the assessment of the behavior. **Note the user must create a new form for each behavior that is being assessed SunGard Public Sector Inc. All Rights Reserved. Page 9 of 12

10 8 Functional Assessment Information 9 Team Meeting Participants When the user clicks on the Add Functional Behavior Assessment Information button, a row with 3 text boxes appears: Behavior History Interventions Attempted Primary Mode of Communication Other Relevant Information (e.g., medical) The user may add as many rows of information as necessary by clicking on the button. Displays all meetings associated to the linked meeting. The user can click the + icon to add additional participants as well as to check the Invited and Attended check boxes, Attended/Excusal Reason drop down and to edit or delete the participant. SECURITY User or group level security permissions will control access and functionality based on least restrictive settings (group or user level security). In other words, a user assigned to a group (or groups) will have both user and group level permissions, and the least restrictive settings will take precedence. Since all users are assigned to the SPIPUBLIC group, it is best practice to uncheck all permissions for this group, as well as all permissions at the user level. This will ensure the group level permissions are the least restrictive. Administrators would have all permissions by default. To view or maintain security permissions for an existing user or group, navigate as follows: Security > Manage Groups or Manage Users. Select the group or user and click on the Permissions tab. Scroll down to the section illustrated below and select the applicable check boxes. The permissions check boxes will control access and functionality as follows: Permission Checked On Links providing access to existing forms (or archives) active. User will have the ability to View access existing forms (or archives) but cannot change any data. Add Edit User will have the ability to create new forms. Entire form User will have the ability to edit any field in the entire form. Section User can only edit fields in the specified sections. If granting the ability to edit the entire form, ALL the section permissions must be checked on. Not Checked On Links providing access to the form inactive. User will not have the ability to view the form. User will not have the icon to create a new form. Entire form All fields read only. Section Fields within section read only. Delete User will have active Delete link in the form Delete link in form tool bar inactive. User will tool bar providing the ability to delete a form. not have the ability to delete a form. Lock User will have active Lock link in the form Lock link in the form tool bar inactive. User will tool bar providing the ability to lock a form. not have the ability to lock a form. Unlock User will have active Unlock link in the form Unlock link in the form tool bar inactive. User tool bar providing the ability to lock a form. will not have the ability to unlock a form SunGard Public Sector Inc. All Rights Reserved. Page 10 of 12

11 Permission Checked On Not Checked On User will have active Finalize link in the form Finalize link in the form tool bar inactive. User Finalize tool bar providing the ability to finalize and create an archive copy of a form. will not have the ability to finalize and create an archive copy of a form. Revise Not applicable for this form. Not applicable for this form. Refresh Not applicable for this form. Not applicable for this form. Reset Dates Not applicable for this form. Not applicable for this form SunGard Public Sector Inc. All Rights Reserved. Page 11 of 12

Section 504 Notice of Conference Form. Illinois

Section 504 Notice of Conference Form Illinois 1990-2014 SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written permission of SunGard Public