EDPLAN. MANUAL for EasyIEP Access

Transcription

1 EDPLAN MANUAL for EasyIEP Access JULY 2018

2 Specialized Data Management Support (SDMS) 9400 North Central Expressway Main: th Floor Suite 1000 Fax: Dallas, TX Box 159 (Interoffice Mail) SDMS Help Desk (972) Monday Friday 7:30 a.m. 5:00 p.m. Debra Hill Donald Bayer Rene Gonzalez Alicia McDonnold Dayner Brashear Vonda Thomas Ley Rita Propes Maryann Troiano Manager Database Analyst Systems Analyst Systems Analyst Quality Assurance Specialist Quality Assurance Specialist Data Technician Data Technician EdPlan Manual for EasyIEP Access Page 2 of 116 Revised: July 2018

3 Table of Contents Basic Information... 5 Log-in Screen... 6 Main Menu Screen... 7 Students Tab (View Students) Advanced Student Search / View My Caseload Managing Your Caseload Adding Students to Caseload Removing Students from Caseload Changing Service Provider Managing Caseload EdPlan Compliance Symbols Student Information Selecting a student Viewing Student Demographic Information Viewing Migrated Documents. 24 Beginning the ARD/IEP Process Creating an IEP using the ARD/IEP Process Translation Feature ARD Team Notice of ARD Committee Meeting Translated Notice of ARD/IEP Committee Meeting (PWN) Sending Subsequent Notices Changing the Meeting Date Revision ARD (PWN) ARD Meeting Information Information Reviewed and Considered Eligibility Determination Creating a Non-Eligibility DNQ Document Re-Evaluation (REED) PWN for Evaluations and Consent Continuing Eligibility (Create Final REED) Consideration of Special Factors Individual Family Service Plan (IFSP) EdPlan Manual for EasyIEP Access Page 3 of 116 Revised: July 2018

4 Present Levels of Academic Achievement and Functional Performance (PLAAFP) Adding Accommodations Annual Goals Add Annual Goals from List / Add Objectives from Lists Add Custom Annual Goals / Add Custom Objectives Add Annual Goals from Goal Bank / Add Objectives from Bank Assistive Technology Transition Information and Grad Plan State and District Wide Assessments Behavior Intervention Plan Instructional Services Add Instructional Services (includes Copy feature) Accelerated Instruction/Intensive Program of Instruction Students At Risk of Dropping Out Compensatory and Alternate Schedule Services Dyslexia Services Related Services Transportation Services School Health Services Supplementary Services Personal Care Services Consideration of Educational Alternatives and LRE Extended School Year (ESY) Manifestation Determination 104 Assurances Placement Determination Regional Day School for the Deaf PEIMS/PPCD Service Location Codes IEP Continuer Indicator Notice of Proposal Refusal of Services Deliberations and Signatures of ARD/IEP Team Members IEPs: Draft and Final Translated IEPs: Draft Translated IEPs: Final Stand Alone Documents EdPlan Manual for EasyIEP Access Page 4 of 116 Revised: July 2018

5 Basic Information EdPlan is a case management application that contains various modules. The Dallas ISD version houses an SST module; Section 504 module; and an IEP or Special Education module, also known as EasyIEP. Many actions throughout EdPlan can be completed with a click of the mouse: All actions in EdPlan are single clicks of the mouse. Radio buttons only one selection within a group Example: Calendar Icon to add a date, you may click on the calendar and scroll through the screens to find the appropriate date. When using the Spell Check button, if a pop up box displays and then disappears, this means the text area is free of spelling errors. If any errors exist, the pop up box will display a list of the misspelled words with correctly spelled word options to choose from. Asterisk Dependent on instance, denotes required field and/or data entry OR denotes a help link for the field. EdPlan Manual for EasyIEP Access Page 5 of 116 Revised: July 2018

6 Log-in Screen EdPlan is compatible with Internet Explorer, Mozilla Firefox, and Google Chrome; and is accessible within and outside of the Dallas ISD network. To access EdPlan : Open an internet browser (i.e. Internet Explorer). Type the following URL in the browser bar: Click on the arrow at the right of the browser window (OR click Enter on the keyboard). Enter your EAD domain credentials (username and password used to log into your computer). Click (OR click Enter on the keyboard). EdPlan Manual for EasyIEP Access Page 6 of 116 Revised: July 2018

7 Main Menu Screen The Main Header Contains the application name, user name of person logged in, My Caseload (shortcut to user s caseload), My Calendar (refer to My Meetings), and Message Board (refer to Message Center Alerts, Action Items and Help Desk). There is also a search feature that accepts a student s last name or partial last name. The Navigation Bar Using the menu bar at the top of the page, you can access different sections of EdPlan and perform certain tasks, such as accessing the ARD/IEP Process, accessing students, writing progress reports, and creating reports. Notice the Log Off option, which allows a user to log out of the program. The EdPlan Announcements Section Displays messages from the district, such as upcoming system maintenance. It also contains the DISD Spedreporter link. The EdPlan My School s Compliance Section In this section you can view the compliance status of the entire district. Hovering the mouse over the pie chart displays the overall percentage. Hover over the green area to view the compliance percentage; hover over the red area to view the non-compliance percentage. FYI: For a person with district wide access, this section will be titled District Compliance. The EdPlan My Caseload Section In this section you can view the compliance status of each campus to which you have access. Hover over the green area to view the compliance percentage; hover over the red area to view the non-compliance percentage. A user s caseload may also display in this section. FYI: For a person with district wide access, this section will be titled School Compliance. The EdPlan My Meetings Section Here, the upcoming meetings are displayed. The My Calendar link can be selected to display your meetings in a monthly, weekly or daily calendar format. The calendar can be downloaded. EdPlan Manual for EasyIEP Access Page 7 of 116 Revised: July 2018

8 Main Menu Screen, cont d The EdPlan Students with Past Due Dates Section This section displays total number of students within the district that have a past due date for specific events. A list of the students can be generated by clicking on the colored bar (if number is higher than 2000, user will be directed to the Advanced Student Search feature). The EdPlan Students Status Section This section displays total number of students with the district for each status category. A list of the students can be generated by clicking on the colored bar (if number is higher than 2000, user will be directed to the Advanced Student Search feature). The EdPlan Students by Disability Section This section displays total number of students within the district for each disability. A list of the students can be generated by clicking on the colored bar (if number is higher than 2000, user will be directed to the Advanced Student Search feature). The EdPlan My Reports Section The reports that you have created will be displayed in this section. The EdPlan Message Center Alerts, Action Items and Help Desk Section In this section you can view notifications/alerts for pending items that are due or past due. Select View All Messages to display new and previous messages. EdPlan Manual for EasyIEP Access Page 8 of 116 Revised: July 2018

9 Main Menu Screen, cont d The EdPlan Resource Information Section Displays General Files as stipulated by the district. It will contain pdf versions of frequently used documents, i.e. Interagency Release Form and Procedural Safeguards in English and Spanish. Content is subject to change. Click on the expand symbol ( ) to display contents. Select the appropriate document. Click on the collapse symbol ( ) to hide contents. EdPlan Manual for EasyIEP Access Page 9 of 116 Revised: July 2018

10 Students Tab Click on the Students link in the navigation bar to access your personalized caseload and the student search screen. To search for a student, enter your search criteria such as Student Last Name, Student First Name, and/or Student ID (student identification number). Click View Students. This will direct you to available student(s) who met the search criteria. Click Advanced Student Search to broaden search capability. EdPlan Manual for EasyIEP Access Page 10 of 116 Revised: July 2018

11 Advanced Student Search allows search capability using a multiplicity of parameters such as grade level (one grade or more), non-eligibility determination status, school (one grade or more), student last name, student first name, student middle name, student ID, date of birth, status, compliance status, case manager, disability category, placement, Special Education service FYI: Search for one grade level / school and/or Search for multiple grade levels / schools offerings, related services, Extended School Year, and Medicaid status. You can also sort list by student s last name, student s middle name, student s first name, school, grade, and case manager name. Non-eligibility determination feature adds the ability for users to search only for students with a non-eligibility determination event that may affect the student s status. Click on View My Caseload to access your personalized caseload of students. FYI: View My Caseload icon will only appear if you are or can be a Case Manager for students and have added students to your caseload. Refer to Managing Your Caseload. Note: Search filters can be combined to further define student search results. EdPlan Manual for EasyIEP Access Page 11 of 116 Revised: July 2018

12 Managing Your Caseload Adding Students to Caseload Select Wizards. Scroll through list and select Caseload Setup Wizard. Click Go to Users Caseload. Click Add More Students to Caseload. Enter your search criteria such as Student Last Name, Student First Name, and/or Student ID (student identification number). Click View Students (or Enter). This will direct you to available student(s) who met the search criteria. EdPlan Manual for EasyIEP Access Page 12 of 116 Revised: July 2018

13 Select student by clicking check box under Case Manager column. To exit the wizard, click Add Students to Caseload. To add more students, click Add Students to Caseload, then Find More. EdPlan Manual for EasyIEP Access Page 13 of 116 Revised: July 2018

14 Removing Students from Caseload Select Wizards. Scroll through list and select Caseload Setup Wizard. Click Go to Users Caseload. Locate name of student to be removed. Select the corresponding check box under Case Manager column (the box should now be unchecked). Click Update the Database. To remove student from caseload, select Yes, Remove Student(s) from Caseload. To keep student on caseload, select No, Do Not Remove Student(s). EdPlan Manual for EasyIEP Access Page 14 of 116 Revised: July 2018

15 Changing Service Provider EdPlan provides the capability to change the service provider for a student s service(s). This function is done within the Caseload Setup Wizard. Select Wizards. Scroll through list and select Caseload Setup Wizard. Click Go to Users Caseload. Select the dropdown next to the service for which the provider needs to be changed. Select appropriate option. Click Update the Database. EdPlan Manual for EasyIEP Access Page 15 of 116 Revised: July 2018

16 Managing Caseload Click on the Students tab in the green navigation bar. Click on the button labeled View My Caseload and you will see the students on your caseload. You can sort your caseload by clicking on the column header at the top of the table. Click on a student s name, and you will be directed to the student s record where you can access the ARD/IEP Process. Each student s Compliance symbol will display here. Click on IEP to view the compliance symbol page. You can click on any of the hyperlinks at the top of the list to filter the list of student(s) that displays. Click on the student name under the Name column to view that student s profile. Clicking on Print Caseload will produce a non-editable pdf document Clicking on Export Caseload will export the information into an editable Excel document EdPlan Manual for EasyIEP Access Page 16 of 116 Revised: July 2018

17 EdPlan Compliance Symbols Page Compliance Symbols identify the current status of a student, whether General Education, Special Education and/or Section 504. EdPlan Manual for EasyIEP Access Page 17 of 116 Revised: July 2018

18 Compliance Symbol Text Color This feature will enable fields on the administrative Eligibility page to display the text corresponding to the date fields that are in a Warning or Overdue compliance status in the color of the compliance symbol. For example, if a student s last IEP date is approaching, the corresponding date field will be highlighted in yellow. If the date is passed, the corresponding date field will be highlighted in red. EdPlan Manual for EasyIEP Access Page 18 of 116 Revised: July 2018

19 Student Information Selecting a student Click on the Students link in the navigation bar. Enter Student Last Name, Student First Name, and/or Student ID (student identification number). Select View Students (or press Enter). EdPlan Manual for EasyIEP Access Page 19 of 116 Revised: July 2018

20 Selecting a student, cont d The Select a Student page will generate. Click on the student s name you wish to work with. You are now on the Student History dashboard (see illustration below). Notice the blue sub navigation bar that is below the green bar. The blue sub navigation bar will direct you to various areas of the student profile and event management. Did you know The Student History screen can be printed? Scroll to bottom of Student History and click on! See below for example of printed document. EdPlan Manual for EasyIEP Access Page 20 of 116 Revised: July 2018

21 Viewing Student Demographic Information There are three means to view student demographic information: 1. Student Information 2. Student Profile 3. Student Snapshot 1. Click on the Student Information link within the student navigation bar. a. Clicking this link displays the student demographic information and parent or other team member information. Note: Student demographic information pulls from the district student information system (SIS). b. The student s demographic information such as the student ID number, student s full name, gender, date of birth, grade, street address, and ethnicity will be displayed in addition to parent/other team member information. EdPlan Manual for EasyIEP Access Page 21 of 116 Revised: July 2018

22 Viewing Student Demographic Information, cont d 2. Click on the Student Profile link within the student navigation bar. The Student Profile displays specific information about a student based on items pulled from a finalized 504 or Special Education event in addition to demographical details. Personal Information tab contains demographical information from the district student information system (SIS) Performance Data Houses any RtI data (Dallas ISD is not using this feature). Special Education Displays IEP information from a finalized IEP/ARD event Section 504 Displays 504 information from a finalized Section 504 Plan EdPlan Manual for EasyIEP Access Page 22 of 116 Revised: July 2018

23 Viewing Student Demographic Information, cont d 3. Click on the Student Snapshot link within the student navigation bar. Clicking this link displays detailed demographics pertinent to programs such as Section 504 and Special Education along with LPAC, attendance, academics, and assessments. The student s disability (Handicapping Condition) is also displayed on the Student Snapshot. EdPlan Manual for EasyIEP Access Page 23 of 116 Revised: July 2018

24 Viewing Migrated Documents This section explains how to access, view, and/or print documents migrated into EdPlan from the previous application and/or events created and finalized within EdPlan. Click on the Documents link within the sub navigation bar. Clicking this link displays the student s migrated events and finalized events. The Doc ID column is specific to the EdPlan application and has no implication on the event itself. The Date Generated column will display the date the event was created in EdPlan, whether through data migration or by event finalization. The Generated By column displays the user, if applicable. The Document column contains the pdf for the accompanying event. FYI: The date within the event title is the actual date of the event. In the example below, 05/19/2015 FIE Summary Report Initial has an actual date of May 19, EdPlan Manual for EasyIEP Access Page 24 of 116 Revised: July 2018

25 Beginning the ARD/IEP Process Creating an IEP using the ARD/IEP Process Search for a student. Select a student from the Select a Student screen by clicking on the student s name. From the sub navigation bar, click on the Special Education tree. Click on ARD/IEP Process. Begin with the first Navigation Icon titled ARD Team (detailed instructions begin on page 26). Helpful Information: During the process of creating an IEP, the Navigation Icons will appear at the bottom of each section. The icons allow you to maneuver from section to section in the IEP process without having to return to the main ARD/IEP Process page. Symbols appear within the Navigation Icons, indicating the compliance status of each section. EdPlan Manual for EasyIEP Access Page 25 of 116 Revised: July 2018

26 Compliance Symbols Not started: No check mark indicates nothing has been entered in that section. Incomplete: A red X appears if a section is incomplete or contains an error. Complete: A green checkmark will appear once a section has been completed. Example of the Navigation Icons and compliance symbols: After you have entered data in a section, you have five choices: A. Display Section Errors Displays all error messages for the section and saves data that has been entered on the screen B. Show Section Displays print version of document in pdf format and saves data that has been entered on the screen After clicking on Show Section, the current page will generate in a PDF format exactly how it will appear in the ARD/IEP. To return to the previous page: click on the Special Education drop-down list select ARD/IEP Process select the Navigation Icon on which you were working C. Back Returns to the previous screen visited within the ARD/IEP process D. Save Saves data that has been entered on the screen (does NOT check for errors) E. Save & Continue Saves data that has been entered on the screen and checks for errors; if there are no errors, system will advance to the next section of the ARD/IEP process EdPlan Manual for EasyIEP Access Page 26 of 116 Revised: July 2018

27 Translation Feature The Translation Feature is designed to provide a seamless, comprehensive translation for applicable languages throughout the ARD/IEP process. Note: In order for the translation feature to activate, the student s document language must match the student s home language survey. Clicking on Show Section will display a pdf document in English. Clicking on Show Section in [Document Language] will display a pdf document in the student s primary language. Example: Show Section in Spanish or Show Section in Vietnamese The translated document is a complete interpretation of all text and content from the interface. The Show Section in [Document Language] button will appear on every screen of the ARD/IEP process interface with the exception of the Notice of ARD/IEP Committee Meeting and Deliberations. Refer to the respective sections for detailed instructions. FYI: Translated documents, along with English versions, will be stored on the Student History screen. and in student Documents. Notice the document will have the same Document ID number. Important Information: The translated version of the ARD/IEP document is not considered the official document of record. For all regulatory, audit and legal purposes, the English document is the only official document. Should any dispute arise over the contents, the only document considered legally binding will be the English version. A disclaimer noting the Dallas ISD stance is embedded within the translated document footer. EdPlan Manual for EasyIEP Access Page 27 of 116 Revised: July 2018

28 ARD Team The Current ARD/IEP Team section is used to add staff as team member(s) on the ARD/IEP Committee. Doing so prompts notification of upcoming event on the respective team member s calendar. NOTE: Names added from the ARD Team section do NOT populate on the signature page. Click on ARD Team icon from the ARD/IEP Process screen. Select name of the case manager from the Case Manager dropdown. In Team Members area, the parent/guardian will populate from the district student information system (SIS). Related Service Provider: Selecting names from the Select ARD/IEP Team icon allows a staff member to be assigned as a service provider on the Related Services section. a. Click Select ARD/IEP Team button. Hint: Use Ctrl-F to search for a first or last name. Look in upper left-hand corner of the monitor for the Find box. b. Click the checkbox in front of the name of the person. c. If the team member should only view the IEP, click in the checkbox under View Only column. Hint: User with View Only access will not be able to edit the student s IEP. d. Click Save & Continue. EdPlan Manual for EasyIEP Access Page 28 of 116 Revised: July 2018

29 e. To remove members from the ARD/IEP Committee/Team, de-select the checkbox next to a team member s name and click the Remove ARD/IEP Team Members button. Click Save & Continue to advance to the next section. Did you know? You will only be able to select ARD/IEP Committee Members that are associated with the student s school and have the user permission to be an ARD/IEP Committee/Team member and/or case manager. EdPlan Manual for EasyIEP Access Page 29 of 116 Revised: July 2018

30 Notice of ARD Committee Meeting In the Notice of ARD/IEP Committee Meeting section, you can create the Notice of ARD/IEP Committee Meeting. Enter the ARD/IEP Meeting Date, Meeting Start Time, Meeting Location, and Meeting Room for the ARD/IEP Committee Meeting. Select one option from Action Proposed by the School. The Primary Meeting Purpose selected on this screen will determine the type of IEP that will be created for the student. For example, if you select Annual ARD/IEP Meeting, certain sections of the ARD/IEP Process will display specific questions that must be addressed during an Annual ARD/IEP Meeting. These questions are different from ones that are addressed in an Initial ARD/IEP Meeting. Select at least one additional Action Proposed by the School (i.e. Accommodations, Extended School Year, etc.). You must select one of these options. Depending on your selection, certain areas of the student s ARD/IEP will display. Once the Final Notice of ARD/IEP Committee Meeting is created, the Action Proposed by the School cannot be changed for this student s IEP. EdPlan Manual for EasyIEP Access Page 30 of 116 Revised: July 2018

31 Complete the following information: Notice Date and Why School Proposes or Refuses to Take Action. Complete the following information: Describe Evaluation Procedure, Test, Record or Report Used as basis for the School s Proposed; Describe Any Other Factors Relevant to the Proposed; and Procedural Safeguards. EdPlan Manual for EasyIEP Access Page 31 of 116 Revised: July 2018

32 Complete the following information: Return Notice By Date, Contact Title, and Required Participants. These participant roles are required. Indicate Additional Participants. Address Additional Meeting Considerations. 1. Select radio button for the appropriate option 2. Address if the parent has given permission for agencies to attend a. If Yes, select the agencies by selecting appropriate checkboxes. b. For Other, enter the name of the agency. EdPlan Manual for EasyIEP Access Page 32 of 116 Revised: July 2018

33 Next, enter information in Return this page to field, and School field. Select Create Draft Notice of ARD/IEP Committee Meeting or Create Final Notice of ARD/IEP Committee Meeting. a. Click Create Draft option to create a draft of the Notice. (This is optional.) b. It is required to select Create Final Notice of ARD/IEP Committee Meeting to finalize each Notice (First, Second, Third). c. Click Yes to confirm final notice. Once a Notice is created, a hyper-link with the Document name will appear on a document list in the Notice of ARD/IEP Committee Meeting Documents section of the page. You can click on the document link to view and print a PDF format of the document. The Notice draft will be replaced each time Create Draft Notice of ARD/IEP Committee Meeting is selected. The final notice can be printed and distributed according to departmental process. EdPlan Manual for EasyIEP Access Page 33 of 116 Revised: July 2018

34 On the Notice Contact Information portion of the page, you can document how the notice was delivered, the date contact was attempted, and the result of the contact. Click Save to remain on the same screen. Click Save & Continue to advance to the next section. EdPlan Manual for EasyIEP Access Page 34 of 116 Revised: July 2018

35 Translated Notice of ARD/IEP Committee Meeting Note: In order for the translation feature to activate, the student s primary language will have to be established as the Document Language. To generate a translated document of the Notice of ARD/IEP Committee Meeting in the student s primary language: Open the Notice of ARD section. Complete the section as described in previous pages. Select the checkbox Include a [Document Language] version of the document; for example Include a SPANISH version of the document. Select a. Create Draft Notice of ARD/IEP Committee Meeting or b. Create Final Notice of ARD/IEP Committee Meeting. Both the translated document and English document will appear in the Documents table within the Notice of ARD section. and on Student History. and in student Documents. Notice the document will have the same Document ID number. EdPlan Manual for EasyIEP Access Page 35 of 116 Revised: July 2018

36 Sending Subsequent Notices Open the Notice of ARD section. Go to the Notice of ARD/IEP Committee Meeting header. Enter date in the Notice Date field. Enter date in the Return Notice By field. Click Create Final Notice of ARD Committee Meeting button. Click Yes to confirm final notice. (Click No to return to previous screen). EdPlan Manual for EasyIEP Access Page 36 of 116 Revised: July 2018

37 Changing the Meeting Date Enter revised date, time, and location as applicable. Click icon to restart due diligence; now First Notice will populate. FYI: The system does not support creation of a Final Notice and ability to Reset on same day. If a final notice is created then Reset is selected on same day, notice attempt will NOT change. Reset has to be performed the following calendar day (or later) than the most recent finalized Notice. Enter revised Notice Date (should not use same date as previous notices). Enter revised Return Notice By date. Click Create Final Notice of ARD Committee Meeting button. Click Yes to confirm final notice. (Click No to return to previous screen). EdPlan Manual for EasyIEP Access Page 37 of 116 Revised: July 2018

38 Revision ARD (PWN) Select Revision ARD/IEP Meeting for primary Action Proposed by the School. For Revision ARD area, select the section(s) that will be addressed. For secondary Action Proposed by the School, select action(s) that will be addressed. Complete the remainder of the Notice. Refer to section Notice of ARD Committee Meeting. FYI: Some areas of the ARD/IEP interface will contain pre-populated information from the most recent finalized ARD. EdPlan Manual for EasyIEP Access Page 38 of 116 Revised: July 2018

39 ARD Meeting Information On the ARD/IEP Committee Meeting Information icon, you can document ARD/IEP Committee Meeting Attendance Information, Use of Interpreter Actions, and Additional Meeting Purposes. On the ARD/IEP Committee Meeting Attendance Information portion of the page, you can document if the parent/guardian/adult student was present in the meeting, and if not the justification, indicate if permission to proceed was granted, and the associated date. On the Use of Interpreter Actions portion of the page the home language survey is provided along with relevant interpreter actions if an interpreter is required. Indicate by checking if the ARD/IEP report was provided in a written format and/or via audiotape. Note: Use of Interpreter Actions will be visible only for students whose home language is not indicated as English. EdPlan Manual for EasyIEP Access Page 39 of 116 Revised: July 2018

40 On the Additional Meeting Purposes portion of the page, you can document if additional meeting purposes were requested and if both the district and the parents agreed to the meeting purpose. The Proposed action recommended is automatically populated. If the school proposes or refuses to take action, the reason will be checked. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 40 of 116 Revised: July 2018

41 Information Reviewed and Considered Click the checkbox for each applicable area. FYI: FIE and at least one other source is required. Dependent on student s age, Ageappropriate transition and/or 4-6 Year Plan categories are required. Enter date(s). If applicable, enter contents in accompanying textbox. Address Attendance information. Refer questions to your campus administrator. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 41 of 116 Revised: July 2018

42 Eligibility Determination The Eligibility Determination section is where you will document the ARD/IEP Committee s special education eligibility determination decision for the student. There are four factors for determining eligibility: 1. The Student has appropriate instruction in reading. 2. The student has appropriate instruction in math. 3. The student has appropriate instruction as a second language learner. FYI: N/A can be selected if student is not identified as LEP. 4. Does the student have a documented disability condition that meets the disability condition criteria to receive special education services? AND Based on the evaluation reviewed, the ARD/IEP Committee determines that the student by reason of the disability/disabilities has an educational need for special education services. AND The student meets eligibility criteria for special education/related services. With the exception of second language learner as stated in FYI above, ALL items need to be answered Yes for the student to be deemed eligible for special education. EdPlan Manual for EasyIEP Access Page 42 of 116 Revised: July 2018

43 Disabilities can be selected from the dropdown; however, only disabilities that have been recommended in the most recent FIE are available. Up to ten disabilities can be listed. Under Evaluation Information header, enter the ARD meeting date for Eligibility Determination Date. The IEP Begin/End Dates will pre-populate and will carry through the entire ARD/IEP to ensure all services are added within the span of the IEP. If available, click Create Eligibility Event button. FYI: An Eligibility Determination Event will be created on the student s history page. This event will flag the student as eligible for special education services, which will allow users to complete the remaining sections of the ARD/IEP Process. Select the semesters for which the student will receive services. For Initial and Annual ARDs, select THREE SEMESTERS to ensure accurate reporting. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 43 of 116 Revised: July 2018

44 Eligibility Determination: Creating a Non-Eligibility DNQ Document If No is selected for Does the student have a documented disability condition criteria to receive special education services? and/or for Based on the evaluation reviewed, the ARD/IEP Committee determines that the student by reason of the disability/disabilities has an educational need for special education services, the student is determined not to be eligible for special education services; and therefore you must complete the ARD/IEP DNQ Document. At the bottom of the page, click on the PWN for DNQ to complete the signature page for noneligible students. Click Save & Continue (you are now back on the Eligibility Determination screen). Scroll to bottom of screen and select Create Draft DNQ Document. The document will load and appear in the Current DNQ Documents section. You can click on the name of the document to view it. Review the printed document prior to the next step. Select Create Final DNQ Document at the bottom of the screen. The system will create the final DNQ document, and place it in the Current DNQ Documents section for viewing and/or printing. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 44 of 116 Revised: July 2018

45 THIS SECTION IS FOR EVALUATORS ONLY: Re-Evaluation (REED)/Review of Existing Evaluation Data On the Review of Existing Evaluation Data tab, you can document Review of Information and Determination decision. NOTE: The Review of Existing Evaluation Data tab is only required if REED is indicated as one of the meeting purposes on the Notice of ARD section. Select the type of evaluation planning (Re-evaluation or Special Request). Under Review of Information header, enter relevant information into each textbox. FYI: 25-character minimum per narrative textbox applies. EdPlan Manual for EasyIEP Access Page 45 of 116 Revised: July 2018

46 Under Determination header, indicate if additional data is needed to determine whether or not the student will continue with special services. If additional data is needed is chosen, a. Select appropriate justification(s). b. Click. c. Select Yes to confirm creation of event. A Re-evaluation Referral event will automatically load onto Student History. IMPORTANT: A Re-evaluation Referral is required to finalize the PWN for Evaluations and Consent. d. Click Save & Continue to advance to the next section. To complete the PWN for Evaluations and Consent: a. Click Special Education. b. Select PWN for Evaluations and Consent. EdPlan Manual for EasyIEP Access Page 46 of 116 Revised: July 2018

47 CONTINUING ELIGIBILITY: Under Determination header, indicate if additional data is needed to determine whether or not the student will continue with special services. If no additional data is needed is chosen, a. Address parent notification and Method of Communication. b. Select Create Draft REED. The document will load and appear in a table, wherein you can click the REED hyperlink to view and/or print the document. c. Select Create Final REED. d. Select Yes to confirm creation of event. The FINAL REED document will load and appear in a table, wherein you can click the REED hyperlink to view and/or print the document. IMPORTANT: Selecting Create Final REED generates the Full and Individual Evaluation Report event and projected evaluation date (FIE due date) on Student History. Here s another place where FIE/FIIE Date and Projected Evaluation can be found: e. Remember to click Save & Continue. EdPlan Manual for EasyIEP Access Page 47 of 116 Revised: July 2018

48 Consideration of Special Factors The Consideration of Special Factors section allows for the selection of language communication and behavioral/social/emotional factors. For students 3 years old or younger, an Individual Family Service Plan block will display and will be required to address. Dependent on the student s disability(ies), supplements for Auditory Impairment, Autism, and/or Visual impairment will appear at the bottom of the page. Once you ve clicked on a Special Factors icon, the appropriate supplement will load. All the questions on the page need to be answered by checking the boxes and/or selecting Yes or No from the drop down boxes. Click Save & Continue to return to the Consideration of Special Factors screen. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 48 of 116 Revised: July 2018

49 Present Levels of Academic Achievement and Functional Performance (PLAAFP) The Present Levels of Academic Achievement and Functional Performance (PLAAFP) page will drive a significant portion of the student s IEP. On this page you will set the student s current performance level and thus, will create the baseline for which their Annual Goals and Objectives are based. You will also select the accommodations used to assist the student to achieve his or her goals on this page. These accommodations will be the only accommodations displayed for selection later in both the Instructional Services and Assessments sections. Select the appropriate option for the Reviewed Previous Goals and Progress section. Click on the expand icon in front of the Present Level category to expand each of the areas. If available, click the checkbox if the student is currently in age/grade expectations. Otherwise, provide explanation in textbox. Note: There is a 25-character minimum. EdPlan Manual for EasyIEP Access Page 49 of 116 Revised: July 2018

50 Scroll down and complete each narrative textbox to address strengths, concerns/needs, and the impact of the student s disability. FYI: Information typed into the Concerns/Needs textbox will populate in the Annual Goals section for the accompanying category. For example information typed in the Concerns/ Needs textbox for Math will populate under the Math category in Annual Goals section. Contents will populate in the Annual Goals section! Click Save and/or Add Accommodations (see detailed instructions on next page). EdPlan Manual for EasyIEP Access Page 50 of 116 Revised: July 2018

51 Adding Accommodations 1. Click on. 2. Select the appropriate Present Level Area. 3. Select the appropriate Accommodation Category. 4. Another dropdown titled Accommodation will display corresponding accommodations. Click Save to select additional accommodation(s) by repeating steps 1-4. Click Save & Continue to return to the PLAAFP screen. EdPlan Manual for EasyIEP Access Page 51 of 116 Revised: July 2018

52 All accommodations selected will display in a list on the page and will display on the Summary of Accommodations section on the main PLAAFP page. The accommodations identified in the PLAAFP section are the accommodations that will be available to select in the Assessments section. To use the same accommodation(s) for other Present Level areas: Click on The present level previously selected will be grayed out, and the other areas are now available. Select the appropriate area. Click Save to select additional area(s). Click Save & Continue to return to the PLAAFP screen. The Summary of Accommodation(s) list will now include the accommodation for each selected present level. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 52 of 116 Revised: July 2018

53 Annual Goals In the Annual Goals section, there are three options for adding goals and/or objectives. Add Annual Goals from List and Add Objectives from Lists contain the TEKS goals/objectives and are pre-loaded in the system. Add Custom Annual Goals and Add Custom Objectives allow a user to customize a goal/objective. Add Annual Goals from Goal Bank and Add Objectives from Bank allow a user to establish a personal goal bank. Add Annual Goals from List Add Annual Goals from List contain the TEKS goals that are pre-loaded in the system under each PLAAFP category (also known as a domain). Select the arrow next to the appropriate domain. Select Add Annual Goals from List button. Make a selection from Annual Goal Category dropdown. Pre-loaded TEKS goals will appear. EdPlan Manual for EasyIEP Access Page 53 of 116 Revised: July 2018

54 Add Annual Goals from List, cont d Select the check box next to desired choice. If you do not want to select available items, change selection in the Annual Goal Category dropdown or select the Back button. Start Date and End Date prefill and update from the Eligibility screen based on the PWN of ARD for the student s IEP plan year. If applicable, adjust dates as needed. FYI: Revised dates may not exceed the original start/end date. (In this example, dates are June 2015 to June 2016.) Click Save & Continue. The selected goal(s) will display on the Annual Goals screen. The concern from the PLAAFP will display. Select to proceed to the Annual Goal Details screen. EdPlan Manual for EasyIEP Access Page 54 of 116 Revised: July 2018

55 Add Annual Goals from List, cont d Complete Annual Goal Details by addressing all items on the screen. Enter Curriculum/Service Area, Implementers, and Schedule of Evaluation. Concern populated from the PLAAFP. Enter Time Frame and Condition(s). Text for Behavior can be customized as needed. Enter Criteria, Beginning Point, Achieve Point, and Unit of Measure. FYI: The Criteria dropdown contains selections for measuring the goal/objective. EdPlan Manual for EasyIEP Access Page 55 of 116 Revised: July 2018

56 Add Annual Goals from List, cont d Select Update to create the Annual Goal Statement. To save your work and remain on the same screen, select Save. To check for errors, select Save & Continue. EdPlan Manual for EasyIEP Access Page 56 of 116 Revised: July 2018

57 Add Objectives from Lists Add Objectives from Lists contain the TEKS goals that are pre-loaded in the system under each PLAAFP category (also known as a domain). Select Add Objectives from Lists button at the bottom of the Annual Goal Details screen. Make a selection from Objective Category dropdown. Pre-loaded TEKS objectives will populate. Select the check box next to desired choice. If you do not want to select available items, change selection in the Annual Goal Category dropdown or select the Back button. Start Date and End Date prefill and update from the Eligibility screen based on the PWN of ARD for the student s IEP plan year. If applicable, adjust dates as needed. FYI: Revised dates may not exceed the original start/end date. Click Save & Continue. The Objective Details screen will have the Concern and Goal Statement available to review. EdPlan Manual for EasyIEP Access Page 57 of 116 Revised: July 2018

58 Add Objectives from Lists, cont d Enter Time Frame and Condition(s). Text for Behavior can be customized as needed. Enter Criteria, Beginning Point, Achieve Point, and Units of Measure. FYI: The Criteria dropdown contains selections for measuring the goal/objective. Select Update to review the Objective Statement. To save your work and remain on the same screen, select Save. To check for errors and/or return to the previous screen, select Save & Continue. To return to the previous screen, select Back. Remember to SAVE first!! EdPlan Manual for EasyIEP Access Page 58 of 116 Revised: July 2018

59 Add Custom Annual Goals Add Custom Annual Goals and Add Custom Objectives allows the user to enter the desired behavior and complete measurable goals and objectives. Select the arrow next to the appropriate domain. Select Add Custom Annual Goals. In the Measureable Annual Goal(s) textbox, ENTER THE BEHAVIOR PARAMETER of the goal statement. Do not include the student s name or any punctuation. Behavior parameter only Behavior parameter only EdPlan Manual for EasyIEP Access Page 59 of 116 Revised: July 2018

60 Add Custom Annual Goals, cont d Start Date and End Date prefill and update from the Eligibility Screen based on the PWN of ARD for the student s IEP plan year. If applicable, adjust dates as needed. FYI: Revised dates may not exceed the original start/end date. (In this example, dates are June 2015 to June 2016.) Select Save & Continue to return to the Annual Goals screen. The custom goal(s) behavior will display on the Annual Goals screen. The Concerns from the PLAAFP will display. Select to proceed to the Annual Goal Details screen. Complete the Annual Goal Details screen. Be sure to address all items. EdPlan Manual for EasyIEP Access Page 60 of 116 Revised: July 2018

61 Add Custom Annual Goals, cont d Enter Time Frame and Condition(s). Text for Behavior can be customized as needed. Enter Criteria, Beginning Point, Achieve Point, and Units of Measure. FYI: The Criteria dropdown contains selections for measuring the goal/objective. Tina will measure length in inches Once all information is entered select the Update button to review the entire Annual Goal Statement. To save your work and remain on the same screen, select Save. To check for errors, select Save & Continue. To return to the Annual Goals screen, select Back. Remember to SAVE first!! EdPlan Manual for EasyIEP Access Page 61 of 116 Revised: July 2018

62 Add Custom Objectives Select Add Custom Objectives at the bottom of the goals details screen. The Add Custom Objectives screen will have the Concerns and Goal Details available to review. In the Custom Objective textbox, ENTER THE BEHAVIOR PARAMETER of the objective statement. Do not include the student s name or any punctuation. Select Save & Continue. EdPlan Manual for EasyIEP Access Page 62 of 116 Revised: July 2018

63 Add Custom Objectives, cont d Select for Objectives for Annual Goal. The Objective Details screen will have the Concerns and Goal Details available to review. EdPlan Manual for EasyIEP Access Page 63 of 116 Revised: July 2018

64 Add Custom Objectives, cont d Enter Time Frame and Condition(s). Text for Behavior can be customized as needed. Enter Criteria, Beginning Point, Achieve Point, and Units of Measure. FYI: The Criteria dropdown contains selections for measuring the goal/objective. Select Update to review the Objective Statement. Select Update to review the Objective Statement. To save your work and remain on the same screen, select Save. To check for errors and/or return to the previous screen, select Save & Continue. To return to the previous screen, select Back. Remember to SAVE first!! EdPlan Manual for EasyIEP Access Page 64 of 116 Revised: July 2018

65 Add Annual Goals from Goal Bank The Goal Bank in EasyIEP is created by the user (you) and can be accessed when the user is logged in with their user name and password. Select the arrow next to the appropriate domain. Select Add Annual Goals from Goal Bank button. Select Manage Goal Bank. EdPlan Manual for EasyIEP Access Page 65 of 116 Revised: July 2018

66 Add Annual Goals from Goal Bank, cont d From the Manage Annual Goal Bank screen two buttons are available: Add Custom Goals to Bank and Manage Goal Bank Categories. Select Manage Goal Bank Categories to add goal bank categories. This is important, as they will be the category headers for the goals that are entered into the bank. Enter desired categories. Select Save & Continue to return to the Manage Annual Goal Bank screen. EdPlan Manual for EasyIEP Access Page 66 of 116 Revised: July 2018

67 Add Annual Goals from Goal Bank, cont d The categories are now available in a drop down. Select a Category. FYI: If the following screen appears, select Leave this page. Select Add Custom Goals to Bank. Enter text for one or more goal behavior parameters in the text boxes. EdPlan Manual for EasyIEP Access Page 67 of 116 Revised: July 2018

68 Add Annual Goals from Goal Bank, cont d Select Save & Continue (back on the Manage Annual Goal Bank screen). If applicable, select a Category to review and make changes on this screen. Select Save & Continue to return to the Add Annual Goals From Bank screen. Click Save & Continue to return to the Annual Goals screen. EdPlan Manual for EasyIEP Access Page 68 of 116 Revised: July 2018

69 Select Goals from Goal Bank Select Add Annual Goals from Goal Bank. Make a selection from the Category dropdown. FYI: If the following screen appears, select Leave this page. Choose one or more goals by selecting the check box under the Add column. Select Save & Continue. You have returned to the main Annual Goals screen. Select to proceed to the Annual Goal Details screen. EdPlan Manual for EasyIEP Access Page 69 of 116 Revised: July 2018

70 Select Goals from Goal Bank, cont d Complete the Annual Goal Details screen. FYI: The Criteria dropdown contains selections for measuring the goal/objective. EdPlan Manual for EasyIEP Access Page 70 of 116 Revised: July 2018

71 Select Goals from Goal Bank, cont d Enter Time Frame and Condition(s). Text for Behavior can be customized as needed. Enter Criteria, Beginning Point, Achieve Point, and Units of Measure. FYI: The Criteria dropdown contains selections for measuring the goal/objective. Select the Update button to review the entire Annual Goal Statement. To save your work and remain on the same screen, select Save. To check for errors, select Save & Continue. EdPlan Manual for EasyIEP Access Page 71 of 116 Revised: July 2018

72 Add Objectives from Bank Select Add Objectives from Bank icon at the bottom of the Goals Details screen. Select Manage Objective Bank From the Manage Objective Bank screen two buttons are available: Add Custom Objectives to Bank and Manage Objective Bank Categories. Select Manage Objective Bank Categories to add objective bank categories. This is important, as they will be the category headers for the objectives bank. Enter desired categories. Select Save & Continue to return to the Manage Objective Bank screen. EdPlan Manual for EasyIEP Access Page 72 of 116 Revised: July 2018

73 Add Objectives from Bank, cont d The categories are now available in a drop down. Select a Category. FYI: If the following screen appears, select Leave this page. Select Add Custom Objectives to Bank. Enter text for one or more objective behavior parameters in the text boxes. EdPlan Manual for EasyIEP Access Page 73 of 116 Revised: July 2018

74 Add Objectives from Bank, cont d Select Save & Continue (back on the Manage Objective Bank screen). If applicable, select a Category to review and make changes on this screen. Select Save & Continue to return to the Add Objectives From Bank screen. Click Save & Continue to return to the Annual Goal Details screen. EdPlan Manual for EasyIEP Access Page 74 of 116 Revised: July 2018

75 Select Objectives from Bank Select Add Objectives from Bank. Make a selection from the Category dropdown. FYI: If the following screen appears, select Leave this page. Choose one or more objectives by selecting the check box for Add. EdPlan Manual for EasyIEP Access Page 75 of 116 Revised: July 2018

76 Select Objectives from Bank, cont d Select Save & Continue. You have returned to the Annual Goal Details screen. Scroll to bottom of screen. The selected objective will display at the bottom of the screen. Select. The Objective Details screen will have the Concerns and Goal Details available to review at the top. Complete the Objective Measurement Details starting with Time Frame. The beginning point and mastery by dates prefill from the Eligibility screen based on the PWN of ARD for the student s IEP plan year. If applicable, adjust dates as needed. FYI: Revised dates may not exceed the original start/end date. EdPlan Manual for EasyIEP Access Page 76 of 116 Revised: July 2018

77 Select Objectives from Bank, cont d Select Update to review the Objective Statement. To save your work and remain on the screen, select Save. Click Save & Continue to return to the Annual Goal Details screen. To save your work and remain on the screen, select Save. Click Save & Continue to return to the Annual Goal main screen. EdPlan Manual for EasyIEP Access Page 77 of 116 Revised: July 2018

78 Helpful Information... Review the goal and associated objective(s) from the Annual Goal Details screen. To delete an objective select the check box under Del and save. Pos column allows user to change order of objectives by changing the numbers. EdPlan Manual for EasyIEP Access Page 78 of 116 Revised: July 2018

79 Helpful Information, cont d... To check for errors and continue to the Annual Goals screen select Save & Continue Pos column allows user to change order of Goals by changing the numbers. To delete a Goal select the check box under Del and save. From the Annual Goals screen, select Show Section to review the draft print for goals and objectives. EdPlan Manual for EasyIEP Access Page 79 of 116 Revised: July 2018

80 Assistive Technology Indicate if the student has Assistive Technology needs by selecting Yes or No to the statement. If applicable, select the respective need(s). 1. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 80 of 116 Revised: July 2018

81 Transition Information and Graduation Plan The Transition Information section should address graduation plans and transitional services. The Graduation Plan and Transition Services section of this page will ONLY display based on the following conditions: You would like to create a Transition Plan by clicking the Yes radio button. Graduation Plan The student is enrolled in grade 6 or above. Transition Services The student is 14 years old and/or becomes 14 prior to end of IEP plan year or the student has a disability of Autism. If No is selected, click Save & Continue to advance to the next section. If Yes is selected, address the remainder of the section. EdPlan Manual for EasyIEP Access Page 81 of 116 Revised: July 2018

82 Course of Study populates for students who are 13 years old or older. Under Development of Post Secondary Goals, click Add Post Secondary Goals icon. Select a goal area from the dropdown menu. Type the custom goal text. Click Save & Continue to return to the Transition screen. 2. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 82 of 116 Revised: July 2018

83 State and District-Wide Assessments The student s current grade level and LEP criteria (Yes/No) will determine which assessments can be selected for the student. Note: Depending on the student s current grade level, only certain assessments will be available for selection (e.g., End of Course Exams will only display for students in grades 9-12). Depending on area(s) and grade level(s) selected, only the assessments that match the selected criteria will display. Participation level defaults to Student will not take this version of the test. Review assessment(s) and select an option for the assessment(s) that student will take. EdPlan Manual for EasyIEP Access Page 83 of 116 Revised: July 2018

84 If you select Student will take this version of the test, 1. Select an item in the Rationale dropdown. 2. If applicable, complete the Accommodation request form completed by textbox. 3. If applicable, click the Save button that displays on the right. This will save your selection and add it to a list labeled District-Wide Assessments on the Assessments main page. If you select Student will take this version of the test with accommodations, 1. Click. 2. Select appropriate accommodation by clicking the box under Include column. If you do not want to select available items, click Back. If accommodations are not available, return to the PLAAFP section to Add Accommodations. 3. Click Save & Continue. 4. Select an item in the Rationale dropdown. EdPlan Manual for EasyIEP Access Page 84 of 116 Revised: July 2018

85 5. If applicable, complete the Accommodation request form completed by textbox. 6. If applicable, click the Save button that displays on the right. This will save your selection and add it to a list labeled District-Wide Assessments on the Assessments main page. If you select Student has already taken and passed this version of the test, 1. Click the button that displays on the right. 2. Select an item in the Rationale dropdown. 3. Click Save. This will save your selection and add it to a list labeled District-Wide Assessments on the Assessments main page. If you select Teacher made test in lieu of ACP, 1. Click the button that displays on the right. 2. Select an item in the Rationale dropdown. 3. Click Save. This will save your selection and add it to a list labeled District-Wide Assessments on the Assessments main page. Address Fitnessgram by selecting Yes or No. 3. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 85 of 116 Revised: July 2018

86 Behavior Intervention Plan The Behavior Intervention Plan (BIP) is used to record interventions for the student. (The BIP becomes required by answering Yes to Is a Behavior Intervention Plan needed? in the PLAAFP section.) Enter the documentation of the Behavior Intervention information by addressing each category. Behavior Details 1 is required; however, Behavior 2 Details is optional. When selected, a screen displays that allows for detailed information to be entered. A Save icon is available within each section. 4. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 86 of 116 Revised: July 2018

87 Instructional Services The Instructional Services section addresses instruction and accommodations for eligible individuals. Select Length of School Day and confirm that the length of the school day is commensurate with students who do not have disabilities by selecting Yes or No. Select Yes or No for the Next School question. If Yes, identify the transition level. The only semesters that will display are those that were previously selected on the Eligibility Determination section. Click the arrow to the left of the semester, and you will be able to add services for that semester. Note: You will not be able to add services to any semester that was not selected on the Eligibility Determination section. EdPlan Manual for EasyIEP Access Page 87 of 116 Revised: July 2018

88 Adding Instructional Services 1. Click the arrow to the left of the appropriate semester. 2. Click Add Instructional Services. 3. Click dropdown for Select Service and select the appropriate instructional service. 4. Enter selections in the Amount of Time column (duration and frequency fields). 5. Dependent on type of instructional service that was selected, the Setting automatically populates. FYI: Refer to your supervisor before changing the setting. 6. Click Save & Continue. EdPlan Manual for EasyIEP Access Page 88 of 116 Revised: July 2018

89 For each Instructional Service, you must enter the service details. 7. If applicable, enter the Begin Date and End Date. 8. Click Details. Enter information for Progress Determined by, Modified TEKS, and Associate Goals if applicable). 9. Click Save & Continue to return to the Instructional Services page. To select the same service(s) for the remaining semester(s): Return to the semester containing the service(s) that are to be copied. Select. Under the Copy column, select the checkbox for the service that will be needed during the applicable semester. Click Save & Continue to return to the Instructional Services page. Be sure to review and/or document dates and details for each copied service. EdPlan Manual for EasyIEP Access Page 89 of 116 Revised: July 2018

90 For a student who does not pass an assessment, Accelerated Instruction/Intensive Program of Instruction needs to be addressed. For Grades K-2: If Yes is selected for Has the student s reading development and comprehension been assessed?, select the Assessment area(s) and enter appropriate information. For Grades 3-8: If No is selected for Was the student successful on all state administered assessments (including alternate assessments)?, select the Assessment area(s) and enter appropriate information. For Grades 9-12: If No is selected for Was the student successful on all EOC s currently required for graduation (including alternate assessments)?, select the Assessment area(s) and enter appropriate information. Selecting No for any of the above questions activates the Accelerated Instruction Program / Intensive Program of Instruction table. Select the assessment area(s) and enter appropriate information. FYI: For each unsatisfactory area that is selected, a separate Assessment Area row will display. EdPlan Manual for EasyIEP Access Page 90 of 116 Revised: July 2018

91 Students At Risk of Dropping Out will be available for students in 9 th through 12 th grades. FYI: At-Risk Indicators may pre-fill from the student information system. Select appropriate information. To accommodate behavioral removal schedules, compensatory, ESY, and any other schedules that may not be captured for the semester, click on the arrow to the left of Compensatory and Alternate Schedule Services heading. Click Add Compensatory and Alternate Schedule Services. EdPlan Manual for EasyIEP Access Page 91 of 116 Revised: July 2018

92 Enter the appropriate service(s), Duration/Frequency, and Setting. If applicable, complete Dyslexia Services block. The Dyslexia Services block will display only if the check box for checked on the Information Reviewed and Considered section. Click Save & Continue to return to the Instructional Services screen. is For each Compensatory and Alternate Schedule service, you must enter the service details. 1. Click on the arrow to the left of Compensatory and Alternate Schedule Services header. 2. Click on Details. 3. Enter Type of Service Delivery and Title of Provider. Revise other information as needed. 4. Click Save & Continue to return to the Instructional Services page. 5. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 92 of 116 Revised: July 2018

93 Related Services The Related Services section should address related services that will include itinerant instructional services. Expand the Semester School Year by clicking on the diamond for the respective semester. Click Add Related/Other Instructional Services icon.. Click dropdown for Select Service and select the appropriate service. Enter selections for Duration/Frequency and Setting dropdown menus. FYI: Duration/Frequency and Setting will not populate for the Transportation service. Click Save & Continue. If applicable, enter the Begin Date and End Date. Click Details icon. EdPlan Manual for EasyIEP Access Page 93 of 116 Revised: July 2018

94 Address fields as applicable (i.e., Provider, Type of Service Delivery, Associate Goals). Click Save & Continue. To select the same service(s) for the remaining semester(s): o Return to the semester containing the service(s) that are to be copied. o Select. o Under the Copy column, select the checkbox for the service that will be needed during the applicable semester. o Click Save & Continue to return to the Related Services page. Be sure to review and/or document dates and details for each copied service. Under Committee Assessment of Transportation Services, select Yes or No to question Does the student require special transportation, If Checked, provide justification. If Yes is selected, click on the Special Transportation icon. Remember to add Transportation as a related service as described above! EdPlan Manual for EasyIEP Access Page 94 of 116 Revised: July 2018

95 Complete the transportation information under headers Special Transportation Request, Special Seating, and Health/Behavior Concerns. Under Declined Services header, select Yes or No to statement The parent/guardian/adult student has knowingly declined special education transportation services. Complete the remaining information. Remember to select correct type of transportation! IEP = Regular school year ESY = Extended School Year during summer months Do not back date Requested Service Start Date. Add/Continue = add service or continue current service Change = indicate information that has changed Drop = remove service Remember to address all sections! If the student does not require transportation before school and/or after school, select No for Does the student need to be picked up. Did you know? To ensure proper routing of student, users should verify address via Google Maps. Enter the Google Maps address on the transportation form. FYI: Transportation provider uses Google Maps to establish routes in their routing system. EdPlan Manual for EasyIEP Access Page 95 of 116 Revised: July 2018

96 Upon completion of screen, click Create Draft Transportation Form. FYI: The transportation form can be printed and distributed according to departmental process. Click Save & Continue to return to the Related Services screen. Complete the items under Coordination between General Education and Special Education. If School Health Services was selected as a related service, then another button will appear at the bottom of the Related Services page. 1. Click on icon. 2. Complete the remaining information on the School Health Nursing Services Descriptions page. 3. Click Save & Continue to return to the Related Services screen. 4. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 96 of 116 Revised: July 2018

97 Helpful Information Status of Transportation Data: As an ARD or stand-alone transportation event is drafted then finalized, a transportation form will have one of three statuses. Draft ARD has not been finalized + data has NOT been downloaded Proposed ARD has been finalized + data has NOT been downloaded Accepted Data has been downloaded into transportation system via nightly interface Status information can be viewed from Documents OR from the Special Transportation icon within the Related Services section of a pending ARD. EdPlan Manual for EasyIEP Access Page 97 of 116 Revised: July 2018

98 Transportation on Student History: Transportation information also appears on the Student History screen. Events are sorted by most recent date to oldest date. Proposed Transportation Form = ARD has been finalized + data has NOT been downloaded into transportation system Transportation Form = Data has been downloaded into transportation system via nightly interface Stand-Alone Transportation Event: A stand-alone transportation form is beneficial when making a simple change to a student s transportation information, such as: Change address Change phone number Change school location Initiate transportation for ESY Indicate reduced instructional day Schedule MCMC (Multiple Careers Magnet Center) Remove student from bus route NOTE: Student must have transportation as a related service in the most recent ARD. This is how you access the stand alone transportation form: Open student record. Click on Special Education Click on Transportation Form. May have content from previous finalized transportation form. Review all information; revise as needed before finalizing new form. Transportation Reports: The following reports will aid in monitoring transportation requests for your caseload. PC-Transportation SPED DCS/DISD Sped Students: This report provides a list of all students who have a transportation event completed in EasyIEP. Specific detail information includes pickup and delivery address, destination school, date service is to begin and Transportation provider information. This allows Users to see at a glance whether there is a problem with transportation requests throughout the regular school year. PC-Transportation Unlocated Sped Address: This report is a concise and quick way to see the discrepancies of addresses between what is on the transportation event in EasyIEP, what is recorded in the Student Information System (SIS) and what the transportation system has on record; in addition, it provides a graphic geolocation through a Google address link. EdPlan Manual for EasyIEP Access Page 98 of 116 Revised: July 2018

99 Supplementary Services Add Supplementary Aids for the student on this page. Click Add Supplementary Aids and Services icon. Click dropdown for Select Service and select the appropriate service. Click Add These Services. Click on Details to complete the information for supplementary aid service. If additional staff is needed to provide the service, select the checkbox Support for Personnel to complete the Frequency/ Duration, Location, and Provider. Click Save & Continue to return to the Supplementary Aids and Services screen. EdPlan Manual for EasyIEP Access Page 99 of 116 Revised: July 2018

100 Personal Care Services If personal care services are required, Select Yes for Are Personal Care Services Required? Click Add PCS icon. Complete the information. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). If personal care services are NOT required, Select No for Are Personal Care Services Required? Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 100 of 116 Revised: July 2018

101 Consideration of Educational Alternatives and LRE In the Consideration of Educational Alternatives and LRE section, the Efforts to Support Student in the Educational Setting segment needs to be determined. As items are addressed in each section, additional information may display. The Provided/Considered response depends on the services/support shown directly to the right, under Educational Service/Support. Select whether the service is provided or has been considered. Select Yes or No for the results of instruction in the general education setting field. If Yes is selected If No is selected Move to next header Address reason(s) for student not making expected progress EdPlan Manual for EasyIEP Access Page 101 of 116 Revised: July 2018

102 Select the involvement and progress in the general curriculum based on the review of the student s assessment data. Address remaining sections and complete information for any text areas that display. If The student will receive part or all instruction and services in special education instructional setting is selected, additional information will display and will need to be addressed. Select Yes or No for The ARD/IEP Committee assures that the assigned campus for IEP implementation. If No is selected, additional information will display and will need to be addressed. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 102 of 116 Revised: July 2018

103 Extended School Year The Extended School Year (ESY) section should allow for an ESY to be designated for the student to recoup previously mastered skills. Select Yes or No to designate whether an extended school year services is recommended. If No is selected, click Save & Continue to advance to the next section. If Yes is selected, complete the information. As items are addressed, additional information may display; respond as applicable. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 103 of 116 Revised: July 2018

104 Manifestation Determination The Manifestation Determination section addresses a disciplinary removal that constitutes a change in placement. Note: A manifestation determination is also required within 10 days after a student is assigned to a disciplinary setting for a drug, weapon or serious bodily injury offense. Observe that No pre-fills for the question Is a Manifestation Determination required for this student? If a manifestation determination is NOT required, select Save & Continue to advance to the next section. If a manifestation determination is required for a student, select Yes. Complete the information. Current and potential disabilities should be defined for the student and information considered when making the determination. EdPlan Manual for EasyIEP Access Page 104 of 116 Revised: July 2018

105 Answer Yes or No to the determination questions. Select appropriate option(s) under Based on this decision, the ARD Committee determines:. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 105 of 116 Revised: July 2018

106 Assurances The Assurances section displays the ARD committee s assurances that are met for the student. The Assurances are listed and there are no options to select. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 106 of 116 Revised: July 2018

107 Placement Determination The Placement Determination section should address the location and PEIMS information by semester and the instructional setting. Semester, SPED %, and Location will pre-populate. Note: The semesters are those that were previously selected on the Eligibility Determination section. SPED % pulls from Instructional Services section. Location is editable. Next, select the Instructional Setting from the dropdown menu for each semester. Note: The options under the Instructional Setting dropdown menu will change based upon the selection from the Location dropdown menu. The Placement Code is calculated by the EasyIEP system and displays automatically based on the location and instruction setting options that are selected. Select an option for Please indicate the [Semester] Instructional Arrangement/Setting for this student per semester. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 107 of 116 Revised: July 2018

108 One More Thing. Regional Day School for the Deaf will populate based on the student s disability of Auditory Impairment. PEIMS Information captures PPCD Service Location Codes and will populate for students who are 3-5 years old. IEP Continuer Indicator will populate for students who are in high school beyond expected graduation date. EdPlan Manual for EasyIEP Access Page 108 of 116 Revised: July 2018

109 Notice of Proposal / Refusal of Services The Notice of Proposal / Refusal of Services section should allow for the confirmation that the rights were explained to the Parents and Students at the time of the initial referral for a special education evaluation. Complete the Notice of Proposal/Refusal of Services. If Other is selected, enter text in the textboxes. Click Save & Continue to advance to the next section (or click Save to remain on the same screen). EdPlan Manual for EasyIEP Access Page 109 of 116 Revised: July 2018

110 Deliberations and Signatures of ARD/IEP Team Members The Deliberations and Signatures of ARD/IEP Team Members section allows for the confirmation of the ARD and IEP Team members by providing IEP-related information and confirmation that the entire IEP document represents the actions of the committee. Select Yes, No, or N/A to the questions/statements on the page Enter deliberations (also known as minutes) in the Deliberations textbox provided. NOTE: Certain sections from the various ARD/IEP Document pages will pre-populate under the Deliberations on the print version of the ARD/IEP Document. Next, enter name of ARD/IEP Team Member, Method of Participation, and Agreement Status for each committee member. FYI: The committee members will pre-populate from the Notice of ARD section. If applicable, select Add Participant and complete information. To delete additional participant: Delete contents and click Create Draft IEP. EdPlan Manual for EasyIEP Access Page 110 of 116 Revised: July 2018

111 Initial Provisions of Special Education and Related Services will only display if the ARD Meeting purpose was identified as Initial ARD/IEP Meeting on the Notice of ARD section. Select Yes or No for the Initial Provisions of Special Education and Related Services. Click on the Display IEP Errors button to display all current errors on the student s IEP. These errors will need to be fixed before you may create a Proposed or Final IEP. Provide the Parent Response and Date. If the parent response is not applicable yet, you can still proceed to generating a draft of the IEP/ARD. EdPlan Manual for EasyIEP Access Page 111 of 116 Revised: July 2018

112 Click on the Create Draft IEP button to create a draft IEP to review before finalizing. Once the IEP is reviewed and the Parent Response has been applied, click on Finalize IEP. Click Yes to confirm final notice. After confirmation of the final IEP, navigation icons are re-set and available for a new event. EdPlan Manual for EasyIEP Access Page 112 of 116 Revised: July 2018

113 IEPs: Draft and Final All Draft and Final IEPs will display in a table at the bottom of the Deliberations page. To view and print a document, click on the name of the document which is hyperlinked in blue. Finalized documents are also accessible from the Documents link of the student screen. Click on Documents Scroll to bottom of page to Documents created for. Click on name of document to view Another place to access a finalized IEP is from Student History screen. A third place to access a finalized IEP is at the bottom of the ARD/IEP Process screen. Click on Special Education tree Click ARD/IEP Process Scroll to bottom of page to documents table Click on name of document to view EdPlan Manual for EasyIEP Access Page 113 of 116 Revised: July 2018

114 Translated IEPs: Draft To generate a translated Draft ARD/IEP document in the student s primary language: Select the checkbox Include a [Document Language] version of the document; for example Include a SPANISH version of the document. Select Create Draft IEP. Note: In order for the translation feature to activate, the student s document language must match the student s home language survey. A draft of both the translated document and English document will appear in the Documents table within the Deliberations section AND on the student Documents screen. EdPlan Manual for EasyIEP Access Page 114 of 116 Revised: July 2018

115 Translated IEPs: Final To create a translated Final ARD/IEP document in the student s primary language: Click Finalize IEP. The system will automatically create both a translated version and an English version. Note: The student s document language must match the student s home language survey. You will NOT see the translated Final ARD/IEP version on the Deliberations screen. The translated FINAL ARD/IEP documents, along with English versions, will be stored on the Student History screen. and in student Documents. Notice the document will have the same Document ID number. Important Information: The translated version of the ARD/IEP document is not considered the official document of record. For all regulatory, audit and legal purposes, the English document is the only official document. Should any dispute arise over the contents, the only document considered legally binding will be the English version. A disclaimer noting the Dallas ISD stance is embedded within the translated document footer. EdPlan Manual for EasyIEP Access Page 115 of 116 Revised: July 2018