Washington Behavior Intervention Plan. Form Instructions and User Guide IEPPLUS

Transcription

1 Washington Behavior Intervention Plan 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 16

2 TABLE OF CONTENTS OVERVIEW... 3 FORM INSTRUCTIONS... 3 FORM CREATION... 3 BIP FORM CREATION... 4 BIP Form Creation - Summary Page... 4 BIP Creation via IEP Form... 5 NAVIGATION/TOOL BAR... 5 FORM COMPLETION... 6 MAIN... 6 Cover Page:... 6 Target Function Form... 7 PRINTING A BIP... 8 SETUP AND CONFIGURATION... 8 Security... 8 Code Table Setup... 9 DATA MAPPING MAIN VALIDATION RULES REVISION HISTORY SunGard Public Sector Inc. All Rights Reserved. Page 2 of 16

3 OVERVIEW A Behavioral Intervention Plan, also known as a BIP, describes how teachers, special educators and other staff will help a child eliminate problem behavior. FORM INSTRUCTIONS FORM CREATION Once a student has been selected, the forms that can be created for a student will be listed. The Behavioral Intervention Plan 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 BIP, click the appropriate link (Date column). Column Heading Date In Use by Linked Form(s) File Attachment Count Locked Form Behavior Intervention Plan Summary Information Column Description Displays the date the form was created Displays the username of the individual that is currently in the active BIP form. Displays any form linked to the BIP such as an IEP or Evaluation Report. Total number of files attached to the BIP form. Displays the lock icon when the BIP form is locked SunGard Public Sector Inc. All Rights Reserved. Page 3 of 16

4 BIP FORM CREATION There are two ways to create/link a Behavioral Intervention Plan (BIP). 1. From the Behavior Intervention Plan Summary page, click the New link. 2. From an IEP, Section 2: Considerations of Special Factors, you can link an Existing BIP form. BIP FORM CREATION - SUMMARY PAGE From the BIP Summary page, click the New link. 1. Create or Select a Meeting for the BIP. 2. Next, select a previously created IEP from the drop down list if you wish to link these two forms together. The BIP form does not require an IEP to be associated to the plan. 3. Select a Letterhead. 4. Selecting a prior BIP to copy into the new form will take all the existing data from the linked form and populate the new form with a copy of that data for user review/modification. This selection is optional. Note: If you do not wish to copy data from a prior form, leave this drop down blank. 5. Click the Create Form link to create the new BIP form, or click the Cancel button to exit the BIP form creation wizard SunGard Public Sector Inc. All Rights Reserved. Page 4 of 16

5 BIP CREATION VIA IEP FORM From within the IEP, navigate to Section #2 - Consideration of Special Factors, Question #3: 1. Clicking on the No check box suppresses both drop-down menus to selection of existing BIP or FBA forms. 2. Clicking on Yes for Question 3 opens up the ability to Add a BIP Form or link an existing BIP form to the IEP. Creating a new BIP form will use the IEP start date as the form date. NOTE: Creating a BIP via the IEP WILL NOT enable the copy feature. This is only available when a new form is created via the BIP Form on the toolbar and the form wizard is used. NAVIGATION/TOOL BAR After the BIP 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 There is a separate link for each section of the form. This form only contains 1 section ( Main ). 2. Maintenance Form Information allows the user to maintain the Form Name, Form Date Range, Letterhead, and the ability to Link Form To an existing IEP. The Delete functionality is available depending on user security and allows the user to delete the BIP form. 3. Validation These options will change the status of the form (Lock, Unlock, and Finalize). 4. File Attachments Select the Attach File(s) link to add an attachment to the BIP form. Click the Delete File(s) link to delete the attachment. To view the attachment, click on the link with the attachment s name. To close the attachment viewing window, click the Close button on the upper right corner. 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 SunGard Public Sector Inc. All Rights Reserved. Page 5 of 16

6 The following options will display at the top and bottom of the form (see screenshot below). Save Saves all entered data from the Main section Return Click the Return icon to return to the Behavioral Intervention Plan Form Summary screen. Print Preview The Print Preview button will display the BIP form in your installed.pdf file viewer (such as Adobe Reader). 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. FORM COMPLETION This section provides general information on how to complete the WA BIP form. If more information is needed on a particular field or other area of the form, please refer to the Data Mapping section of this guide. MAIN The BIP form includes the following sections: COVER PAGE: 1. Case Manager Allows the user to type in the name of the student s Case Manager. 2. Initial Implementation Date Displayed the linked IEP Start Date or the user can type in a date. 3. Current Date Autofill s with the date the form was created. The user can modify this date as needed. 4. Revision Dates Allows the user to enter text into the text box. 5. Strengths/Interest Allows the user to describe the student strengths and/or interests. 6. Additional Information SunGard Public Sector Inc. All Rights Reserved. Page 6 of 16

7 Allows the user to describe any additional information regarding behavior, positive interactions, behaviors etc. 7. Person(s) responsible for implementing and following the plan Allows the user to specify any staff responsible for following this plan. TARGET FUNCTION FORM 1. Agitation Predictor(s) Block / Target Function Selecting the Add Agitation Predictor Block will create a new section called Agitation Predictors where Target Functions can be added. Multiple Agitation Predictor Blocks can be created as needed. 2. Agitation Predictors Allows the user to describe the various antecedents to the student s behavior issues. 3. Target Behaviors Allows the user to describe the behaviors to be wo4rked on such as aggression, disruptive behavior etc. 4. Antecedents Allows the user to describe the triggers that precede the behavior. 5. Antecedent Strategies Allows the user to enter various methods that can be used before the behavior escalates such as calming strategies etc. 6. Alternative Behaviors and Instruction Plan Allows the user to enter various ways to enable the student to appropriately communicate their frustrations. 7. Consequences Response Plan for the Target Function/Behavior Allows the user to enter various consequences. 8. Teaching Critical Related Skills and De-escalation/Calming Strategies Allows the user to enter various methods on how to teach the student various strategies. 9. Data Collection Procedures: Allows the user to enter various methods and timelines for data collection to be analyzed by the Case Manager. Select Return at the top of the page to return to the Cover page SunGard Public Sector Inc. All Rights Reserved. Page 7 of 16

8 PRINTING A BIP 1. To print a BIP form, select the WA Behavior Intervention Plan from the Report drop-down toolbar at the top of the screen. 2. Next, click the Print Preview button. This brings up the BIP form in the installed PDF file viewer (such as Adobe Reader). If necessary, mouse over the bottom of the form preview to see the toolbar illustrated below. Select the Print button to print the BIP form. Click the Save button to save a copy of the form to the desktop or another location. The plus (+) icon will enlarge the preview for ease of viewing. SETUP AND CONFIGURATION 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 IEP section. Security > Manage Groups > Group Name > Permissions Clicking the permissions check boxes will control access and functionality as defined in the table below. View: Behavioral Intervention Plan Permission Checked On Not Checked On Behavioral Intervention Plan only The user will have the ability to access existing or archived forms, but cannot change any data. The user will not have the ability to view existing or archived BIP forms SunGard Public Sector Inc. All Rights Reserved. Page 8 of 16

9 Add: Behavioral Intervention Plan only Edit: Behavioral Intervention Plan Cover Page BIP Target Behavior Delete: Behavioral Intervention Plan only Lock: Behavioral Intervention Plan only Unlock: Behavioral Intervention Plan only Finalize: Behavioral Intervention Plan Report Progress The user will have the ability to create new BIP forms. Add permissions will be set for the entire BIP form. The user will have the ability to change any field in an existing BIP form. Edit permissions will be set for the entire BIP form. If Edit is checked on for the Behavioral Intervention Plan or Cover Page, then the user will have the edit capabilities as described above. BIP Target Behavior If the user checks this on, then they will see the Agitation Predictor Block button on the Behavioral Intervention Plan Summary screen. The user will have an active Delete link in the form tool bar that provides the ability to delete an existing BIP form. The user will have an active Lock link in the form tool bar that provides the ability to lock an BIP form. The user will have an active Unlock link in the form tool bar that provides the ability to lock an BIP form. The user will have an active Finalize link in the form tool bar that provides the ability to finalize and create an archive copy of an BIP form. IEPPLUS: WA Behavior Intervention Plan The user will not have the ability to create new BIP forms. The user will not have the ability to change any field in an existing BIP form. All fields will be read only. The Delete link in the form tool bar will be inactive. The user will not have the ability to delete an BIP form. The Lock link in the BIP form tool bar will be inactive. The user will not have the ability to lock an BIP form. The Unlock link in the form tool bar will be inactive. The user will not have the ability to unlock an IEP form. The Finalize link in the form tool bar will be inactive. The user will not have the ability to finalize or create an archive copy of an BIP form. CODE TABLE SETUP 1. Navigate to Maintenance > Manage Code Tables. 2. Select the name of the table from the drop down list (e.g., Organization Association ) SunGard Public Sector Inc. All Rights Reserved. Page 9 of 16

10 3. To add a code: choose New from the top menu. a. Enter the Code in the yellow box, and then click on Update and Save the record. IEPPLUS: WA Behavior Intervention Plan 4. 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. a. Once the record is open, click the appropriate link to add a new Alt Code or Edit an existing one. b. Clicking delete will remove an existing Alternate Code. c. When finished with the changes, select Update and then click the Save icon on the top of the page SunGard Public Sector Inc. All Rights Reserved. Page 10 of 16

11 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 (indicated in the Mapping information) from the drop down list. Then click the Show Alternate Codes link at the top of the page to see any applicable codes. MAIN A SunGard Public Sector Inc. All Rights Reserved. Page 11 of 16

12 WA Behavioral Intervention Plan Maintenance > Manage Letterheads Letterhead & Logo (report only) Letterhead, up to 6 lines The Logo will only appear on the report, not on the form. 1 Student Name Basic Information, Demographics, First, Middle, Last, Qualifier read-only 2 Student ID Student, Demographics, Student ID 3 Grade Student, Enrollment, Grade as of the date of this form 4 Home School Display Enrollment Location if Associated Organization does not exist. 6/21/12: Removed: Ability to add/edit Associated Organization Record. (Based on Security) Student, Educational Information, Associated Organization, Type = Neighborhood School, Alternate Code = HS SunGard Public Sector Inc. All Rights Reserved. Page 12 of 16

13 5 School 6 Case Manager 7 Initial Implementation Date 8 Plan Developed by current IEP Team 9 Current Date 10 Revision Dates 11 Strengths/Interest 12 Additional Information 13 Person Responsible 14 Agitation Predictors BLOCK 15 Target Functions 16 Agitation Predictors Student, Basic Information, Enrollment, Location as of the date of this form Student, Program, Placement, Staff, Position = Case Manager as of the date of this form Text Box Save as Statement Type = CaseManager Linked IEP form, IEP Start Date. Save to text box, allow user to modify date on this form only If no form linked, ability to type data in text box. Text statement only Form creation date, allow user to modify date on this form. Saves to Form Information Start Date. Text Box Also display meeting history when a new meeting date is selected through Form Information. Student, Statements, Category = BIP, Subcategory = Additional Information Ability to enter narrative text Ability to Add multiple Staff names and/or Positions Ability to enter narrative text This block is handled as an individual form within the BIP. Multiple forms can be created and the Target Function/Date is displayed to open that form. Only one Target Function per block Items comprise the rest of the block Target Function: Enter narrative Text identifying the targeted function. Select a single statement : i.e. Escape/Avoidance, Attention from adults or peers, Access to a tangible. Use full text (from description) for the top of the section (i.e. Escape/Avoidance (activity/task, persons, transitions/change), Attention from adults or peers, Access to a tangible (preferred food, toy, activity)) Statement Category = BIP, Subcategory = Target Function, Level = Attention, Escape, Tangible, etc., Statement Description contains full text of the Target Function Save as Statement This pop-up allows the user to select a statement stored in the System Default Goal book or enter narrative text describing the agitation predictors of the student. - Goal book Category = BIP, Subcategory = Low Level Behaviors SunGard Public Sector Inc. All Rights Reserved. Page 13 of 16

14 17 Target Behaviors 18 Antecedents 19 Antecedent Strategies Alternative Behaviors and Instruction Plan Consequences Response Plan for the Target Function/Behavior Teaching Critical Related Skills and De-escalation / Calming Strategies Ability to select a single Statement, Category = BIP, Subcategory = Target Behaviors, Levels (ie Disruptive Behavior, Aggressive, Self-Injurious etc) Allow filtering by Level Ability to enter narrative text. 18, 19, 20, 21, 22 will allow level filtering to allow statements that are appropriate for the Target Function based on the Target Function s Level. Student, Statements, Category = BIP, Subcategory = Antecedents. Level can be null (these will be available for all) or can match category of the Target Function (these will only show if they match the Target Function s Level) Set up checkbox list for each available Antecedent Ability to enter narrative text Save as attachments to Target Function Statement Student, Statements, Category = BIP, Subcategory = Antecedent Strategies Level can be null (these will be available for all) or can match category of the Target Function (these will only show if they match the Target Function s Level) Set up checkbox list for each available Antecedent Ability to enter narrative text Save as attachments to Target Function Statement Student, Statements, Category = BIP, Subcategory = Alternative Behaviors Level can be null (these will be available for all) or can match category of the Target Function (these will only show if they match the Target Function s Level) Set up checkbox list for each available Antecedent Ability to enter narrative text Save as attachments to Target Function Statement Student, Statements, Category = BIP, Subcategory = Acceptable Consequences Level can be null (these will be available for all) or can match category of the Target Function (these will only show if they match the Target Function s Level) Set up checkbox list for each available Antecedent Ability to enter narrative text Save as attachments to Target Function Statement Student, Statements, Category = BIP, Subcategory = Teaching Strategies Level can be null (these will be available for all) or can match category of the Target Function (these will only show if they match the Target Function s Level) Set up checkbox list for each available Antecedent Ability to enter narrative text Save as attachments to Target Function Statement SunGard Public Sector Inc. All Rights Reserved. Page 14 of 16

15 23 Data Collection Procedures Student, Statements, Category = BIP, Subcategory = Data Collection Procedures Level can be null (these will be available for all) or can match category of the Target Function (these will only show if they match the Target Function s Level) Set up checkbox list for each available Antecedent Ability to enter narrative text Save as attachments to Target Function Statement VALIDATION RULES Fi el d Field Name Warning /Error WA Behavioral Intervention Plan Validation Rules Rule Error Message (48) Error Description (1024) 3 Grade E Missing Grade Missing Grade The student s Enrollment, Grade field is blank. The grade must be active as of the date of this form, 5 School E Missing Enrollment School Missing School The student s Enrollment, Location field is blank. The location must be active as of the date of this form. 6 Case Manager E Missing Case Manager Missing Case Manager This form is missing the Case Manager. Please correct your data. 7 Initial Implementation Date E Missing Initial Implementation Date Missing Initial Implementation Date This form is missing the Initial Implementation Date. Please correct your data. 11 Reinforcers E Missing Reinforcers Missing Reinforcers This form is missing data in the Reinforcers section. 12 Additional Information W Missing Additional Information. 13 Responsible Party E Missing Person responsible Missing Additional Information, is this correct? Missing Person Responsible for implementing the plan. 14 Target Function E Missing Target Function Missing Target Function selection. 15 Low Level Behaviors E Missing Low Level Behaviors Missing Low Level Behaviors information for the Target function. 16 Antecedents E Missing Antecedents Missing Antecedent information for the Target function. 17 Antecedent Strategies 18 Alternative Behaviors 19 Acceptable Consequences E E E Missing Antecedent Strategies Missing Alternative Behaviors Missing Acceptable Consequences Missing Antecedent Strategies for the Target function. Missing Alternative Behaviors for the Target function Missing Acceptable Consequences for the Target function This form does not reflect any Additional Information is this correct? This form does not indicate who is responsible for implementing this plan. This form does not indicate what Target Function this page is for (ie Attention, Escape, Tangible) This form is missing data in the Low Level Behaviors section. This form is missing data in the Antecedent section. This form is missing data in the Antecedent Strategies section. This form is missing data in the Alternative Behaviors section. This form is missing data in the Acceptable Consequences section SunGard Public Sector Inc. All Rights Reserved. Page 15 of 16

16 20 Critical Teaching Skills E Missing Critical Teaching Skills Missing Critical Teaching Skills for the Target function. 21 Data Collection E Missing Data Collection Missing Data Collection for the Target function This form is missing data in the Critical Teaching Skills section This form is missing data in the Data Collection section. REVISION HISTORY Revision History: 06/17/2016: Document rewritten. o Added ability to copy an existing FBA into a new FBA during wizard creation. 02/23/2012: Changed screen shots to match new form design 06/21/2012: Field 4: Neighborhood School changed to Home School. Removal of Link to Associated Organization for user access. Data still overrides if it exists. Field 5: Text change from Placement School to School SunGard Public Sector Inc. All Rights Reserved. Page 16 of 16