Pennsylvania User Group Enhancements 2011

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1 Release History Page 1 Tuesday, October 04, :03 PM Pennsylvania User Group Enhancements 2011 Version December 8, 2011 No Changes Version November 17, 2011 Changes IEP Report: Updated to properly print Transaction Statement descriptions. NORA and NOREP WebForms: The Creation process for both Forms has been modified so that if a Form is created and linked to an IEP, the Form's Start Date is matched to the attached IEP's Start Date. Previously, the IEP's Meeting Date was used. NORA and NOREP Form Information Screens: The ability to Reset Placement Dates has been removed from this screen. Version to Version November 10, 2011 Changes FBA Report: Printing issue causing Section 3 to overlap into Section 2 has been addressed. Version to Version November 3, 2011 Changes Rich Text Functionality: Modifications have been made so that when a Form is in View All Mode, and the User wishes to attempt an Edit, the Edit Button will now be properly enabled. When a User attempts to Save data after entering it into a Rich Text Box, the data will now properly save and the Save Button will no longer disappear. Version to Version October 27, 2011 Changes IEP Creation Process: Fixed issue which sometimes caused a hard error to occur during the IEP Creation Process. Rich Text Popup Functionality: Popup height issue has been fixed. 'Attach Image' and 'Close' Buttons should now be visible. Version to Version October 25, 2011 Changes IEP WebForm and Report: Transition Section - Wording change from "14 or younger" to "14 or older". GWR WebForm: Issue preventing the finalization of this form has been addressed.

2 Release History Page 2 Version to Version October 21, 2011 Changes Gifted Invitation Letter WebForm: Meeting Information will now save appropriately. Version October 6, 2011 Invitation Letter & Gifted Invitation Letter: The ability to use Letterhead, manually type a name, or search from the Staff Table has been added. IEPPLUS will first use the Letterhead information if it exists. Letterhead: Setup in Maintenance, Manage Letterhead, Staff Type/Enclosure Types = Invitation Contact, Invitation Phone, Return Address and District Contact . "Search for a Name" functionality is now available when the Name field is blank. Start typing the Last Name of the desired Staff Member and IEPPLUS will search its Staff Table. As the User types more characters, the number of displayed choices will become more limited. When the User clicks on the desired Name in the Drop Down List, the Position, Phone Number and Address will populate the appropriate Text Boxes if that information has been previously stored in the staff record. (Go to Maintenance, Manage Staff, Communications tab). Note: If Letterhead auto fills a Text Box and the User does not wish to use this Name the User may clear the Name field. This will Initiate the Name search capability as outlined above. Any Names not present in IEPPLUS's table may be added by simply typing out the entire Name. The manually entered Name will be saved from the Text Box, for this Form only. A new ' ' Text Box is now available. ACTION ITEM: If you wish Staff Phone Number and Address to autofill on the Forms, navigate to Maintenance, Manage Staff, Communications and enter/edit a Work Phone and an Address assigned to the Staff Members as needed.

3 Release History Page 3 The Meeting Screen has changed. Users may now 'Edit' the position to associate a Staff Member name with a Position. Typing a name will start a search in your Staff Table which will display a diminishing set of appropriate choices as more characters are typed. Additional Members may be added by selecting the '+ Add Meeting Attendee' located at the top or bottom of the screen. If a User wishes to add just a Position without selecting a Name, select a Position and uncheck the 'X' for Name and Save. Clicking on 'Add Meeting Attendee' or 'Edit' displays the follow screen. Selecting a Name will auto fill the 'Role at IEP Meeting' with that Staff Person's position. The User may change the entry as needed.

4 Release History Page 4 ER Form, RR Form, GWR Form, GIEP Form The PerformancePLUS Assessment look-up functionality from the IEP has been added to the Evaluation Report (#2E. Assessments), Reevaluation Report (I.1.4. Current classroom-based assessments and Local and/or State Assessments), Gifted IEP (I. Present Levels) and Gifted Written Report (Summary of Findings/Interpretation of Assessment Results in each academic area). If Users wish to incorporate any of these scores on these forms, they can copy/paste into the appropriate assessment text box as needed. For Example: Evaluation Report State Assessment example: Local Assessment example: ER, RR, GIEP Present Levels, IEP Present Levels:

5 Release History Page 5 Text Boxes: To aid in making sure that all desired text is saved, IEPPLUS will now display the number of characters entered into a Text Box.. This Character Counter will be displayed in the upper right corner. The maximum number of characters allowed in a single Text Box is approximately 65,000. If Rich Text is turned on, this will include the characters in the HTML tags that accompany pasted-in text. Though these tags will not be visible to the User, they will nevertheless count toward the allowed total. If the text entered contains more than the maximum number of characters the character counter will display the number of characters in red. The functionality will not allow a User to save until the number of characters in the Text Box is edited to bring it below the maximum number allowed. In order to save the overflow text, the User may cut the additional text into the clipboard and paste into the next available Text Box. There are a total of three (3) Text Boxes that can be utilized. The three Text Boxes take the place of each single Text Box that previously existed on the Form where this functionality has been implemented. Upon saving, Text Box #1, Text Box #2 will be displayed for continued data entry. The associated Report will print the content of both Text Boxes continuously without any breaking unless a Carriage Return. Is encountered. Report example: Evaluation & ReEvaluation Report: A new Person Search Control has been added to this Form in the Evaluation Team Participants Section. This new feature will enable Users to search for a Staff Member or Parent/Guardian, add a Staff Position without an associated Name, or type in a Name not listed in IEPPLUS's Staff Table. As a User types a Name in the Text Box, IEPPLUS will search Staff and Parent/Guardians and display a list that matches what is typed. HOW TO: Select 'Add Person'. A selection window will pop up. Click in the Text Box and start typing a Name or Position. Names will display as soon as you start typing that match the letters entered. Upon selecting the Staff Name, the Position will auto-populate appropriate Text Boxes if data has been previously setup in the Staff Management Maintenance page. In addition, typing in the 'Position' box will enable search by Staff Position. The User may select a different Position than one assigned to the Staff Member as needed. IEPPLUS now also filters by the Staff Position. For example. If the User types in 'Special Ed. Teacher', the name list will only display those Staff Members who are associated with that Staff Position.

6 Release History Page 6 Search For: Identifies which IEPPLUS tables will be included in the Person List. If a User wishes to search for Guardians the 'Staff' Checkbox may be unchecked. Only Guardians will be displayed. Name not in the List: Type the Name or Position in the text box. If IEPPLUS does not find the Name, the User can still save this name associating it with the Form. (Note: This Name is not added to the IEPPLUS Staff table.) Order: Using the arrows indicated below, the User may manually move staff up or down in the list to print in the desired order. Many existing Forms print a number of blank lines on the Report. If additional blank lines are desired the User may save a blank row. The blank row will cause an additional line to be printed on the Report. NOTE: The Person Search Control prints/displays staff by last name, first name. Advise staff to enter data in this order when adding names not in the database for consistency. IEP, GIEP, Section 504: Meeting The Form Meeting screen has changed. The ability to add a 'Team Template' is now available. The ability to indicate who is 'invited' to the meeting is now displayed right on the screen. Only items marked 'invited' will print on the Report. Users may now 'Edit' the position to associate a Staff Member name with a Position. Typing a Name will cause this field to automatically search for the letters typed. Additional members can be added by selecting the '+ Add Meeting Attendee' located at the top or bottom of the screen.

7 Release History Page 7 If a User desires to add a Position without entering a Name select a Position, uncheck the 'X' for 'Name' and Save. Selecting a Staff Name will auto fill the associated Staff Position in 'Role at IEP Meeting'. The User may change this role after selecting the Name if desired. IEP: IEPPLUS will no longer copy over the field 'Homeroom' when a new IEP is created. IEP, Transition Goals: Transition Goals are now handled like Regular Goals during the Creation, Revise, and the Refresh of the IEP. NOREP Wizard, Form and Report Changes: The NOREP Creation Wizard has been enhanced to include the ability to link an IEP to the Form. If the IEP which is being attached has an associated Meeting then this date is populated into the Superintendent Date field of the Form, the Date Sent field and is set as the start date of the NOREP. If there is no Meeting attached, the Start Date of the IEP is used in place of it.

8 Release History Page 8 The NOREP form will now allow Users to blank out the Date Sent field. This will print as blank on the report as well. The ability to change the Form Start Date has been moved to the Form Information page of the NOREP. NOREP/NORA Placement records: The ability to print (or not print) multiple placement records and their associated start/end dates on the report is now available. Maintenance, Manage Screen Configuration, select NOREP Form and/or NORA Form, PrintPlacementDates System Default' indicate Visible = Yes will enable the display of dates. Note: If Print Placement Dates = 'No' and the Placement Location is the same for multiple records, the Placement record will only print once. If Print Placement Dates = 'Yes', ALL Placement records will print indicating the dates and locations. Example with dates on:

9 Release History Page 9 Example with dates off: Gifted Written Report: Ability to select Letterhead during Form Creation has been added. Ability to Add/Edit a Staff Member and Position or manually type in a Staff Name and select a Position directly on the WebForm which prints on the report. Selecting 'Add Contact' displays the following screen as a Name is typed. IEPPLUS will attempt to search for the desired name. If the Name is not in the list the User may continue typing and select 'Update' to save. This name will be saved on the form only and not added to IEPPLUS's staff table. NOTE: Selecting 'Edit' on a displayed Position will automatically filter Staff with this position thereby making the list easier to read. In the example above, typing in 'Teacher' will filter any positions that are spelled like 'Teacher' (i.e. Special Education Teacher, Classroom Teacher etc.). Typing in 'Special Education Teacher' will only find those entries that match that Position. Text now flows from the GWR into the Gifted IEP in several areas upon Form Creation. Listed below are the mapping document field numbers for both Forms. GWR #10 (Parent Info) should go to GIEP #15 F (F. Aptitudes, interests etc.) GWR #11 (Other Info) should go to GIEP #15 C (C. Grades) GWR #12 (Student) should go to GIEP #15 F GWR #13 (Assessment) should go to GIEP #15 A (PLEP A. Ability/Assessment)

10 Release History Page 10 GWR #14 (Rate of Acquisition) should go to GIEP #15 E (PLEP E. Instructional Level) GWR #15 (Achievement) should go to GIEP #15 E GWR #16 (Higher Thinking) should go to GIEP #15 F (F. Aptitudes etc) GWR #17 (Academic Creativity) should go to GIEP #15 F GWR #18 (Leadership) should go to GIEP #15 F GWR #19 (Intense Academic Interest)should go to GIEP #15 F GWR #20 (Communication)should go to GIEP #15 F GWR #21 (Foreign Language) should go to GIEP #15 F GWR #22 (Technology) should go to GIEP #15 F GWR #24 (Intervening Factors) should not transfer into GIEP NORA: Wizard, Form and Report Changes: The NORA Creation Wizard has been enhanced to include the ability to link a Gifted IEP to the Form and select Letterhead. If the IEP which is being attached has a Meeting then the Meeting Date is populated into the Superintendent Date field of the form. If there is no Meeting attached, the Form Date is used. The Date Sent field is set as the Start Date of the NORA. If there is no Meeting attached, the Start Date of the associated IEP is used instead. The Date field of the NORA form can now be blanked out. The ability to change the Form Start Date has been moved to the Form Information page of the NORA. GIEP Report Only: More space has been added between each goal. Notice of Parental Rights for Gifted Students, after meeting participants: An additional signature line has been added on the GIEP Team Participants page to collect the signature for Parental Rights.

11 Release History Page 11 System Options, Form (Wizard Control - IEP, GIEP, 504): A new option has been added which will Prevent Users from selecting a Goal Option in the IEP and Gifted IEP (Step 4) Wizards once the District Option has been set. ACTION ITEM: To enable this feature please insure that check the box indicated below is checked. Result of above option turned on. SOAP: Form and Report: The ability to select Letterhead upon Form Creation has been added. Additional text fields to enter Functional Performance to Career/Vocational, Social Skills and Behavior and Independent Living Skills. These fields have the ability to pull from the SPS Default Goal Book the same as the Accommodations and Recommendations do.

12 Release History Page 12 Section 504 Plan: Meeting Participants section has changed. Please refer above to the IEP, GIEP and 504 note. Ability to select Letterhead during Form Creation has been added. The WebForm has been enhanced to display all Placement records within the range of the plan. This includes Primary and Non-Primary Placements. Only the Section 504 date range will print on the report. Report Example: Ability to setup Maintenance, Letterhead, Staff Type/Enclosures, type = 504 School District Administrator (Line 1 = 1 name, Line 2 = 2 Phone Number), select a name from the staff table or enter a free form name. Student Inactivation: New Filter Option Added - Grade: This is a common control and the new option will also be available

13 Release History Page 13 for the following areas: Inactivation Utility Security, Manage Groups / Users, Student Access filtering Utilities: Lock/Finalize a Batch of Forms Utilities: Create a Batch of IEP's: Gifted, IEP, IFSP, TX ARD Utilities: Student Deletion State Reporting with Filtering Options Technical Information: Program looks to Program, Placement OR Student, Enrollment/Exit, Grade field based on specific state setup. (Manage Screen Configuration, StudentSearch, Grade & Enrollment, Grade field = Visible) Referral: Reason for Delay, Other (Type, Alternate Code = 8) comments. A new tab has been added to the Referral Management Page to record Narrative Text for delays (Exit Reason other than Ineligible (Alternate Code = 14) for Penn Data Table 8. In the Student's Referral record, Typed Notes Tab, 'Add' a record report narrative text for Penn Data Table 8. This eliminates the need to go to the Events/Suspension screen to enter text. Data is now stored in the actual Referral record. Note: An Administrative User may relabel this tab if desired through Maintenance, Manage Screen Configuration, ReferralForm, Item names = NoteGrid_Notes & NoteGrid_Type. Edit the row, change the text in Display Text, Update and Save. Example below is in Referral Overview screen: Typed Notes screen example:

14 Release History Page 14 Typed Notes screen example: REMINDER: The Typed Notes tab is different than the 'Notes' tab. The reason for the new tab will enable the Referral forms to continue to record information in the referral record notes tab and enable collecting of Reason for delay reporting for Table 8.