Services Plan Ohio IEPPLUS

Transcription

IEPPLUS – OH: Services Plan
Services Plan
Ohio
IEPPLUS
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Last Modified: 7/9/2014
TABLE OF CONTENTS
OVERVIEW.........................................................................................................................................................................................3
FORM INSTRUCTIONS ........................................................................................................................................................................3
FORM CREATION ........................................................................................................................................................................................ 3
NAVIGATION/TOOL BAR............................................................................................................................................................................... 5
REVISING A SERVICES PLAN .......................................................................................................................................................................... 6
REMOVE AMENDMENT ................................................................................................................................................................................ 7
FORM COMPLETION .................................................................................................................................................................................... 9
PRINT EMIS SUMMARY REPORT ...................................................................................................................................................... 13
SETUP AND CONFIGURATION .......................................................................................................................................................... 14
CODE TABLE SETUP ................................................................................................................................................................................... 14
GOAL BOOK SETUP ................................................................................................................................................................................... 15
REVISE/AMEND – REMOVE AMENDMENT WARNING MESSAGES ....................................................................................................................... 17
FIELD MAPPING ............................................................................................................................................................................... 19
SECTION: COVER PAGE ............................................................................................................................................................................. 19
SECTION 1: MEASURABLE ANNUAL GOALS .................................................................................................................................................... 22
SECTION 2: SPECIALLY DESIGNED SERVICES ................................................................................................................................................... 25
SECTION 3: STATEWIDE AND DISTRICTWIDE TESTING ...................................................................................................................................... 28
SECTION 4: MEETING PARTICIPANTS ........................................................................................................................................................... 35
SECTION 5: SIGNATURES ........................................................................................................................................................................... 37
SECTION: EMIS SUMMARY........................................................................................................................................................................ 39
REVISION HISTORY .......................................................................................................................................................................... 41
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OVERVIEW
A Services Plan is a yearly written plan describing the education to be provided to a student with a disability who is in
need of special education services. It will contain a summary of the programs, services, goals, and objectives to be
provided to the student. This information is documented following a Services Plan team meeting held with one or both
of the student’s parents/guardians, the student’s special & regular education teachers, and a representative from the
local education agency. The Services Plan team may also include the student, if transition services are being planned, or
if the parents/guardians choose to have the student participate. Before creating a Services Plan form, it is
recommended to first create an ‘Invitation Letter’ to schedule & invite the student’s team to the meeting.
FORM INSTRUCTIONS
FORM CREATION
The form creation process includes the following steps:
Step 1: Select a Student
Step 2: Select Options
STEP 1 – SELECT A STUDENT
1. Click Student Management > Manage an Existing Student.
2. Use the Search window to find the student based on either, Last Name, First Name or Student ID.
3. Click Search. Then click the appropriate Name to select a student.
4. Once a student has been selected, the student’s name, student ID, birth date, and age will display. The forms
that can be created for a student will also be listed. Click on the ‘Services Plan’ link.
The ‘Services 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 form, click the appropriate link. To create a new form, click the
‘New’ icon.
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STEP 2 – SELECT OPTIONS
1. When the ‘New’ button is selected (see screenshot above), the Form Creation Wizard displays. This wizard is an
automatic template that helps the user to easily setup the form (see screenshot below).
2. Options:
A. Select Process Method:
a. Annual Method - This method should be used to create Services Plans that do not span the year.
Gaps between Services Plans will be ignored.
b. Anniversary Method - The method should be used to create Services Plan that span the year. Gaps
between Services Plans will be detected and displayed for resolution. If gaps are detected, a new
screen will pop-up asking the user to resolve or ignore the gaps between Services Plans. Below is an
example of what that would look like:
The records copied will depend on record types selected in Options > Set System Options > Forms (see section
on System Options for more information).
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*Note: If there is a gap between the End Date of the previous Services Plan and the Start Date of the next
Services Plan, an extension reason may have to be indicated depending on the district’s settings in System
Options. For example, if the prior Services Plan ends 12/31/12 and the next Services Plan begins on 1/15/13
(i.e., there is a gap between the prior and next Services Plan that exceeds ‘X’ number of days), the wizard will
prompt the user to enter a reason for the gap (see screenshot below) and will extend the previous plan to
1/14/13. The records would have to be extended manually. The extension reason only applies if the Process
Method for the Services Plan is ‘Anniversary Method’; it will not apply if the Process Method is ‘Annual Method’.
Refer to the System Options section herein for more information on these settings.
B.
•
•
•
Select Options:
Services Plan Start & End Dates – starting & ending dates of the form.
No Services Plan found – the system will try to copy all records within the last 12 months.
Create a blank Services Plan – the system will not copy records.
3. When done, click the “Create Services Plan” link. The user also has the option to click ‘Cancel’ as well to clear
the form. If this is chosen, then the form wizard will return the user back to the ‘Services Plan Summary’ screen.
NAVIGATION/TOOL BAR
Once the form has been created, it will display a toolbar on the left side of the screen, divided into the following areas:
1. Sections
This displays the Main, Educational History, Background Information, and View All sections of the form. Clicking
on any one of these sections will bring the user to that specific section.
2. Maintenance
These options will maintain Form Information, Refresh, Mass Statement Change, Rapid Entry, Rapid Grid Entry,
and Delete.
Form Information provides the ability to change the Form Date Range, Letterhead, Meeting, and Evaluation/Test
Date Range.
Refresh, Mass Statement Change, Rapid Entry, Rapid Grid Entry, and Delete functionality is available, depending
on the user’s security.
3. Validation
These options will change the status of the form (Validate, Ready for Review, Lock, and Finalize).
4. File Attachments
Click the plus icon (+) to add an attachment. Click the minus icon to delete an attachment.
5. Archives
Archives are permanent PDF copies of the form. Click Finalize in the Validation section to create an Archived
copy. The form should be finalized and archived only after it has been fully completed and a copy has been sent
home to the student’s parents or guardians.
Archives will display the form Meeting Date or Form Start Date (if no meeting exists) and the actual date and
time the record was created when hovering over the PDF icon. Archives will display in descending order by date
created.
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*Note: Archives may only display the date created and not the meeting/form date, depending on district
settings maintained under Options > Set System Options > Form:
The following options will display at the top and bottom of the form (see screenshot below):
•
•
•
Save
Information from each section should be saved before moving to another section.
Return
Click the Return icon to return to the Form Summary screen.
Print Preview
Print Preview will display the form in Adobe Acrobat. Mouse over the bottom of the form preview to see the toolbar
illustrated below. Select the Print icon or click the Save icon to save a copy of the form to your computer. The plus
(+) icon will enlarge the preview for ease of viewing.
REVISING A SERVICES PLAN
To revise a finalized Service Plan form, click the ‘Amendment’ link illustrated in the screenshot below. This link only
appears for finalized active or future Service Plans. If the form has already expired, the user will not see the ‘Revise’ link.
Clicking this link will unlock the form for editing.
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NOTE: The ‘Revise’ link can be relabeled – to do this, navigate to Home > Maintenance > Manage Screen Configuration >
FormSummary. From here, the user can edit the Item Name, change the Display Text, or hide it:
When revising/amending an IEP or Service Plan through the link on the form summary screen, the program will allow the
user to re-select the original meeting and any meeting type, without changing the original EMIS reported meeting type.
The meeting type will save/print to the form only and will not update the selected meeting record. The meeting type
selected on the form will update the meeting record only if it is not a revision/amendment.
REMOVE AMENDMENT
This functionality allows the user (based on security permissions) to remove an Amendment/Revision when the form
was inadvertently amended/revised.
To remove the Amendment/Revision and return the form to its previous state, click on the ‘Remove Amendment’ link
(Screen #1) from the Form (e.g. Services) Summary page. Upon clicking on the link, a pop-up screen (Screen #2) will
display, alerting the user that any modifications they made to the form must be manually changed back prior to the
‘Remove Amendment’ process. Please insure that the applicable meeting is selected prior to removing the
amendment. The Remove Amendment process does not remove any changes that were made after the form was
revised. Clicking the ‘OK’ button will perform the amendment removal process, while clicking the ‘Cancel’ button will
return the user back to the Form Summary Page and the form will remain in the revised state.
The ‘Remove Amendment’ process will perform the following:
• Re-finalizes the form.
• Adds additional information in the “Form History” area of the form (see “Form History” section below for more
details).
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•
Changes the archived form (pdf file). Please refer to "item #5 Archives" under the "Navigation/Tool Bar" section
of this document for further screenshot examples.
Screen #1
Screen #2
FORM HISTORY
Upon removing the revision, two audit records will be inserted into the Maintenance > Form Information > Form History
indicating the Remove Amendment process:
1. The first record displays the ‘Amendment Removal’ process, date, time and user.
2. The second record displays the form returning to the ‘Lock’ state, date, time and user.
SECURITY
To grant a group or user permission to the Remove Amendment link, navigate to Security > Manage Groups >
Permissions, or Security > Manage Users > Permissions, then check on the ‘Edit’ checkbox on the Permission > Form >
Remove Amendment line item and then click the ‘Save’ button. The Remove Amendment security option is global to all
forms.
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SCREEN CONFIGURATION
The District has the ability to change the “Amendment Removal” label. Navigate to Maintenance > Manage Screen
Configuration > Form Summary and then click on the ‘Edit’ button on the Item Name called “Remove Amendment”. In
the ‘Display Text’ column, rename it as desired, and save the changes.
FORM COMPLETION
COVER PAGE
The cover page includes general information about the student, the meeting and other dates relating to the special
education timeline and form status by section. Most of the fields in this section will auto-populate. For more
information on these fields or any other areas of the form, please refer to the Data Mapping section of this guide.
Complete the Cover Page as follows.
1. District of Residence
This field will populate based on the default Organization in System or User Options. The user can select
another Organization from the drop down list. The selection will create/update an Associated Organization
record (Type = District of Residence) as of the form Start Date. To view or edit this record, return out of the
form and navigate to Educational Information, Associated Organizations via the Student Toolbar.
2. County of Residence
Same as #1 above (Associated Organization Type = County of Residence).
3. District of Service
Same as #1 & 2 above (Associated Organization Type = District of Service).
4. Meeting Date
The meeting record is created typically from the Invitation Letter form. Select the Meeting from the drop down
list. Only Meeting records NOT included previously on a finalized form will display. Only Meeting Types with an
EMIS Alternate Code = IISP and RISP will display.
5. Parent/Guardian Information
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Parent/Guardian information will display based on the student’s Contacts. To maintain contact information,
click Return and select the Contacts link from the Student Toolbar.
6. Services Plan Time Lines
This section displays important dates relating to the special education timeline, such as the date of the last
completed Evaluation Team Report (ETR), the Next ETR Due Date, Services Plan Effective Date, Services Plan
Completion Date, and the Next Services Plan Review Date. The ETR Completion Date and Next ETR Due Date
dates will automatically populate based on Educational Information; Important Date, or Meeting records
accessible through the Student Toolbar.
7. Services Plan Form Status
Checks are made in individual sections upon their completion and will display on the cover page.
SECTION 1: MEASURABLE ANNUAL GOALS
This section consists of statements describing the student’s annual goals and objectives (or benchmarks). Click the ‘Add
Narrative’ or ‘Add from Goal Book’ button to enter text, or select a pre-defined statement describing the student’s goals.
After selecting/editing a goal book statement, click the ‘Overview’ button to return to the Services Plan. Next, click the
‘Edit’ button to add the Present Levels of Performance, and Method and Frequency of Reporting Progress. Start and End
Dates will default to the Services Plan date range, but can be modified if needed. When finished, click the ‘Update’
button. After adding a goal, additional buttons will display for creating the objectives (or benchmarks) related to that
goal. Click the ‘Add Narrative’ or ‘Add from Goal Book’ button to create objectives (or benchmarks) similar to what was
done for the goals.
When the user is done with this page, they should mark the ‘Check when complete’ checkbox and then the ‘Save’
button. This will automatically check the “1. Measurable Annual Goals” checkbox on the Cover Page under the
“Services Plan Form Status”.
SECTION 2: SPECIALLY DESIGNED SERVCIES
This section provides the ability to add Specially Designed Instruction, SDI Services, Related Services, Assistive
Technology, Accommodations, Modifications, Support for School Personnel, School Personnel Services, and Service(s) to
Support Medical Needs for a student. Click the applicable ‘Add’ button to enter text or select a pre-defined statement
from a goal book. After selecting a goal book statement, click the ‘Save and Return’ button to return to the Services
Plan. Next, click the ‘Edit’ button to select Goals Addressed, Provider Title, Location of Services, Duration, and
Frequency. The Start and End Dates will default to the Services Plan date range but can be modified, if needed. When
finished, click the ‘Update’ button.
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button. This will automatically check the “2. Specially Designed Services” checkbox on the Cover Page under the
SECTION 3: STATEWIDE AND DISTRICTWIDE TESTING
Use the check boxes and textboxes in this section to indicate the state-wide and/or district-wide assessments that the
student will take, whether or not the student will require accommodations to participate, what the accommodations
are, and if appropriate, why the student cannot participate in the regular assessment.
Before any checkboxes are selected on the page, there are only 4 ‘Yes/No’ questions that need to be answered by
selecting the appropriate checkbox. Each question (#1 – 4) and it’s corresponding additional checkboxes, grids, and/or
date field will open or close, depending on whether the Yes or No checkbox is selected for that question.
Special Note
Questions #1 & 4 cannot both be ‘Yes’, but they both are allowed to be ‘No’ at the same time. As such, the program has
logic built-in to prevent this from occurring:
• If the user selects the Yes checkbox for question #1, then the system automatically selects the No checkbox for
question #4.
question #1.
• If the user selects the No checkbox for question #1, then the system automatically selects the Yes checkbox for
question #4, however, the user may change the Yes checkbox to No for question #4 if they choose.
button. This will automatically check the “3. Statewide and District Testing” checkbox on the Cover Page under the
SECTION 4: MEETING PARTICIPANTS
Choose the ‘Team’ drop-down, and/or click the ‘Add Meeting Attendee’ link to indicate the names and positions of the
members of the Services Plan Team that were invited to the meeting.
If the ‘Team’ drop-down is chosen, the grid will populate with the team that is associated to the Tame Name. This is
maintained through the ‘Maintenance, Manage Teams, Main, Team’ screen.
If the ‘Add Meeting Attendee’ is chosen, then a search box will open. Click in the search box, enter the search, and
select from the displayed results. Select a Role from the drop down list, and click the Update link to complete this
process. To edit or delete a team member, click the appropriate link.
Update the ‘Attended’ check box to indicate the individuals that did attend, or the ‘Attended/Excusal Reason’ dropdown to select the reason an individual did not attend the meeting. This information is saved in the Meeting record.
button. This will automatically check the “4. Meeting Participants” checkbox on the Cover Page under the “Services
Plan Form Status”.
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SECTION 5: SIGNATURES
This section provides printed signature lines for the parent(s)/guardian(s) and check boxes to specify Consent, Consent
except for Area with line to specify area, or No Consent. It also includes information regarding dates in which copies of
the Procedural Safeguards Notice and Services Plan were provided to the parents.
button. This will automatically check the “5. Signatures” checkbox on the Cover Page under the “Services Plan Form
Status”.
EMIS SUMMARY
IEPPLUS creates student data in which Ohio uses to upload to their Ohio Education Management Information System
(EMIS) for student data collection. There are 5 pieces of student information contained within the EMIS Summary Form:
1. Disabilities – This automatically populates the EMIS reportable Disability Codes based on the ‘Disability’ Code
Table, Alternate Code (Type = EMIS Code) and Description = (the applicable EMIS Disability). To maintain the
student’s Disability information, click the ‘Return’ button at the top of the screen, and select the ‘Disability’ link
on the Student Navigation Toolbar on the left-hand side of the screen.
2. Services – The Services grid displays the student’s services that are within the date range of the Service Plan. To
add a Service, click the ‘Add Service’ button. This will open up a new section under the ‘Services’ heading where
the user can add the new Service record. Click the ‘Update’ button to update the Service record:
3. Meeting/Event – This field automatically displays the EMIS reportable Outcome Codes based on the ‘Meeting
Result’ Code Table, Alternate Code (Type = EMIS Code), and Description = (the applicable EMIS Outcome Code).
The application will limit the available outcomes based on the Meeting or Referral Result, Alternate Code (Type
= Result Code), and Description = (the allowable Meeting Type Codes – ex: IISP and RISP). This field will
automatically pull the Meeting information from the Meeting record that is associated to the OH Services Plan
form. The meeting can be managed by clicking on the Meeting Type link. The ‘Test Type’ field can be managed
by using the drop-down box provided. The Test Type drop down menu will display Test Types with an EMIS
Alternate Code and a Description value.
4. OGT Subject(s) – The field displays all the Ohio Graduation Test Subjects identified in the Meeting record linked
to the form. A user can manage this field by clicking the Meeting Type link to check the appropriate checkboxes
for the Ohio Graduation Test as illustrated below. After modifying the checkboxes, click the ‘Save’ button to
return to the EMIS Summary section of the Services Plan form.
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5. Previous Meetings – This field automatically displays (as read-only) any previously linked meetings to the
Service Plan (e.g. Initial/Annual) and any previous revisions when the Meeting Type (EMIS Alternate Code = IISP
or RISP). The grid enables users to view the existing 'Test Type' selected during their initial or annual review.
6. Placements – This grid gives the user the ability to add, edit, or delete Placement records when the Meeting
Reason = ‘Review other than Annual’. Placements are displayed in ascending order based on the Start Date.
The Secondary Planning drop-down box will display next to the Placement whose Start Date is on or after the
Meeting Date. The user can maintain the Placements by clicking on the Placement record, or by adding a new
Placement with the click of the ‘Add Placement’ button.
PRINT EMIS SUMMARY REPORT
The EMIS Summary includes state reporting information, such as Disabilities, Services, Meeting/Event, and Placements.
Click the ‘Meeting’ link to update the Meeting Outcome. The EMIS Summary does not print along with the Services Plan
form. As such, to print the EMIS Summary, select the ‘Ohio SP - EMIS Summary’ from the Reports’ drop-down at the top
of the screen.
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SETUP AND CONFIGURATION
CODE TABLE SETUP
1. Navigate to Maintenance > Manage Code Tables.
2. Select the name of the table from the drop down list (ex: “Meeting Type”).
3. To add a code, choose the ‘New’ icon from the top menu.
4. Enter the Description in the yellow box, then click on the ‘Update’ link, and then click the ‘Save’ icon from the
top menu.
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5. To add or edit an Alternate Code, first click ‘Show Alternate Codes’ at the top of the page. Then click Edit on the
applicable Code record to open the record for changes.
Once the record is open, click the appropriate link to add a new Alternate Code or Edit an existing one. Clicking the
‘Delete’ icon will remove an existing Alternate Code. When finished with the changes, click the ‘Save’ icon.
GOAL BOOK SETUP
In order to get the “METHOD(S)” field in Section 1: ‘Measurable Annual Goals’ to appear, the user must have the correct
goal book Alternate Codes setup. The Goal Book Setup is similar to the Code Table Setup mentioned in the previous
section.
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1. Go to Maintenance, Manage Goal Books, and select the goal book from the drop-down box. Then choose the
“Filter Goals by” drop-downs boxes as well – Type, Attachment:
2. Next, click on the ‘Code’ in the table where the ‘Category’ = “Progress Method”. (For example: choose ‘Code’ =
“20001”)
3. This will bring up the ‘Statement Overview’ screen. Click on the ‘Alternate Codes’ link:
4. This will bring up the alternate codes screen. From this screen, click on the ‘Click here to add a new Alternate
Code Link’:
5. Select “Alternate Code” from the ‘Type’ drop-down box, and type in the appropriate Alternate Code. In this
example, the appropriate Alternate Code = “a.”:
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From this screen, the user can also add a Start/End Date, and Update, or Cancel the entry. When adding or
editing an entry, click the ‘Save’ button to save the entry.
REVISE/AMEND – REMOVE AMENDMENT WARNING MESSAGES
A new option has been added that allows administrators to enable/disable warning messages for the ‘Revise/Amend’ &
‘Remove Amendment’ actions. To do this, the administrator would navigate to Options > Set Systemwide Options >
Form and then enable/disable either or both of the options. By default, both warning messages are turned on (both
checkboxes are unchecked).
•
To enable the “Revise/Amend” warning message, the administrator should leave the 1st checkbox unchecked.
When this option is enabled, the user will see the following pop-up message when the “Revise/Amend” link on
the Form Summary page is clicked:
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•
To enable the “Remove Amendment” warning message, the administrator should leave the 2nd checkbox
unchecked. When this option is enabled, the user will see the following pop-up message when the “Remove
Amendment” link on the Form Summary page is clicked:
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FIELD MAPPING
SECTION: COVER PAGE
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Goal Book Option
1
Letterhead
2
3
4
5
6
7
8
Student Name
Date of Birth
Gender
Student ID
Student Home
Address
Grade
District of Residence
9
County of Residence
10
11
District of Service
Ward of State
12
Parent/Guardian:
Name
13
Parent/Guardian:
Home Address
Parent/Guardian:
Communication
Meeting Date
Meeting Type
14
15
16
IEPPLUS
OH: Service Plan
Options, Set Systemwide Options, Form Tab, ‘Enable buttons to add predefined
statements on web forms’ selection option to enable or disable the ability to use a
goal book on this form.
- The wording can be changed through screen configuration under the OptionsForm,
AllowGoalBookSelection option.
IEPPLUS
OH: Service Plan – ‘Cover Page’ Section
Maintenance, Manage Letterhead, Set Systemwide Options, (or Set User Options)
• Plan Name = Form Type (Services Plan (SP))
• Letterhead, Report Header = District Name (up to 6 lines)
• District Logo jpg
Form Type = Service Plan
Basic Information, Demographics = First name, Middle name, Last name, Qualifier
Basic Information, Demographics, DOB (mm/dd/yy)
Basic Information, Demographics
Basic Information, Demographics, Student ID field (eSchoolPLUS Student_ID field)
Basic Information, Student Address = Home
Basic Information, Enrollment/Exit, Current Grade as of Meeting
Default System Options, Organization as District of Residence
- Educational Information, Associated Organizations, Type = with Alternate Code of
‘RD’ will override this default.
Default System Organization, County
- Or Basic Information, Student Address = Home, County
Educational Information, Associated Organizations, Type = with Alternate Code of ‘SD’
Release/Waiver, Type = ‘Ward of State’
• The form opens a new free-form textbox when the ‘Yes’ checkbox is chosen. The
user needs to enter the name of the surrogate parent(s) here:
Student, Basic Information, Parent/Guardian Information, Contacts, Type =
Parent, Guardian and/or Surrogate Parent, Name = Salutation, First, Middle, Last,
Qualifier (ex: John J. Jones, III).
• Surrogate Parent will print first
Student, Basic Information, Parent/Guardian Information, Contacts, Address
•
Student, Basic Information, Contacts, Type = Parent/Guardian and/or Surrogate
Parent, Communication: Types like ‘Home*’, ‘Cell*’, ‘Work*’, ‘Email*’
Form Services Plan Meeting Date
Form Meeting Type, Alternate Codes. OMIT = Initial Services Plan (IR), Annual Review
(AR), Review Other than Annual Review (RO), Amendment (Amend), Other (RE + any
other)
- Add Service Plan Meeting Type, Alternate Code of Initial Services Plan (ISP)
When revising/amending an IEP or Service Plan through the link on the form summary
screen, the program will allow the user to re-select the original meeting and any
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17
ETR Completion Date
18
Next ETR Due Date
19
Services Plan Effective
Dates
Services Plan
Completion Date
20
21
Next Services Plan
Review
meeting type, without changing the original EMIS reported meeting type. The meeting
type will save/print to the form only and will not update the selected meeting record.
The meeting type selected on the form will update the meeting record only if it is not
a revision/amendment.
Displays the latest ‘finalized’ record from Student, Educational Information, Important
Date, where Type = ‘ETR Completion Date’ , Alternate Code = ETRC.
Student, Educational Information, latest Important Date record, Type = ‘ETR Next Due
Date’ , Alternate Code = ETRD.
Services Plan Form Start/End Dates entered when creating the form.
Displays the Meeting date associated to the Service Plan.
Finalizing the form will create or update the Important Date = ‘Services Plan
Completion Date’, with an Alternate Code = SPC if the Meeting Type, Alternate Code =
‘IISP or RISP’.
• This date does not print on the Services Plan report.
Displays the Meeting date, plus 365 days, minus 1 day to project the due date of the
next Service Plan.
Finalizing the form will create or update the Important Date = ‘Next Services Plan
Review’, with an Alternate Code = ‘NSP’ if the Meeting Type, Alternate Code = ‘IISP or
RISP’.
22a-e
Services Plan Form
Status: Checkboxes
#1 – 5
23
24a
Other Information
Amendments: SP
Section Amended
24b
Amendments:
Services Plan Changes
24c
Amendments:
Date of Amendment
24d
Amendments:
Participant & Role
Checkboxes:
1. Measurable Annual Goals
2. Specially Designed Services
3. Statewide and District Testing
4. Meeting Participants
5. Signatures
Text Box *Copy Revision to next Services Plan’
Text Box
*Copy Revision to next Services Plan’ if Meeting Reason, Alternate Code = AMEND or
RO (Amendment/Review Other than Annual Review)
Text Box
Create Form Answer from Form, Meeting Date linked to this form if Meeting Reason,
Alternate Code = AMEND or RO (Amendment/Review Other than Annual Review).
*Copy Revision to next Services Plan’
Text Box
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SECTION 1: MEASURABLE ANNUAL GOALS
25
26b
26a
27a
27b
28a
27c
28b
29a-h
30
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25
Select Display
Mode:
Objectives or
Benchmarks
IEPPLUS
OH: Service Plan – ‘Measurable Annual Goals’ Section
Note: The example screenshot above has the ‘Objectives’ chosen.
The screen changes to the one below, if the user selects ‘Benchmarks’ instead of
‘Objectives’:
26a
26b
27a
Goal Number
Goal Area
Present Levels
Text Box, automatically fill number - ability for user to reorder
Text Box or goal book Category
Narrative and statement selection
Statement, Type = Statement: Category = Present Levels
• Link Statement to Present Levels above (#38)
• Link Objectives to Goals below (#41)
• Display Category, Subcategory, Level (if appropriate) for goal book filtering
Free-form text Box to choose the ‘Method’ codes:
• Goal Book, Type = Attachments, Category = Progress Method, Alternate Code letters
(ex: a, c, h, etc.)
27b
Measurable
Annual Goal
27c
Method(s)
28a
Objective
Number
Auto Number narrative objectives, allow user to change number for order
- goal book statements, display goal book number
28b
29a-h
Objective
Progress to
Parent
Text of narrative or goal book statement
check boxes (6) statements
- Statement, Type = Attachment, Category = ‘Progress Reporting Method’, Subcategories =
Email, Journal Entry, Other, Phone call, Report card, Written report.
- Enable user to add/edit ‘Other’ text
- Enable user to edit ‘Weeks’, Type = Attachment, Category = ProgressReportingWeeks
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30
Check when
complete
Checkbox to indicate that the section is complete. When this checkbox is selected and
saved, then the ‘Cover Page’ will indicate this as well:
Page 24 of 41
SECTION 2: SPECIALLY DESIGNED SERVICES
31a
31b
31c
31d
31e
31f
31g
31h
32a
32e
32f
33f
32d
32g
32h
33c
33d
33g
33h
34c
34d
34g
34h
32b
33a
33e
32c
33b
34a
34e
34f
34b
Page 25 of 41
35a
35e-f
35b
36a
36e-f
36b
37a
35c
35d
35g
35h
36c
36d
36g
36h
37c
37b
37d
37g
37h
37e-f
38a
38c
38d
38g
38h
39c
39d
39g
39h
38b
38e-f
39a
39b
39e-f
40
Page 26 of 41
31a-h
IEPPLUS
OH: Service Plan – ‘Specially Designed Services’ Section
Specially Designed
Specially Designed Services
Service
• Statement Type: Statement, Category = Specially Designed Instruction
a.
Text of narrative or goal statement
b.
Check boxes based on goals entered in Part 1 and a text box to enter
narrative information about the goals.
c.
32a-h
Add SDI Service
33a-h
34a-h
Related Services (ie
OT, PT)
Assistive Technology
35a-h
Accommodations
36a-h
Modifications
37a-h
Support for School
Personnel
38a-h
Add School
Personnel Services
39a-h
Service(s) to Support
Medical Needs
Staff / Provider Title: Display Maintenance, Manage Code Tables,
Staff position, attach selected item to statement.
d.
Location of Services: Display Maintenance, Manage Code Tables,
Setting Field, attach selected item to statement.
e.
Begin: Statement Start date
f.
End: Statement End Date
g.
Amount of Time: Narrative or Statement type: Attachment,
Category Name = Duration
h.
Frequency: Narrative or Statement type: Attachment, Category
Name =Frequency
Ability to add services (Service Type = SDI Services). The grid is required to
report EMIS as the program will create EMIS reportable service records. This
area does not print on the hard copy Service Plan.
• Same as 31a-h
Add button/link to Add/Edit Service, Type = Related Service
• Same as 31a-h
Statement Type: Statement, Category = Assistive Technology
• Same as 31a-h
Statement Type: Statement, Category = Accommodations
• Same as 31a-h (Amount of Time & Frequency are optional)
Statement Type: Statement, Category = Modifications
• Same as 31a-h
Statement Type: Statement, Category= Support for School Personnel
• Same as 31a-h (Goal #’s, Time are Optl; Location and Frequency are not
required)
Ability to add services (Service Type = School Personnel). The grid is required to
report EMIS as the program will create EMIS reportable service records. This
area will print on the hard copy Service Plan.
Statement Type: Statement, Category = Service to Support Medical Needs
• Same as 31a-h (Goals addressed, location and amount of time are not
required)
Page 27 of 41
40
Check when
complete
Checkbox to indicate that the section is complete. When this checkbox is
selected and saved, then the ‘Cover Page’ will indicate this as well:
SECTION 3: STATEWIDE AND DISTRICTWIDE TESTING
Questions 1 – 4: Yes/No Checkboxes (before selection options)
Before any checkboxes are selected, there are only 4 ‘Yes/No’ questions that need to be answered by selecting the
appropriate checkbox. Each question (1 – 4) and it’s corresponding additional checkboxes, grids, and/or date field will
open or close, depending on whether the Yes or No checkbox is selected for that question.
41
42
43
44
45
This first screenshot above shows the status of the form before anything is selected. All other scenarios & screenshots
for each of the 4 questions follow below.
Page 28 of 41
Question 1: Yes/No Checkbox Options
A ‘Yes’ selection of the checkbox opens up new options under question #1:
41
41a
41b
41c
41d
42
43
44
45
**Special Note:
question #4.
question #1.
Page 29 of 41
41
42
42a
42b
42c
43
44
45
Page 30 of 41
41
42
43
43a
44
45
Page 31 of 41
41
42
43
44
44a
45
**Special Note:
question #4.
question #1.
Page 32 of 41
If the user selects the No checkbox for question #4, then the system automatically selects the Yes checkbox for
IEPPLUS
OH: Service Plan – ‘Statewide and Districtwide Testing’ Section
41
Question #1:
Check Box Yes/No
Testing
- Yes opens up Accommodations Section
w/Accommodations
Participation
41a- Subject Areas Grid
d
a. Area(s):
• Statement, Category = Assessment, Subcategory = Subject list below.
o Reading
o Writing
o Match
o Science
o Social Studies
o Other:
b. Grade:
• Text Box, Attachment to Statement Area above
c. Tested: With Accommodations / Modified Assessments
• Statement Type = Attachment to statement Area above
d. Accommodations:
• Statement Type: Attachment, Category = Assessment, Subcategory =
Accommodations. Attach to Statement Area above.
42
Question #2:
Check Box Yes/No
Excused from Ohio
- Yes opens up OGT questions and subject areas below
Graduation Test
OGT
42a Significantly
Check Box Yes/No
different curriculum
42b Requires additional Check Box Yes/No
accommodations
•
Page 33 of 41
42c
Excused from
subjects
Check Boxes (5)
- Subject areas for the Ohio Graduation Test: Reading, Math, Writing, Social Studies, Science.
Meeting record must be present in order to save this information. The user will see a warning
message if the meeting does not exist.
If needed, create the meeting and attach it to the IEP using the drop down list in Form Information
or on the Cover page. The OGT subject areas will save to the meeting record as illustrated below.
This information is EMIS reportable.
43
43a
44
44a
45
Question #3:
Testing
Participation
Requirement Met
Date Complete
Question #4:
Alternate
Assessment
Participation
Justify Alternate
Assessment
Check when
complete
Check Box Yes/No
Important Date = Met Testing Participation Requirement, Alt Code MTPR
Release / Waiver, Type = ‘Alternate Assessment’
Rich Text box
Checkbox to indicate that the section is complete. When this checkbox is selected and
saved, then the ‘Cover Page’ will indicate this as well:
Page 34 of 41
SECTION 4: MEETING PARTICIPANTS
47
46
48
49a
49d
49b
49e
49f
49c
50
Page 35 of 41
46
47
Meeting
Communication
Start/End Dates
48
49a
Date of Next SP Review
Team
49b
Meeting Participants:
Position
49c
Name
Invited
Attended
Attended/Excusal
Reading
Check when complete
49d
49e
49f
50
IEPPLUS
OH: Service Plan – ‘Meeting Participants’ Section
Form, Meeting, Meeting note, type = ‘SP Conference’
Form Information, Service Plan Start/End Dates
- Read Only
Student, latest Important Date, Alternate Code = NSP greater than meeting date.
Drop-down box:
Maintenance, Manage Teams, Main, Team
Form, Meeting, Attendees, Position Type =
• Student
• Parent/Guardian
• District Representative
• Intervention Specialist
• General Education Teacher
• Other Agency Representative
Form, Meeting, Attendees, Name
Checkbox:
Form, Meeting, Attendees, Invited checkbox
Checkbox:
Form, Meeting, Attendees, Attended checkbox
Drop-down box:
• Form, Meeting, Attendees, "Attended/Excusal Reason" drop-down box
• Form, Meeting, Attendees, Type = Alternate Code ‘EX%’
Checkbox to indicate that the section is complete. When this checkbox is selected
and saved, then the ‘Cover Page’ will indicate this as well:
Page 36 of 41
SECTION 5: SIGNATURES
51
52
53
53a
53b
53c
54
55
56
56a
56b
56c
57
57a
58
58a
59
51
Initial SP
Consent Services Plan
IEPPLUS
OH: Service Plan – ‘Signatures’ Section
Text Only – wording should be “SP” not “IEP”
Page 37 of 41
52
53
53a
53b
53c
55
56
56a
56b
56c
57
57a
58
58a
59
No Consent
Consent Exceptions
Consent Exceptions: Area
Consent Exceptions: Parents’
Signature
Consent Exceptions: Date
Revoke Consent
Do Not Agree with Special
Education and Related
Services
Services: Area
Services: Parents’ Signature
Services: Date
Copy of Procedural
Safeguards Notice Given
During Meeting
Procedural Date – Date Sent
to Parents
Copy of Services Plan Given
During Meeting
Copy of Services Plan – Date
Sent to Parents
Check when complete
Text Only – Order change
Text Only
Text Only
Text Only
Text Only
Text Only
Text Only
Text Only
Text Only
Text Only
Yes/No Checkbox
• If No checkbox is selected, the user must enter a date in the next field
(#57b).
Text Only (date format); user can also use the mini-calendar
Yes/No Checkbox (date format)
• If No checkbox is selected, the user must enter a date in the next field
(#58b).
Text Only (date format) ; user can also use the mini-calendar
Checkbox to indicate that the section is complete. When this checkbox is
selected and saved, then the ‘Cover Page’ will indicate this as well:
Page 38 of 41
SECTION: EMIS SUMMARY
60
61
62
62a
63
64
60
Disabilities:
Disability
61
Services:
Type
Meeting/Event:
Meeting Type
62
IEPPLUS
OH: Service Plan – ‘EMIS Summary’ Section
Displays EMIS reportable Disability Codes based on ‘Disability’ Code Table, Alternate Code
(Type = EMIS Code), and Description = (the applicable EMIS Disability Code). To maintain the
student’s disability information, click Return and select the Disability link on the Student
Toolbar on the left-hand side of the screen.
Displays services that are within the Service Plan date range. To add service information, click
the ‘Add Service’ button.
Displays EMIS reportable Outcome Codes based on the ‘Meeting Result’ Code Table, Alternate
Code (Type = EMIS Code), and Description = (the applicable EMIS Outcome Code). The
application will limit the available outcomes based on the Meeting or Referral Result,
Alternate Code (Type = Result Code), and Description = (the allowable Meeting Type Codes –
ex: IISP, RISP)
Page 39 of 41
62a
OGT Subjects
Ohio Graduation Subjects identified in the Meeting record linked to the form:
63
Previous
Meetings
Placements:
Placement
Displays any previously linked meetings to the Service Plan (e.g. Initial/Annual) and any
previous revisions. Displays only, user cannot modify.
Ability to add, edit, or delete Placement records when the Meeting Reason = ‘Review other
than Annual’. Placements are in ascending order based on the Start Date. The Secondary
Planning drop-down box will display next to the Placement with the Start Date closest to the
Meeting Date (on or after it).
64
Meeting Outcomes will automatically fill the Placement Name field based on the Meeting
Result Code Table, Alternate Code (Type = EMIS Code), and the Description = (the applicable
EMIS Outcome Code). The program will match the Meeting Result’s last 2 digits to the
Placement’s last 2 digits. Refer to the example illustration below:
The last 2 digits of the Outcome EMIS Code (14) will match the last 2 digits of the Placement
EMIS Code, and then automatically fill the Placement with that code.
Page 40 of 41
REVISION HISTORY
7/9/2014:
• Cover and Amendment sections updated to explain how the program will allow the user to re-select the original meeting and
any meeting type, without changing the original EMIS reported meeting type when amending the form.
• SDI/Services section updated to reflect the narrative text box added to the Goal(s) Addressed column for all service types in the
section.
6/25/2014:
• Explanation of OGT subject areas added to State Testing section, item 42c.
5/27/2014:
• Updated the “#5 Archives” explanation under the ‘Navigation/Tool Bar’ section.
• Removed the mention of the “O” & “R” icons on the form Archives under the ‘Revising a Service Plan’ section &
‘Remove Amendment’ section.
• Updated the Table of Contents.
2/11/2014:
• Added new section called "Setup and Configuration".
• Moved the "Code Table Setup" and "Goal Book Setup" sections under "Setup and Configuration".
• Added a new “Revise/Amend – Remove Amendment Warning Messages” section under “Setup and
Configuration”.
• Updated Table of Contents, and header & footer records.
1/29/2014:
• Updated ‘item #5 Archives’ under the “Navigation/Tool Bar" section – added examples of each Archive status
type "O", "R", and blank.
• Added the "Revising A Service Plan" section.
• Added the "Remove Amendment" section.
• Added SunGard Copyright statement to the cover page.
• Updated Table of Contents, and header & footer records.
1/26/2014:
• Updated fields 20 and 21 to clarify the logic on creating the Important Date.
12/17/2013:
• Updated fields 20 and 21 to correct the logic on how the Important Date records are created or updated for the
student.
7/2/2013:
• Updated entire document’s formatting to conform to standard SunGard QA documentation layouts.
• Added: ‘Overview’ section, ‘Form Instructions’ section, ‘Navigation/Toolbar’ section, ‘Form Completion‘ section,
‘Code Table Setup’ section, table of contents, header, footer, and section breaks.
• Updated: Screenshots, and ‘Data Mapping’ sections & tables. Some screenshots were enlarged for increased
legibility.
Page 41 of 41

Services Plan Ohio IEPPLUS

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