Tool Search: Special Ed Documents
The Comparable Service Plan is used to capture student special education plan information and match the required documentation provided by the state of Hawaii. This document describes each editor, the section(s) of the print format that include the entered information, a description of each field on the editor, and any special considerations and instructions. For information on general functionality, navigation, and additional plan and evaluation features, see the core Plan and Evaluation Information article.
Plan formats are selected in Plan Types. The current print formats is HI Comparable Services 2022.
Education Plan
The Education Plan editor includes the various dates associated with the plan, why the IEP meeting was held, and how student progress is reported.
This editor must be saved before entering data into other editors.
Education Plan Editor
Field | Description | Validation |
---|---|---|
Plan Type Required | The type of plan. This displays "Transfer." | This is read-only. |
Enrollment Start Date *Required | The student's Enrollment date. | * This is a required element for marking this editor as complete. This field auto-populates from the Start Date of the selected Enrollment on the Enrollment Information editor. |
Initial IEP Due Date *Required | The day on which the plan is due for the student. | * This is a required element for marking this editor as complete. This field becomes available after the Enrollment Start Date is populated. This auto-populates to be 90 days from the Enrollment Start Date. |
In consultation with the parent(s)/legal guardian(s), the Department of Education agrees to provide comparable services until: | Options include:
| N/A |
For ages 14+: | Options include:
| N/A |
For Agency Use Only: | ||
Parent/legal guardian was provided a copy of the procedural safeguards in his/her native language or other mode of communication. | Indicates the parent/legal guardian was given a copy of the procedural safeguards in their native language or some other mode of communication. | * This is required in order to Complete the editor. |
Date safeguards provided to parent/legal guardian *Required | The date the procedural safeguards were provided to the parent/guardian. | * This is required in order to Complete the editor. |
Parent/legal guardian was provided a copy of the IEP at no cost. *Required | Indicates the parent/legal guardian was given a copy of the IEP. | * This is required in order to Complete the editor. |
Date IEP provided to parent/legal guardian *Required | The date a copy of the IEP was given to the parent/guardian. | * This is required in order to Complete the editor. |
If the student is of transition age, he/she was provided a copy of the procedural safeguards in his/her native language or other mode of communication. | Indicates the student was given a copy of the procedural safeguards in their native language or some other mode of communication. | N/A |
Date safeguards provided to student | The date the procedural safeguards were provided to the student. | N/A |
Student was provided a copy of IEP at no cost. | Indicates the student was given a copy of the IEP. | N/A |
Date IEP provided to student | The date a copy of the IEP was given to the student. | N/A |
Enrollment Information
The Enrollment Information editor reports Special Education information from the student's Enrollment record. This editor is read-only.
The Refresh button retrieves a fresh copy of data from the student's record. See the General IEP Information section for additional information.
Enrollment Information Editor
Field | Description | Validation |
---|---|---|
Eligibility Category *Required | The student's eligibility area. | * This is a required element for saving this editor. This auto-populates from the most recent locked evaluation > Eligibility Decision editor > Eligibility Category field. The user is able to update this field if needed. The options in this field are defined at a state level and cannot vary by district. |
Special Ed Status *Required | The student's special ed status. | * This is required in order to Complete the editor. This auto-populates based on the selected Enrollment record. |
District | The student's district of residence. | This field is pulled from the Enrollment record, then System Administration > Resources > School > State Data Elements > Sub-District. When "FAPE for Private School & Homeschool Students" is selected as the Plan Type, this field becomes editable. |
Complex Area | The location of the building. | This field is pulled from the Enrollment record, then System Administration > Resources > School > State Data Elements > Complex Area. When "FAPE for Private School & Homeschool Students" is selected as the Plan Type, this field becomes editable. |
Grade | The student's current grade. | This field auto-populates from the selected enrollment record when the user selects the Refresh button. When "FAPE for Private School & Homeschool Students" is selected as the Plan Type, this field becomes editable. |
School Name | The name of the school associated with the student's Enrollment record. | This field auto-populates from the selected enrollment record when the user selects the Refresh button. When "FAPE for Private School & Homeschool Students" is selected as the Plan Type, this field becomes editable. |
School Phone | The phone number of the school associated with the student's Enrollment record. | This field auto-populates from System Administration > Resources > School > (School Name) > Phone, and use the school associated with the selected enrollment record when the user selects the Refresh button. When "FAPE for Private School & Homeschool Students" is selected as the Plan Type, this field becomes editable. |
School Year | The school year associated with the student's Enrollment record. | This field auto-populates from the selected enrollment record when the user selects the Refresh Button. When "FAPE for Private School & Homeschool Students" is selected as the Plan Type, this field becomes editable. |
Student Information
The Student Information editor displays basic information about the student such as demographic information. This is a read-only editor.
The Refresh button retrieves a fresh copy of data from the student's record. See the General IEP Information section for additional information.
Student Information Editor
Field | Description | Ad Hoc/Database Name |
---|---|---|
Last Name | The student's last name. | Census > People > Demographics > Last Name identity.lastName |
First Name | The student's first name. | Census > People > Demographics > First Name identity.firstName |
Middle Name | The student's middle name. | Census > People > Demographics > Middle Name identity.middleName |
Suffix | The student's suffix. | Census > People > Demographics > Suffix Name identity.suffix |
Age | The age of the student. | Census > People > Demographics > Age |
Birthdate | The student's birthdate. | Census > People > Demographics > Birth Date identity.birthDate |
Gender | The student's gender. | Census > People > Demographics > Gender identity.gender |
Language At Home | The student's home primary language. | Census > People > Demographics > Language at Home |
First Language | The student's first spoken language. | Census > People > Demographics > First Language |
Language Most Used | The student's language that they use most. | Census > People > Demographics > Language Most Used |
Address | The student's address. This field becomes a dropdown if more than one address exists for the student. The primary household displays by default. | Census > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip |
Student Number | The student's identification number. | Census > People > Demographics > Student Number |
State ID | The student's state identification number. | Census > People > Demographics > State ID |
Case Manager Information These fields are read-only. | ||
Name | The first and last name of the team member. | Student Information > Special Ed > General > Team Members |
Title | The role of the team member. | Student Information > Special Ed > General > Team Members |
Phone | The phone number of the team member. | Student Information > Special Ed > General > Team Members |
Parent/Guardian Information
The Parent/Guardian Information editor populates based on the guardian checkbox on the student's Relationships tool. The editor includes Demographics information for the student's guardian.
The Delete button next to each parent/guardian can be used to remove a parent/guardian from the IEP.
The Refresh button retrieves a new copy of parent/guardians' data. This also returns any accidentally deleted people. Manually entered fields do not change when the refresh button is clicked. The user must Save after clicking Refresh to capture changes.
Parent/Guardian Information Editor
Field | Description | Ad Hoc/Database Name | Validation |
---|---|---|---|
Last Name | The last name of the parent/guardian. | Census > People > Demographics > Last Name identity.lastName | This field populates from Census. This is part of the header for the parent/guardian. |
First Name | The first name of the parent/guardian. | Census > People > Demographics > First Name identity.firstName | This field populates from Census. This is part of the header for the parent/guardian. |
Middle Name | The suffix of the parent/guardian. | Census > People > Demographics > Suffix Name identity.suffix | This field populates from Census. This is part of the header for the parent/guardian. |
Suffix | The suffix of the parent/guardian. | Census > People > Demographics > Suffix Name identity.suffix | This field populates from Census. This is part of the header for the parent/guardian. |
Relationship | The relation of the parent/guardian to the student. | Census > People > Relationships | This field populates from Census. This is part of the header for the parent/guardian. |
Print Sequence | The print order of the parent/guardian(s) on the IEP. | N/A | If no Sequence is selected, parent/guardian(s) print in the order displayed in the UI. If any Sequences are selected, only parent/guardian(s) with a sequence number prints in the order defined. |
Address | The parent/guardians' address. | Census > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip | This field populates from Census. If there are multiple addresses for a person, a drop down with an option to select which address displays. If there is only one address, the drop down only has one option. The populated address is the one marked "Primary." |
Home Phone | The home phone number of the parent/guardian. | Census > People > Demographics > Household Phone | This field populates from Census. |
Work Phone | The work phone of the parent/guardian. | Census > People > Demographics > Work Phone | This field populates from Census. |
Cell Phone | The cell phone of the parent/guardian. | Census > People > Demographics > Cell Phone | This field populates from Census. |
The primary email address for the parent/guardian. | Census > People > Demographics > Email | This field populates from Census. | |
Interpreter Required | Indicates an interpreter is needed for the meeting. | N/A | N/A |
Conference Announcement
The Conference Announcement editor is used to document planned meetings of the IEP team.
This editor is not optional and must be completed.
Conference Announcement List Screen
Conference Announcement List Screen
Column Name | Description |
---|---|
Padlock Icon | The user currently working on the record. |
Meeting Date | The date of the meeting. |
Meeting Location | The location of the meeting. |
Print in Plan | Indicates this meeting information prints on the Plan. |
Conference Announcement Detail Screen
Conference Announcement Detail Screen
Field | Description | Validation |
---|---|---|
Print in Plan | Indicates this meeting information prints on the Plan. | This defaults to unmarked. |
Scheduled Conference Date Required | The meeting date. | N/A |
Scheduled Conference Time Required | The meeting time. | N/A |
Announcement Date | The date a notification was sent notifying the team members of the meeting. | N/A |
Scheduled Conference Location Required | The location of the meeting. Options include: Virtual, Phone, or In-Person. | N/A |
Conference Location (specify) | The location of the meeting, if clarification or details are needed. | N/A |
Plan Process | Indicates the type of evaluation processes needed for the student. Options include:
| N/A |
Comparable Services | Indicates the student needs an Learning Loss Plan. Options include:
| N/A |
Learning Loss | Indicates the student needs an Learning Loss Plan. Options include:
| N/A |
Discipline | Indicates the student needs an Discipline Evaluation. Options include:
| N/A |
Attendance | ||
First Name | The first name of the team member. | This field is required for saving this editor. This field displays information from the Special Education Team Member tool. Any Team Member with an active status displays here as read-only. The user can also enter an additional entry for this field and when they do, an open text field displays and the user is required to enter a value. |
Last Name | The last name of the team member. | This field is required for saving this editor. This field displays information from the Special Education Team Member tool. Any Team Member with an active status displays here as read-only. The user can also enter an additional entry for this field and when they do, an open text field displays and the user is required to enter a value. |
Role | The role of the team member. | This field is required for saving this editor. Values available in this dropdown include locked attributes:
Unlocked Attribute values include:
|
Invited | Indicates this team member has been invited to the meeting. | N/A |
Conference Notification
The Conference Notification editor is used to document when notifications were sent out informing the team of meetings.
Conference Notification List Screen
Conference Notification List Screen
Column Name | Description |
---|---|
Padlock Icon | The user currently working on the record. |
Meeting Date | The date of the planned meeting. |
Mutually Agreed | Indicates if the parent/guardian consented to the meeting date. |
Conference Notification Detail Screen
Conference Notification Detail Screen
Field | Description | Validation |
---|---|---|
Conference Notification | ||
Scheduled Meeting Date | The date of the scheduled meeting. | This field is required for saving the editor. The options in this field are determined from the Conference Announcement entries. |
Mutually Agreed Upon | Indicates if the parent/guardian consents to the meeting date. Options include:
| These options are hard coded. |
Team Member Notification Tracking This table is read-only and displays the following columns:
All of these read-only values come from the user selecting the Add Notification button and entering information on a side panel recording when notifications were made to certain team members. | ||
Notification Tracking (side panel) This displays when the user clicks Add Notification or on the ">" from a previous entry in the table. | ||
Team Member Name | The name of the team member. | The options in this field are determined from the marked entries from Conference Announcement > Invited checkbox. This displays as First Name Last Name, Role. |
Date | The date the team member was notified. | N/A |
Method | The manner in which the team member was notified. Options include:
| These options are hard coded. Multiple options may be selected. |
Notified By | The person who reached out to the team member. | N/A |
Outcome | The response or end result of the notification. | N/A |
Outside Agency Parent Consent Tracking | ||
Agency | Indicates which outside agency is involved, if applicable. Options include:
| When Other (specify) is marked, the user is able to manually enter their own value. |
Consent to Invite Needed | Indicates that an Outside Agency should be invited and the Consent to Invite document is needed. | N/A |
Consent to Invite Received | Indicates a signed Consent to Invite document was returned to the district. | N/A |
Consent Received Date | The date the signed Consent to Invite document was returned to the district. | This field becomes available and required when the Consent to Invite Received check box is selected. |
Conference Actual
The Conference Actual editor is used to document meetings that took place.
Conference Actual List Screen
Conference Actual List
Column Name | Description |
---|---|
Padlock Icon | The user currently working on the record. |
Meeting Date | The date of the planned meeting. |
Mutually Agreed | Indicates if the meeting date was agreed upon. |
Conference Actual Detail Screen
Conference Actual Detail
Field | Description | Validation |
---|---|---|
Actual Conference Notification: <date of actual conference> The "<date of actual conference>" populates based on the Actual Conference Date entered. | ||
Scheduled Meeting Date | The date of the planned meeting. | The options in this field are determined from the Conference Announcement > Scheduled Conference Date entries. |
Scheduled Conference Time | The time of the planned meeting. | The options in this field are determined from the Conference Announcement entries. This field is read-only. |
Scheduled Conference Location | The planned conference location. | The options in this field are determined from the Conference Announcement entries. This field is read-only. |
Actual Conference Date | The date the meeting took place. | This is required for saving the editor. |
Actual Conference Time | The time the meeting took place. | This is required for saving the editor. |
Actual Conference Location Required | The location of the meeting. Options include:
| This is a required element for saving the editor. The values available are hard-coded. |
Actual Conference Location (specify) | The location of the meeting, if clarification or details are needed. | N/A |
Plan Process | Indicates the type of plan processes needed for the student. Displays two rows of checkboxes, Scheduled and Actual. Options include:
| This field has two parts to it. The first part, "Scheduled" are read-only values that are checked as appropriate upon selection of the Scheduled Meeting Date field above. The second part, "Actual" are editable values that allow the user to manually select the appropriate values. |
Comparable Services | Indicates the student needs a Comparable Services Plan. Options include:
| This field has two parts to it. The first part, "Scheduled" are read-only values that are checked as appropriate upon selection of the Scheduled Meeting Date field above. The second part, "Actual" are editable values that allow the user to manually select the appropriate values. |
Learning Loss | Indicates the student needs an Learning Loss Evaluation. Displays two rows of checkboxes, Scheduled and Actual. Options include:
| This field has two parts to it. The first part, "Scheduled" are read-only values that are checked as appropriate upon selection of the Scheduled Meeting Date field above. The second part, "Actual" are editable values that allow the user to manually select the appropriate values. |
Discipline | Indicates the student needs an Discipline Evaluation. Displays two rows of checkboxes, Scheduled and Actual. Options include:
| This field has two parts to it. The first part, "Scheduled" are read-only values that are checked as appropriate upon selection of the Scheduled Meeting Date field above. The second part, "Actual" are editable values that allow the user to manually select the appropriate values. |
Attendance | ||
First Name *Required | The first name of the team member. | This field is read-only and auto-populates based on Team Members entered within the Conference Announcement editor who have the Invited checkbox marked. *The user can also enter an additional entry for this field and when they do, an open text field displays and the user is required to enter a value. |
Last Name *Required | The last name of the team member. | This field is read-only and auto-populates based on Team Members entered within the Conference Announcement editor who have the Invited checkbox marked. *The user can also enter an additional entry for this field and when they do, an open text field displays and the user is required to enter a value. |
Role *Required | The role of the team member. | This field is read-only and auto-populates based on Team Members entered within the Conference Announcement editor who have the Invited checkbox marked. *The user can also enter an additional entry for this field and when they do, an open text field displays and the user is required to enter a value. Values available in this dropdown include locked attributes:
Unlocked Attribute values are determined by the district. |
Attended | Indicates the team member attended the meeting. | Anyone marked as Attended displays on print. |
Admin/Designee | Indicates if the team member is an admin designee for the meeting. | Guardian, Student, Principal, Vice Principal, any District Defined roles, and manually entered team members cannot be marked as Admin/Designee. Those marked as Admin/Designee AND Attended display on print with an asterisk (*) after their name and role. |
Excused | Indicated the team member was excused from the meeting. | Guardian, Student, any District Defined roles, and manually entered team members cannot be marked as Excused. Those marked as Excused display on print with a double asterisk (**) after their name and role. |
Reason for Excusal *Required | The reason the team member was excused from the meeting. | *This field is required when the corresponding Excused checkbox is marked. |
Admin/Designee Statement This section becomes available when the Designee for Admin checkbox is selected. | ||
Admin Designee Statement: *Required | Indicates why an admin is being used in the meeting. | *This field is required when the corresponding Admin/Designee checkbox is marked. |
Comparable Services
The Comparable Services editor is used to document the services to be provided to the student to meet their needs.
Comparable Services List Screen
Comparable Services Editor List Screen
Column Name | Description |
---|---|
Padlock Icon | The user currently working on the record. |
Service Type | The service type. |
Service | The name of the service. |
Start/End Dates | The first and last day of the service. |
ESY | Indicates the service is part of an Extended School Year program. |
Comparable Services Detail Screen
Comparable Services Editor Detail Screen
Field | Description | Ad hoc Name | Validation |
---|---|---|---|
Service Group | The service group. Options include:
| hiPlanServiceComparable.serviceGroup | This is a required element for saving the editor. |
Extended School Year | Indicates the service is part of an Extended School Year program. | hiPlanServiceComparable.extendedSchoolYear | N/A |
When "Supplementary Aids and Services" is selected, the following field displays: | |||
Supplementary Aids and Services | A text field used to document the name of the supplementary aids and services to be provided. | hiPlanServiceComparable.serviceDescription | This is a required element for saving the editor. |
When "Program Modifications" is selected, the following field displays: | |||
Program Modifications | Any program modifications for the student. | hiPlanServiceComparable.serviceDescription | This is a required element for saving the editor. |
When "Supports for School Personnel" is selected, the following fields display: | |||
Support | The type of support. Options include:
| hiPlanServiceComparable.serviceDescription | This is a required element for saving the editor. |
Other (specify) | An other type of support, if applicable. | hiPlanServiceComparable.specifyOther | When Other is selected, this appears and is required. |
Description of Support | A text field used to describe the support. | hiPlanServiceComparable.descriptionOfSupport | This is a required element for saving the editor |
When "Special Education / Specially Designed Instruction" is selected, the following fields display: | |||
Service Type | The type of service. Options include:
| hiPlanServiceComparable.spedServiceType | This is a required element for saving the editor. |
Service | When Academic is selected, options include:
When Functional is selected, options include:
| hiPlanServiceComparable.serviceDescription | This is a required element for saving the editor. |
Other (specify) | An other service, if applicable. | hiPlanServiceComparable.specifyOther | When Other is selected, this appears and is required. |
When "Related Services" is selected, the following field displays: | |||
Service | The type of related service. Options include:
| hiPlanServiceComparable.serviceDescription | This is a required element for saving the editor. |
Other (specify) | An other related service, if applicable. | hiPlanServiceComparable.specifyOther | When Other is selected, this appears and is required. |
The remaining fields display regardless of the above selection. | |||
Location | The location of the service. Options include:
| hiPlanServiceComparable.location | This is a required element for saving the editor. |
Duration and Frequency | |||
Start Date | The first day of the service. | hiPlanServiceComparable.startDate | N/A |
Projected Ending Date | The last day of the service. | hiPlanServiceComparable.projectedEndingDate | N/A |
Frequency & Duration | A description of the frequency and duration of the service. | hiPlanServiceComparable.frequencyAndDuration | This is a required element for saving the editor. |
Prior Written Notice
The Prior Written Notice editor provides a space for descriptions and explanations related to proposed or refused actions for a student.
Prior Written Notice List Screen
Prior Written Notice List Screen
Column Name | Description |
---|---|
Padlock Icon | The user currently working on the record. |
Meeting Information | The meeting purpose information. |
Date Provided to Parents | The date the notice was provided to the student's parent/guardian(s). |
Print in Plan | Indicates this record prints on the Plan. |
Prior Written Notice Detail Screen
Prior Written Notice Editor Detail Screen
Field | Description | Validation |
---|---|---|
Print in Plan | Indicates this record prints on the Plan. | Defaults to unmarked. |
Meeting Information Required | The meeting purpose information. | The options in this field are determined from the Conference Actual entries. The values in this field are the title of the selected Conference Purpose along with the Actual Conference Date. This value is also displayed on the Prior Written Notice Main List Editor as the primary sort option. |
Date provided to parents Required | The date the notice was provided to the student's parent/guardian(s). | This is a required element for saving the editor. |
Admin / Designee | Indicates this team member has been designated as an administrator for the meeting. | This field is read-only. The person listed is whoever is listed on the most associated Conference Actual with a Role of "Principal" OR "Vice Principal" AND listed as Attended. If this does not apply, the person marked as Admin/Designee is pulled into this field. |
Description of proposed or refused action | A description of the proposed or refused action. | N/A |
Explanation of why the action is proposed or refused | An explanation of why the action is proposed or refused. | N/A |
Description of other options considered | A description of other options considered. | N/A |
Reasons these options were rejected | An explanation for why these other options were rejected. | N/A |
Description of the evaluation procedures, test, records, or reports used as a basis for the proposed/refused action | An explanation for the data used for the basis of the action. | N/A |
Other relevant factors | Any other information that may be relevant. | N/A |