Data Plan (Utah)

Classic View: Student Information > Special Ed > General > Documents > Plans

Search Terms: Documents

The Special Education Data Plan in Campus is used to capture student special education plan information and match the required documentation provided by the state of Utah. This document describes each editor, a description of each field on the editor, and any special considerations and instructions for using the editor and fields.

The current format of this document is the UT Data Plan. Plan formats are selected in Plan Types.

Screenshot of Editor Home screen.Editor Home for the Utah Data Plan

Editor Home

The Editor Home lists the editors available, their status, and Modification and Completion information.

HeaderDescription
NameThe name of the editor.
Status

The state of the editor. Statuses can be:

  • In Progress indicates a user has entered and saved data in that editor.
  • Not Started is the default status for all editors.
  • Complete indicates a user has clicked the Complete button on the editor, and the editor is read-only. This does not lock the editor from further editing but indicates the user considers the editor finished.
  • Not Needed indicates a user has clicked the Not Needed button on the editor. This is usually done for editors that do not apply to the student.

The following statuses are only available for certain state-specific documents:

Modified ByThe date and the user by whom the editor was last edited.
Completed ByThe date and the user who clicked the Complete button for that editor.

General Information

The following table lists the actions available for the editors. When resizing the window, certain buttons are condensed into a single Action button. 

ButtonDescription
Save

Different editors have different save options. Click the arrow next to the Save & Stay button to view all saving options for any given editor.

  • Save captures progress and navigates the user to the Editor Home or to the List Screen for List editors. See the Editor Types section for additional information.
  • Save & Stay captures progress and keeps the user on the current editor. This save button is the default save option and is usually found within the detail screen or list editors, such as Goals and Objectives. 
  • Save & Next captures progress and navigates the user to the next editor.
  • Save & New captures progress and creates a new record. This save button is usually found within the detail screen of a list editor, such as Goals and Objectives. See the Editor Type section for additional information.
Refresh

Retrieves a new copy of data from the student's record. This includes enrollment, student, parent/guardian, and team member information. This also returns any accidentally deleted records. Manually entered fields do not change when the refresh button is clicked. The user must Save after clicking Refresh to capture changes.


A side panel displays a listing of all the student's applicable enrollment records. See the Enrollments tool documentation for additional information.

CancelNavigates the user to the Editor Home screen or the List Screen for List editors.

Status

Changes the status of the editor. 

  • Complete indicates the editor is finished. This makes the editor read-only. However, this does not lock the editor from further editing. The user must click In Progress to further edit after an editor is marked Complete.
  • Not Needed indicates the editor does not apply to the student's plan or evaluation. This makes the editor read-only. However, this does not lock the editor from further editing. Click the In Progress button to further edit after an editor is marked Not Needed.
  • In Progress only displays when the editor is in the Complete or Not Needed status and allows additional edits to be made.

The following status is only available for the Nevada IEP:

Print

Prints the entire document.

EditorsOpens a side panel listing all the available editors and their status. Select an editor from this list to navigate to that editor or click Close to collapse the side panel.
PreviousNavigates the user to the previous editor.
NextNavigates the user to the next editor.

Editor Types

There are two types of editors available: List or Basic editors. When navigating to a Basic editor, the list of fields within the editor is displayed. List editors display a list of all records within that editor. Clicking an existing record or the New button opens the detail view for an individual record.

Editor Lock Out and Release Logic

Only one user at a time can actively work on an editor. A person with a padlock icon (Screenshot of the Padlock Icon.) displays in the Editors side panel, Editor Home, and List Screen of list editors indicating which editors currently have users working on them. Hovering over the icon displays the name of the user who has checked out the editor, including the current user (you).

Editors that are currently being edited are read-only for all other users. The name of the person working on the editor displays in the header. 

To release an editor, the user must:

  • navigate to the next editor by clicking Save and Next or the Editors button and selecting the next editor from the side panel.
  • click the Cancel button to return to the Editor Home screen.
  • log out of the Campus application.
  • navigate to a different tool in the Campus application.

Editors are automatically released when the in-application timeout limit has been exceeded. This is a back-end process and is usually around 30-60 minutes.

Template Banks

Certain fields within several editors have an Add Template icon that displays next to their name. Clicking this button displays a side panel with the available library of predetermined text for that field. Template Banks are managed in System Administration.

Screenshot of the Add Template icon highlighted and the Template Bank side panel displayed on the right.Template Bank Side PanelClick the plus (+) icons next to the category to view the available template values.

Screenshot of an expanded Template Bank Category on the left and several template values selected on the right. Expanded Category and Values SelectedTemplate Bank Categories display on the left and the selected text displays on the right. Click the Add button to add the template value. This adds the template to the queue of values on the right. The red X removes selected templates while the sequence field can be used to reorder the templates. Another option is to use the up and down arrows next to the sequence field to reorder values. 

Click Cancel to go back to the document. The Clear Selected Template(s) button removes all selected template values from the right selection screen. 

Once selections are finalized, click the Insert Selected Template(s) button to add the values to the field within the document in the selected order. Template values are separated by carriage returns.

Screenshot of an example field with several template bank selections added.Example Template Bank Selections in the Document

Text Editors

Images should not be inserted into text fields. 

Editors

The following section lists each editor and describes each field on the editor. Available editors include:

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.

Screenshot of education plan editor.Education Plan Editor

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Field NameDescriptionAd Hoc or Database NameValidation

Plan Type

The purpose of the meeting.N/A

Initial or Review

Meeting Date

Required

The day the team met.

Learner Planning > Learning Plans > meetingDate

N/A

Start Date

Required

The day on which the plan begins for the student.Learner Planning > Learning Plans > planStartDate

When a Meeting Date is selected or entered, the Start Date auto-populates to the same date.

End Date

Required

The day when the plan ends for the student.Learner Planning > Learning Plans > planEndDateWhen a Meeting Date is selected or entered, the End Date auto-populates to a year from the Meeting Date minus one day.
Eval DateThe date the student was evaluated to determine if they require special ed services.N/AN/A

Time

Required

The amount of time the student will spend in special ed services. Field options include:

  • A: 1-59 minutes for grades 1-12 or full day kindergarten. 1-29 minutes for half day kindergarten.
  • B: 60-179 minutes for grades 1-12 or full day kindergarten. 30-89 minutes for half day kindergarten.
  • C: 180 minutes or more for grades 1-12 or full day kindergarten. 90 minutes or more for half day kindergarten.
  • N/A: The student is enrolled in pre-k.
N/A

Options available in this dropdown are in a locked Attribute/Dictionary at System Administration > Custom > Attribute/Dictionary > Plan > Time. See the Attribute/Dictionary documentation for additional information.

Regular Percent

Required

The percentage of time the student will spend in regular education classes. Field options include: 

  • 1: At least 80% of the day
  • 2: 40 to 79% of the day
  • 3: Less than 40% of the day
  • N/A: The student is 5 or younger and enrolled in pre-k
N/AOptions available in this dropdown are in a locked Attribute/Dictionary at System Administration > Custom > Attribute/Dictionary > Plan > Regular Percent. See the Attribute/Dictionary documentation for additional information.

DLM 1%

Required

Indicates the student has a significant cognitive disability (SCD).N/AYes or No

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Enrollment Information

The Enrollment Information editor reports Special Education information from the student's Enrollment. See the Enrollments tool documentation for additional information.

The Refresh button retrieves a fresh copy of data from the student's Enrollment record. See the General Information section or the Enrollments tool documentation for additional information.  

Screenshot of Enrollment information editor.Enrollment Information Editor

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FieldDescriptionAd Hoc or Database NameValidation

Primary Disability

Required

The primary disability of the student.

Learner Planning > Learning Plans > disability1

Disabilities are set up at System Administration > Custom > Custom Attribute> Enrollment > Disability 1.

This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.

Secondary DisabilityThe second disability of the student, if applicable.Learner Planning > Learning Plans > disability2This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Third DisabilityThe third disability of the student, if applicable.Learner Planning > Learning Plans > disability3This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Fourth DisabilityThe fourth disability of the student, if applicable.Learner Planning > Learning Plans > disability4This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Fifth DisabilityThe fifth disability of the student, if applicable.Learner Planning > Learning Plans > disability5This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Special Ed StatusThe student's special ed status. Option is either Yes or No.

Learner Planning > Learning Plans > specialEdStatus

Special Ed Status is set up at System Administration > Custom > Custom Attribute> Enrollment > Special Ed Status.


This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.

Special Ed Setting/Environment

Required

The student's special ed educational environment.

Learner Planning > Learning Plans > specialEdSetting

Special Ed Setting is set up at System Administration > Custom > Custom Attribute> Enrollment > Special Ed Setting.


This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.

Extended School YearIndicates if the student will participate in an extended year program.  N/AYes or No
Resident DistrictThe resident district of the student associated with the student's Enrollment record.N/A

This field is read only.


This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.

School NameThe name of the school associated with the student's Enrollment record.

N/A

This field is read only.


This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.

School PhoneThe phone number of the school associated with the student's Enrollment record.N/A

This field is read only.

GradeThe student's current grade.

Enrollment > Grade

enrollment.grade

This field is read only.


This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.

District NumberThe district number associated with the Enrolled school.System Administration > Resources > District Information > State District Number

This field is read only.

District NameThe district name associated with the Enrolled school.System Administration > Resources > District Information > Name

This field is read only.

District AddressThe district address associated with the Enrolled school.System Administration > Resources > District Information > Address

This field is read only.

District PhoneThe district phone number associated with the Enrolled school.System Administration > Resources > District Information > Phone

This field is read only.

District SPED AddressThe district special education address associated with the Enrolled school.System Administration > Resources > District Information > SPED Address

This field is read only.

District SPED PhoneThe district special ed phone number associated with the Enrolled school.System Administration > Resources > District Information > SPED Phone

This field is read only.

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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 Information section for additional information. This editor is read-only except the Home Primary Language and/or Address fields.

Screenshot of student information editor.Student Information Editor

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Field NameDescriptionAd Hoc or Database NameValidation
Last NameThe student's last name.

Census > People > Demographics > Last Name

identity.lastName

This field pulls from the Demographics tool. See the Demographics documentation for additional information.
First NameThe student's first name.

Census > People > Demographics > First Name

identity.firstName

This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Middle NameThe student's middle name.

Census > People > Demographics > Middle Name

identity.middleName

This field pulls from the Demographics tool. See the Demographics documentation for additional information.
SuffixThe student's suffix.

Census > People > Demographics > Suffix Name

identity.suffix

This field pulls from the Demographics tool. See the Demographics documentation for additional information.
AgeThe age of the student.Census > People > Demographics > AgeThis field pulls from the Demographics tool. See the Demographics documentation for additional information.
BirthdateThe student's birthdate.

Census > People > Demographics > Birth Date

identity.birthDate

This field pulls from the Demographics tool. See the Demographics documentation for additional information.
GenderThe student's gender.

Census > People > Demographics > Gender

identity.gender

This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Home Primary LanguageThe student's home primary language. Census > People > Demographics > Home Primary Language

This field pulls from the Demographics tool. See the Demographics documentation for additional information.


This field can be modified.

AddressThe student's 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 pulls from the Households tool. See the Households documentation for additional information.


This field becomes a dropdown if more than one address exists for the student. The primary household displays by default.

Student NumberThe student's identification number.Census > People > Demographics > Student NumberThis field pulls from the Demographics tool. See the Demographics documentation for additional information.
State IDThe student's state identification number.Census > People > Demographics > State IDThis field pulls from the Demographics tool. See the Demographics documentation for additional information.

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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 Plan. 

The Refresh button retrieves a new copy of parent/guardians' data. This will also return any accidentally deleted people. Manually entered fields will not change when the refresh button is clicked. The user must Save after clicking Refresh to capture changes.

Screenshot of Parent Guardian information editor.Parent/Guardian Information Editor

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Field NameDescriptionAd Hoc or Database NameValidation
Last NameThe last name of the parent/guardian.

Census > People > Demographics > Last Name

identity.lastName

This field pulls from the Demographics tool. See the Demographics documentation for additional information.

This is part of the header for the parent/guardian.

First NameThe first name of the parent/guardian.

Census > People > Demographics > First Name

identity.firstName

This field pulls from the Demographics tool. See the Demographics documentation for additional information.

This is part of the header for the parent/guardian.

 Middle Name The middle name of the parent/guardian.

Census > People > Demographics > Middle Name

identity.middleName

This field pulls from the Demographics tool. See the Demographics documentation for additional information.

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 pulls from the Demographics tool. See the Demographics documentation for additional information.

This is part of the header for the parent/guardian.

 Relationship The type of relationship between the parent/guardian and the student.Census > People > Relationships > Relationship

This field populates from the Relationship tool. See the Relationships documentation for additional information.

This is part of the header for the parent/guardian.

Print SequenceThe print order of the parent/guardian(s) on the IEP. N/AIf 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 will print in the order defined.
AddressThe 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 pulls from the Households tool. See the Households documentation for additional information.

If there are multiple addresses for a person, they will have a drop down with an option to select which address. If there is only one address, the drop down will only hold one option.

The populated address will be the one marked "Primary."

Home PhoneThe home phone number of the parent/guardian.

Census > People > Demographics > Household Phone

This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Work PhoneThe work phone of the parent/guardian.Census > People > Demographics > Work PhoneThis field pulls from the Demographics tool. See the Demographics documentation for additional information.
Cell PhoneThe cell phone of the parent/guardian.Census > People > Demographics > Cell PhoneThis field pulls from the Demographics tool. See the Demographics documentation for additional information.
EmailThe primary email address for the parent/guardian.Census > People > Demographics > EmailThis field pulls from the Demographics tool. See the Demographics documentation for additional information.
Home Primary LanguageThe home primary language of the parent/guardian.

Census > People > Demographics > Home Primary Language

identity.homePrimaryLanguage

This field pulls from the Demographics tool. See the Demographics documentation for additional information.

The dropdown options are pulled from the Home Primary Language Attribute/Dictionary list. See the Attribute/Dictionary documentation for additional information.

Interpreter RequiredIndicates an interpreter is needed to communicate with the parent/guardian.N/AN/A

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Special Ed Services

The Special Ed Services editor indicates services, both inside and outside the general education setting, that were considered for the student and why those services were rejected. 

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List Screen

Screenshot of the special ed services list screen. Special Ed Services List Screen

FieldDescriptionValidation
Padlock Icon The person currently working on the service record.See the Padlock Icon section of this document for additional information.
Service NameThe name of the service to be provided to the student.This is a read only field and pulls from the Service field in the Services Inside General Ed Classroom detail screen.
Duration/FrequencyThe number of minutes, sessions, and session frequency of the services administered. This is a read only field and pulls from the Duration, Session Frequency, and Service Frequency fields on the Services Inside General Ed Classroom detail screen.
Start DateThe first day services will be administered to the student.This is a read only field and pulls from the Start Date field in the Services Inside General Ed Classroom detail screen.
End DateThe last day services will be administered to the student.This is a read only field and pulls from the End Date field in the Services Inside General Ed Classroom detail screen.

Detail Screen

Screenshot of the special ed services detail screen.Special Ed Services Detail Screen

FieldDescriptionAd Hoc or Database NameValidation

Service

Required

The name of the service to be provided to the student. Student > Learner Planning > Learning Plans > Services > serviceID/serviceNameThe values available are set up at System Administration > Special Ed > Services. See the Services documentation for additional information.
Provider The name of the person administering services to the student.Student > Learner Planning > Learning Plans > Services > providerID/providerNameThe values available are set up at System Administration > Special Ed > Service Providers. See the Service Providers documentation for additional information.
Provider Position The title or position name of the person administering services to the student. Student > Learner Planning > Learning Plans > Services > positionIDThe values available are set up at System Administration > Special Ed > Service Positions. See the Service Positions documentation for additional information.
 Location The physical area where the student will receive services.Student > Learner Planning > Learning Plans > Services > locationSPED

The list of values are pulled from Attribute/Dictionary at System Administration > Custom > Attribute/Dictionary > planServiceProvided > Location. See the Attribute/Dictionary documentation for additional information.

Duration and Frequency

Start Date 

Required

The first day services will be administered to the student.Student > Learner Planning > Learning Plans > Services > serviceStartDate

The date must be between or on the plan start and end dates and before or on the Service end date. This date defaults to the plan start date.

End Date

Required

The last day services will be administered to the student. Student > Learner Planning > Learning Plans > Services > serviceEndDate

The date must be between or on the plan start and end dates and after or on the Service start date. This date defaults to the plan end date.

Duration (in minutes)

The number of minutes spent administering the service per session.Student > Learner Planning > Learning Plans > Services > serviceDirectN/A

Session Frequency

The number of sessions per service frequency.Student > Learner Planning > Learning Plans > Services > serviceFrequencyN/A

Service Frequency 

The frequency designation, i.e. month, year, week, etc.Student > Learner Planning > Learning Plans > Services > serviceFreqPeriodThe Specify Other field only displays when the "Other" option is selected for the Service Frequency.

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Related Services

The Related Services editor lists developmental, corrective, or other supportive services required to assist the student.

Only active Services with a Type of Related can be included in this editor.

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List Screen

Screenshot of the related services list screen.Related Services List Screen

FieldDescriptionValidation
 Padlock Icon The person currently working on the service record.See the Padlock Icon section of this document for additional information.
Service NameThe name of the service to be provided to the student.This is a read only field and pulls from the Service field in the Services Inside General Ed Classroom detail screen.
Duration/FrequencyThe number of minutes, sessions, and session frequency of the services administered. This is a read only field and pulls from the Duration, Session Frequency, and Service Frequency fields on the Services Inside General Ed Classroom detail screen.
Start DateThe first day services will be administered to the student.This is a read only field and pulls from the Start Date field in the Services Inside General Ed Classroom detail screen.
End DateThe last day services will be administered to the student.This is a read only field and pulls from the End Date field in the Services Inside General Ed Classroom detail screen.

Detail Screen

Screenshot of the related services detail screen.Related Services Detail Screen

FieldDescriptionAd Hoc or Database NameValidation

Service

Required

The name of the service to be provided to the student. Student > Learner Planning > Learning Plans > Services > serviceID/serviceNameThe values available are set up at System Administration > Special Ed > Services. See the Services documentation for additional information.
Provider The name of the person administering services to the student.Student > Learner Planning > Learning Plans > Services > providerID/providerNameThe values available are set up at System Administration > Special Ed > Service Providers. See the Service Providers documentation for additional information.
Provider Position The title or position name of the person administering services to the student. Student > Learner Planning > Learning Plans > Services > positionIDThe values available are set up at System Administration > Special Ed > Service Positions. See the Service Positions documentation for additional information.
Location The physical area where the student will receive services.Student > Learner Planning > Learning Plans > Services > locationSPED

The list of values are pulled from Attribute/Dictionary at System Administration > Custom > Attribute/Dictionary > planServiceProvided > Location. See the Attribute/Dictionary documentation for additional information.

Duration and Frequency

Start Date 

Required

The first day services will be administered to the student.Student > Learner Planning > Learning Plans > Services > serviceStartDate

The date must be between or on the plan start and end dates and before or on the Service end date. This date defaults to the plan start date.

End Date

Required

The last day services will be administered to the student. Student > Learner Planning > Learning Plans > Services > serviceEndDate

The date must be between or on the plan start and end dates and after or on the Service start date. This date defaults to the plan end date.

Duration (in minutes)

The number of minutes spent administering the service per session.Student > Learner Planning > Learning Plans > Services > serviceDirectN/A

Session Frequency

The number of sessions per service frequency.Student > Learner Planning > Learning Plans > Services > serviceFrequencyN/A

 Service Frequency 

The frequency designation, i.e. month, year, week, etc.Student > Learner Planning > Learning Plans > Services > serviceFreqPeriodThe Specify Other field only displays when the "Other" option is selected for the Service Frequency.

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Other Services

The Other Services editor lists other supportive services required to assist the student.

Only active Services with a Type of Other  can be included in this editor.

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List screen

Screenshot of the other services list screen.Other Services List Screen

FieldDescriptionValidation
 Padlock Icon The person currently working on the service record.See the Padlock Icon section of this document for additional information.
Service NameThe name of the service to be provided to the student.This is a read only field and pulls from the Service field in the Services Inside General Ed Classroom detail screen.
Duration/FrequencyThe number of minutes, sessions, and session frequency of the services administered. This is a read only field and pulls from the Duration, Session Frequency, and Service Frequency fields on the Services Inside General Ed Classroom detail screen.
Start DateThe first day services will be administered to the student.This is a read only field and pulls from the Start Date field in the Services Inside General Ed Classroom detail screen.
End DateThe last day services will be administered to the student.This is a read only field and pulls from the End Date field in the Services Inside General Ed Classroom detail screen.

Detail Screen

Screenshot of the other services detail screen.Other Services Detail Screen

FieldDescriptionAd Hoc or Database NameValidation

Service

Required

The name of the service to be provided to the student. Student > Learner Planning > Learning Plans > Services > serviceID/serviceNameThe values available are set up at System Administration > Special Ed > Services. See the Services documentation for additional information.
Provider The name of the person administering services to the student.Student > Learner Planning > Learning Plans > Services > providerID/providerNameThe values available are set up at System Administration > Special Ed > Service Providers. See the Service Providers documentation for additional information.
Provider Position The title or position name of the person administering services to the student. Student > Learner Planning > Learning Plans > Services > positionIDThe values available are set up at System Administration > Special Ed > Service Positions. See the Service Positions documentation for additional information.
Location The physical area where the student will receive services.Student > Learner Planning > Learning Plans > Services > locationSPED

The list of values are pulled from Attribute/Dictionary at System Administration > Custom > Attribute/Dictionary > planServiceProvided > Location. See the Attribute/Dictionary documentation for additional information.

Duration and Frequency

Start Date 

Required

The first day services will be administered to the student.Student > Learner Planning > Learning Plans > Services > serviceStartDate

The date must be between or on the plan start and end dates and before or on the Service end date. This date defaults to the plan start date.

End Date

Required

The last day services will be administered to the student. Student > Learner Planning > Learning Plans > Services > serviceEndDate

The date must be between or on the plan start and end dates and after or on the Service start date. This date defaults to the plan end date.

Duration (in minutes)

The number of minutes spent administering the service per session.Student > Learner Planning > Learning Plans > Services > serviceDirectN/A

Session Frequency

The number of sessions per service frequency.Student > Learner Planning > Learning Plans > Services > serviceFrequencyN/A

 Service Frequency 

The frequency designation, i.e. month, year, week, etc.Student > Learner Planning > Learning Plans > Services > serviceFreqPeriodThe Specify Other field only displays when the "Other" option is selected for the Service Frequency.

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