Evaluation (Missouri)

Tool Search: Special Ed Documents

Evaluations are used to document the student's educational needs and the student's determination of eligibility for special education. This document describes each editor, the section(s) of the print format that includes the entered information, a description of each field on the editor, and any special considerations and instructions for using the editor and fields.

An evaluation must be created whether or not the student is determined to have a disability. A copy of the evaluation summary report, including the documentation of eligibility, is given to the student’s parents by the school district.

The current print format of this document is MO Eval 2023. Evaluation formats are set up in the Special Ed Eval Types tool.

Screenshot of Editor Home screen.Editor Home

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.

Evaluation Header

The Evaluation Header editor is used to define the Evaluation type and corresponding dates.

This editor must be saved before continuing on to other editors. This editor cannot be placed in a Not Needed status.

Screenshot of Evaluation Header editor.Evaluation Header Editor

Click here to expand...

Field Description Validation
Evaluation Type
Required
The type of evaluation. Options are Initial Evaluation or Re-evaluation.

Only one checkbox can be selected.

Eligibility Staffing Date
Required
The date that a student was determined eligible for services/as having met criteria for a disability.

N/A

Evaluation Held within Required Timelines
*Required
Indicates the evaluation was held for the student within the required timeline. Options are Yes or No.

*This field is required to Complete the editor.


Referral Date
Required
The date the student was referred for an evaluation.

N/A

Referred By (Name and Role) The person who referred the student or an evaluation.

N/A

Consent to Evaluate Date
Required
The date the school received consent from the student's parent/guardian(s) to evaluate the student.

N/A

Review of Existing Data Date
*Required
The date existing data was reviewed by the student's team.

*This field is required to Complete the editor.

^Top

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 Information section for additional information.

This editor cannot be placed in a Not Needed status. 

Screenshot of Enrollment information editor.Enrollment Information Editor

Click here to expand...

Field Description UI Location/Database Location (when Refresh is clicked)
Grade The student's current grade. Enrollments > Grade


enrollment.grade

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

This field is pulled from the Enrollment record, then System Administration > Resources > School > State Data Elements > Sub-District.

Resident District The student's district of residence.

Enrollments > Resident School


enrollment.residentSchool

School Address The address of the school associated with the student's Enrollment record. This field is pulled from the Enrollment record, then System Administration > Resources > School > Address.
School Phone The phone number of the school associated with the student's Enrollment record. This field is pulled from the Enrollment record, then System Administration > Resources > School > Phone.

^Top

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 from Census. See the General Information section for additional information.

This editor cannot be placed in a Not Needed status.

Screenshot of student information editor.Student Information Editor

Click here to expand...

Field Description UI Location/Database Location (when Refresh is clicked)
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

Gender The student's gender.

Census > People > Demographics > Gender


identity.gender

Birthdate The student's date of birth.

Census > People > Demographics > Birth Date


identity.birthDate

Age

The age of the student.

Census > People > Demographics > Age
Primary Language The student's home primary language.

Census > People > Demographics > Language At Home


identity.homePrimaryLanguage

Limited English Proficiency? 
Required
Indicates the student has a limited English proficiency. Options are Yes or No.

This is the only field that can be modified on this editor.
N/A
Address

The student's address.


This field becomes a dropdown when 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

identity.studentNumber
State ID The student's state identification number. Census > People > Demographics > State ID

identity.stateID
Case Manager
Name The name of the student's case manager. Student Information > Special Ed > General > Team Members > Name

teamMember.firstName
teamMember.lastName
Title The role of the student's case manager. Student Information > Special Ed > General > Team Members > Title

teamMember.title
Phone The phone number of the case manager. Student Information > Special Ed > General > Team Members > Phone

^Top

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 Evaluation. 

The Refresh button retrieves a new copy of parent/guardians' data from Census. 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.

This editor cannot be placed in a Not Needed status.

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

Click here to expand...

Field Description UI Location/Database Field (when Refresh is clicked) Validation
Relationship The relation of the parent/guardian to the student. Census > People > Relationships > Relationship

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

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 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 is part of the header for the parent/guardian.

Suffix The suffix of the parent/guardian.

Census > People > Demographics > Suffix Name


identity.suffix

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

Print Sequence The print order of the parent/guardian(s) on the Evaluation.  N/A When no Sequence is selected, parent/guardian(s) print in the order displayed in the UI. When any Sequences are selected, parent/guardian(s) with a sequence number print in the order defined THEN un-sequenced parent/guardian(s) display at the bottom.
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. 


When there are multiple addresses for a person, they is a drop down with an option to select which address. When there is only one address, the drop down only holds 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. 
Email The primary email address for the parent/guardian. Census > People > Demographics > Email This field populates from Census. 

^Top

Background Information

The  Background Information editor is used to document educational concerns and prior interventions as well as the student's school and family history.

Screenshot of background information editor.Background Information Editor

Click here to expand...

Field Description Validation
Description of Educational Concerns
*Required
A text field used to describe the team's educational concerns regarding the student. *This field is required in order to Complete the editor.
Intervention Strategies Used Prior to Referral
*Required
A text field used to describe any previous interventions implemented prior to this referral. *This field is required in order to Complete the editor.
School History
*Required
A text field used to describe previous school(s) attended, grades retained, attendance, previous services, Title I services, current classroom performance, etc. *This field is required in order to Complete the editor.
Family History
*Required
A text field used to describe developmental milestones, parent concerns, and relevant medical history. *This field is required in order to Complete the editor.

^Top

Evaluation Procedures and Results

The Evaluation Procedures and Results editor is used to document the type of assessments conducted to evaluate the student.

Click here to expand...

Evaluation Procedures and Results List Screen

Screenshot of Evaluation Procedures and Results list Screen.Evaluation Procedures and Results List Screen

Column Name Description
Area of Assessment The area assessed.
Assessment Type and Description The description of the type of assessment. 
Assessment Dates The date(s) of the assessment.

Evaluation Procedures and Results Detail Screen

Select and existing record or click New to view the detail screen.

Screenshot of Evaluation Procedures and Results Detail Screen.Evaluation Procedures and Results Detail Screen

Field Description Validation
Area of Assessment
Required
The area assessed. Options include:
  • Vision
  • Hearing
  • Health
  • Motor
  • Speech
  • Language
  • Intellectual/Cognitive
  • Adaptive Behavior
  • Social/Emotional/Behavioral
  • Academic Achievement
  • Post-secondary Transition
  • Assistive Technology

N/A

Name/Role of Person Conducting Assessment The name and title of the person conducting the assessment.

This field is limited to 150 characters.

Assessment Date(s) The date(s) of the assessment.

This field is limited to 150 characters.

Type and Description of Existing Data Reviewed

*Required

A description of the existing data reviewed by the team.

*This field is required in order to Complete the editor.


This field is limited to 500 characters.

Existing Data Results
*Required
The results of the existing data.

*This field is required in order to Complete the editor.


This field is limited to 10,000 characters.

Was Further Assessment Needed?

*Required

Indicates further assessments are needed. Options are Yes or No.

*This field is required in order to Complete the editor.

^Top

Observation

The Observation editor is used to document any classroom observation of the student's behavior, skills, or academic performance.

Screenshot of observation editor.Observation Editor

Click here to expand...

Field Description Validation
Observation Occurred
*Required
Indicates observation has taken place. Options are:
  • PRIOR to referral for evaluation
  • DURING evaluation with parent consent

*This field is required in order to Complete the editor.

Name and Title of Qualified Professional Conducting Observation

The name and role of the person conducting the observation.

This field is limited to 150 characters.

Location(s) of Observation

The location(s) of the observation.

This field is limited to 150 characters.

Description of student’s behavior, skill, or academic performance (compared to typical grade-level peers), frequency and/or duration (if applicable), and adverse impact of the suspected disability on the student’s educational performance

A description of the student's behavior, skills, academic performance, frequency and duration, and any adverse impacts of the student's suspected disability on their educational performance

*This field is required in order to Complete the editor.


This field is limited to 10,000 characters.

^Top

Individual Documentation of Assessment Results

The Individual Documentation of Assessment Results editor is used to document the individual assessments conducted to evaluate the student and their results.

Click here to expand...

Individual Documentation of Assessment Results List Screen

Screenshot of Individual Documentation of Assessment Results list screen.

Individual Documentation of Assessment Results List Screen


Column Name Description
Area of Assessment The area assessed.
Name and Description of Assessment The name and description of the assessment.
Evaluation Dates The date(s) of the evaluation.

Individual Documentation of Assessment Results Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of Individual Documentation of Assessment Results detail screen.Individual Documentation of Assessment Results Detail Screen

Field Description Validation
Area of Assessment
Required
The area assessed. Options include:
  • Vision
  • Hearing
  • Health
  • Motor
  • Speech
  • Language
  • Intellectual/Cognitive
  • Adaptive Behavior
  • Social/Emotional/Behavioral
  • Academic Achievement
  • Post-secondary Transition
  • Assistive Technology

N/A

Location of Assessment Where the assessment took place.

This field is limited to 150 characters.

Examiner The person conducting the assessment.

This field is limited to 150 characters.

Evaluation Date(s)
*Required
The date(s) of the evaluation.

*This field is required in order to Complete the editor.


This field is limited to 150 characters.

Name and Description of Assessment Instrument Used
*Required
The name and description of the assessment. 

*This field is required in order to Complete the editor.


This field is limited to 500 characters.

Test Behavior/Observations

*Required

A description of the student's behavior during the test, including any variations from standardized assessment conditions.

*This field is required in order to Complete the editor.


This field is limited to 10,000 characters.

Test Results
*Required
The results of the assessment.

*This field is required in order to Complete the editor.


This field is limited to 10,000 characters.

Summary and Interpretation of Results
*Required
A summary and interpretation of the results.

*This field is required in order to Complete the editor.


This field is limited to 10,000 characters.

^Top

Team Conclusions and Decisions

The Team Conclusions and Decisions editor is used to document the team's determination concerning the student's suspected disability/disabilities.

Screenshot of Team Conclusions and Decisions Editor.Team Conclusions and Decisions Editor

Click here to expand...

Field Description Validation

The student was assessed in all areas related to the suspected disability, including (if appropriate) vision, hearing, health, motor abilities, communication (speech and language), general intelligence/cognitive, adaptive behaviors, social/emotional/behavioral, academic performance, post-secondary transition, and assistive technology.

Required

Indicates the student was assessed in all areas related to the student's suspected disability. Options are Yes or No.

N/A


Basis for Determination

*Required

A description for the basis for the team's determination.

*This field is required in order to Complete the editor.


There is documentation to confirm this student has a disability under the IDEA? Indicates there is documentation confirming the team's determination. Options are Yes or No.

Additional fields display and are required when this question is marked as Yes.


Eligible Category

*Required 

The disability category.

*This field displays and is required when Yes is selected for the There is documentation to confirm this student has a disability under the IDEA? question.


The values available are from Custom > Attribute/Dictionary > Enrollment > Primary Disability.

Eligible Subcategory (if appropriate)
*Required
The disability sub-category, when applicable.

*This field displays and is required when Yes is selected for the There is documentation to confirm this student has a disability under the IDEA? question.


The values available are from Custom > Attribute/Dictionary > Enrollment > Primary Disability.


Multiple options can be selected.

Relevant Medical Findings
*Required
A description of any relevant medical findings. Options are Yes or No.

*This field displays and is required when Yes is selected for the There is documentation to confirm this student has a disability under the IDEA? question.

Explain Relevant Medical Findings
*Required
An explanation of the relevant medical findings. 

*This field displays and is required when Yes is selected for the Relevant Medical Findings field.


This field is limited to 10,000 characters.

IF ELIGIBLE, THIS EVALUATION REPORT REFLECTS THAT THE CHILD’S ELIGIBILITY DETERMINATION WAS NOT BASED ON ANY OF THE FOLLOWING FACTORS
Multiple checkboxes may be selected below.
*This sub-category only displays when Yes is selected for the There is documentation to confirm this student has a disability under the IDEA? question.

A lack of appropriate instruction in reading including the essential components of comprehensive literacy instruction as defined in Section 2221(b)(1) of the ESEA (1. Phonemic Awareness 2. Phonics 3. Vocabulary Development 4. Reading Fluency including oral reading skills 5. Reading Comprehension Strategies)

Indicates there is a lack of appropriate instruction in reading.

N/A


A lack of appropriate instruction in math

Indicates there is a lack of appropriate instruction in math.

N/A

Limited English Proficiency

Indicates the student has a limited proficiency in English. N/A
Describe Any Other Exclusionary Factors Relevant to the Eligibility Category

Options include:

  • Autism: The evaluation report documents the results of the evaluation and the team’s conclusion that the child’s autism is not the result of an emotional disability
  • Specific Learning Disability: The team determines that its findings of a Specific Learning Disability are not primarily the result of...

  • Language Impairment: The evaluation report documents the team’s conclusion that the child’s language impairment is not the result of dialectal differences or second language influences
  • Sound System Disorder: The evaluation report documents the team’s conclusion that the child's sound system disorder is not the result of dialectal differences or second language influences
  • Speech - Voice: The evaluation report documents the child’s voice disorder is not the result of any temporary condition, (e.g., normal voice changes, allergies, colds, or other conditions), a medical condition that contraindicates voice therapy intervention, or a dialectal difference or second language influence
Multiple options can be selected. 

^Top

Eligibility Meeting Participants

The Eligibility Meeting Participants editor is used to document who attended the evaluation team meeting.

Click here to expand...

Eligibility Meeting Participants List Screen

Screenshot of Eligibility Meeting Participants list Screen.Eligibility Meeting Participants List Screen

Column Name Description
Padlock Icon The person currently editing the record.
Meeting Date The date of the meeting.
Meeting Description A description of the meeting.
Print in Eval

Indicates this record prints on the evaluation.

Eligibility Meeting Participants Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of Eligibility Meeting Participants Detail Screen.Eligibility Meeting Participants Detail Screen

Field Description Validation
Print in Eval Indicates this record prints on the evaluation.

This defaults to unmarked.

Meeting Date
Required
The date of the meeting. 

N/A


Meeting Description A description of the meeting. N/A
Attendance
First Name
Required
The first name of the attendee.

This pulls in from the Team Members tool, but can be manually entered.

Last Name
Required
The last name of the attendee.

This pulls in from the Team Members tool, but can be manually entered.

Role
Required
The title of the attendee.

This pulls in from the Team Members tool, but can be manually entered.

Participation

How the attendee participated in the meeting. Options include:

  • In person
  • Virtually
  • Via phone
  • In writing
N/A
Agree with SLD Determination?
Required
Indicates the attendee agrees the student has a specific learning disability. Options include:
  • Agree
  • Disagree
  • N/A

This field only displays when "Specific Learning Disability" is selected from the Team Conclusions and Decisions editor.

Comments A text field used to describe any additional participation or communication details, such as showed up late, attended half the meeting, etc. This field is limited to 30 characters.

^Top


Previous Versions

Evaluation (Missouri) [.2331 and previous]