Evaluations are used to document the student's educational needs and determine 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. The school district gives a copy of the evaluation summary report, including the documentation of eligibility, to the student’s parents. For information on general functionality, navigation, and additional plan and evaluation features, see the core Plan and Evaluation Information article.
The current print format of this document is MO Eval 2023. Evaluation formats are set up in the Special Ed Eval Types tool.
Editor Home
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.
Evaluation Header Editor
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.
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.
Student Information Editor
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.
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.
Parent/Guardian Information Editor
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.
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.
The Background Information editor is used to document educational concerns and prior interventions as well as the student's school and family history.
Background Information Editor
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.
The Observation editor is used to document any classroom observation of the student's behavior, skills, or academic performance.
Observation Editor
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.
The Individual Documentation of Assessment Results editor is used to document the individual assessments conducted to evaluate the student and their results.
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.
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.
The Team Conclusions and Decisions editor is used to document the team's determination concerning the student's suspected disability/disabilities.
Team Conclusions and Decisions Editor
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
Editor Home
Evaluation Header Editor
Enrollment Information Editor
Student Information Editor
Parent/Guardian Information Editor
Background Information Editor
Evaluation Procedures and Results List Screen
Evaluation Procedures and Results Detail Screen
Observation Editor
Individual Documentation of Assessment Results Detail Screen
Team Conclusions and Decisions Editor
Eligibility Meeting Participants List Screen
Eligibility Meeting Participants Detail Screen
