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.
Editor Home
Editor Home
The Editor Home lists the editors available, their status, and Modification and Completion information.
| Header | Description |
|---|
| Name | The 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: - ESign indicates that the editor has functionality related to the eSignature process. See the following articles for your state's eSignature information:
- Complete Pending eSignature indicates the plan has been entered and sent via the Campus Parent portal to the student's guardian for eSignature.
|
| Modified By | The date and the user by whom the editor was last edited. |
| Completed By | The 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.
| Button | Description |
|---|
| 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. |
| Cancel | Navigates 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: - Complete Pending eSignature only displays for certain editors. This button marks the editor as complete until the parent/guardian electronically signs those plan sections via the Campus Parent Portal. See the Special Ed eSignature Process articles for additional information.
|
| Print | Prints the entire document. |
| Editors | Opens 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. |
| Previous | Navigates the user to the previous editor. |
| Next | Navigates 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 (
) 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.
Template Bank Side PanelClick the plus (+) icons next to the category to view the available template values.
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.
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.
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.
|
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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.
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. |
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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 from Census. See the General Information section for additional information.
This editor cannot be placed in a Not Needed status.
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 |
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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 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
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. |
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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.
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. |
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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
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.
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.
|
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Observation
The Observation editor is used to document any classroom observation of the student's behavior, skills, or academic performance.
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.
|
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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
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.
This field is limited to 10,000 characters.
|
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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.
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:
|
Multiple options can be selected. |
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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
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.
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:
|
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. |
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Previous Versions
Evaluation (Missouri) [.2331 and previous]
Editor Home
) 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).
Template Bank Side PanelClick the plus (+) icons next to the category to view the available template values.
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. 
Example Template Bank Selections in the Document
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
