Evaluations document the student's educational needs and determine eligibility for special education. This document describes each editor, each field on the editor, 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 the student's parents a copy of the evaluation summary report, including the eligibility documentation. For information on general functionality, navigation, and additional plan and evaluation features, see the core Plan and Evaluation Information article.
The current print format is the NE ESR 2026. Print formats are managed with the Special Ed Eval Types setup tool.
Editor Home
Evaluation Information
The Evaluation Information editor provides basic information regarding the evaluation. Marking the Part C or Part B checkbox makes certain editors Not Needed.
Evaluation Information Editor
Field
Description
Validation
Evaluation Date Required
The day the evaluation team met.
This populates with the day the Evaluation document is created.
Evaluation Type Required
The type of evaluation. Options include:
Initial
Reevaluation
N/A
Consent Date Required
The day the school received consent to evaluate the student.
N/A
Entry Date
The day the student entered the district.
N/A
Part B or C? Required
The type of evaluation. Options are Part B or Part C.
When Part B is selected, the Current Assessments Part B editor becomes available, and the Current Assessments Part C editor is placed in a Not Needed status.
When Part C is selected, the Current Assessments Part C editor becomes available, and the Current Assessments Part B editor is placed in a Not Needed status.
Student Information
The Student Information editor pulls demographic information regarding the student. This is a read-only editor.
The Refresh button retrieves a fresh copy of data from the student's record.
Student Information Editor
Field Name
Description
Database and UI Location (when Refreshed is clicked)
Last Name
The student's last name.
Demographics > Last Name
identity.lastName
First Name
The student's first name.
Demographics > First Name
identity.firstName
Middle Name
The student's middle name.
Demographics > Middle Name
identity.middleName
Suffix
The student's suffix.
Demographics > Suffix Name
identity.suffix
Age
The student's age.
Demographics > Birth Date (calculated)
identity.birthDate (calculated)
Enrollment > Student Number
identity.studentNumber
Student Primary Language
The language the student primarily speaks.
Demographics > Home Primary Language
identity.homePrimaryLanguage
Medicaid Number
The student Medicaid number.
N/A
Case Manager Information
Name
The first and last name of the team member.
Student Information > Special Ed Team Members
Title
The role of the team member.
Student Information > Special Ed Team Members
Phone
The phone number of the team member.
Student Information > Special Ed Team Members
Parent/Guardian Information
The Parent/Guardian Information editor pulls the contact information of the student's parent/guardian(s).
The Refresh button retrieves a fresh copy of data from the parent/guardian's record.
Parent/Guardian Information Editor
Field
Description
Print Sequence
The order in which the parent/guardian displays.
Name
The name of the parent/guardian.
Address
The address of the parent/guardian.
Home Phone
The parent/guardian's home phone.
Work Phone
The parent/guardian's work phone.
Cell Phone
The parent/guardian's cell phone.
Email
The parent/guardian's email.
Home Primary Language
The language the parent/guardian speaks at home.
Enrollment Information
The Enrollment Information editor pulls in district and school information where the student is enrolled. This editor also documents the student's disability(ies).
Users must click Refresh to place the editor in a Complete status.
Enrollment Information Editor
Field
Description
Validation
School of Attendance
The name of the school where the student attends.
This pulls in from the selected Enrollment record when users click Refresh.
School Phone
The phone number of the school.
This pulls in from the selected Enrollment record when users click Refresh and cannot be modified.
School Year
The school year tied to the student's enrollment.
This pulls in from the selected Enrollment record when users click Refresh and cannot be modified.
Grade
The student's grade.
This pulls in from the selected Enrollment record when users click Refresh and cannot be modified.
Database Location: enrollment.grade
District Information
District Number
The district number associated with the Enrolled school.
District Information > State District Number
District Name
The district name associated with the Enrolled school.
District Information > Name
District Address
The district address associated with the Enrolled school.
District Information > Address
District Phone
The district phone number associated with the Enrolled school.
District Information > Phone
District SPED Address
The district special education address associated with the Enrolled school.
District Information > SPED Address
District SPED Phone
The district special ed phone number associated with the Enrolled school.
District Information > SPED Phone
Parent and Background Information
The Parent and Background Information editor documents the reason the student was referred for special education.
Parent and Background Information Editor
Current Assessment - Part C
The Current Assessments Part C editor documents the area assessed and the results of the student's evaluation.
Current Assessments - Part C List Screen
Current Assessment Part C List Screen
Column Name
Description
Padlock Icon
Indicates the person currently editing the record.
Assessment Area
The area assessed.
Results of Evaluation
The first 100 characters of the evaluation results.
Date of Assessment
The day the student was assessed.
Current Assessment Part C Detail Screen
Select an existing record or click New to open the detail screen.
Current Assessments - Part C Detail Screen
Field
Description
Validation
Area to be evaluated Required
The evaluated area. Options include:
Adaptive/Self-Help Development
Cognitive Development
Physical Development
Sensory/Health/Physical Status
Social and Emotional Development
Speech and Language
N/A
Date of Assessment
The day the student was assessed.
N/A
Result of Evaluation
The evaluation results.
This field is limited to 8000 characters.
The Template Bank associated with this field is named NE Eval Result of Evaluation.
Needs
A description of the student's needs.
This field is limited to 8000 characters.
Current Assessments - Part B
The Current Assessments Part B editor documents the area assessed and the results of the student's evaluation.
Current Assessments - Part B List Screen
Current Assessment Part B List Screen
Column Name
Description
Padlock Icon
Indicates the person currently editing the record.
Assessment Area
The area assessed.
Results of Evaluation
The first 100 characters of the evaluation results.
Date of Assessment
The day the student was assessed.
Current Assessment Part B Detail Screen
Select an existing record or click New to open the detail screen.
Current Assessments - Part B Detail Screen
Field
Description
Validation
Area to be evaluated Required
The evaluated area. Options include:
Intellectual Information
Academic Information
Communication Information
Functional Information
Health Information
Social Information
Transition Information
N/A
Date of Assessment
The day the student was assessed.
N/A
Result of Evaluation
The evaluation results.
This field is limited to 8000 characters.
The Template Bank associated with this field is named NE Eval Result of Evaluation.
Needs
A description of the student's needs.
This field is limited to 8000 characters.
Classroom Observations
The Classroom Observations editor documents any classroom observations. The only field on this editor is the Classroom Observations text field, which is limited to 8000 characters. This field is associated with a Special Ed Template Bank.
Classroom Observations Editor
Interpretation of Results
The Interpretation of Results editor documents the interpretation and summary of the observation data. The only field on this editor is the Classroom Observations text field, which is limited to 8000 characters. This field is associated with a Special Ed Template Bank called NE Eval 24 Interpretation.
Interpretation and Summary of Results Editor
Results and Eligibility
The Results of Eligibility editor documents the overall evaluation results and the student's eligibility for special education services.
Results and Eligibility Editor
Field
Description
Validation
A. Does not meet eligibility for the following reason(s)
Options include:
Does not have a disability
Does not demonstrate need for special education service at this time
Learning difficulty is due to a lack of instruction in reading, math or limited English proficiency
No longer qualifies for special education services
No longer eligible under developmental delay criteria and does not meet other eligibility criteria
Only section A OR B options can be selected.
Multiple options can be selected.
B. Does meet eligibility for the following reason(s)
Options include:
Meets entrance criteria for the disability(ies) indicated below (initial evaluation)
Continues to have a disability and demonstrate a need for special education service (reevaluation)
The student qualifies through a team override decision for the following disability(ies)