Evaluation Summary Report (BIE)

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 include 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 format of this document is the BIE Evaluation 2023. Evaluation formats are selected in the Eval Types tool.

Screenshot of the Editor Home listing all editors.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 lists general information about the Evaluation.

Screenshot of the Evaluation Header editor.Evaluation Header Editor

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FieldDescriptionValidation

Evaluation Due Date

A day 60 days from the date consent to evaluate the student for special education services is received.

This field auto-populates to a date 60 days from the date entered in the Date Consent Received by School field. This field is read-only.

Date Evaluation Completed

Required

The day the evaluation is completed.N/A
Evaluation Type

The type of evaluation. Options include:

  • Initial
  • Reevaluation
N/A
Consent Date
Required
The day the consent is sent to the student's parent/guardian.N/A
Date Consent Received by School
Required
The day the school received consent from the student's parent/guardian to evaluate the student for special education services.

The date entered in this field automatically calculates to a date 60 days in the future. When a date is entered here, the Evaluation Due Date auto-populates.

Date Evaluation Completed
Required
The day the evaluation was completed for the student.N/A
Reason 60 day timeline not met

The explanation for why the evaluation was not completed within the 60 day timeline. Options include:

  • Parent repeatedly fails or refuses to make child available for evaluation
  • Child transfers to new school after previous school has begun and evaluation is not
    completed (child no longer under the jurisdiction of the school)
  • Contract not awarded
  • Inclement weather
  • Evaluator not available
  • Other

This field does not print.


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Enrollment Information

The Enrollment Information editor reports Special Education information from the student's Enrollment.

The Refresh button retrieves a fresh copy of data from the student's record.

Screenshot of the Enrollment Information Editor. Enrollment Information Editor

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FieldDescriptionLocation (when Refresh is clicked)
SchoolThe name of the school associated with the student's Enrollment record.

Student Information > General > Enrollments > School

GradeThe student's current grade.

Student Information > General > Enrollments > Grade


Enrollment.grade

District Information
District NumberThe district number associated with the Enrolled school.System Administration > Resources > District Information > State District Number
District NameThe district name associated with the Enrolled school.System Administration > Resources > District Information > Name
District AddressThe district address associated with the Enrolled school.System Administration > Resources > District Information > Address
District PhoneThe district phone number associated with the Enrolled school.System Administration > Resources > District Information > Phone
District SPED AddressThe district special education address associated with the Enrolled school.System Administration > Resources > District Information > SPED Address
District SPED PhoneThe district special education phone number associated with the Enrolled school.System Administration > Resources > District Information > SPED 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.

Screenshot of the Student Information Editor. Student Information Editor

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FieldDescriptionLocation (when Refresh is clicked)
Last NameThe student's last name.

Census > People > Demographics > Last Name


identity.lastName

First NameThe student's first name.

Census > People > Demographics > First Name


identity.firstName

Middle NameThe student's middle name.

Census > People > Demographics > Middle Name


identity.middleName

SuffixThe student's suffix.

Census > People > Demographics > Suffix Name


identity.suffix

Race/EthnicityThe student's state defined race.Census > People > Demographics > State Race/Ethnicity
BirthdateThe student's birthdate.

Census > People > Demographics > Birth Date


identity.birthDate

AgeThe student's age.Census > Person Information > Age
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


Primary LanguageThe student's first language.

Census > People > Demographics > Home Primary Language


identity.homePrimaryLanguage

NASIS IDThe student's state ID number.Census > People > Demographics > NASIS ID
Case Manager Information
NameThe first and last name of the team member.Student Information > Special Ed > General > Team Members
TitleThe role of the team member.Student Information > Special Ed > General > Team Members
PhoneThe phone number of the team member.Student Information > Special Ed > General > Team Members

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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 IEP. 

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

Screenshot of the Parent/Guardian Information Editor.Parent/Guardian Information Editor

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FieldDescriptionValidation
Last NameThe last name of the parent/guardian.This field populates from Census. This is part of the header for the parent/guardian.
First NameThe first name of the parent/guardian.This field populates from Census. This is part of the header for the parent/guardian.
Middle NameThe middle name of the parent/guardian.This field populates from Census. This is part of the header for the parent/guardian.
SuffixThe suffix of the parent/guardian.This field populates from Census. This is part of the header for the parent/guardian.
RelationshipThe relation of the parent/guardian to the student.This field populates from Census. This is part of the header for the parent/guardian.
Print SequenceThe print order of the parent/guardian(s) on the IEP.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 prints in the order defined. Unordered parent/guardians display below the sequenced records.
AddressThe parent/guardians' address.

This field populates from Census > Household > Addresses.


When there are multiple addresses for a person, the drop down with an option to select which address displays. When there is only one address, the drop down only has one option. The populated address is the one marked Primary.

Home PhoneThe home phone number of the parent/guardian.This field populates from Census > Personal Contact Information > Household Phone.
Work PhoneThe work phone of the parent/guardian.This field populates from Census > People > Demographics > Work Phone.
Cell PhoneThe cell phone of the parent/guardian.This field populates from Census > Personal Contact Information > Cell Phone.
EmailThe primary email address for the parent/guardian.This field populates from Census > Personal Contact Information > Email.

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Reasons for Referral

The Reasons for Referral editor is used to document the reasons the parent/guardian(s) and/or school personnel referred the student for an evaluation.

Screenshot of the reasons for referral editor.Reasons for Referral Editor

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Intellectual Skills

The Intellectual Skills editor is used to document the student's current level of intellectual development.

Screenshot of the intellectual skills editor.Intellectual Skills Editor

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Academic Achievement

The Academic Achievement editor is used to document the student's current level of academic achievement in the classroom.

Screenshot of the academic achievement editor.Academic Achievement Editor

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Communication Skills

The Communication Skills editor is used to document the student's current level of communication skills.

Screenshot of the communication skills editor.Communication Skills Editor

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Physical/Medical

The Physical/Medical editor is used to document the student's physical and medical health.

Screenshot of the physical medical editor. Physical/Medical Editor

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Motor Skills

The Motor Skills editor is used to document the student's current level of movement and motor ability.

Screenshot of the Motor skills editor.Motor Skills Editor

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Social, Emotional and Behavioral

The Social, Emotional and Behavioral Skills editor is used to document the student's current level of emotional and behavioral abilities.

Screenshot of the social emotional and behavioral editor. Social, Emotional and Behavioral Editor

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Adaptive Skills

The Adaptive Skills editor is used to document the student's current level of adaptive skills.

Screenshot of the adaptive skills editor.Adaptive Skills Editor

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Hearing

The Hearing editor is used to document the student's hearing abilities.

Screenshot of the hearing editor.Hearing Editor

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Vision

The Vision editor is used to document the student's visual abilities.

Screenshot of the vision editor.Vision Editor

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Vocational

The Vocational editor is used to document the student's vocational skills.

Screenshot of the vocational editor. Vocational Editor

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Developmental Delay

The Developmental Delay editor is used to document any delays to the student's development.

Screenshot of the developmental delay editor.Developmental Delay Editor

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Classroom Observations

The Classroom Observations editor is used to describe the student's performance in the classroom.

Screenshot of the classroom observations editor.Classroom Observations Editor

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Other

The Other editor is used to document any additional information pertinent to the evaluation of the student for a determination of eligibility.

Screenshot of the other editor.Other Editor

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Determination of Eligibility

The Determination of Eligibility editor is used to document the team's decision regarding the action needed for the student based on all the data collected in the previous editors.

Screenshot of the determination of eligibility editor.Determination of Eligibility Editor

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FieldDescriptionValidation
Eligibility Determination
Required

The determination of the team. Options include:

  • This child has a disability, as defined in the Individuals with Disabilities Education Act (IDEA 2004), in the area of (select Primary Disability below). This disability adversely affects educational performance, and the child requires specialized instruction. The team agrees that neither lack of instruction in reading or math, nor limited English proficiency was a factor in this determination.
  • This child does not have a disability, as defined in the Individuals with Disabilities Education Act (IDEA 2004), that adversely affects educational performance, and does not require specialized instruction.

Only one option can be selected.


When a user selects a primary disability, the disability populates to (Select Primary Disability Below).


Related Services are required for this child.

Indicates the student requires related services. Options are Yes or No.

N/A
If yes, list service(s)
*Required
A description of the services required.*This field is available and required when Yes is selected for "Related Services are required for this child."

Does this child need further evaluation to determine special education services?

*Required

Options are Yes or No.

*This field is available when No is selected for the Eligibility Determination question.
Primary Disability
*Required

The student's primary disability. Options include:

  • Intellectual Disabilities
  • Hearing Impairments/Deafness
  • Speech or Language Impairments
  • Visual Impairments
  • Emotional Disturbance
  • Orthopedic Impairments
  • Other Health Impairments
  • Specific Learning Disabilities
  • Deaf/Blindness
  • Multiple Disabilities
  • Autism
  • Traumatic Brain Injury
  • Developmental Delay
*This field is required when users selects the check box for "This child has a disability..." and is unavailable when "This child does not have a disability..." is selected.
Determination of Eligibility Date
Required
The day the team made the eligibility determination decision.

This field always displays on print.

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Previous Versions

Evaluation Summary Report (BIE) [.2327 and previous]