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 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 format of this document is the MO EDR 2023. Evaluation formats are managed using the Special Ed Eval Types tool.
Editor Home
Existing Data Review Header
The Existing Data Review Header editor lists general information about the Review.
Existing Data Review Header Editor
Field
Description
Validation
This data review is being conducted as part of
Required
The type of evaluation. Options include:
Initial Evaluation
Required Three Year Reevaluation
Other
N/A
Specify Other
*Required
The other type of evaluation.
*This field is available and required when Other is selected above.
Date of Referral
Required
The date the student was referred for evaluation.
N/A
Date of most recent evaluation
The date of the previous evaluation.
This is only needed for Required Three Year Reevaluation evaluation types.
Date review of existing data decision is finalized
*Required
The day the existing data review was completed.
*This field is required in order to Complete the editor.
IEP team members and other qualified professionals, as appropriate
Indicates how the IEP team members worked together to complete the review. Options include:
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
Location (when Refresh 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
Birthdate
The student's date of birth.
Demographics > Birth Date
identity.birthDate
Age
The age of the student.
Demographics > 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.
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
Location (when Refresh is clicked)
Validation
Relationship
The relation of the parent/guardian to the student.
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.
Demographics > First Name
identity.firstName
This is part of the header for the parent/guardian.
Middle Name
The middle name of the parent/guardian.
Demographics > Middle Name
identity.middleName
This is part of the header for the parent/guardian.
Suffix
The suffix of the parent/guardian.
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, there 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.
Demographics > Household Phone
This field populates from Census.
Work Phone
The work phone of the parent/guardian.
Demographics > Work Phone
This field populates from Census.
Cell Phone
The cell phone of the parent/guardian.
Demographics > Cell Phone
This field populates from Census.
Email
The primary email address for the parent/guardian.
The Existing Data Review editor records the review of existing evaluation data regarding the student's academic achievement to determine any additional data is needed, including additional assessments.
This editor cannot be placed in a Not Needed status.
Existing Data Review List Screen
Existing Data Review List Screen
Column Name
Description
Padlock Icon
The user currently editing the team meeting record.
Area Reviewed
The area reviewed.
Data Source
The source of data.
Summary of Information Gained
Any student strengths or concerns raised by the IEP team based on the data reviewed.
Existing Data Review Detail Screen
Select an existing record or click New to view the detail screen.
Existing Data Review Detail Screen
Field
Description
Validation
Area Reviewed Required
The area reviewed. Options are:
Vision
Hearing
Health
Motor
Speech
Language
Intellectual/Cognitive
Adaptive Behaviors
Social/Emotional/Behavioral
Academic Achievement
Post-secondary Transition
Assistive Technology
The option selected determines which values display in the Data Source field.
Data Source Required
The source of data. Click the Click to expand link to view all values available.
Options when Vision is selected are:
General screening
School health records
Previous assessments
Medical reports
Teacher
Parent
Other
Options when Hearing is selected are:
General screening
School health records
Previous assessments
Medical reports
Teacher
Parent
Other
Options when Health is selected are:
General screening
School health records
Previous assessments
Medical reports
Teacher
Parent
Other
Options when Motor is selected are:
General screening
School health records
Previous assessments
Medical reports
Teacher
Parent
Other
Options when Speech is selected are:
General screening
Previous assessments
Medical reports
Teacher
Parent
Related service provider
Other
Options when Language is selected are:
General screening
Previous assessments
Medical reports
Teacher
Parent
Related service provider
Other
Options when Intellectual/Cognitive is selected are:
Previous assessments
Medical reports
School records
Teacher
Parent
Other
Options when Adaptive Behaviors is selected are:
Previous assessments
Medical reports
School records
Teacher
Parent
Other
Options when Social/Emotional/Behavioral is selected are:
Previous assessments
Medical reports
Teacher
Parent
Student
Counselor
Related service provider
Outside agency
School records
Other
Options when Academic Achievement is selected are:
Classroom/teacher assessments
Curriculum-based assessments
LEA-wide assessments
State-wide MAP assessments
Previous assessments
School records
Teacher
Parent
Student
Intervention strategies
Current IEP progress report
Other
Options when Post-Secondary Transition is selected are:
Education
Training
Employment
Independent Living
Vocational interest inventories
Previous assessments
Teacher
Parent
Student
Employer
Current IEP transition plan
Outside agency
Other
Options when Assistive Technology is selected are:
Previous assessments
Medical reports
Teacher
Parent
Student
Related service provider
Outside agency
Other
Options available in this dropdown are determined by the selection made in the Area Reviewed field.
Type and description of data reviewed Required
A description of the type of data reviewed, including names and dates of previous assessments completed when applicable.
This field has a limit of 8000 characters.
Summary of information gained
Required
Any student strengths or concerns raised by the IEP team based on the data reviewed.
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
ADDITIONAL DATA IS NEEDED: Additional data will be collected by administering assessment instrument(s) requiring written parental consent
Indicates additional data needs to be collected to make a determination.
When marked, either the Initial Evaluation or Reevaluation checkbox must be marked. Either this field OR No Additional Data is Needed can be marked, not both.
Initial Evaluation
Indicates an initial evaluation is needed.
This field is available when Additional Data is Needed is marked. Either this or Reevaluation must be marked when available.
Reevaluation
Indicates a reevaluation is needed.
This field is available when Additional Data is Needed is marked. Either this or Initial Evaluation must be marked when available.
NO ADDITIONAL DATA IS NEEDED: No additional data will be collected
Indicates no additional data is needed to make a determination.
When marked, either the Initial Evaluation or Reevaluation checkbox must be marked. Either this field OR Additional Data is Needed can be marked, not both.
Initial Evaluation
Indicates an initial evaluation needed.
This field is available when No Additional Data is Needed is marked. Either this or Reevaluation must be marked when available.
Reevaluation
Indicates a reevaluation is needed.
This field is available when No Additional Data is Needed is marked. Either this or Initial Evaluation must be marked when available.
Sufficient information exists to determine the child continues to meet eligibility criteria as a student with a disability
A sub-category of Reevaluation. Indicates sufficient data exists to prove the student meets criteria for having a disability.
Only one of the Reevaluation sub-checkboxes can be selected.
Disability Category *Required
The primary disability of the student.
*This field is available and required when Sufficient information exists to determine the child continues to meet eligibility criteria as a student with a disability is marked.
This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value when needed.
Options available are managed in a locked Attribute Dictionary > Enrollment > Primary Disability (Enrollment.disability1).
Ad hoc Inquiries: Learner Planning > Learning Plans > disability1.
Disability Subcategory
The student's secondary disability.
*This field is available when Sufficient information exists to determine the child continues to meet eligibility criteria as a student with a disability is marked.
This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value when needed.
Options available are managed in a locked Attribute Dictionary > Enrollment > Primary Disability (Enrollment.disability1).
Ad hoc Inquiries: Learner Planning > Learning Plans > disability1.
As evidenced by *Required
A text area used to describe the justification for the disability determination.
*This field is available and required when Sufficient information exists to determine the child continues to meet eligibility criteria as a student with a disability is marked.
This field has a limit of 8000 characters.
The child continues to demonstrate adverse educational impact due to their disability as evidenced by these specific educational concerns *Required
Indicates the student is adversely impacted by their disability.
*This field is available and required when Sufficient information exists to determine the child continues to meet eligibility criteria as a student with a disability is marked.
This field has a limit of 8000 characters.
Based on the information, the child continues to demonstrate the need for special education and related services
Indicates the student requires special education and related services. Options are Yes or No.
*This field is available and required when Sufficient information exists to determine the child continues to meet eligibility criteria as a student with a disability is marked.
Sufficient information exists to change the current identification FROM
Indicates their is evidence that the student's disability is changing from the previous determination.
Only one of the Reevaluation sub-checkboxes can be selected.
Previous Disability *Required
The previous disability.
*This field is available and required when Sufficient information exists to change the current identification FROM is marked.
This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value when needed.
Options available are managed in a locked Attribute Dictionary > Enrollment > Primary Disability (Enrollment.disability1).
Ad hoc Inquiries: Learner Planning > Learning Plans > disability1.
New Disability *Required
The new disability.
*This field is available and required when Sufficient information exists to change the current identification FROM is marked.
This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value when needed.
Options available are managed in a locked Attribute Dictionary > Enrollment > Primary Disability (Enrollment.disability1).
Ad hoc Inquiries: Learner Planning > Learning Plans > disability1.
Sufficient information exists on which to base the decision that the student does not continue to show evidence of the disability indicated in the initial or most recent evaluation and does not continue to need special education and related service
Indicates the student was previously determined to have a disability, but no longer shows evidence of the disability and does not need special education or related services anymore.
Only one of the Reevaluation sub-checkboxes can be selected.
The Prior Written Notice editor is used to document attempts to notify the student's parent/guardian regarding the evaluation results determined by the team.
Prior Written Notice Editor
Field
Description
Validation
Date of Notification
Required
The date team members were notified of the meeting.
Disability
Required
The student's disability.
Options available are managed in a locked Attribute Dictionary > Enrollment > Primary Disability (Enrollment.disability1).
Ad hoc Inquiries: Learner Planning > Learning Plans > disability1.
Name
The team member's name.
N/A
Role
The role of the team member.
N/A
Phone Number
The team member's phone number.
N/A
Method of Notification
The method of communication. Options include:
Verbal
Written
In Person
Regular Mail
By Phone
Certified Mail
Other
N/A
Specify Other *Required
The other method of communication.
*This field is available and required when Other is selected from Method of Notification.
How notified
When Verbal is selected as the Method of Notification, the options in this field are In Person or By Phone.
When Written is selected as the Method of Notification, the options include Regular mail, Certified mail, or Other.
N/A
Specify Other
*Required
The other written method of communication.
*This field is available and required when Other is selected from How Notified.
Editor Home
Existing Data Review Header Editor
Enrollment Information Editor
Student Information Editor
Parent/Guardian Information Editor
Existing Data Review List Screen
Existing Data Review Detail Screen
Further Assessment Needed List Screen
Further Assessment Needed Detail Screen
Team Conclusions and Decisions Editor
Existing Data Review Team Members Editor
Prior Written Notice Editor
