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Existing Data Review (Wisconsin)

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. 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 WI Existing Data Review 2022. Evaluation formats are selected in Eval Types.

Screenshot of Editor Home screen.Editor Home

Data Review Header

The Data Review Header editor lists general information about the Review.

This editor must be saved before continuing to other parts of the evaluation. 

Screenshot of data review header editor.Data Review Header Editor

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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 Enrollment information editor.Enrollment Information Editor

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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 student information editor.Student Information Editor

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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.

When the Private Flag is marked on the Team Members tool for the parent/guardian, all contact information on this editor for that person is cleared out and a note on the editor display, "One or more records has been marked Private in the Team Members tab. Contact information was not imported for those records and will appear blank below." On the printed document it reads, "Unpublished" in each of those areas.

When the Educational Surrogate Flag is marked on the Team Members tool, that person displays on the Parent/Guardian Information editor with "Educational Surrogate Parent" next to their name as the relationship and all other fields are hidden from the screen as well as on the printed document.

Screenshot of Parent Guardian information editor.Parent/Guardian Information Editor

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(I-3) Team Meeting Cover Page

The Team Meeting Cover Page editor lists the team meetings held regarding the student and the participants of the meeting. Team Meetings display based on the Meeting Date. The Print in Plan slider must be marked On for the team meeting record to appear on the printed document.

Team members added on the Team Members tool can be added to team meetings. Team members can be added manually on this editor, but are not saved in the system and have to be created each time they are included in a meeting.

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(ED-1) Existing Data Review

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.

Screenshot of the existing data review editor.Existing Data Review Editor

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(ED-1) Team Participants

The Team Participants editor lists team members participating in the review of existing data to determine additional information is needed.

This editor cannot be placed in a Not Needed status.

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(ED-1) Parent Participation

The Parent Participation editor lists parents/guardians who did not attend or participate in the review of existing data to determine additional information is needed.

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(IE2/RE4) No Additional Assessments Needed

The No Additional Assessments Needed editor is used to document that no additional assessments are needed for the student.

Screenshot of the No Additional Assessments Needed editor.Notice that No Additional Assessments Needed Editor

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(IE3/RE5) Need to Conduct Additional Assessments

The Need to Conduct Additional Assessments editor is used to document the need to conduct additional assessments for the student.

Screenshot of the Need to Conduct Additional Assessments editor.(IE3/RE5) Need to Conduct Additional Assessments Editor

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Previous Versions

Existing Data Review (Wisconsin) [.2335 - .2339]
Existing Data Review (Wisconsin) [.2331 and previous]