The Individual Education Plan is used to capture student special education plan information and match the required documentation provided by the state of Wisconsin. This document describes each editor, a description of each field on the editor, and any special considerations and instructions.
The current format of this document is the WI IEP 2024. Plan formats are selected in Plan Types.
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.
Education Plan
The Education Plan editor includes general meeting and screening information and lists the dates associated with the plan, such as dates the plan is active.
This editor must be saved before entering data into other editors.
Education Plan Editor
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Field
Description
Ad hoc
Validation
Plan Name
A text field used to name the plan.
N/A
N/A
Plan Type
Required
The type of plan. Options include:
Initial
Annual
Amendment
Amendment without a Meeting
N/A
The "Amendment" option defaults during the Amendment Process, but this can be modified if needed.
Placement Consent
The date consent to place was given by the parent/guardian.
N/A
N/A
IEP Meeting Date Required
The date of the IEP meeting.
Learner Planning > Learning Plans > meetingDate
This field is grayed out when "Amendment without a Meeting" is selected as the Plan Type.
Start Date Required
The first day of the plan.
Learner Planning > Learning Plans > planStartDate
This date cannot be on or before the IEP Meeting Date.
End Date Required
The last day of the plan.
Learner Planning > Learning Plans > planEndDate
This cannot be before the start date.
This field becomes read only during the Amendment process.
Eval Date Required
The date the student was evaluated for special education services.
N/A
This field auto-populates from the most recent Evaluation.
The Evaluation Date must be less than or equal to the IEP Meeting date.
For students transferring between public agencies: Evaluation Report reviewed and adopted (if applicable) by
A text field used to document the person who reviewed the evaluation provided by a different public agency.
N/A
N/A
On
The date the evaluation was reviewed.
N/A
N/A
For students transferring between public agencies: IEP reviewed and adopted (if applicable) by
A text field used to document the person who reviewed the IEP provided by a different public agency.
The Enrollment Information editor reports Special Education information from the student's Enrollment.
Enrollment Information Editor
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Field
Description
Ad hoc
Validation
Primary Impairment
The primary disability of the student. Options available are the same as those at Student Information > General > Enrollments > SPED > Primary Impairment.
Learner Planning > Learning Plans > disability1
When the editor is first opened, this field auto-populates with "N: Not IDEA Eligible or No Disability". On Save, this field cannot have "N: Not IDEA Eligible or No Disability" as a value.
This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value if needed.
Secondary Impairment
The second disability of the student, if applicable. Options available are the same as those at Student Information > General > Enrollments > SPED > Primary Impairment.
Learner Planning > Learning Plans > disability2
This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value if needed.
When "Significant Developmental Delay" is selected as the Primary Impairment, this field is grayed out.
Third Impairment
The third disability of the student, if applicable. Options available are the same as those at Student Information > General > Enrollments > SPED > Primary Impairment.
Learner Planning > Learning Plans > disability3
This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value if needed.
When "Significant Developmental Delay" is selected as the Primary Impairment, this field is grayed out.
Fourth Impairment
The fourth disability of the student, if applicable. Options available are the same as those at Student Information > General > Enrollments > SPED > Primary Impairment.
Learner Planning > Learning Plans > disability4
This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value if needed.
When "Significant Developmental Delay" is selected as the Primary Impairment, this field is grayed out.
Fifth Impairment
The fifth disability of the student, if applicable. Options available are the same as those at Student Information > General > Enrollments > SPED > Primary Impairment.
Learner Planning > Learning Plans > disability5
This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value if needed.
When "Significant Developmental Delay" is selected as the Primary Impairment, this field is grayed out.
This field auto-populates from selected Enrollment on Refresh. User can also manually edit the values if needed.
School Phone
The phone number of the school associated with the student's Enrollment record.
N/A
This field auto-populates from selected Enrollment on Refresh from System Administration > Resources > School > (School Name that matches Enrollment record) > Phone. User can also manually edit the values if needed.
Grade
The student's current grade.
Enrollment > Grade
enrollment.grade
This field auto-populates from selected Enrollment on Refresh. User can also manually edit the values if needed.
District Information These fields are read-only.
District Number
The district number associated with the Enrolled school.
System Administration > Resources > District Information > State District Number
N/A
District Name
The district name associated with the Enrolled school.
System Administration > Resources > District Information > Name
N/A
District Address
The district address associated with the Enrolled school.
System Administration > Resources > District Information > Address
N/A
District Phone
The district phone number associated with the Enrolled school.
System Administration > Resources > District Information > Phone
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. See the General IEP Information section for additional information.
When the Private Flag is marked on the Team Members tool for the student, all contact information on this editor is cleared out and a note on the editor displays, "The student record has been marked Private in the Team Members Tab. Contact information was not imported for this student and will appear blank below.". On the printed document it reads, "Unpublished" in each of those areas.
Student Information Editor
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Field
Description
Ad Hoc
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
Race, Ethnicity
The student's state defined race.
Census > People > Demographics > State Race/Ethnicity
Birthdate
The student's birthdate.
Census > People > Demographics > Birth Date
identity.birthDate
Gender
The student's gender.
Census > People > Demographics > Gender
identity.gender
Home Primary Language
The student's home primary language.
Census > People > Demographics > First Language
identity.homePrimaryLanguage
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 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.
Parent/Guardian Information Editor
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Field
Description
Ad Hoc
Validation
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 field populates from Census. This is part of the header for the parent/guardian.
Middle Name
The suffix of the parent/guardian.
Census > People > Demographics > Suffix Name
identity.suffix
This field populates from Census. 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 field populates from Census. This is part of the header for the parent/guardian.
Relationship
The relation of the parent/guardian to the student.
Census > People > Relationships
This field populates from Census. This is part of the header for the parent/guardian.
Print Sequence
The print order of the parent/guardian(s) on the IEP.
N/A
When no Sequence is selected, parent/guardian(s) print in the order displayed in the UI. When any Sequences are selected, only parent/guardian(s) with a sequence number prints in the order defined.
When there are multiple addresses for a person, ta 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 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.
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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Team Meeting List Screen
Team Meeting List Screen
Column Name
Description
Description
Padlock Icon
The user currently editing the team meeting record.
N/A
Meeting Date
The date of the meeting.
This is pulled from the Meeting Date field on the Team Meeting detail screen.
Meeting Location
The location of the meeting.
This is pulled from the Meeting Location field on the Team Meeting detail screen.
Print in Plan
Indicates this meeting prints in the IEP.
This field defaults to marked. Any action taken with this slider automatically updates on the Print in Plan slider on the Team Meeting list screen.
Team Meeting Detail Screen
Select an existing record or click New to view the Team Meeting detail screen.
Team Meeting Detail Screen
Field Name
Description
Validation
Team Meeting
Print in Plan
Indicates this meeting prints in the IEP.
This field defaults to marked. Any action taken with this checkbox automatically updates on the Print in Plan slider on the Team Meeting list screen.
Meeting Date
Required
The date of the meeting.
This field auto-populates with the Meeting Date from the Education Plan editor.
Meeting Time
The time of the meeting.
N/A
Meeting Location
The location of the meeting.
N/A
Invite Date
The date the invitation for the meeting was sent to participants.
N/A
Purpose of Meeting
Evaluation and Reevaluation
Options include:
Evaluation including determination of initial eligibility for special education
Reevaluation including determination of continuing eligibility for special education
N/A
Individualized Education Plan (IEP) (if student is eligible)
Options include:
Develop an initial IEP
Develop an annual IEP
Review/revise IEP
Transition - the consideration of post-secondary goals and transition services (Required for students beginning at age 14).
N/A
Placement (must be determined when the IEP is developed or reviewed/revised)
Options include:
Determine initial placement
Determine continuing placement
N/A
Other
Options include:
Review existing information to determine needs for additional assessments or other evaluation materials (IEP team meeting optional)
Conduct a manifestation determination (check appropriate boxes under IEP & Placement if changes in either are contemplated)
Determine setting for service during disciplinary change in placement (must check appropriate boxes under IEP & Placement)
Other
Specify *Required
A text field used to specify the reason for the meeting.
*This field displays and is required when "Other" is selected above.
If a purpose of this meeting is IEP development, review, and/or revision related to the academic, developmental and functional needs of the child, the IEP team considered the results of:
Initial or most recent evaluation
Indicates the IEP team considered the initial or most recent evaluation in their determination. Options include:
Yes
Not Applicable
N/A
Indicates the IEP team considered any statewide assessment in their determination. Options include:
Yes
Not Applicable
N/A
Indicates the IEP team considered any district-wide assessments in their determination. Options include:
Yes
Not Applicable
N/A
Documented Efforts If a parent did not attend or participate in the meeting by other means and did not agree to the time and place of the IEP team meeting, document three efforts to involve the parent(s)/guardian(s) +
Date
The date the attempt was made.
This field is duplicated a total of three times to document the three attempts.
Method
The method of contact.
This field is duplicated a total of three times to document the three attempts.
Result
The result of the attempt.
This field is duplicated a total of three times to document the three attempts.
Comments
Any additional comments needed to document the attempts.
N/A
Attendance
First Name/Last Name Required
The name of the participant.
The Team Member names listed are read-only. The name is pulled from the person's District Assignment and cannot be modified.
Role
The title of the participant.
N/A
LEA
The Local Education Agency contact.
At least one Team Member must be marked as LEA.
Invited
Indicates the participant was invited.
This determines whether or not the team member prints on the IEP.
Attended
Indicates the participant attended the meeting.
Team Members also display on the printed document when this is marked, even if the Invited checkbox has not been marked for them.
Delete Button
Removes the participant from the meeting.
N/A
Add
Creates a new participant to participate in the meeting who is not listed on the Team Members tool.
This does NOT create a record for the person on the student's Team Members tool.
The Present Level editor indicates if the student is preschool or school age and includes all relevant information concerning the student's current interests, abilities, and performance.
All fields are required in order to Complete the editor.
(I-4) Present Levels Editor
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Field
Description
A. Strengths Describe the student's strengths that can be used to engage the student in learning
A text field used to describe the student's strengths.
1. Describe the student's present level of academic achievement
A text field used to describe the student's present level of academic achievement.
2. Describe the student's present level of functional performance
A text field used to describe the student's present level of functional performance.
The Special Factors editor identifies possible concerns that may interfere with the student's learning, such as behavior issues, limited English proficiency, visual or communication impairments or assistive technology.
(I-4) Special Factors Editor
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Field
Description
1. Does the student's behavior impede their learning or that of others? *Required
Indicates if the student's behavior impedes their ability to learn or disrupt others' learning. Options include:
Yes
No
*This field is required in order to Complete the editor.
If yes, describe the student's behavioral needs
*Required
A description of the student's behavioral needs.
*This is required when Yes is selected in the corresponding dropdown.
Has a functional behavioral assessment (FBA) been conducted? *Required
Indicates if a functional behavioral assessment was conducted. Options include:
Not applicable
Yes
No
*This field is required in order to Complete the editor.
Date FBA Conducted *Required
The date the functional behavioral assessment was conducted.
*This field is required to save the editor when Yes is selected for the corresponding dropdown.
2. Is the student an English Learner (EL)? *Required
Indicates if the student is a English Learner. Options include:
Yes
No
*This field is required in order to Complete the editor.
If yes, describe how this factor affects the student's needs related to the IEP *Required
A description of how the student's EL status impacts the student's needs related to the IEP.
*This is required when Yes is selected in the corresponding dropdown.
3. In the case of a child who is blind or visually impaired, does the student need instruction in Braille or the use of Braille?
*Required
Indicates if the student requires instruction in Braille or needs to use Braille. Options include:
Not Applicable
Yes
No
Cannot be determined at this time
*This field is required in order to Complete the editor.
If yes, describe needs, including Braille needs *Required
A description of the student's Braille needs.
*This is required when Yes is selected in the corresponding dropdown.
If no, explain why not *Required
An explanation of why the student does not need Braille instruction nor needs to use Braille.
*This is required when No is selected in the corresponding dropdown.
4. Does the student have communication needs that could impede their learning? *Required
Indicates if the student has communication needs that impacts their learning. Options include:
Yes
No
*This field is required in order to Complete the editor.
a. If yes, describe the communication needs
*Required
A description of the student's communication needs.
*This is required when Yes is selected in the corresponding dropdown.
b. If the student is deaf, hard of hearing, or deafblind, describe (a) the student's language and communication needs; (b) opportunities for direct communication with peers and professional personnel in the student's language and communication mode; and, (c) academic level and full range of needs including opportunities for direct instruction in the student's language and communicative mode
A detailed description of the student's language/communication needs, opportunities for communication with peers/personnel, and opportunities for instruction in the student's language/communicative mode.
This field is available when Yes is selected for question 4.
5. Does the student need assistive technology services or devices?
*Required
Indicates the student has assistive technology needs. Options include:
Yes
No
*This field is required in order to Complete the editor.
If yes, describe the student's assistive technology needs
*Required
A description of the student's assistive technology needs.
*This is required when Yes is selected in the corresponding dropdown.
The Concerns of Parents/Family editor record concerns of the family and student regarding the student's education and the effect of the student's disability on their education.
(I-4) Concerns of Parents/Family & Effect of Disability Editor
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Field
Description
Validation
D. Concerns of the Parent(s)/Family
1. Describe the concerns of the parent(s)/family for enhancing the education of the student *Required
A description of the parent/guardian/family concern regarding the education of the student.
*This is required to Complete the editor.
2. Describe the concerns (if any) of the student for enhancing their education *Required
A description of the student's concern regarding their education.
*This is required to Complete the editor.
E. Effects of Disability
1. Describe how the student's disability affects their access, involvement and progress in the general education curriculum, including how the disability affects reading. *Required
A description of how the student's disability impacts their access, involvement, and progress in the general education curriculum.
*This is required to Complete the editor.
2. Does the student's disability adversely affect their progress toward meeting age/grade-level reading standards? *Required
Indicates if the student's disability negatively impacts their progress toward age/grade-level reading standards. Options include:
Yes
No
*This is required to Complete the editor.
3. Is this a student with the most significant cognitive disability whose achievement will be aligned with alternate achievement standards? *Required
Indicates the student will take alternate achievement standards. Options include:
The Family Engagement editor describes how families are included in the student's education and whether goals in the previous goals have been reviewed.
Family Engagement Editor
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Field
Description
Validation
II. Family Engagement
How will school staff engage parent(s)/families in the education of the student? *Required
A description of how the staff will engage the parent/guardian/family of the student in their education.
*This field is required to Complete the editor.
IV. Annual Goal Review
Previous IEP goals reviewed:
*Required
Indicates if the previous IEP goals have been reviewed. Options include:
Yes
No
N.A.
*This field is required in order to Complete the editor.
The Annual Review of Goals editor is used to document when the student's goals had last been reviewed and whether or not the student has met that goal.
The goals available to select are pulled from the Measurable Annual Goals editor on the most recent, locked Plan. At least one record must be saved in order to Complete this editor.
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Annual Review of Goals List Screen
Column Name
Description
Padlock Icon
The user currently editing the team meeting record.
Review Date
The date the goal was last reviewed.
Goal Number
The number of the goal.
Goal
The name of the goal.
Met or NOT Met
An indication if the goal has been reached or not.
Annual Review of Goals Detail Screen
Select an existing record or click New to view the detail screen.
Annual Review of Goals Detail Screen
Field
Description
Validation
Date of Annual Goal Review
Required
The date the goal was last reviewed.
This field auto-populates to the Meeting Date.
Transfer Goal
Indicates this goal is a Transfer Goal.
Goal *Required
A description of the Transfer Goal.
*When Transfer Goal is marked, this field displays and is required.
Annual Goal, including baseline and level of attainment. Include benchmark or short-term objective, if appropriate.
<# goal(s) to review>
The values available in this dropdown are pulled from the Measurable Annual Goals editor from the most recent, locked Plan.
When Transfer Goal is marked, this field does not display.
Was the goal/short term objective or benchmark met? Required
Indicates if the student has met the goal or not. Options include:
Met
Not Met
N/A
Student's current progress (include data). *Required
A description of the student's current progress.
*This field is required when Met OR Not Met is selected for the "Was the goal/short term objective or benchmark met?" question.
Include factors affecting lack of progress and plan to address in new IEP. *Required
A description of the factors impacting the student's progress toward their goal and the plan to address it in the new IEP.
*This field is required when Not Met is selected for the "Was the goal/short term objective or benchmark met?" question.
Not Applicable
Indicates there is no plan to address the factors impacting the student's progress.
When marked, the text field "Include factors affecting lack of progress..." above becomes unavailable.
When "Not Met" is marked for the question, Was the goal/short term objective or benchmark met, this checkbox is not available.
The Measurable Annual Goals editor lists measurable goals designed to improve the student's progress in general education and how accomplishing those goals is tracked and determined.
At lease one record must be saved in order to Complete this editor.
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Measurable Annual Goals List Screen
Measurable Annual Goals List Screen
Column Name
Description
Padlock Icon
The user currently editing the team meeting record.
Goal Number
The goal number.
Goal
The name of the goal.
Measurable Annual Goals Detail Screen
Select an existing record or click New to view the detail screen.
(I-4) Measurable Annual Goal Detail Screen
Field
Description
Validation
III. Measurable Annual Goals
Goal #
Required
The unique goal number.
This field auto populates with the next number in sequential order and requires unique numbers.
Goal Title Required
The name of the goal.
N/A
1.Goal Statement
A description of the goal.
N/A
a. Baseline:
Student's current level of performance from which progress toward this goal will be measured
The student's current level of performance and measurement method.
N/A
b. Level of Attainment:
Must relate to the baseline measurement and reflect progress
The level at which the student will meet the goal.
N/A
2. Benchmarks for Short Term Objectives
Required for student with the most significant cognitive disability expected to participate in an assessment aligned with alternate academic achievement standards.
Not Applicable
Indicates this goal does not need a short term objective benchmark.
N/A
3. Annual goal addresses disability-related need(s) of the student.
Indicates which disability-related need the goal address.
The values available in the multi-select dropdown are pulled from the (I-4) Summary of Disability-Related Needs editor.
4. What procedures will be used for measuring the student’s progress toward meeting the annual goal from baseline to level of attainment?
The method of measuring the student's progress toward their goal.
N/A
5. When will reports about the student's progress toward meeting the annual goal be provided to the parent(s)?
The timing of progress reports towards the student's goal provided to the parent(s)/guardian(s).
N/A
6. Will annual goal (including benchmarks or short term objectives) be addressed during ESY?
Indicates if the goal will be addressed in an Extended School Year program. Options include:
Yes
No
N/A
N/A
Objectives <#: Name>
Users needs to enter a goal and save before the objective card is available.
Objective #
Required
The number of the objective.
N/A
Objective:
Required
A description of the objective.
N/A
Baseline:
Student's current level of performance from which progress toward this goal will be measured
The student's current level of performance and measurement method.
N/A
Level of Attainment:
Must related to the baseline measurement and reflect progress
The level at which the student will meet the objective.
(I-4) Program Modifications or Supports for School Personnel
The Program Modifications or Supports for School Personnel editor lists ways in which a standard education program has been modified to suit the student's needs.
At lease one record must be saved in order to Complete this editor.
Click here to expand...
Program Modification or Supports List Screen
Program Modification or Supports List Screen
Column Name
Description
Padlock Icon
The user currently editing the team meeting record.
Sequence Number
The unique sequence number of the service.
Service Name
The name of the service.
Start Date
The first day of service.
End Date
The last day of service.
Program Modification or Supports Detail Screen
Select an existing record or click New to view the detail screen.
Program Modification or Supports Detail Screen
Field
Description
Validation
None Needed
Indicates the student does not require related services.
When marked, all fields below are grayed out and the Program Modifications and Supports drop down populate with "NONE NEEDED."
Sequence Number Required
The unique sequence number of the service.
This field auto populates with the next number in sequential order and requires unique numbers.
Program Modifications or Supports Required
The type of program modification or support to be provided to the student.
The values available in the dropdown are pulled and set up at System Administration > Special Ed > Services.
Description/Comments
A description or additional comments related to the program modification or support.
N/A
Location
Required
The location at which the program modification or support takes place.
N/A
Address Goal(s)
Indicates which goal(s) the program modification or support addresses.
The values available in the multi-select field are pulled and setup in the (I-4) Measurable Annual Goals editor.
Address Need(s)
Indicates the need(s) the program modification or support addresses.
The values available in the multi-select field are pulled and setup in the (I-4) Summary of Disability-Related Needs editor.
Duration and Frequency
Start Date
Required
The first day of service.
This field auto-populates from the Start Date on the Education Plan editor.
End Date
The last day of service.
This field auto-populates from the End Date on the Education Plan editor.
(I-4) Student Participation/Participation in PhyEd
The Student Participation/Participation in PhyEd editor describes the extent to which the student participates in a regular education environment and in physical education classes.
(I-4) Student Participation/Participation in PhyEd Editor
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Field
Description
Validation
The student will not participate full-time with non-disabled peers in the regular education environment, or for preschoolers, with non-disabled peers in age-appropriate settings. This includes students on a shortened day
Indicates the student will participate full-time with non-disabled peers in regular educational environment.
Users are only allowed to pick one option between this field and the one below. Marking one automatically unmarks the other.
The student will not participate full-time with non-disabled peers in the regular education environment, or for preschoolers, with non-disabled peers in age-appropriate settings. This includes students on a shortened day
Indicates the student will NOT participate full-time with non-disabled peers in regular educational environment.
Users are only allowed to pick one option between this field and the one above. Marking one automatically unmarks the other.
When marked, question 1 is available and required.
1. Describe the extent to which the student will not participate with non-disabled peers in the regular education environment, or age-appropriate settings in the case of a preschooler, including extracurricular and nonacademic activities *Required
A description of the extent to which the student will not participate with non-disabled peers in the regular education environment, etc.
*When the above checkbox is marked (The student will not participate...), this field is available and required.
B. Participation in Physical Education *Required
Options include:
N.A. (if the student is in a grade-level where physical education is not offered and the student does not require adapted physical education as part of a free appropriate public education.)
General Physical Education
Adapted Physical Education
*Section B is required in order to Complete the editor.
(I-7-A) Participation Guidelines for Alt Assessment
The Participation Guidelines for Alternate Assessment editor describes the student's current learning progress and educational setting in relation to participation in an Alternate Assessment.
Participation Guidelines for Alternate Assessment Editor
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Field
Description
1.The student has a most significant cognitive disability. *Required
Indicates the student has a significant cognitive disability. Options include:
Yes
No
*This is required to Complete the editor.
Document evidence used to make determination
Evidence to support the above determination.
N/A
2. The student is instructed using the alternate achievement standards across all content areas. *Required
Indicates the student will be instructed using the alternate achievement standards. Options include:
Yes
No
*This is required to Complete the editor.
Document evidence used to make determination
Evidence to support the above determination.
N/A
3. Parent/guardian notification *Required
Indicates the parent has been notified about the determination. Options include:
Yes
No
*This is required to Complete the editor.
Document evidence used to make determination
Evidence to support the above determination.
N/A
The IEP team agrees that all three of the criteria describe the student, and determined the student must participate in alternate assessment(s). *Required
Indicates the IEP agrees that all three criteria above accurately describe the student. Options include:
The Access for ELLs/ ALT Access for ELLs editor records whether the student is participating in either of those assessments for English language learners.
ACCESS for ELLs/Alt. ACESS for ELLs Editor
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Field
Description
Validation
The student will take:
Options include:
ACCESS for ELLs
Alternate ACCESS for ELLs
The option chosen determines which fields display below.
1. ACCESS for ELLs This section displays when the ACCESS for ELLs option is selected above.
A. Test Administration Procedures: Certain procedures can be used for all ELs but may be required by a student with a disability in order to access the assessment. Please list any test administration procedures necessary for the student.
Any test administration procedures the student needs.
N/A
B. Accessibility Tools: Accessible tools are available for all ELs but dependent upon whether the assessment is taking an online or paper assessment. Please list any accessibility tools necessary for the student.
Any accessibility tools the student needs.
N/A
Speaking
Indicates whether or not the student requires speaking accommodations for the ACCESS for ELLs. Options include:
ACCESS for ELLs without accommodations in the language domain of speaking
ACCESS for ELLs with accommodations in the language domain of speaking
Domain Waived
N/A
Accommodations
A description of the speaking accommodations.
This field becomes available when the "with accommodations" option is selected.
Listening
Indicates whether or not the student requires listening accommodations for the ACCESS for ELLs. Options include:
ACCESS for ELLs without accommodations in the language domain of listening
ACCESS for ELLs with accommodations in the language domain of listening
Domain Waived
N/A
Accommodations
A description of the listening accommodations.
This field becomes available when the "with accommodations" option is selected.
Reading
Indicates whether or not the student requires reading accommodations for the ACCESS for ELLs. Options include:
ACCESS for ELLs without accommodations in the language domain of reading
ACCESS for ELLs with accommodations in the language domain of reading
Domain Waived
N/A
Accommodations
A description of the reading accommodations.
This field becomes available when the "with accommodations" option is selected.
Writing
Indicates whether or not the student requires writing accommodations for the ACCESS for ELLs. Options include:
ACCESS for ELLs without accommodations in the language domain of writing
ACCESS for ELLs with accommodations in the language domain of writing
Domain Waived
N/A
Accommodations
A description of the writing accommodations.
This field becomes available when the "with accommodations" option is selected.
Any additional considerations:
A description of any additional considerations.
N/A
2. Alternate ACCESS for ELLs This section displays when the Alternate ACCESS for ELLs option is selected above.
Speaking
Indicates whether or not the student requires speaking accommodations for the Alternate ACCESS for ELLs. Options include:
Alternate ACCESS for ELLs without accommodations in the language domain of speaking.
Alternate ACCESS for ELLs with accommodations in the language domain of speaking.
Domain Waived
N/A
Accommodations
A description of the speaking accommodations.
This field displays when the "with accommodations" option is selected.
Listening
Indicates whether or not the student requires listening accommodations for the Alternate ACCESS for ELLs. Options include:
Alternate ACCESS for ELLs without accommodations in the language domain of listening.
Alternate ACCESS for ELLs with accommodations in the language domain of listening.
Domain Waived
N/A
Accommodations
A description of the listening accommodations.
This field displays when the "with accommodations" option is selected.
Reading
Indicates whether or not the student requires reading accommodations for the Alternate ACCESS for ELLs. Options include:
Alternate ACCESS for ELLs without accommodations in the language domain of reading.
Alternate ACCESS for ELLs with accommodations in the language domain of reading.
Domain Waived
N/A
Accommodations
A description of the reading accommodations.
This field displays when the "with accommodations" option is selected.
Writing
Indicates whether or not the student requires writing accommodations for the Alternate ACCESS for ELLs. Options include:
Alternate ACCESS for ELLs without accommodations in the language domain of writing.
Alternate ACCESS for ELLs with accommodations in the language domain of writing.
Domain Waived
N/A
Accommodations
A description of the writing accommodations.
This field displays when the "with accommodations" option is selected.
The ACT with Writing editor stores information about the student's participation on the assessment, including official and locally approved accommodations.
(I-7) The ACT with Writing Editor
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Field
Description
Validation
List any Universal Supports that are needed:
A description of the universal supports needed.
N/A
List any Designated Supports that are needed:
A description of the designated supports needed.
N/A
Reading
Indicates whether or not the student requires speaking accommodations for the ACT with Writing assessment. Options include:
Reading without accommodations
Reading with accommodations
N/A
Accommodations
A description of the reading accommodations.
This field displays when the "with accommodations" option is selected.
English
Indicates whether or not the student requires English accommodations for the ACT with Writing assessment. Options include:
English without accommodations
English with accommodations
N/A
Accommodations
A description of the English accommodations.
This field displays when the "with accommodations" option is selected.
Writing
Indicates whether or not the student requires writing accommodations for the ACT with Writing assessment. Options include:
Writing without accommodations
Writing with accommodations
N/A
Accommodations
A description of the writing accommodations.
This field displays when the "with accommodations" option is selected.
Mathematics
Indicates whether or not the student requires mathematics accommodations for the ACT with Writing assessment. Options include:
Mathematics without accommodations
Mathematics with accommodations
N/A
Accommodations
A description of the mathematics accommodations.
This field displays when the "with accommodations" option is selected.
Science
Indicates whether or not the student requires science accommodations for the ACT with Writing assessment. Options include:
Science without accommodations
Science with accommodations
N/A
Accommodations
A description of the science accommodations.
This field displays when the "with accommodations" option is selected.
Local educational agencies must submit a complete and current IEP to The ACT with Writing when they submit request for ACT-approved accommodations.
The PreACT Secure editor stores information about the student's participation on the assessment, including official and locally approved accommodations.
(I-7) PreACT Secure Editor
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Field
Description
Validation
List any Universal Supports that are needed:
A description of the universal supports needed.
N/A
List any Designated Supports that are needed:
A description of the designated supports needed.
N/A
Reading
Indicates whether or not the student requires speaking accommodations for the ACT with Writing assessment. Options include:
Reading without accommodations
Reading with accommodations
N/A
Accommodations
A description of the reading accommodations.
This field displays when the "with accommodations" option is selected.
English
Indicates whether or not the student requires English accommodations for the ACT with Writing assessment. Options include:
English without accommodations
English with accommodations
N/A
Accommodations
A description of the English accommodations.
This field displays when the "with accommodations" option is selected.
Writing
Indicates whether or not the student requires writing accommodations for the ACT with Writing assessment. Options include:
Writing without accommodations
Writing with accommodations
N/A
Accommodations
A description of the writing accommodations.
This field displays when the "with accommodations" option is selected.
Mathematics
Indicates whether or not the student requires mathematics accommodations for the ACT with Writing assessment. Options include:
Mathematics without accommodations
Mathematics with accommodations
N/A
Accommodations
A description of the mathematics accommodations.
This field displays when the "with accommodations" option is selected.
Science
Indicates whether or not the student requires science accommodations for the ACT with Writing assessment. Options include:
Science without accommodations
Science with accommodations
N/A
Accommodations
A description of the science accommodations.
This field displays when the "with accommodations" option is selected.
Local educational agencies must submit a complete and current IEP to The ACT with Writing when they submit request for ACT-approved accommodations.
The District-Wide Assessment editor provides extended options for recording student participation and accommodation in district assessments.
District-Wide Assessment Editor
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Field
Description
Validation
Reading Readiness Assessment
Indicates if the student is eligible to take the reading readiness district-wide assessment. Options include:
The student is not in a grade level requiring reading readiness assessment
The student is in a grade level requiring reading readiness assessment
The student is in a grade level requiring reading readiness assessment and the IEP team decided to advance the student to the diagnostic assessment
N/A
Explain the decision to advance the student *Required
A description of the reasoning behind advancing the student.
*This field is available and required when "The student is in a grade level requiring reading readiness assessment and the IEP team decided to advance the student to the diagnostic assessment" is selected for the Reading Readiness Assessment.
This field is limited to 8000 characters.
Civics Test Eligibility
Indicates if the student is eligible to take the civics district-wide assessment. Options include:
The student has already taken the civics test
The student is not eligible
The student is eligible to take the civics test this year
N/A
Civics Test Administration *Required
Indicates whether or not it is appropriate to administer the civics test to the student. Options include:
It is appropriate to administer the civics test to the student. (Complete district-wide table below)
It is not appropriate to administer the civics test to the student.
This field is available when "The student is eligible to take the civics test this year" is selected from the dropdown above.
*When available, this is a required field.
District-Wide Assessments The following columns display:
Assessment(s) the student will take
Are accommodations needed?
Describe the needed accommodations
Select an existing record or the Add Assessment button to open the District-Wide Assessment side panel. Note that users must save the editor initially before adding Assessment records. The Template Bank associated with these fields is I-7 District-Wide Assessment Template. The following fields display in the side panel:
Assessment the student will take (This is limited to 300 characters)
Are accommodations needed
If yes, describe the accommodations needed (This field is available and required when Yes is selected and is limited to 2000 characters. The Template Bank associated with this field is called...
Alternate District-Wide Assessment The following columns display:
Alternate district-wide assessment(s) the student will take
Describe why the student cannot participate in the district-wide assessment
Describe why the particular alternate district-wide assessment is appropriate
Are accommodations needed?
Describe the needed accommodations
Select an existing record or the Add Assessment button to open the Alternate District-Wide Assessment side panel. Note that users must save the editor initially before adding Assessment records. The Template Bank associated with these fields is I-7 District-Wide Assessment Template. The following fields display in the side panel:
Alternate district-wide assessment(s) the student will take (This field is limited to 300 characters)
Describe why the student cannot participate in the district-wide assessment
Describe why the particular alternate district-wide assessment is appropriate
Are accommodations needed?
Describe the needed accommodations (This field is available and required when Yes is selected and limited to 2000 characters)
The DLM (Dynamic Learning Maps) editor stores information about the student's participation in the Dynamic Learning Maps assessment, including accessibility supports.
Dynamic Learning Maps Editor
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Field
Description
Category 1: Accessibility features/supports provided within the DLM system must be activated via the Personal Needs Profile (PNP) prior to administering the assessment. Please list required supports:
A list of the required supports for accessibility features/supports provided within the DLM.
The Extended School Year editor indicates if the student requires services beyond the standard school time, such as beyond school hours or during breaks.
Extended School Year Editor
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Field
Description
Validation
Does the child require extended school year (ESY) services to receive a free and appropriate public education (FAPE)? *Required
Indicates if the student requires extended school year services. Options include:
Yes
No
Additional text displays when Yes is selected: "If yes, specify all needed services under the (I-11) ESY Services Editor."
*This is required in order to Complete the editor.
If no, explain reasons rejected: *Required
A description of why extended school year services are not appropriate for the student.
*This field displays and is required when No is selected.
The Extended School Year Services editor if the student requires services beyond the standard school time, such as beyond school hours or during breaks.
When No is selected on the Extended School Year editor, this editor is in a Not Needed status. When Yes is selected on the Extended School Year editor, at least one record must be saved in order to Complete the editor.
Click here to expand...
ESY Services List Screen
Extended School Year Services List Screen
Column Name
Description
Padlock Icon
The user currently editing the team meeting record.
Service Type
The type of service provided.
Service Provided
The name of the service.
Start Date
The first day of service.
End Date
The last day of service.
ESY Services Detail Screen
Select an existing record or click New to view the detail screen.
Extended School Year Services Detail Screen
Field
Description
Validation
Service Type Required
Indicates the ESY service type to be provided to the student. Options include:
Supplementary Aids and Services
Special Education/Specially Designed Instruction
Related Services Needed to Benefit from Special Education
Program Modifications or Supports for School Personnel
N/A
Service Provided Required
The name of the service.
The values available are setup from System Administration > Special Ed > Services. Different values display depending on the options selected in the Service Type field.
Description/Comments
A description or additional comments related to the type of aid or service.
N/A
Location
The location at which the service takes place.
N/A
Address Goal(s)
Indicates which goal(s) the service addresses.
The values available in the multi-select field are pulled and setup in the (I-4) Measurable Annual Goals editor.
Address Need(s)
Indicates the need(s) the service addresses.
The values available in the multi-select field are pulled and setup in the (I-4) Summary of Disability-Related Needs editor.
The Determination and Placement editor describes the special education determination for the student and consent of the initial placement for the student.
(P1/P2) Determination and Placement Editor
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Field
Description
Validation
Placement Required
Indicates the student's determination of placement for special education services. Options include:
Initial Placement
Continuing Placement
Selecting Initial Placement prints the P1 document and selecting Continuing Placement prints the P2 document. The UI remains the same.
Date of the placement determination *Required
The day the determination was made.
*This field is required in order to Complete the editor.
Date parent(s) provided with notice of placement and IEP *Required
The day the parent/guardian was provided notice of the placement and IEP.
*This field is required in order to Complete the editor.
The IEP developed or revised on *Required
The day the IEP was created OR revised.
*This field is required in order to Complete the editor.
Projected date of IEP implementation *Required
The projected day IEP implementation takes place.
*This field is required in order to Complete the editor.
If services are implemented somewhere other than the current enrollment school, enter the location here.
The alternate location for IEP implementation other than the student's current enrolled school.
When left blank, the value defaults to the School Name found on the Enrollment Status editor.
1.Will the student attend the school they would attend if non-disabled?
Indicates if the student will attend the school they would attend if non-disabled. Options include:
Yes
No
When Yes is selected, sub-questions 1a and 1b become available, but are not required.
When No is selected, sub-questions 1a and 1b are required.
a. List other options considered, if any, related to the school determination
*Required
A list of other options considered related to the placement determination.
*This field is required when No is selected for question 1.
b. Explain the reason(s) for rejecting the other school options considered, and describe any other factors relevant to the proposed action
*Required
A list of reasons why these other options were rejected and a description of any other factors relevant to the proposed action.
*This field is required when No is selected for question 1.
2. Other options considered and rejected. Refer to Form I-4, Section V. Is the student participating full-time in the regular education environment?
Indicates if the student will be removed from their regular education environment. Options include:
Yes
No
When Yes is selected, sub-questions 2a and 2b become available, but are not required.
When No is selected, sub-questions 2a and 2b are required.
a. List other options considered, if any
*Required
A list of other options considered related to the placement determination.
*This field is required when No is selected for question 2.
b. Explain why full-time participation in the regular education environment or age-appropriate settings with the use of supplementary aids and services cannot be achieved satisfactorily, the reason(s) for rejecting the other options considered, and describe any other factors relevant to the proposed action
*Required
A list of reasons why these other options were rejected and a description of any other factors relevant to the proposed action.
*This field is required when No is selected for question 2.
Child's Evaluation Report
Indicates if the student's Evaluation is enclosed or was previously received. Options include:
You previously received a copy of your child's evaluation report and a copy of their IEP is enclosed.
A copy of your child's evaluation report and IEP are enclosed.
Only one option can be made.
Contact Name
The special education contact for the district.
The name comes from from System Administration > Resources > District Information > (District Name) > SPED Contact First Name and SPED Contact Last Name.
This only populates if the information is available prior to the initial save. After the initial save, the user needs to manually enter data.
Phone
The phone number for the special education contact.
The phone comes from from System Administration > Resources > District Information > (District Name) > SPED Phone.
This only populates if the information is available prior to the initial save. After the initial save, the user needs to manually enter data.
Title
The title of the special education contact.
N/A
Alternate Contact Name
The alternate special education contact for the district.
The name comes from from System Administration > Resources > District Information > (District Name) > Alternate SPED Contact First Name and Alternate SPED Contact Last Name.
This only populates if the information is available prior to the initial save. After the initial save, the user needs to manually enter data.
Phone
The phone number for the alternate special education contact.
The phone comes from from System Administration > Resources > District Information > (District Name) > Alternate SPED Phone.
This only populates if the information is available prior to the initial save. After the initial save, the user needs to manually enter data.
The Contingency Plan is used to document the various model of services that may be provided during unique circumstances.
At least one record must be saved in order to Complete the editor.
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Contingency Plan List Screen
Contingency Plan List Screen
Column Name
Description
Padlock Icon
The user currently editing the team meeting record.
Service Type
The type of service provided.
Service Provided
The name of the service.
Contingency Plan Detail Screen
Select an existing record or click New to view the detail screen.
Contingency Plan Detail Screen
Field
Description
Validation
Service Type
Required
Indicates the service type to be provided to the student. Options include:
Supplementary Aids and Services
Special Education/Specially Designed Instruction
Related Services Needed to Benefit from Special Education
Program Modifications or Supports for School Personnel
N/A
Service Provided Required
The name of the service.
The values available are setup from System Administration > Special Ed > Services. Different values display depending on the options selected in the Service Type field.
Location
The location at which the service takes place.
N/A
Description/Comments
A description or additional comments related to the type of aid or service.
N/A
Address Goal(s)
Indicates which goal(s) the service addresses.
The values available in the multi-select field are pulled and setup in the (I-4) Measurable Annual Goals editor.
Address Need(s)
Indicates the need(s) the service addresses.
The values available in the multi-select field are pulled and setup in the (I-4) Summary of Disability-Related Needs editor.
The Notice of Changes Without IEP Meeting editor is used to document changes made to the IEP without a meeting.
This editor is only available when the Amendment without a meeting Plan Type is selected on the Education Plan editor. A note displays at the top of the editor that reads, "You do not need to fill out this editor. "Amendment without a Meeting" is not the selected Plan Type in the Education Plan editor."
When this editor is available, at lease one record must be saved in order to Complete the editor.
Click here to expand...
Notice of Changes Without IEP Meeting List Screen
Notice of Changes Without IEP Meeting List Screen
Column Name
Description
Padlock Icon
The user currently editing the team meeting record.
Date of Communication
The day communication about the change was made.
Change to IEP
The change being made to the IEP.
Start Date for Change
The day the change takes place.
Print in Plan
Indicates this record prints in the IEP.
Notice of Changes Without IEP Meeting Detail Screen
Select an existing record or click New to view the detail screen.
Notice of Changes without IEP Meeting Detail
Field
Description
Validation
Print in Plan
Indicates this record prints in the IEP.
This field defaults to unmarked. Any action taken with this checkbox automatically updates on the Print in Plan slider on the list screen.
Date Form Completed Required
The date the documentation was completed for the change.
Date of Communication of Changes Required
The day communication about the change was made.
N/A
Start Date for Changes Required
The day the change takes place.
N/A
Name(s) and Title(s)
List Team Member(s) who communicated changes
The name and titles of the team members who communicated changes.
N/A
Contact Method Required
The contact method. Options include:
Met
Spoke on Phone
Exchanged Emails
N/A
The changes are Required
The change itself.
N/A
The reason(s) for making the changes are
The reason for making the change.
N/A
Other options, if any, related to the above action which were considered and the reason(s) why they were rejected including a description of any other relevant factors include:
Any other options considered and why they were rejected.
N/A
None
Indicates no other options were considered.
When this is marked, the text area for the "Other options, if any..." field above becomes unavailable.
Contact Name
The special education contact name.
The name comes from from System Administration > Resources > District Information > (District Name) > SPED Contact First Name and SPED Contact Last Name.
This only populates if the information is available prior to the initial save. After the initial save, the user needs to manually enter data.
Phone
The phone number of the special education contact.
The phone comes from from System Administration > Resources > District Information > (District Name) > SPED Phone.
This only populates if the information is available prior to the initial save. After the initial save, the user needs to manually enter data.
Title
The title of the special education contact.
N/A
Alternative Contact Name
The alternate special education contact for the district.
The name comes from from System Administration > Resources > District Information > (District Name) > Alternate SPED Contact First Name and Alternate SPED Contact Last Name.
This only populates if the information is available prior to the initial save. After the initial save, the user needs to manually enter data.
Phone
The phone number for the alternate special education contact.
The phone comes from from System Administration > Resources > District Information > (District Name) > Alternate SPED Phone.
This only populates if the information is available prior to the initial save. After the initial save, the user needs to manually enter data.
The editors available on the Individual Education Plan provide all required information by the State of Wisconsin. Editors and fields are listed below. Included here are instructions on entering data into Campus and references to state-defined guidelines. The Individual Service Plan (ISP) is the same format as the IEP used for Private Schools in Wisconsin.
The current format of this document is the WI IEP 2022.2 and WI ISP 2022.2. Plan formats are selected in Plan Types.
WI IEP Editors
Data entered in the I-7 editors of an IEP is available in Ad hoc Reporting at the following location: Filter Designer > Student Filter > Student > Learner Planning > Learning Plans > I-7 Sections.
Individual Education Plan Editors
The following table lists the editors available on the student's Individual Education Plan, the section(s) of the print format that include the entered information, a description of what the editor is used for and any special considerations and instructions for using the editor.
Editors only print if information has been entered and saved.
Editor Name
Description
Special Considerations and Instructions
Education Plan
The Education Plan editor includes general meeting and screening information and lists the dates associated with the plan, such as dates the plan is active.
This editor must be saved before continuing to other areas of the plan. Field definitions may vary by district.
Eval Date auto-populates the Evaluation Date from the student's locked Evaluation if available.
The Creation and Modification information for the plan appears at the bottom of this editor.
A warning message displays if the Start Date is the same or before the Meeting Date.
Enrollment Status
The Enrollment Status editor reports Special Education information from the student's Enrollment.
Clicking Get Info from Enrollment synchronizes the information in the editor with the student'sEnrollmentsrecord. Users can select which Enrollment to link the Enrollment Status editor to using the Enrollment dropdown.
There are three versions of this editor. Best practice is to use the third editor. This editor fetches special education data from the student's Enrollment, values which can be edited in the IEP. If values are modified, the student's Enrollment will be updated based on the IEP when saved.
Student Demographics
The Student Demographics editor populates basic information about the student such as demographic data, address and school information.
Clicking Refresh Student Information synchronizes information in the editor with the most recent information entered for the student from the Demographics, Households, Enrollments and School tabs.
Parent/Guardian Demographics
The Parent/Guardian Demographics editor populates based on the established student/guardian relationships created on the student's Relationships tab or indicated by the guardian checkbox on the Households tab. The editor includes Demographics information for the student's guardian.
Clicking Refresh Guardian Information synchronizes information in the editor with the most recent information from the student's guardian's Demographics, Households, and Team Members tool.
If the Start Date for the Educational Surrogate Parent checkbox on the Team Members tool falls anytime before or during the Plan window, the data will pull into the Parent/Guardian Demographics editor. If the End Date for the Educational Surrogate Parent falls before or on the Start Date of the Plan, the data will NOT pull in to the Parent/Guardian Demographics editor.
(I-3) Team Meeting Cover Page
The Team Meeting Cover Page indicates the reason the evaluation meeting was held, including if the meeting was a result of the student's performance on assessments or an evaluation.
This page is available as an interactive form.
(I-4) Present Levels
The Present Level editor indicates if the student is preschool or school age and includes all relevant information concerning the student's current interests, abilities, and performance.
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(I-4) Special Factors
The Special Factors editor identifies possible concerns that may interfere with the student's learning, such as behavior issues, limited English proficiency, visual or communication impairments or assistive technology.
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(I-4) Concerns of Parents/Family
The Concerns of Parents/Family editor record concerns of the family and student regarding the student's education and the effect of the student's disability on their education.
Template Banks are established in System Administration and available by clicking the white paper icon where it appears.
(I-4) Summary of Disability - Related Needs
The Summary of Disability - Related Needs editor describes each of the student's specific needs related to identified disabilities.
Needs should be numbered and referred to in the Measurable Annual Goals list.
(I-4) Family Engagement/Participation in Gen. Ed.
The Family Engagement/Participation in Gen. Ed. editor describes how families will be included in the student's education, the extent to which the student participates in general education, and whether goals in the previous goals have been reviewed.
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(I-5) Get Goals
The Get Goals editor retrieves goal information from the most previous locked Plan.
Users have the ability to delete duplicate goals if the Get Goals button is pressed multiple times.
This editor does not print, it only pulls information used in the I-5 Annual Review of Goals editor.
(I-5) Annual Review of Goals
The Annual Review of Goals editor records the review of goals for the student including how the goals are progressing and whether they've been met.
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(I-4) Measurable Annual Goals
The Measurable Annual Goals editor lists measurable goals designed to improve the student's progress in general education and how accomplishing those goals is tracked and determined.
Template Banks are established in System Administration and available by clicking the white paper icon where it appears.
(I-4) Program Summary
The Program Summary editor summarizes the services provided to the student, including Physical and Vocational education, environmental modifications, and extracurricular activities.
Date fields default to the Start and End Dates of the plan.
(I-4) Supplementary Services
The Supplementary Services editor lists additional supports provided to the student, such as accommodations
Date fields default to the Start and End Dates of the plan.
(I-4) Student Participation/Participation in PhyEd
The Student Participation/Participation in Phys Ed editor describes the extent to which the student participates in a regular education environment and in physical education classes.
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(I-7-A) Guidelines for Alt Assess
The Guidelines for Alternate Assessment editor describes the student's current learning progress and educational setting in relation to participation in an Alternate Assessment.
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(I-7) ACCESS for ELLs/Alt. ACCESS for ELLs
The Access for ELLs/ ALT Access for ELLs editor records whether the student is participating in either of those assessments for English language learners.
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(I-7) ACT Plus Writing
The ACT Plus Writing editor stores information about the student's participation on the assessment, including official and locally approved accommodations.
The Print in Plan checkbox must be marked for data in this editor to be included in the printed document.
(I-7) PreACT Secure
The PreACT Secure editor stores information about the student's participation in the PreACT Secure assessment, including accommodations.
The Print in Plan checkbox must be marked for data in this editor to be included in the printed document.
(I-7) District-Wide Assessment
The District-Wide Assessment editor provides extended options for recording student participation and accommodation in district assessments.
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(I-7) Dynamic Learning Maps
The DLM (Dynamic Learning Maps) editor stored information about the student's participation in the Dynamic Learning Maps assessment, including accessibility supports.
The Print in Plan checkbox must be marked for data in this editor to be included in the printed document.
(I-7) Forward
The Forward editor records accommodations supplied to students participating in the Forward Exam.
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(I-11) Extended School Year Not available on the ISP
The Extended School Year editor indicates if the student requires services beyond the standard school time, such as beyond school hours or during breaks.
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(I-11) ESY Services Not available on the ISP
The Extended School Year Services editor if the student requires services beyond the standard school time, such as beyond school hours or during breaks.
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Determination & Placement(P1/P2)
The Determination & Consent of Initial Placement editor describes the special education determination for the student and consent of the initial placement for the student.
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Worksheet DW-1 Not available on the ISP
The Worksheet DW-1 records the use of this form to track educational services provided to the student during a disciplinary removal.
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Wisconsin LEA Child Outcome Summary Form
Not available on the ISP
The Wisconsin LEA Child Outcome Summary Forms editor records the use of COSF forms to track student progress in early childhood programs.
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Contingency Plan Not available on the ISP
The Contingency Plan is used to document the various model of services that may be provided during unique circumstances.
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When using the Student Records Transfer, current, locked IEPs transfer as a locked document. Locked IEPs that are not current transfer as a PDF. Locked documents do not transfer.