The Meeting Invitation is used to document the meeting of a student's special education team members. This is the first step in the process of evaluating the student.

The current print format of the DE Meeting Invite 2024. Print formats are selected in the Special Education Evaluation Types tool.

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 to be 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 the Nevada IEP: ESign indicates that editor has functionality related to the eSignature process. See the Nevada Individual Education Plan eSignature Process for additional 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 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 people 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 listing all applicable Enrollment records for the student. See the Enrollments tool documentation for additional information.
Cancel	Navigates the user to the Editor Home screen or to 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. To further edit after an editor is marked Complete, the user must click In Progress. 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. To further edit after an editor is marked Not Needed, click the In Progress button. 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 the Procedural Safeguards, IEP Implementation, and Medicaid Consent editors. This button marks the editor as complete until the parent/guardian electronically signs those sections of the plan via the Campus Parent Portal. See the Nevada Individual Education Plan eSignature Process 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 display. List editors display a list of all records within that editor. Clicking an existing record or the New button opens the detail view for an individual record.

Editor Lock Out and Release Logic

Only one user at a time can actively work on an editor. A person with a padlock icon Screenshot of the Padlock Icon. displays in the Editors side panel, Editor Home, and List Screen of list editors indicating which editors currently have users working on them. Hovering over the icon displays the name of the user who has checked out the editor, including the current user (you).

Editors that are currently being edited are read-only for all other users. The name of the person working on the editor displays in the header.

In order to release an editor, the user must:

navigate to the next editor by clicking Save and Next, or by clicking the Editors button and selecting the next editor from the side panel.
click the Cancel button to return to the Editor Home screen.
log out of the Campus application.
navigate to a different tool in the Campus application.

Editors are automatically released when the in-application timeout limit has been exceeded. This is a back-end process and is usually around 30-60 minutes.

Template Banks

Certain fields within several editors have an Add Template icon that displays next to their name. Clicking this button displays a side panel with the available library of predetermined text for that field. Template Banks are managed in System Administration.

Screenshot of the Add Template icon highlighted and the Template Bank side panel displayed on the right. Template Bank Side PanelClick the plus (+) icons next to the category to view the available template values.

Screenshot of an expanded Template Bank Category on the left and several template values selected on the right. Expanded Category and Values SelectedTemplate Bank Categories display on the left and the selected text displays on the right. Click the Add button to add the template value. This adds the template to the queue of values on the right. The red X removes selected templates while the sequence field can be used to reorder the templates. Another option is to use the up and down arrows next to the sequence field to reorder values.

Click Cancel to go back to the document. The Clear Selected Template(s) button removes all selected template values from the right selection screen.

Once selections are finalized, click the Insert Selected Template(s) button to add the values to the field within the document in the selected order. Template values are separated by carriage returns.

Screenshot of an example field with several template bank selections added. Example Template Bank Selections in the Document

Text Editors

Images should not be inserted into text fields.

Editors

Team Meeting

The Team Meeting editor is used to document relevant meeting dates, meeting purpose(s), and methods of communication for the student's special education team.

Team Meeting Editor

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Field	Description	Validation
Meeting Type Required	The type of meeting. Options include: Annual IEP Annual IEP/Reevaluation Eligibility Determination IEP Meeting IEP Revision IEP Revision/Reevaluation Eligibility Determination Initial Eligibility Determination Initial IEP Initial IEP/Initial Eligibility Determination PPPS Meeting Reevaluation Eligibility Determination	N/A
Date Created Required	The day this meeting invitation document was created.	This field defaults to the current day.
Invite Date Required	The day invitations to the meeting were sent.	N/A
Meeting Date Required	The day of the meeting.	N/A
Meeting Time	The time of the meeting.	N/A
Meeting Location	The location of the meeting.	N/A
Notice 1 Date	The day the first meeting reminder was sent.	N/A
Notice 1 Modality	The method of alerting attendees to the meeting. Options include: Person Email Letter Phone Student Other	N/A
Specify Other *Required	The other method of communication.	*This field is required when the Other option is selected above.
Notice 2 Date	The day the second meeting reminder was sent.
Notice 2 Modality	The method of alerting attendees to the meeting. Options include: Person Email Letter Phone Student Other
Specify Other *Required	The other method of communication.	*This field is required when the Other option is selected above.
Notice 3 Date	The day the third meeting reminder was sent.
Notice 3 Modality	The method of alerting attendees to the meeting. Options include: Person Email Letter Phone Student Other
Specify Other *Required	The other method of communication.	*This field is required when the Other option is selected above.
Parent Questionnaire	Indicates how the parent received the parent questionnaire. Options are: Enclosed with invitation Sent prior to invitation	N/A
Meeting Facilitator Name	The person organizing the meeting.	N/A
Meeting Facilitator Phone Number	The contact phone number of the meeting organizer.	N/A
Meeting Facilitator Email	The contact email address of the meeting organizer.	N/A
The purpose of this meeting is to	The reason the team is meeting. Mark all that apply. Options include: Determine your initial or continued eligibility for special education and related services Conduct an evaluation or reevaluation Conduct an annual review of your Individualized Education Program (IEP) Conduct transition planning for students who are in the 8th grade and above or when the student is 14 or older Develop, review, and/or revise your Individualized Education Program (IEP) if student is found eligible for special education and/or related services Develop a functional behavior assessment and/or behavior support plan Determine whether a recent behavioral incident was a manifestation of disability Consider dismissal from special education Discuss the impact of the pandemic Other
Specify Other *Required	The other meeting purpose.	*This field is required when the Other option is selected above. This field is limited to 1000 characters.
Comments	Any additional comments related to the team meeting.	This field is limited to 8000 characters.

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Enrollment Information

The Enrollment Information editor is a read-only editor that pulls in district and school information where the student is enrolled.

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Field	Description	Validation
District of Residence	The student's district of residence.	Upon Refresh, this field is pulled from the Enrollment tool and cannot be modified. Database Location: PlanState.residentDistrictNumber, PlanState.residentDistrictName
Attending Building	The building where the student attends school.	Upon Refresh, this field is pulled from the Enrollment tool and cannot be modified.
Grade	The student's grade.	Upon Refresh, this field is pulled from the Enrollment tool and cannot be modified. Database Location: enrollment.grade
District Information
District Number	The district number associated with the Enrolled school.	District Information > State District Number
District Name	The district name associated with the Enrolled school.	District Information > Name
District Address	The district address associated with the Enrolled school.	District Information > Address
District Phone	The district phone number associated with the Enrolled school.	District Information > Phone
District SPED Address	The district special education address associated with the Enrolled school.	District Information > SPED Address
District SPED Phone	The district special ed phone number associated with the Enrolled school.	District Information > SPED Phone

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Attendance

The Attendance editor is used to document the team members' invited to the meeting.

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Column Name	Description	Validation
First Name Required	The person's first name.	This field is read-only and pulls in from the student's Team Members tool. Manual entries are also allowed.
Last Name Required	The person's last name.	This field is read-only and pulls in from the student's Team Members tool. Manual entries are also allowed.
Role Name	The role of the person. Options include:	N/A
Invited	Indicates the person was invited to the meeting.	N/A
Remove	Removes the team member from the document.	N/A

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Parent/Guardian Information

The Parent/Guardian Information editor pulls contact information of the student's parent/guardian(s).

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Field	Description
Print Sequence	The order in which the parent/guardian display.
Print In Invite	Indicates the record prints.
Name	The name of the parent/guardian.
Address	The address of the parent/guardian.
Home Phone	The parent/guardian's home phone.
Work Phone	The parent/guardian's work phone.
Cell Phone	The parent/guardian's cell phone.
Email	The parent/guardian's email.
Home Primary Language	The language the parent/guardian speaks at home.

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Meeting Invitation (Delaware)

Editor Home

General Information

Editor Types

Editor Lock Out and Release Logic

Template Banks

Text Editors

Editors

Team Meeting

Enrollment Information

Attendance

Parent/Guardian Information

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