Montana Individual Education Plan

Tool Search: Special Ed Documents

The Individual Education Plan is used to capture student special education plan information and match the required documentation provided by the state of Montana. This document describes each editor, a description of each field on the editor, and any special considerations and instructions.

The current print format of this document is the MT IEP. Plan formats are selected in the Special Ed Plan Types tool.

Screenshot of Editor Home screen.Editor Home 

Editor Home

The Editor Home lists the editors available, their status, and Modification and Completion information.

HeaderDescription
NameThe name of the editor.
Status

The state of the editor. Statuses can be:

  • In Progress indicates a user has entered and saved data in that editor.
  • Not Started is the default status for all editors.
  • Complete indicates a user has clicked the Complete button on the editor and the editor is read only. This does not lock the editor from further editing, but indicates the user considers the editor 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 ByThe date and the user by whom the editor was last edited.
Completed ByThe date and the user who clicked the Complete button for that editor.

General Information

The following table lists the actions available for the editors. When resizing the window, certain buttons are condensed into a single Action button. 

ButtonDescription
Save

Different editors have different save options. Click the arrow next to the Save & Stay button to view all saving options for any given editor.

  • Save captures progress and navigates the user to the Editor Home or to the List Screen for List editors. See the Editor Types section for additional information.
  • Save & Stay captures progress and keeps the user on the current editor. This save button is the default save option and 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.

CancelNavigates 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.

EditorsOpens a side panel listing all the available editors and their status. Select an editor from this list to navigate to that editor or click Close to collapse the side panel.
PreviousNavigates the user to the previous editor.
NextNavigates the user to the next editor.

Editor Types

There are two types of editors available: List or Basic editors. When navigating to a Basic editor, the list of fields within the editor 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 iconScreenshot 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

The following section lists each editor and describes each field on the editor. Available editors include:

Education Plan

The Education Plan editor includes the various dates associated with the plan, why the IEP meeting was held, and how student progress is reported.

This editor must be saved before entering data into other editors.

Screenshot of the Education Plan editor.Education Plan Editor 

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FieldDescriptionAd HocValidation
Meeting Date 
Required
The day the team met.Learner Planning > Learning Plans > meetingDateN/A
Start Date 
Required
The day on which the plan begins for the student.Learner Planning > Learning Plans > planStartDateThis field auto-populates to one day after the Meeting Date.
End Date 
Required
The last day when the plan ends for the student.Learner Planning > Learning Plans > planEndDateThis field auto-populates to one year after the Meeting Date.
Last Re-Evaluation The day of the student's most recent evaluation.N/AThis field auto-populates with the date of the most recent locked Evaluation.
Secondary Transition information is needed for this student: Indicates the student needs a secondary transition documented.N/AThis checkbox defaults to marked for students who are 15 years old and older. This cannot be changed if the student meets the age criteria.

When marked, the following editors become available:
  • Transition Services
  • Postsecondary Goals
  • Course of Student
  • Transition Services Needed
  • Transfer of Rights
  • High School Graduation
This checkbox can be selected and de-selected for student's younger than 15.

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Enrollment Information

The Enrollment Information editor reports Special Education information from the student's Enrollment record. This editor is read only.

The Refresh button retrieves a fresh copy of data from the student's record. See the General Information section for additional information.

Screenshot of Enrollment information editor.Enrollment Information Editor 

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FieldDescriptionAd HocValidation
Primary Disability The primary disability of the student.Learner Planning > Learning Plans > disability1This field is pulled from the most recent locked evaluation.


This field is read only.


Up to 10 disabilities can display if entered on the Evaluation.

  • Multiple Disabilities are primary when there are more than one and Deaf/Blindness or Developmental Delay are NOT listed.
  • When Deaf/Blindness of Developmental Delay are listed as a disability, one of these would be the Primary.
School Name The name of the school associated with the student's Enrollment record.Learner Planning > Learning Plans > servingSchoolNameThis field is pulled from the Enrollment record. This field is read only.
School Phone The phone number of the school associated with the student's Enrollment record.N/AThis field is pulled from System Administration > Resources > School > School Phone.

This field is read only.
Grade The student's current grade.

Enrollment > Grade

enrollment.grade


This field is pulled from the Enrollment record. This field is read only.
District Information
These fields are read only. 
District Number The district number associated with the Enrolled school.N/ASystem Administration > Resources > District Information > State District Number
District Name The district name associated with the Enrolled school.N/ASystem Administration > Resources > District Information > Name
District Address The district address associated with the Enrolled school.N/ASystem Administration > Resources > District Information > Address
District Phone The district phone number associated with the Enrolled school.N/ASystem Administration > Resources > District Information > Phone

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Student Information

The Student Information editor displays basic information about the student such as demographic information. This is a read-only editor. 

The Refresh button retrieves a fresh copy of data from the student's record. See the General Information section for additional information.

Screenshot of student information editor.Student Information Editor 

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FieldDescriptionAd Hoc
Last NameThe student's last name.

Census > People > Demographics > Last Name

identity.lastName

First NameThe student's first name.

Census > People > Demographics > First Name

identity.firstName

Middle NameThe student's middle name.

Census > People > Demographics > Middle Name

identity.middleName

SuffixThe student's suffix.

Census > People > Demographics > Suffix Name

identity.suffix

AgeThe age of the student.Census > People > Demographics > Age
BirthdateThe student's birthdate.

Census > People > Demographics > Birth Date

identity.birthDate

GenderThe student's gender.

Census > People > Demographics > Gender

identity.gender

Federal DesignationThe student's federal race designation.Census > People > Demographics > Federal Designation
identity.raceEthnicityDetermination
Federal Race(s)The student's federal race(s).Census > People > Demographics > Race(s)
identity.raceEthnicityFed
Race, Ethnicity (state)The student's state race/ethnicity designation.Census > People > Demographics > Race/Ethnicity Determination
identity.raceEthnicity
Address

The student's address.


This field becomes a dropdown when more than one address exists for the student. The primary household displays by default.

Census > Households > Address Info

address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip

Student NumberThe student's identification number.Census > People > Demographics > Student Number
State IDThe student's state identification number.Census > People > Demographics > State ID
Case Manager Information
These fields are read-only.
NameThe first and last name of the team member.Student Information > Special Ed > General > Team Members
TitleThe role of the team member.Student Information > Special Ed > General > Team Members
PhoneThe phone number of the team member.Student Information > Special Ed > General > Team Members

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Parent/Guardian Information

The Parent/Guardian Information editor populates based on the guardian checkbox on the student's Relationships tool. The editor includes Demographics information for the student's guardian. 

The Delete button next to each parent/guardian can be used to remove a parent/guardian from the IEP. 

The Refresh button retrieves a new copy of parent/guardians' data. This also returns any accidentally deleted people. Manually entered fields do not change when the refresh button is clicked. The user must Save after clicking Refresh to capture changes.

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

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FieldDescriptionAd HocValidation
Last NameThe 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 NameThe 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 NameThe 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.
SuffixThe 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.
RelationshipThe relation of the parent/guardian to the student.Census > People > RelationshipsThis field populates from Census. This is part of the header for the parent/guardian.
SequenceThe print order of the parent/guardian(s) on the IEP.N/AWhen 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.
AddressThe parent/guardians' address.

Census > Households > Address Info

address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip

This field populates from Census. 


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

Home PhoneThe home phone number of the parent/guardian.Census > People > Demographics > Household PhoneThis field populates from Census.
Work PhoneThe work phone of the parent/guardian.Census > People > Demographics > Work PhoneThis field populates from Census.
Cell PhoneThe cell phone of the parent/guardian.Census > People > Demographics > Cell PhoneThis field populates from Census.
EmailThe primary email address for the parent/guardian.Census > People > Demographics > EmailThis field populates from Census.

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Strengths/Concerns/Interests

The Strengths/Concerns/Interests editor lists the student's interests according to the student, as well as the student's strengths and needs according to the student's parents and school staff.

Screenshot of the Strengths and Concerns editor.Strengths/Concerns/Interests 

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FieldDescription
Student perception of strengths, preferences and interests:
Required 
A description of the student's strengths as seen by the student.
Parent perception of student strengths:
Required 
A description of the student's strengths as seen by the student's parent/guardians.
School staff perception of student strengths:
Required 
A description of the student's strengths as seen by the school staff.
Parent perception of student educational needs:
Required 
A description of the student's educational needs as seen by the student's parent/guardians.
School Staff perception of student educational needs:
Required 
A description of the student's educational needs as seen by the school staff.

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Consideration of Special Factors

The Consideration of Special Factors editor is used to document the special factors the team is considering when developing the student's plan.

Screenshot of the Consideration of Special Factors editor.Consideration of Special Factors 

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FieldDescriptionValidation
The student's behavior impedes his/her learning or that of others. 
Required
Indicates if the student's behavior impedes their learning or the learning of others.Yes or No
The student has communication needs.
Required
Indicates the student has communication needs.Yes or No
The student requires assistive technology devices or services
Required
Indicates the student requires assistive technology devices or services.Yes or No
Has the student been determined to be an 'English Learner'? 
Required
Indicates if the student is determined to be an English Learner.This field is read-only. This field pulls from from Program Participation > English Learners > Program Status.
The following information is for students with Blindness or Visual Impairment.
Not Applicable Indicates the student is not Blind or Visually Impaired.When marked, the following two dropdowns become grayed out.

The student needs training in orientation and mobility.

If yes, training must be addressed in the IEP.

Indicates the student requires additional training for orientation and mobility.Yes or No
The student needs instruction in Braille or the use of Braille. Indicates the student requires instruction in Braille.Yes or No
If no, describe below why instruction in Braille or the use of Braille is not appropriate. This decision must be based on evaluation results.
*Required 
A description of why Braille is not appropriate for the student.*This field displays when the above question equals NO and is then required.

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Transition Services

The Transition Services editor is used to document any transition services to be provided to the student.

This editor only needs to be filled out when the "Secondary Transition information is needed for this student:" is marked under the Education Plan editor.

Screenshot of the Transition Services editor.Transition Services Editor 

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FieldDescription
Student's Desired Post-School ActivitiesA description of the student's post-secondary goals.
 Results of Age-Appropriate Transition Assessments
 TrainingA description of the results of the training transition assessment.
 Education A description of the results of the education transition assessment.
 Employment A description of the results of the employment transition assessment.
 Where appropriate, Independent Living Skills A description of the results of the student's independent living skills assessment.
Results of age-appropriate transition assessments attached. Indicates an age-appropriate transition assessment has been attached.

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Postsecondary Goals

The Postsecondary Goals editor describes measurable goals set for the student's postsecondary transition in the areas of Training and Education, Employment, and Independent Living Skills.

This editor only needs to be filled out when the "Secondary Transition information is needed for this student:" is marked under the Education Plan editor.

Screenshot of the Postsecondary Goals editor.Postsecondary Goals Editor 

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FieldDescription
Training or Education A description of the student's postsecondary goals for training and/or education.
Employment A description of the student's postsecondary goals for employment
Where appropriate, Independent Living Skills A description of the student's postsecondary goals for independent living skills.

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Course of Study

The Course of Study editor lists the courses taken by the student in each school year and the credits earned for each course, and basic graduation information including graduation date and total credits earned and needed.

This editor only needs to be filled out when the "Secondary Transition information is needed for this student:" is marked under the Education Plan editor.

Screenshot of the Course of Study editor.Course of Study 

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FieldDescriptionValidation
Anticipated Graduation Date The student's anticipated graduation date.N/A
Credits Earned to Date The number of credits the student has earned.N/A
Total number of credits for graduation 
Required
The total number of credits the student needs to graduate.N/A
Total Credits The calculated total number of credits the student has earned.This field is read-only and calculates the number of credits manually entered into the "Credits" fields below.
School Year
This section is used to manually enter the student's course and credit information by school year. The "X" button can be used to enter a record. Both "School Year" tables are identical.
School YearThe school year.N/A
SemesterThe semester when the course took place.N/A
CourseThe name of the course.N/A
CreditsThe number of credits the student earned for the course.N/A

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Transition Services Needed

The Transition Services Needed editor lists the services provided to the student to help meet post-secondary goals in the areas of Instruction, Employment, Community Experiences, Post School Adult Living, Related Services, Daily Living Skills, and Functional Vocational Assessment.

This editor only needs to be filled out when the "Secondary Transition information is needed for this student:" is marked under the Education Plan editor.

Screenshot of the Transition Services Needed editor.Transition Services Needed 

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Each area must be considered by the IEP Team:

  • Instruction
  • Employment
  • Community Experiences
  • Post School Adult Living
  • Related Services
  • Daily Living Skills (is appropriate)
  • Functional Vocational Assessment
FieldDescriptionValidation
Discussed, not neededIndicates this type of transition service is not needed.When marked, the following two fields are grayed out.
Transition Services Needed to Assist the Student in Meeting Postsecondary Goals (include timeline for achievement)A description of the services needed to aid the student in achieving their postsecondary goals. N/A
Person or Agency ResponsibleThe person or agency responsible for providing the service to the student.N/A

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Transfer of Rights

The Transfer of Rights editor indicates when the student was notified of the transfer of rights that occurs when the student turns 18.

This editor only needs to be filled out when the "Secondary Transition information is needed for this student:" is marked under the Education Plan editor.

Screenshot of the Transfer of Rights editor.Transfer of Rights Editor

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FieldDescriptionValidation
Date student was informed of the transfer of rights The date the student was notified of the transfer of rights.This date must be on or before the meeting date of the Plan.
Date student reaches the age of majority The day the student reaches 18 years old.This is a read-only field.

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High School Graduation

The High School Graduation editor indicates whether the student will or will not meet the district's graduation requirements and receive a diploma.

This editor only needs to be filled out when the "Secondary Transition information is needed for this student:" is marked under the Education Plan editor.

Screenshot of the High School Graduation editor.High School Graduation Editor

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FieldValidation
The student is expected to graduate with a regular diploma at the end of the current school year. After graduating with a regular diploma, the student will no longer be entitled to special education services. This action constitutes a change in educational placement and documentation is included in the prior written notice. Upon graduation, the school district will provide the student with a Summary of Performance. When marked, the other two checkboxes cannot be selected.
The student is not expected to graduate with a regular diploma at the end of the current school year and will return the following school year. The IEP team must develop an Individualized Educational Program for the next school year. Documentation is included in the prior written notice. When marked, the other two checkboxes cannot be selected.
The student is not expected to graduate with a regular diploma at the end of this school year. The district will not provide special education services for the next school year due to the district’s policy on the age through which educational services are available. This action constitutes a change in educational placement and documentation is included in the prior written notice. Upon aging out, the school district will provide the student with a Summary of Performance. When marked, the other two checkboxes cannot be selected.

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PLAAFPs/MAGs

The PLAAFPs and MAGs editor includes the student's present levels of academic achievement and functional performance, including skills and needs, and Measurable Annual Goals to chart student progress.

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PLAAFPs/MAGs List Screen

Screenshot of the PLAAFPS/MAGs list screen.PLAAFPs/MAGs List Screen 

Column NameDescription
Padlock IconThe user currently editing the record.
Service AreaThe name of the Service Area.
Present LevelThe student's present level of academic achievement and functional performance.
GoalsThe goals associated with the Service Area of Need.

PLAAFPs/MAGs Detail Screen

Screenshot of the PLAAFPS/MAGs detail screen.PLAAFPs/MAGs Detail Screen 

FieldDescriptionValidation
Area of Need
This header is replaced with the Service Area of Need when selected.
Service Area of Need
Required
The area in which the student has need. Options include: 
  • Adapted Physical Education
  • Assistive Technology
  • Braille Instruction
  • Career/Vocational
  • Communication
  • Counseling
  • Math
  • Occupational Therapy
  • Orientation & Mobility
  • Physical Therapy
  • Reading
  • Rehabilitation Counseling
  • Self-Help/Independence
  • Sensory-Motor
  • Social/Emotional/Behavioral
  • Speech/Language
  • Therapeutic Recreation
  • Transition
  • Travel Training
  • Written Expression
N/A
Present Level of Academic Achievement and Functional Performance: A description of the student's present level of academic achievement and functional performance.N/A
Measurable Annual Goals
This is a read-only section displaying the goal(s) associated to the area of need as well as any objectives tied to those goals when expanded. Clicking "New" opens a side panel where goals and objectives can be added.
Measurable Annual Goal and Objectives (side panel)
Measurable Annual Goal A description of the student's annual goal associated with this area of need.N/A
ESYIndicates this goal is a part of an extended school year program.N/A
Objectives
ObjectiveA description of the student's objective associated with this goal.N/A
ESYIndicates this objective is a part of an extended school year program.N/A

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Progress Report Frequency

The Progress Report Frequency editor records how often progress reports are provided to the parents describing progress towards annual goals.

Screenshot of the Progress Report Frequency editor.Progress Report Frequency 

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FieldDescriptionValidation
When will progress reports on the measurable annual goal(s) be provided to the parents? The frequency in which the parent/guardian of the student will be notified of the student's progress towards their annual goals. Options include: 
  • Quarter
  • Semester
  • Other
Only one option can be selected.
When "Other" is selected, the Specify field displays.
SpecifyA description of the notification frequency.Displays when "Other" is selected above.

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Special Education Services

The Special Ed Services editor lists services provided to the student in a Special Education setting.

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Special Education Services List Screen

Screenshot of the Special Education Services List screen.Special Education Services List Screen 

Column NameDescription
Padlock Icon The user currently editing the record.
Service Provided The name of the services provided to the student.
Time The minutes per week of service.
Start Date The first day of service.
End DateThe last day of service.

Special Education Services Detail Screen

Screenshot of the Special Education Services detail screen.Special Education Services Detail Screen

FieldDescriptionValidation
Service 
Required
The name of the special education service provided.Service options available in this dropdown are based on the hard-coded list created in the Special Ed Services tool.
Service Setting 
Required
The location of the service. Options include: 
  • Regular Education Setting
  • Special Education Setting
N/A
Service PositionThe type of staffing position providing the service.Service Position options available in this dropdown are based on the hard-coded list created in the Special Ed Service Positions tool.
Start Date 
Required
The first day of service.This date cannot be before the Start Date of the plan.
End Date
Required
The last day of service.This date cannot be after the End Date of the plan.
Minutes per week 
Required
The number of minutes per week the student will receive services.Only whole numbers allowed, up to 5 characters before the decimal point (0 after the decimal).

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Related Services

The Related Services editor lists developmental, corrective or other supportive services required to assist the student with a disability.

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Related Services List Screen

Screenshot of the related services list screen.Related Services List Screen 

Column NameDescription
Padlock Icon The user currently editing the record.
Service Provided The name of the services provided to the student.
Time The number of minutes entered in the detail screen.
Start Date The first day of service.
End DateThe last day of service.

Related Services Detail Screen

Screenshot of the related services detail screen.Related Services Detail Screen

FieldDescriptionValidation
Service 
Required
The name of the special education service provided.Service options available in this dropdown are based on the hard-coded list created in the Special Ed Services tool.
Service Setting 
Required
The location of the service. Options include: 
  • Regular Education Setting
  • Special Education Setting
N/A
Service PositionThe type of staffing position providing the service.Service Position options available in this dropdown are based on the hard-coded list created in the Special Ed Service Positions tool.
Start Date 
Required
The first day of service.This date cannot be before the Start Date of the plan.
End Date
Required
The last day of service.This date cannot be after the End Date of the plan.
Minutes per week 
Required
The number of minutes per week the student will receive services.Only whole numbers allowed, up to 5 characters before the decimal point (0 after the decimal).

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Least Restrictive Environment

The Least Restrictive Environment editor describes modifications made to the student's educational environment based on special education needs.

Screenshot of the least restrictive environment editor.Least Restrictive Environment Editor 

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FieldValidation
The educational placement is based on the student's IEP. Yes or No
The educational placement is as close as possible to the student's home. Yes or No
The educational placement is in the school that the student would attend if he or she did not have a disability. Yes or No
The IEP team considered any potential harmful effect of the educational placement on the student or on the quality of needed services. Yes or No
If "No" is checked, explain why. N/A
If the student's school day or week is shorter or longer than peers without disabilities, explain why. N/A

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Statewide Assessments

The Statewide Assessments editor lists the accommodations in state required assessments.

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Statewide Assessments List Screen

Screenshot of the statewide assessments list screen.Statewide Assessment List Screen 

Column NameDescription
Padlock IconThe user currently editing the record.
Assessment NameThe name of the assessment.
Content AreaThe content of the assessment.

Statewide Assessment Detail Screen

Screenshot of the statewide assessments detail screen.Statewide Assessment Detail Screen 

FieldDescriptionValidation
Assessment
Required
The name of the assessment. Options include: 
  • ACCESS for ELLs
  • ACT
  • Alternate ACCESS
  • Alt Science
  • MAST
  • Multi-State Alt Assessment (MSAA)
  • Science
  • Smarter Balanced
  • N/A
A selection must be made in order to Complete the editor.
Assessment Manner
Required
The method in which the assessment was administered. Options include: 
  • Without Accommodations
  • With Accommodations
  • Alternate
Options available in the dropdown are determined by the Assessment selected above.
Content Area The content of the assessment.The values available in the dropdown are determined based on the Assessment and Test Manner selected. See the table below.
A student with a significant cognitive disability may be eligible to take the alternate statewide assessment if the IEP team determines that the student meets all the following criteria: Options include: 
  • The student has an active IEP and receives services under the Individuals with Disabilities Education Act (IDEA).
  • The student's demonstrated cognitive abilities and adaptive behavior require substantial adjustments to the general curriculum.
  • The student's learning objectives and expected outcomes focus on functional application of skills, as illustrate in the student's annual goals and short-term objectives.
  • The student requires direct and extensive instruction to acquire, maintain, generalize and transfer new skills.
These checkboxes are only available when "Alternate" is selected from the Assessment Manner dropdown.

All checkboxes must be marked.
Support/Accommodation The type of support or accommodation.N/A
Accommodations/support specifics and notes Any additional information regarding the support or accommodations.N/A

The following table represents which fields display based on the Assessment and Assessment Manner selected (as indicated with an "X"):

AssessmentAssessment MannerContent AreaA student with significant cognitive disability...SupportSpecifics & Notes
ACCESS for ELLsWithout
  • Listening
  • Speaking
  • Reading
  • Writing



With
  • Listening
  • Speaking
  • Reading
  • Writing

XX
ACTWithout
  • Reading
  • English
  • Mathematics
  • Science
  • Writing



With
  • Reading
  • English
  • Mathematics
  • Science
  • Writing

XX
Alternate ACCESSAlternate
  • Listening
  • Speaking
  • Reading
  • Writing
XXX
Alt ScienceAlternate
  • Science
XXX
MASTWithout
  • ELA
  • Math

XX
With
  • ELA
  • Math

XX
Multi-StateAlternate
  • ELA
  • Math
XXX
ScienceWithout
  • Science



With
  • Science

XX
Smarter BalancedWithout
  • ELA
  • Math



With
  • ELA
  • Math

XX

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Districtwide Assessments

The Districtwide Assessments editor lists student's level of participation or accommodation in district required assessments.

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Districtwide Assessments List Screen

Screenshot of the districtwide assessments list screen.Districtwide Assessments List Screen 

Column NameDescription
Padlock IconThe user currently editing the record.
Test Name The name of the assessment.
Test Manner The method in which the assessment is administered.

Districtwide Assessments Detail Screen

Screenshot of the districtwide assessments detail screen.Districtwide Assessments Detail Screen 

FieldDescriptionValidation
The student will participate in the Districtwide assessments in the following manner Indicates how the student will participate in the district-wide assessment. Options include: 
  • Without Accommodations
  • With Accommodations
  • Alternate Assessment
  • N/A (only for students not taking a districtwide assessment)
Only one option can be selected at a time. A selection must be made in order to Complete the editor.
Test NameThe name of the assessment.This field is grayed out when "N/A" is selected above.
AccommodationsThe type of accommodation.This field is grayed out when "N/A" or "Without Accommodations" is selected above.

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Supp. Aids and Services

The Supplementary Aids and Services editor lists the accommodations and modifications made to assist the student in participating in regular education.

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Supp. Aids and Services List Screen

Screenshot of the supplementary aids and services list screen.Supp. Aids and Services List Screen 

Column NameDescription
Padlock IconThe user currently editing the record.
Content AreaThe area addressed by the supplementary aid and services.
NotesAny additional information regarding the supplemental aids and services.

Supp. Aids and Services Detail Screen

Screenshot of the supplementary aids and services detail screen.Supp. Aids and Services Detail Screen 

FieldDescription
Content AreaThe area addressed by the supplementary aid and services. Options include: 
  • Instructional
  • Classroom Assessment
  • Personnel
  • Parent
  • None Needed
Notes Any additional information regarding the Supplemental Aids and Services.

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Extended School Year

The Extended School Year editor indicates if the student requires services beyond the standard school time, such as beyond school hours or during breaks.

Screenshot of the extended school year editor.Extended School Year Editor 

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FieldDescriptionValidation
The need for Extended School Year Services Indicates the student requires an Extended School Year service. Options include: 
  • are not necessary for the student
  • are necessary for the student
  • will be determined by a later date
When "will be determined by a later date" is selected, the "Date determination will be made by" field displays.
Date determination will be made by: The date the ESY service determination will be determined.This field display when "will be determined by a later date" is selected above.
Describe in Detail the Extended School Year Services A description of the service.N/A

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Need for Reevaluation

The Need for Reevaluation editor indicates if a reevaluation is necessary.

Only one option can be selected for the "Is a reevaluation necessary at this time?" field.

Screenshot of the need for reevaluation editor.Need for Reevaluation Editor 

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Access. and Responsibilities

The Accessibility and Responsibilities editor describes how educational professionals will be notified of their responsibilities regarding the student's special education needs.

Screenshot of the Accessibilities and Responsibilities editor.Accessibilities and Responsibilities Editor 

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FieldDescriptionValidation
How will each teacher, related service provider, transportation provider and others working with this student be informed of his or her specific responsibilities for implementing this IEP and the accommodations, modifications, and supports that must be provided for this student? Indicates how educational professional will be notified of their responsibilities regarding the student's education needs. Options include: 
  • Copy of Accommodations/Modifications handout
  • E-mail
  • Verbal Communication
  • Other:
Multiple options can be selected.
Specify: A description of the method for providing information to educational professionals.N/A

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Meeting Participants

The Meeting Participants editor lists the team meetings held regarding the student, including individuals who were invited and who attended.

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.

Click here to expand...

Meeting Participants List Screen

Screenshot of the meeting participants list screen.Meeting Participants List Screen 

Column NameDescription
Padlock IconThe user currently editing the record.
Meeting DateThe date of the meeting.
Print in PlanIndicates this record prints.

Meeting Participants Detail Screen

Screenshot of the meeting participants detail screen.Meeting Participants Detail Screen 

FieldDescriptionValidation
Print in PlanIndicates this record prints.N/A
Meeting Date
Required
The date of the meeting.N/A
Attendance
First Name
Required
The first name of the team member.N/A
Last Name
Required
The last name of the team member.N/A
RoleThe role of the team member.This field pulls in the Title in from the Team Members tool, but can be modified as needed.
InvitedIndicates the team member was invited to the meeting.Determines whether or not the team member displays on print.
AttendedIndicates the team member attended the meeting.N/A
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.N/A
RefreshRefreshes the team member list and sets any records originally brought in back to their original status.N/A

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IEP Approval

The IEP Approval editor indicates if the case manager accepts and approves of the IEP.

Screenshot of the IEP approval editor.IEP Approval Editor 

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FieldsDescriptionValidation
Approval Decision Indicates the IEP approval status. Options include: 
  • I approve of this Individualized Education Program.
  • I approve of this Individualized Education Program with the following exceptions.
Only one option can be selected.
The IEP team agrees to meet again to resolve differences regarding the exceptions below.
*Required
The date the IEP approval determination will be made.*This field becomes available and is required when the second check box is selected above.
Exceptions:
*Required 
A description of the exceptions.*This field becomes available and is required when the second check box is selected above.

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Prior Written Notice

The Prior Written Notice editor provides a space for descriptions and explanations related to proposed or refused actions for a student.

Screenshot of the prior written notice editor.Prior Written Notice 

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FieldDescription
Action(s) Proposed or Refused Indicates the type of action proposed or refused. Options include: 
  • Initiation or change in the educational placement of the student.
  • Initiation or change in the provision of the FAPE to the student
Description of the specific proposed or refused action(s): 
Required
A description of the proposed or refused actions.
Additional Documentation attached Indicates additional documentation is attached to the IEP.
Explanation of why the district proposed or refused to take the action(s): 
Required
A description of why the district proposed or refused to take the proposed actions.
Additional Documentation attachedIndicates additional documentation is attached to the IEP.
Description of each evaluation procedure, assessment, record, or report the district used as a basis for the proposal or refusal: 
Required
A description of the evidence provided used as a basis for the proposal or refusal. 
Additional Documentation attachedIndicates additional documentation is attached to the IEP.
Description of any other options the district considered and the reasons why those options were rejected: 
Required
A description of alternative options the district considered.
Additional Documentation attachedIndicates additional documentation is attached to the IEP.
Description of other factors relevant to the district's proposal or refusal to take the action: 
Required
A description of any other factors involved in the district's decision.
Additional Documentation attachedIndicates additional documentation is attached to the IEP.

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IEP Notes

The IEP Notes editor provides a space for any other relevant meeting notes to be included in the IEP.

Meeting Notes should be used to record:

  • Any discussion of options considered, options rejected, and reasons for rejection of proposals for initiating or changing the student's identification, evaluation, educational placement or the provision of FAPE;
  • Necessary information regarding IEP services not recorded elsewhere in the IEP document; and
  • If the meeting was rescheduled, reason for rescheduling.

Screenshot of the IEP Notes editor.IEP Notes 

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Previous Versions

Individual Education Plan (Montana) [.2239 - .2243]
Individual Education Plan (Montana) [.2223 - .2235]

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