Montana Private School Plan

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Search Terms: Special Ed Documents

The Private School 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 PSP 2022.2. 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.

Private School Services Plan

The Private School Services Plan editor provides basic information regarding the plan.

Screenshot of the Private School Services Plan editor.Private School Services Plan

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FieldDescriptionValidation
Meeting Date
Required
The date of the meeting.N/A
Start Date
Required
The first day of the plan.

This field auto populates to one day after the Meeting Date.

End Date
Required
The last day of the plan.

This field auto populates to one year from the Meeting Date.

Last Re-Evaluation:The date the student was last evaluated.This field auto populates to the date of the most recent, locked Evaluation.
Optional: District Total Proportionate Share CalculationThe shared time between public and private school(s).Decimals are allowed in this field.
Optional: Estimated Cost of Service PlanThe estimated cost of the plan.Decimals are allowed in this field.

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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.


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.
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.
Grade The student's current grade.

Enrollment > Grade

enrollment.grade

This field is pulled from the Enrollment record.
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 if 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
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 dropdown. 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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Educational Concerns

The Educational Concerns editor is used to document any information regarding the student's educational concerns.

This editor is required.

Screenshot of the Educational Concerns editor.Educational Concerns Editor

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FieldDescription
ParentsA descriptions of the parent/guardian's concerns.
Private School RepresentativeA description of the private school representative's concerns.
Public School RepresentativeA description of the public school representative's concerns.

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Services Provided

The Services Provided editor is used to document the services to be provided to the student.

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Services Provided List Screen

Screenshot of the Services Provided List Screen.Services Provided List Screen

FieldDescription
Padlock IconThe user currently editing the record.
Service ProvidedThe name of the service.
TimeThe minutes per week of service.
Start DateThe first day of service.
End DateThe last day of service.

Services Provided Detail Screen

Screenshot of the Services Provided Detail Screen.Services Provided 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 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.
LocationThe location of the service.N/A
Start Date
Required
The first day of service.

This field auto populates to the Plan Start Date and cannot be before the Plan Start Date.

End Date
Required
The last day of service.

This field auto populates to the Plan End Date and cannot be after the Plan End Date.


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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MAGs for Direct Services

The MAGs for Direct Services editor is used to document the student's goals and objectives for the plan.

Click here to expand...

MAGs for Direct Services List Screen

Screenshot of the MAGs for Direct Services List Screen.MAGs for Direct Services List Screen

FieldDescription
Padlock IconThe user currently editing the record.
GoalThe name of the goal.

MAGs for Direct Services Detail Screen

Screenshot of the MAGs for Direct Services Detail Screen.MAGs for Direct Services Detail Screen

FieldDescriptionValidation
Goal
Required
The name of the goal.Template banks are set up using the Special Ed Template Banks tool.
Objectives
ObjectivesThe name of the objective.N/A

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Participation in Meetings

The Participation in Meetings 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.

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Participation in Meetings List Screen

Screenshot of the Participation in Meetings list screen.Participation in Meetings List Screen

FieldDescription
Padlock IconThe user currently editing the record.
Meeting DateThe day of the meeting.
Print in PlanIndicates this record prints on the plan.

Participation in Meetings Detail Screen

Screenshot of the Participation in Meetings Detail screen.Participation in Meetings Detail Screen

FieldDescriptionValidation
Print in PlanIndicates this record prints on the plan.Defaults to marked.
Meeting Date
Required
The day 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.
DeleteRemoves the participant from the meeting.N/A
AddCreates 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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PSP Approval

The PSP Approval editor is used to document the parent/guardian's consent for their student to receive services.

This editor is required.

Screenshot of the PSP Approval editor.PSP Approval

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Previous Versions

Private School Plan (Montana) [.2243 and previous]