Classic View: Student Information > Special Ed > General > Documents
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.
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:
The following statuses are only available for certain state-specific documents:
|
| 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.
|
| 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.
The following status is only available for the Nevada IEP:
|
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.
Private School Services Plan
The Private School Services Plan editor provides basic information regarding the plan.
Private School Services Plan
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.
Enrollment Information Editor
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.
Student Information Editor
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.
Parent/Guardian Information Editor
Educational Concerns
The Educational Concerns editor is used to document any information regarding the student's educational concerns.
This editor is required.
Educational Concerns Editor
Services Provided
The Services Provided editor is used to document the services to be provided to the student.
Services Provided List Screen
Services Provided List Screen
| Field | Description |
|---|---|
| Padlock Icon | The user currently editing the record. |
| Service Provided | The name of the service. |
| Time | The minutes per week of service. |
| Start Date | The first day of service. |
| End Date | The last day of service. |
Services Provided Detail Screen
Services Provided Detail Screen
| Field | Description | Validation |
|---|---|---|
| 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 Position | The 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. |
| Location | The 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). |
MAGs for Direct Services
The MAGs for Direct Services editor is used to document the student's goals and objectives for the plan.
MAGs for Direct Services List Screen
MAGs for Direct Services List Screen
| Field | Description |
|---|---|
| Padlock Icon | The user currently editing the record. |
| Goal | The name of the goal. |
MAGs for Direct Services Detail Screen
MAGs for Direct Services Detail Screen
| Field | Description | Validation |
|---|---|---|
| Goal Required | The name of the goal. | Template banks are set up using the Special Ed Template Banks tool. |
| Objectives | ||
| Objectives | The name of the objective. | N/A |
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.
Participation in Meetings List Screen
Participation in Meetings List Screen
| Field | Description |
|---|---|
| Padlock Icon | The user currently editing the record. |
| Meeting Date | The day of the meeting. |
| Print in Plan | Indicates this record prints on the plan. |
Participation in Meetings Detail Screen
Participation in Meetings Detail Screen
| Field | Description | Validation |
|---|---|---|
| Print in Plan | Indicates 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 |
| Role | The role of the team member. | This field pulls in the Title in from the Team Members tool, but can be modified as needed. |
| Invited | Indicates the team member was invited to the meeting. | Determines whether or not the team member displays on print. |
| Delete | 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 |
| Refresh | Refreshes the team member list and sets any records originally brought in back to their original status. | N/A |
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.
PSP Approval
