The Private School Plan captures student special education plan information and matches 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. For information on general functionality, navigation, and additional plan and evaluation features, see the core Plan and Evaluation Information article.
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
Private School Services Plan
The Private School Services Plan editor provides basic information regarding the plan.
Private School Services Plan
Field
Description
Validation
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 Calculation
The shared time between public and private school(s).
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
Field
Description
Ad Hoc
Validation
Last Name
The last name of the parent/guardian.
Census > People > Demographics > Last Name
identity.lastName
This field populates from Census. This is part of the header for the parent/guardian.
First Name
The first name of the parent/guardian.
Census > People > Demographics > First Name
identity.firstName
This field populates from Census. This is part of the header for the parent/guardian.
Middle Name
The suffix of the parent/guardian.
Census > People > Demographics > Suffix Name
identity.suffix
This field populates from Census. This is part of the header for the parent/guardian.
Suffix
The suffix of the parent/guardian.
Census > People > Demographics > Suffix Name
identity.suffix
This field populates from Census. This is part of the header for the parent/guardian.
Relationship
The relation of the parent/guardian to the student.
Census > People > Relationships
This field populates from Census. This is part of the header for the parent/guardian.
Sequence
The print order of the parent/guardian(s) on the IEP.
N/A
When no Sequence is selected, parent/guardian(s) print in the order displayed in the UI. When any Sequences are selected, only parent/guardian(s) with a sequence number prints in the order defined.
When there are multiple addresses for a person, 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 Phone
The home phone number of the parent/guardian.
Census > People > Demographics > Household Phone
This field populates from Census.
Work Phone
The work phone of the parent/guardian.
Census > People > Demographics > Work Phone
This field populates from Census.
Cell Phone
The cell phone of the parent/guardian.
Census > People > Demographics > Cell Phone
This field populates from Census.
Email
The primary email address for the parent/guardian.
The 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.
Editor Home
Private School Services Plan
Enrollment Information Editor
Student Information Editor
Parent/Guardian Information Editor
Educational Concerns Editor
Services Provided List Screen
Services Provided Detail Screen
MAGs for Direct Services List Screen
MAGs for Direct Services Detail Screen
Participation in Meetings List Screen
Participation in Meetings Detail Screen
PSP Approval