Tool Search: Special Ed Documents
The Private School Service Plan is used to capture student special education plan information and match the required documentation provided by the state of Kentucky. This document describes each editor, a description of each field on the editor, and any special considerations and instructions.
The current format of this document is the KY PSP 2023. 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 the Nevada IEP:
|
| 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 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.
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 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
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.
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.
Service Plan
The Service Plan editor includes the various dates associated with the plan, why the meeting was held, and how student progress is reported.
This editor must be saved before entering data into other editors. This editor cannot be placed in a "Not Needed" status.
Service Plan 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.
This editor cannot be placed in a "Not Needed" status.
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 plan.
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.
This editor cannot be placed in a "Not Needed" status.
Parent/Guardian Information Editor
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. The Refresh button must be clicked before the editor can be placed in a Complete status. This editor cannot be placed in a "Not Needed" status.
See the General Information section for additional information.
Enrollment Information Editor
Goals and Objectives
The Goals and Objectives editor lists goals designed to measure the student's progress in general education curriculum. Each goal includes how the goal is measured and how success is determined.
This editor cannot be placed in a "Not Needed" status. At least one record must be created in order to place this editor in a "Complete" status.
Goals and Objectives List Screen
Click the plus (+) icon to view any objectives associated with the goal from the list screen, when applicable.
Goals and Objectives List Screen
Column Name | Description |
|---|---|
| Padlock Icon | The user currently editing the Goal and Objective record. |
| Sequence | The sequence number of the goal. |
| Annual Goal | The name of the goal. |
Goal Detail Screen
Select an existing record or click New to view the Goal detail screen.
Goal Detail Screen
Objective Detail Screen
Select the plus (+) icon or click Add to view the Objectives detail screen.
Objectives Detail Screen
Services
The Services editor lists services provided to the student in a Special Education setting based on the needs of the student.
This editor cannot be placed in a "Not Needed" status. At least one record must be created in order to place this editor in a "Complete" status.
Services List Screen
Services List Screen
| Column Name | Description |
|---|---|
| Padlock Icon | The user currently editing the Services record. |
| Service Provided | The name of the service. |
| Frequency | The frequency of service. |
| Start Date | The first day of service. |
| End Date | The last day of service. |
Services Detail Screen
Select an existing record or New to view the detail screen.
Services Detail Screen
| Field | Description | Validation |
|---|---|---|
| Service Required | The name of the service. | The options available are those services marked as Normal set up at System Administration > Special Ed > Services. The value of Special Education always displays in this dropdown. |
| Service Position | The role of the person providing the service. Options include:
| The values listed are in a locked attribute provided by the State. Districts can provide their own values under System Administration > Special Ed > Service Position, but those values display at the bottom of this list. |
| Location | The location of the service. | N/A |
| Duration and Frequency | ||
| Start Date Required | The first day of service. | This field auto-populates to the Start Date of the plan. |
| End Date Required | The last day of service. | This field auto-populates to the End Date of the plan. |
| Minutes per Service Frequency Required | The number of minutes per service frequency. | Limited to 4 characters. Only whole numbers allowed. |
| Service Frequency Required | The frequency amount. | Limited to 4 characters. Only whole numbers allowed. |
| Service Period Required | The service period. Options include:
| |
Team Meeting
The Team Meeting editor is used to document the meeting(s) held by the student's special ed team.
This editor cannot be placed in a "Not Needed" status. At least one record must be created in order to place this editor in a "Complete" status.
Team Meeting List Screen
Team Meeting List Screen
| Column Name | Description |
|---|---|
| Padlock Icon | The user currently editing the Team Meeting record. |
| Meeting Date | The date of the meeting. |
| Meeting Location | The location of the meeting. |
| Print in Plan | Indicates this record prints on the plan. |
Team Meeting Detail Screen
Click on an existing record or New to view the detail screen.
Team Meeting Detail Screen
| Field | Description | Validation |
|---|---|---|
| Team Meeting <date> | ||
| Print in Plan | Indicates this record prints on the plan. | This defaults to marked. |
| 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 |
| Invite Date | The day the team members were invited to the meeting. | N/A |
| Comments | Any comments regarding the meeting. | N/A |
Attendance | ||
| First Name Required | The first name of the team member. | This field is read-only and pulls from the student's Special Ed Team Members tool. Additional team members can be added as well. |
| Last Name Required | The last name of the team member. | This field is read-only and pulls from the student's Special Ed Team Members tool. Additional team members can be added as well. |
| Role Required | The role of the team member. | This field is read-only and pulls from the student's Special Ed Team Members tool. Additional team members can be added as well. |
| Parent/Guardian | When marked, the team member displays as Parent/Guardian on the printed document. | |
