Section 504 Plan (Hawaii)

Classic View: Student Information > Section 504 > General > Documents

Search Terms: Section 504 Documents

The Section 504 Plan is used to capture student's plan information for educational success and match the required documentation provided by the state of Hawaii. This document describes each editor, a description of each field on the editor, and any special considerations and instructions.

Plan formats are selected in Section 504 Plan Types. The current print format is HI 504 Plan 2023.

Editor Home

The Editor Home lists the editors available on the student's 504 Plan.

Section 504 Plan Editor Home

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.
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 Plan Information

The following table lists the buttons available for the editors:

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 Types 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

i.e. Complete, Not Needed, etc.

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. 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.
Print

Prints the entire plan.

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. An example list editor is the Conference Notification editor.

Padlock Icon

Only one user at a time can actively work on an editor. A person with a padlock iconImage of the Padlock Icondisplays 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. Once the editing user navigates away from an editor, that editor becomes available to work on.

Editors

The following section lists each editor and describes each field on the editor.

Education Plan

The Education 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.

Image caption

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FieldDescriptionValidation
Plan Type
Required
The type of plan. Options include: 
  • Annual
  • Initial
  • Amendment
N/A
Section 504 Conference Date
*Required
The actual conference date.*This is required in order to Complete the editor.

This field auto-populates from the Actual Conference Date on the most recent record on the Conference Actual editor.
Start Date
*Required
The day on which the plan begins for the student.

*This is required in order to Complete the editor.


This field auto-populates to be one day after the Initial Conference Announcement, but can be modified.


In order to Complete the editor, this date must be after the IEP Conference Date.

Section 504 Annual Due Date
*Required
The one year due date for the next plan.*This is required in order to Complete the editor.

This field auto-populates to one year minus one day from the Section 504 Conference Date, but it can be modified as needed.
Reevaluation Due Date
Required
The three year due date for the next plan.This field auto-populates to 3 years from the most recent Evaluation, regardless of the locked status. It can be modified as needed.
Initial Consent Date
*Required
The date consent was received from the parent/guardian.* This is required in order to Complete the editor. This is a read-only field.

This field auto-populates from the student's initial locked 504 Evaluation > Initial Provision of Section 504 and the Related Services editor > School Received Consent Form Date field.
For Agency Use Only
Parent/legal guardian was provided a copy of the procedural safeguards in his/her native language or other mode of communication
*Required
Indicates the parent/guardian was given a copy of the procedural safeguards.*This is required in order to Complete the editor.
Date safeguards provided to parent/legal guardian
*Required
The date the procedural safeguards were provided to the parent/guardian.*This is required in order to Complete the editor.
Parent/legal guardian was provided a copy of the Section 504 Plan at no cost
*Required
Indicates the parent/guardian was given a copy of the plan.*This is required in order to Complete the editor.
Date Section 504 Plan provided to parent/legal guardian
*Required
The date a copy of the plan was given to the parent/guardian.*This is required in order to Complete the editor.

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Enrollment Information

The Enrollment Information editor records 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 Plan Information section for additional information. This editor is read-only.

Enrollment Information Editor

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FieldDescriptionAd hoc/Database NameValidation
DistrictThe student's district of residence.Learner Planning > Learning Plans > subDistrictThis field is pulled from the Enrollment record, then System Administration > Resources > School > State Data Elements > Sub-District.
Complex AreaThe location of the building.Learner Planning > Learning Plans > complexDistrictThis field is pulled from the Enrollment record, then System Administration > Resources > School > State Data Elements > Complex Area.
GradeThe student's current grade.

Enrollment > Grade


enrollment.grade

This field is pulled from the Enrollment record.
School NameThe name of the school associated with the student's Enrollment record.Learner Planning > Learning Plans > Enrollments > residentSchool

enrollment.residentSchool
This field is pulled from the Enrollment record.
School PhoneThe phone number of the school associated with the student's Enrollment record.Learner Planning > Learning Plans > School > Phone

v_SchoolCurrent.phone
This field is pulled from the Enrollment record, then System Administration > Resources > School.
School YearThe school year associated with the student's Enrollment record.N/AThis field is pulled from the Enrollment record.

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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 Plan Information section for additional information.

Student Information Editor

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FieldDescriptionAd Hoc/Database Name
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

Language At HomeThe student's language they speak at home.Census > People > Demographics > Language At Home
First LanguageThe student's first language spoken.Census > People > Demographics > First Language
Most Used LanguageThe language the student uses most frquently.Census > People > Demographics > Language Most Used
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
These fields are read-only.
NameThe first and last name of the team member.Student Information > Section 504 > General > Team Members
TitleThe role of the team member.Student Information > Section 504 > 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 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.

Parent/Guardian Information Editor

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FieldDescriptionAd Hoc/Database NameValidation
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.
Print 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, parent/guardian(s) with a sequence number print in the order defined. Un-sequenced parent/guardian(s) display below sequenced parent/guardian(s).
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 dropdown with an option to select which address displays. When there is only one address, the drop down 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.
E-mailThe primary email address for the parent/guardian.Census > People > Demographics > EmailThis field populates from Census.
Language at HomeThe parent/guardian's language they speak at home.Census > People > Demographics > Language At HomeThis field populates from Census.
Most Used LanguageThe language the parent/guardian uses most frequently.Census > People > Demographics > Language Most UsedThis field populates from Census.
Interpreter RequiredIndicates an interpreter is needed for the the parent/guardian.N/AN/A
Language(s) of Interpreter
*Required
The language the interpreter.
*This field becomes available and required when the Interpreter Required checkbox is marked.

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Conference Announcement

The Conference Announcement editor is used to document planned meetings of the team.

This editor is not optional and must be completed.

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Conference Announcement List Screen

Conference Announcement List Screen

Column NameDescription
Padlock IconThe user currently working on the record.
Meeting DateThe date of the meeting.
Meeting LocationThe location of the meeting.
Print in PlanIndicates this meeting information prints on the Plan.

Conference Announcement Detail Screen

Click New or an existing record to view the Detail Screen.

Conference Announcement Detail Screen

FieldDescriptionValidation
Print in PlanIndicates this meeting information prints on the Plan.This defaults to unmarked.
Scheduled Conference Date
Required
The meeting date.N/A
Scheduled Conference Time
Required
The meeting time.N/A
Announcement DateThe date a notification was sent notifying the team members of the meeting.N/A
Scheduled Conference Location
Required
The location of the meeting. Options include: Virtual, Phone, or In-Person.N/A
Conference Location (specify)The location of the meeting, if clarification or details are needed.N/A
The conference is for the following purpose(s)

Plan Process
Indicates the type of plan processes needed for the student. Options include:
  • If Section 504 eligible, develop a Section 504 Plan.
  • Determine educational placement.
  • Review the plan's effectiveness/appropriateness in meeting the needs of your child, revise and renew it, if needed.

N/A

Learning LossIndicates the student needs an Learning Loss Plan. Options include:
  • Address Learning Loss (including education loss, skill loss, lack of expected progress, and any new needs) due to significant school disruption (e.g. pandemic, flood, volcanic activity).

N/A

Discipline

Indicates the student needs an Discipline Plan. Options include:

  • Discuss a manifestation Determination (MD) - Student Discipline
N/A
Attendance
First NameThe first name of the team member.

This field is required for saving this editor.


This field displays information from the Section 504 Team Members tool. Any Team Member with an active status displays here as read-only.


The user can also enter an additional entry for this field and when they do, an open text field displays and the user is required to enter a value.

Last NameThe last name of the team member.

This field is required for saving this editor.


This field displays information from the Section 504 Team Members tool. Any Team Member with an active status displays here as read-only.


The user can also enter an additional entry for this field and when they do, an open text field displays and the user is required to enter a value.

RoleThe role of the team member.

This field is required for saving the editor.


Values available in this dropdown include locked attributes:

  • General Education Teacher
  • Related Service Provider
  • Special Education Teacher
  • Specialized Support Instructional Personnel
  • SSC
  • Counselor
  • Principal
  • Vice Principal
  • Guardian
  • Student

Unlocked Attribute values include:


  • determined by district

When the Role in the dropdown matches the Role entered on the Team Members tool exactly, that value will populate when the First and Last Name of the Team Member is selected.

InvitedIndicates this team member has been invited to the meeting.

N/A

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Conference Notification

The Conference Notification editor is used to document when notifications were sent out informing the team of meetings.

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Conference Notification List Screen

Conference Notification List Screen

Column NameDescription
Padlock IconThe user currently working on the record.
Scheduled MeetingThe date of the planned meeting.
Mutually AgreedIndicates if the parent/guardian consented to the meeting date.

Conference Notification Detail Screen

Click New or an existing record to view the Detail Screen.

Conference Notification Detail Screen

FieldDescriptionValidation
Conference Notification
Scheduled Meeting Date The date of the scheduled meeting.This field is required for saving the editor.

The options in this field are determined from the Conference Announcement entries.

Mutually Agreed Upon:

Indicates if the parent/guardian consents to the meeting date. Options include:

  • Yes, parent agrees to date and time of meeting and knows the purpose(s) of the meeting.
  • No (after 3 attempts consult with your DES)
These options are hard coded.
Team Member Notification Tracking
This table is read-only and displays the following columns:
  • Team Member Name
  • Date
  • Method
  • Notified By
  • Outcome

All of these read-only values come from the user selecting the New button and entering information on a side panel recording when notifications were made to certain team members.

Notification Tracking (side panel)
This displays when the user clicks New or anywhere on a previous entry in the table.
Team Member Name
Required
The name of the team member.

The options in this field are determined from the marked entries from Conference Announcement > Invited checkbox.


This displays as First Name Last Name, Role.

Notified DateThe date the team member was notified.N/A
Notify Method

The manner in which the team member was notified. Options include:

  • Phone
  • Personal Contact
  • Regular Mail
  • Return Receipt Required
  • Personally Delivered
  • Email
  • Fax
These options are hard coded. Multiple options may be selected.
Notified ByThe person who reached out to the team member.N/A
Notified OutcomeThe response or end result of the notification.N/A

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Conference Actual

The Conference Actual editor is used to document meetings that took place.

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Conference Actual List Screen

Conference Actual List Screen

Column NameDescription
Padlock IconThe user currently working on the record.
Scheduled MeetingThe date of the planned meeting.
Actual MeetingThe date the meeting took place.
Actual LocationThe location of the meeting.

Conference Actual Detail Screen

Click New or an existing record to view the Detail Screen.

Conference Actual Detail Screen

FieldDescriptionValidation
Actual Conference Notification: <date of actual conference>
The "<date of actual conference>" populates based on the Actual Conference Date entered.
Scheduled Meeting Date The date of the planned meeting.The options in this field are determined from the Conference Announcement > Scheduled Conference Date entries.
Scheduled Conference Time The time of the planned meeting.The options in this field are determined from the Conference Announcement entries.

This field is read-only.
Scheduled Conference Location The planned conference location.The options in this field are determined from the Conference Announcement entries.

This field is read-only.
Scheduled Conference Location (specify) The location of the meeting, if clarification or details are needed.The options in this field are determined from the Conference Announcement entries.

This field is read-only.
Actual Conference Date
Required
The date the meeting took place.N/A
Actual Conference Time
Required
The time the meeting took place.N/A
Actual Conference Location
Required

The location of the meeting. Options include:

  • Phone
  • Virtual
  • In-Person

The values available are hard-coded.

Actual Conference Location (specify) The location of the meeting, if clarification or details are needed.N/A
The conference was for the following purposes(s)

Plan Process

Indicates the type of plan processes needed for the student. Displays two rows of checkboxes, Scheduled and Actual. Options include:

  • If Section 504 eligible, develop a Section 504 Plan.
  • Determine educational placement.
  • Review the plan's effectiveness/appropriateness in meeting the needs of your child, revise and renew it, if needed.

This field has two parts to it. The first part, "Scheduled" are read-only values that are checked as appropriate upon selection of the Scheduled Meeting Date field above. The second part, "Actual" are editable values that allow the user to manually select the appropriate values.

Learning Loss

Indicates the student needs an Learning Loss Evaluation. Displays two rows of checkboxes, Scheduled and Actual. Options include:

  • Address Learning Loss (including education loss, skill loss, lack of expected progress, and any new needs) due to significant school disruption (e.g., pandemic, flood, volcanic activity).

This field has two parts to it. The first part, "Scheduled" are read-only values that are checked as appropriate upon selection of the Scheduled Meeting Date field above. The second part, "Actual" are editable values that allow the user to manually select the appropriate values.

Discipline

Indicates the student needs an Discipline Evaluation. Displays two rows of checkboxes, Scheduled and Actual. Options include:

  • Discuss a Manifestation Determination (MD) - Student Discipline
This field has two parts to it. The first part, "Scheduled" are read-only values that are checked as appropriate upon selection of the Scheduled Meeting Date field above. The second part, "Actual" are editable values that allow the user to manually select the appropriate values.
Attendance
First Name
*Required
The first name of the team member.

This field is read-only and auto-populates based on Team Members entered within the Conference Announcement editor who have the Invited checkbox marked.


*The user can also enter an additional entry for this field and when they do, an open text field displays and the user is required to enter a value.

Last Name
*Required
The last name of the team member.

This field is read-only and auto populates based on Team Members entered within the Conference Announcement editor who have the Invited checkbox marked.


*The user can also enter an additional entry for this field and when they do, an open text field displays and the user is required to enter a value.

Role
*Required
The role of the team member.

This field is read-only and auto populates based on Team Members entered within the Conference Announcement editor who have the Invited checkbox marked. 


*The user can also enter an additional entry for this field and when they do, a dropdown displays and the user is required to select a value.


Values available in this dropdown include locked attributes:

  • General Education Teacher
  • Related Service Provider
  • Special Education Teacher
  • Specialized Support Instructional Personnel
  • SSC
  • Counselor
  • Principal
  • Vice Principal
  • Guardian
  • Student

Unlocked Attribute values are determined by the district.

AttendedIndicates the team member attended the meeting.Anyone marked as Attended displays on print.
Admin/DesigneeIndicates if the team member is an admin designee for the meeting.Guardian, Student, Principal, Vice Principal, any District Defined roles, and manually entered team members cannot be marked as Admin/Designee.

Those marked as Admin/Designee AND Attended display on print with an asterisk (*) after their name and role.
ExcusedIndicated the team member was excused from the meeting.Guardian, Student, any District Defined roles, and manually entered team members cannot be marked as Excused.

Those marked as Excused display on print with a double asterisk (**) after their name and role.
Reason for Excusal
*Required
The reason the team member was excused from the meeting.*This field is required when the corresponding Excused checkbox is marked.
Admin/Designee Statement
This section becomes available when the Designee for Admin checkbox is selected.
Admin Designee Statement:
*Required
Indicates why an admin is being used in the meeting.*This field is required when the corresponding Admin/Designee checkbox is marked.

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Eligibility and the Effects of the Disability

The Eligibility and the Effects of the Disability editor is used to document the ways in which the student's disability impacts them.

Eligibility and the Effects of the Disability Editor

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FieldDescriptionValidation
Describe the Physical or Mental Impairment(s) that Substantially Limits a Major Life ActivityA description of the student's physical or mental impairment(s) that significantly limits their life.N/A

The Student's Major Life Activity(ies) Substantially Limits the Following

The student's life activities limited by their physical or mental impairment(s). Select all that apply:

  • Caring for Oneself
  • Performing Manual Tasks
  • Seeing
  • Hearing
  • Communicating
  • Eating
  • Sleeping
  • Walking
  • Standing
  • Working
  • Lifting
  • Bending
  • Speaking
  • Breathing
  • Learning
  • Reading
  • Thinking
  • Concentrating
  • Other
N/A
Specify Other
*Required
Any other life activities impacted.*This field becomes available and is required when Other is selected above.

The Student's Major Bodily Function(s) Substantially Limits the Following

The functional activities limited by the student's physical or mental impairment(s). Select all that apply:

  • Functions of the Immune System
  • Normal Cell Growth
  • Reproduction Function
  • Bowel Function
  • Bladder Function
  • Neurological Function
  • Brain Function
  • Respiratory Function
  • Circulatory Function
  • Endocrine Function
  • Digestive Function
  • Other
N/A
Specify Other
*Required
Any other functional activity impacted.*This field becomes available and is required when Other is selected above.

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Accommodations

The Accommodations editor is used to document any accommodations to be provided to the student.

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Accommodations List Screen

Accommodations List Screen

Column NameDescription
Padlock IconThe user currently working on the record.
DescriptionA description of the accommodation.
Projected Start DateThe first day of the accommodation.
Projected End DateThe last day of the accommodation.

Accommodations Detail Screen

Click New or an existing record to view the Detail Screen.

Accommodations Detail Screen

FieldDescriptionValidation

Description

Required

A description of the accommodations to be provided to the student based on their physical or mental impairment(s).N/A
SpecifyAdditional detail about the accommodations.N/A

Who will provide the Accommodations?

Required

The role of the individual providing the accommodation to the student.

The values available are district defined in the unlocked attribute dictionary, Section504HI > accommodationProvider.
Duration and Frequency
Projected Beginning Date
Required
The first day of the accommodation.N/A
Projected Ending Date
Required
The last day of the accommodation.N/A

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State-Wide Assessment Testing Accommodations

The State-Wide Assessments Testing Accommodations editor is used to document any accommodations the student requires when taking state administered tests

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State-Wide Assessment Testing Accommodations List Screen

State-Wide Assessment Testing Accommodations List Screen

Column NameDescription
Padlock IconThe user currently working on the record.
AssessmentThe name of the assessment.
Assessment MannerThe way in which the student is administered the assessment.
AccommodationsAny accommodations the student requires to take the assessment.

State-Wide Assessment Testing Accommodations Detail Screen

Click New or an existing record to view the Detail Screen.

State-Wide Assessment Testing Accommodations Detail Screen

FieldDescriptionValidation
Assessment
Required

 The name of the assessment. Options include:

  • ACCESS for ELLs
  • End of Course
  • Kaeo
  • SBA
  • Not Applicable due to Age/Grade

The values in this field are defined at a state level and cannot vary by district. When "Not Applicable due to Age/Grade" is selected, the remaining fields should become grayed out.

Assessment Manner
Required

The manner in which the student partakes in the assessment. Options include:

  • Without Accommodations
  • With Accommodations

The values are defined at a state level and cannot vary by district. The values available change depending on the value selected in the Assessment dropdown above.

Support/Accommodation
*Required

The support or accommodation the student requires. When ACCESS for ELLS is the selected assessment, the following options include:

  • Braille Version of test (paper only, contracted, L,R,W)
  • Braille Version of test (paper only, uncontracted, L,R,W)
  • Extended Speaking test response time (S)
  • Extended Testing of a test domain over multiple days (L,R,W,S)
  • Extending Testing time within the school day (L,R,W,S)
  • Human Reader for items (L,S,W)
  • Human Reader for repeat items (L,S,W)
  • Human Reader for repeat of response options (L)
  • Human Reader for response options (L)
  • Interpreter Signs test directions in ASL (L,R,W,S)
  • Large Print version of test (paper only, L,R,W,S)
  • Manual Control of item audio (online L,S,W and Paper L,S)
  • Repeat Item audio (online L,S,W and Paper L,S)
  • Repeat Test items by human reader (paper only, L,W,S)
  • Scribed Response (L,R,W)
  • Student Responds using a recording device, which is played back and transcribed by student (W)
  • Word Processor or similar keyboarding device to respond to test items (L,R,W)
  • Test May be Administered by school personnel in non-school setting (L,R,W,S)

When Kaeo or SBA are the selected assessment, the following options include:

  • 100s Number Table
  • Abacus
  • Alternate Response Options
  • American Sign Language (ASL) (for ELA listening items and math items)
  • Braille
  • Braille (paper/pencil assessment)
  • Braille Transcript (ELA listening passages)
  • Calculator (grades 6 and above)
  • Closed Captioning (for ELA listening items)
  • Math Manipulatives
  • Multiplication Table (grades 4 and above)
  • Print on Demand
  • Read Aloud (for ELA reading passages, all grades)
  • Scribe (for ELA performance task full writes)
  • Speech-to-Text
  • Text-to-Speech (available for ELA reading passages, all grades)
  • Word Prediction
  • DS: Amplification
  • DS: Audio Glossary
  • DS: Bilingual Dictionary
  • DS: Color Contrast (embedded)
  • DS: Color Contrast (non-embedded)
  • DS: Color Overlays
  • DS: Illustration Glossaries (embedded)
  • DS: Illustration Glossaries (non-embedded)
  • DS: Magnification
  • DS: Masking
  • DS: Medical Supports
  • DS: Mouse Pointer
  • DS: Noise Buffers
  • DS: Read Aloud
  • DS: Read Aloud in Spanish
  • DS: Scribe
  • DS: Separate Setting
  • DS: Simplified Test Directions
  • DS: Streamline
  • DS: Text-to-Speech
  • DS: Translated Student Interface Messages
  • DS: Translated Test Directions
  • DS: Translations (Dual Language)
  • DS: Translations (Glossary) (embedded)
  • DS: Translations (Glossary) (non-embedded)
  • DS: Translations (Stacked)
  • DS: Turn Off Any Universal Tools

*This field is required for saving the editor when "With Accommodations" is selected from Assessment Manner. The values are determined at a state level and cannot vary by district.

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Related Services

The Related Services editor is used to document any related services to be provided to the student.

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Related Services List Screen

Related Services List Screen

Column NameDescription
Padlock IconThe user currently working on the record.
Service NameThe name of the service.
FrequencyThe frequency of the service.
Start DateThe first day of service.
End Date
The last day of service.

Related Services Detail Screen

Click New or an existing record to view the Detail Screen.

Related Services Detail Screen

FieldDescriptionValidation
504 Specific Services
Required

The name of the related service. Options include:

  • Assistive Technology
  • Audiology
  • Counseling
  • Hearing Services
  • Interpreting Services
  • Occupational Therapy
  • Orientation and Mobility
  • Physical Therapy
  • Psychological Services
  • Skilled Nursing
  • Social Worker
  • Speech-Language Pathology Services
  • Transportation
  • Vision Services
  • Other

The options in this field are defined at a state level and cannot vary by district.

Specify Other
*Required
An other related service, if applicable.*This field becomes available and is required when Other from the corresponding dropdown is selected.
Service Delivery
Required

Indicates if the service is direct or indirect. Options include:

  • Direct
  • Indirect
The options in this field are defined at a state level and cannot vary by district.
Addresses Accommodation(s)
Required
The accommodation addressed by the related service.

This field is pre-populated upon entering the editor and requires the user to select a value. The options in this field are populated from the Description field from the Accommodations editor.

Who will provide the Related Service? 
Required
The role of the person providing the related service. The values available are district defined in the unlocked attribute dictionary, Section504HI > relatedServiceProvider.
Duration and Frequency
Projected Start Date
Required
The first day of the service.

N/A

Projected End Date
Required
The last day of the service.

N/A

Duration (in minutes)
Required
The duration of the service.

N/A

Session Frequency # of times per

Required

The number of session frequency.

N/A

Service Frequency
Required

The service frequency. Options include:

  • Day
  • Week
  • Month

The options in this field are defined at a state level and cannot vary by district. 

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Transportation

The Transportation editor is used to document the student's transportation needs, when applicable.

Transportation Editor

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FieldDescriptionValidation
Ambulatory (without assistance)Indicates the student does not have any transportation needs.N/A
Additional Supports

Indicates the student requires additional transportation supports. Options include:

  • Single Rider (notification required)
  • Adult Support
  • Skilled Nurse
N/A
Pick Up Location of Additional Supports
*Required
The location of pick up for the additional support. Options include: 
  • Home
  • School
*This field displays and is required when Adult Support or Skilled Nurse is selected above. 
Special Equipment Used by Student

Indicates the student requires special equipment for transportation needs. Options include:

  • Electric Wheelchair
  • Hearing Aids
  • Manual Wheelchair
  • Oxygen
  • Walker
  • White Cane
  • Crutches
  • Braces, orthotics or head gear for protection
  • Other
N/A
Specify
*Required
A special equipment item not specified above.*This field becomes available when Other is selected above. When available, this field is required.
Challenging Behaviors

Indicates any student behaviors that may prove a challenge to transportation needs. Options include:

  • Aggressive
  • Self-Injurious
  • Defiant
  • Anxious
  • Habits to note
  • Does not do well with too much stimulus
  • Other
N/A
Specify
*Required
A challenging behavior not specified above.* This field becomes available when Other is selected above. When available, this field is required.

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Additional Plans

The Additional Plans editor is used to document any additional plans required to further support the student and their needs.

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Additional Plans List Screen

Additional Plans List Screen

Column NameDescription
Padlock IconThe user currently working on the record.
PlanThe type of plan.
StatementThe plan statement.
Start DateThe first day of the plan
End DateThe last day of the plan.

Additional Plans Detail Screen

Click New or an existing record to view the Detail Screen.

Additional Plans Detail Screen

FieldDescriptionValidation
Additional Plan
Required
The type of plan needed. Options include:
  • Behavior Intervention Plan
  • Behavior Support Plan
  • Communication Plan
  • Crisis Plan
  • Emergency Action Plan
  • Feeding Plan
  • Transportation Plan for Behavior
  • Other
The options in this field are defined at a state level and cannot vary by district.
Specify
*Required
A plan not specified above.*This field becomes available when Other is selected above. When available, this field is required.
Statement
Required
A statement about why the additional plan is being implemented.N/A
Addresses Accommodation(s)The accommodation addressed by this plan.The options in this field are populated from the Description field within the Accommodation editor.
Duration and Frequency
Projected Start Date
Required
The first day of the plan.N/A
Projected End Date
Required
The last day of the plan.N/A

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Written Notice

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

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Written Notice List Screen

Written Notice List Screen

Column NameDescription
Padlock IconThe user currently working on the record.
Meeting InformationThe meeting purpose information.
Date Provided to ParentsThe date the notice was provided to the student's parent/guardian(s).
Print in PlanIndicates this record prints on the Plan.

Written Notice Detail Screen

Click New or an existing record to view the Detail Screen.

Written Notice Detail Screen

FieldDescriptionValidation
Print in PlanIndicates this record prints on the Plan.Defaults to unmarked.
Meeting Information
Required
The meeting purpose information.

The options in this field are determined from the Conference Actual entries. The values in this field are the title of the selected Conference Purpose along with the Actual Conference Date. This value is also displayed on the Written Notice List Editor as the primary sort option.

Date provided to parents
Required
The date the notice was provided to the student's parent/guardian(s).

N/A

Admin / DesigneeIndicates this team member has been designated as an administrator for the meeting.This field is read-only.

The person listed is whoever is listed on the most associated Conference Actual with a Role of "Principal" OR "Vice Principal" AND listed as Attended. If this does not apply, the person marked as Admin/Designee is pulled into this field.
Description of proposed or refused action:A description of the proposed or refused action.N/A
Explanation of why the action is proposed or refused:An explanation of why the action is proposed or refused.N/A

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