Special Ed Progress Report

Tool Search: Special Ed Documents

Special Ed Progress Reports track student progress toward the measurable goals and objectives defined in their Special Ed Plan. Progress reports are managed using the Special Ed Documents tool.

screenshot SPED docs view

Manage Progress Reports

From the Special Ed Documents tool, users can add, edit, and/or delete progress reports. COPY? Lock, unlock?

New

  1. From the Special Ed Documents tool, click Create New Document. The New Document Wizard displays.
  2. Mark the Progress Report checkbox. The description is managed using the Special Ed Preferences tool. 
  3. Select which enrollment calendar to link to the progress report.
  4. Click the Create Document button. The editors of the progress report display. 
  5. Users must save data on the Progress Report Editor before navigating to the rest of the progress report. ...
  6. ...

Edit

To edit an existing progress report, double-click the progress report on the Special Ed Documents list or select the progress report from the list and then click Open

Delete

It is not recommended to delete records. Delete with caution.

To remove an existing progress report, select the progress report from the list and click Delete. A warning message displays confirming the action, "You are about to delete assessment data related to this goal, are you sure?" Click Ok to confirm or Cancel to go back.

Editors

There are two sections within a progress report, the Progress Report editor and the Goal/Objective Assessment editor. 

Progress Report Editor

This editor must be saved before continuing to the rest of the progress report. 

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FieldDescription
Plan to report on (Start Date - End Date)

When the editor is new, this field is a dropdown and displays all available plans for the student as of the Start and End Dates. This cannot be null.


After the initial save, this field becomes read-only and displays the plan name, start date, and end date of the plan.

Report Date

The day of the progress report. 

Link to an Enrollment

Selection connects this progress report to a specific enrollment. The enrollment records available in this dropdown are all current enrollments for the selected student within the Start Date of the Plan to report on. This cannot be null.

Created Date

The day the editor was initially saved. This read-only fields displays after the editor is saved. 

Created By

The person who initially saved this editor. This read-only fields displays after the editor is saved. This displays as Last Name, First Name of the person.

Modified Date

The day the editor was last modified. This read-only fields displays after the editor is saved and automatically updates after ever save.

Modified By

The person who last modified the editor. This read-only fields displays after the editor is saved and automatically updates after ever save. This displays as Last Name, First Name of the person.

Goal/Objective Assessment

Click the New Goal/Objective Assessment button to add records.

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FieldDescription
Goals

This lists all the goals pulled in from the selected plan. Selection determines which objectives display.

Objectives

This displays all the objectives for the selected goal. Multiple objectives may be selected.

Progress toward the annual goal

The type of progress the student made toward their goal or objective. The values available in this dropdown are managed using the Special Ed Progress Option Setup tool.

Comments

Any comments related to the progress record.

State Sync Logic

The associated Plan must be synced to the state before the progress report syncs. Progress reports sync to the state upon Save or Batch syncing.

State-Specific Considerations

Some states pull information from the progress report into the Plan or printed document. For additional information, see your state's plan documentation.

Tool Rights

Read - View PDF version of existing progress reports.
Write - Edit existing progress reports.
Add - Add new progress reports.
Delete - Remove progress reports. Assign Delete tool rights with caution.

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For additional information, see the Individual User Tool Rights article.