Summary of Performance Plan (Montana)
Last Modified on 02/10/2025 9:04 am CST
Tool Search: Special Ed Documents
The Summary of Performance 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 SOP 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: - 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 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.
The following statuses are only available for certain state-specific documents: - ESign indicates that the editor has functionality related to the eSignature process. See the following articles for your state's eSignature information:
- Complete Pending eSignature indicates the plan has been entered and sent via the Campus Parent portal to the student's guardian for eSignature.
|
| 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. - 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 is 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 Type 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 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. - Complete indicates the editor is finished. This makes the editor read-only. However, this does not lock the editor from further editing. The user must click In Progress to further edit after an editor is marked Complete.
- Not Needed indicates the editor does not apply to the student's plan or evaluation. This makes the editor read-only. However, this does not lock the editor from further editing. Click the In Progress button to further edit after an editor is marked Not Needed.
- In Progress only displays when the editor is in the Complete or Not Needed status and allows additional edits to be made.
The following status is only available for the Nevada IEP: - Complete Pending eSignature only displays for certain editors. This button marks the editor as complete until the parent/guardian electronically signs those plan sections via the Campus Parent Portal. See the Special Ed eSignature Process articles for additional information.
|
| Print | 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.
SOP Plan
The Summary of Performance Plan editor lists basic information regarding the plan.
SOP Plan Editor
Click here to expand...
| Field | Description | Validation |
|---|
| Plan Link (for Post-Secondary Goals) | A list of plans. | This field pre-populates with most recent, locked Plan. Once saved, this field becomes read only. Only IEP Play Types display. |
Date
Required | The date of the plan. | N/A |
| Last Re-Evaluation Date | The last re-evaluation date. | Pre-populates with most recent Evaluation Date, regardless of a locked status or not. |
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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
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| Field | Description | Ad Hoc | Validation |
|---|
| School of Attendance | The name of the school associated with the student's Enrollment record. | N/A | This field is pulled from the Enrollment record. |
| School Phone
| The phone number of the school associated with the student's Enrollment record. | N/A | This field is pulled from System Administration > Resources > School > School Phone. |
| Grade
| The student's current grade. | Enrollment > Grade enrollment.grade | This field is pulled from the Enrollment record. |
| District Information
|
| District Number
| The district number associated with the Enrolled school. | N/A | System Administration > Resources > District Information > State District Number |
| District Name
| The district name associated with the Enrolled school. | N/A | System Administration > Resources > District Information > Name |
| District Address
| The district address associated with the Enrolled school. | N/A | System Administration > Resources > District Information > Address |
| District Phone
| The district phone number associated with the Enrolled school. | N/A | System Administration > Resources > District Information > Phone |
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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.
Student Information Editor
Click here to expand...
| Field | Description | Ad Hoc |
|---|
| Last Name | The student's last name. | Census > People > Demographics > Last Name identity.lastName |
| First Name | The student's first name. | Census > People > Demographics > First Name identity.firstName |
| Middle Name | The student's middle name. | Census > People > Demographics > Middle Name identity.middleName |
| Suffix | The student's suffix. | Census > People > Demographics > Suffix Name identity.suffix |
| Age | The age of the student. | Census > People > Demographics > Age |
| Birthdate | The student's birthdate. | Census > People > Demographics > Birth Date identity.birthDate |
| Gender | The student's gender. | Census > People > Demographics > Gender identity.gender |
| Federal Designation | The student's federal race designation. | Census > People > Demographics > Federal Designation
identity.raceEthnicityDetermination |
| Federal Race(s) | The student's federal race(s). | Census > People > Demographics > Race(s)
identity.raceEthnicityFed |
| Race, Ethnicity (state) | The student's state race/ethnicity designation. | Census > People > Demographics > Race/Ethnicity Determination
identity.raceEthnicity |
| Address | | Census > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip |
| Student Number | The student's identification number. | Census > People > Demographics > Student Number |
| State ID | The student's state identification number. | Census > People > Demographics > State ID |
| Case Manager Information |
| Name | The first and last name of the team member. | Student Information > Special Ed > General > Team Members |
| Title | The role of the team member. | Student Information > Special Ed > General > Team Members |
| Phone | The phone number of the team member. | Student Information > Special Ed > 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 SOP.
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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| 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. |
| Address | The 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 drop down with an option to select which address displays. 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. | Census > People > Demographics > Email | This field populates from Census. |
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Summary of Performance
The Summary of Performance editor is used to document a summary of the student academic achievement and functional performance and the team's recommendations for meeting the student's postsecondary goals.
Summary of Performance
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| Field | Description | Validation |
|---|
| Training or Education: | A description of the student's postsecondary goals for training and/or education. | This is a read-only field and populates from the IEP > Postsecondary Goals > Training or Education Field. The data refreshes each time the editor is opened. |
| Employment: | A description of the student's postsecondary goals for employment | This is a read-only field and populates from the IEP > Postsecondary Goals > Employment Field. The data refreshes each time the editor is opened. |
| Where appropriate, Independent Living Skills | A description of the student's postsecondary goals for independent living skills. | This is a read-only field and populates from the IEP > Postsecondary Goals > Independent Living Skills Field. The data refreshes each time the editor is opened. |
| Summary of Student's Academic Achievement and Functional Performance: | A description of the student's academic performance and functional performance. | N/A |
| Recommendations for Meeting Postsecondary Goals: | The team's recommendations for meeting the student's postsecondary goals. | N/A |
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Previous Versions
Summary of Performance Plan (Montana) [.2243 and previous]
Editor Home
) 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).
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. 
Example Template Bank Selections in the Document
SOP Plan Editor
Enrollment Information
Student Information Editor
Parent/Guardian Information Editor
Summary of Performance