Wisconsin Existing Data Review

Tool Search: Special Ed Documents

Evaluations are used to document the student's educational needs and the student's determination of eligibility for special education. This document describes each editor, the section(s) of the print format that include the entered information, a description of each field on the editor, and any special considerations and instructions for using the editor and fields.

An evaluation must be created whether or not the student is determined to have a disability. A copy of the evaluation summary report, including the documentation of eligibility, is given to the student’s parents by the school.

The current format of this document is the WI Existing Data Review 2022. Evaluation formats are selected in Eval Types.

Screenshot of Editor Home screen.Editor Home

Editor Home

The Editor Home lists the editors available, their status, and Modification and Completion information.

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.

The following statuses are only available for the Nevada IEP:

  • ESign indicates that editor has functionality related to the eSignature process. See the Nevada Individual Education Plan eSignature Process for additional 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 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 Information

The following table lists the actions available for the editors. When resizing the window, certain buttons are condensed into a single Action button. 

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 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 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

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 or evaluation. 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.

The following status is only available for the Nevada IEP:

  • Complete Pending eSignature only displays for the Procedural Safeguards, IEP Implementation, and Medicaid Consent editors. This button marks the editor as complete until the parent/guardian electronically signs those sections of the plan via the Campus Parent Portal. See the Nevada Individual Education Plan eSignature Process for additional information.
Print

Prints the entire document.

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.

Editor Lock Out and Release Logic

Only one user at a time can actively work on an editor. A person with a padlock iconScreenshot of the 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.

Screenshot of the Add Template icon highlighted and the Template Bank side panel displayed on the right.Template Bank Side PanelClick the plus (+) icons next to the category to view the available template values.

Screenshot of an expanded Template Bank Category on the left and several template values selected on the right. 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.

Screenshot of an example field with several template bank selections added.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.

Data Review Header

The Data Review Header editor lists general information about the Review.

This editor must be saved before continuing to other parts of the evaluation. 

Screenshot of data review header editor.Data Review Header Editor

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FieldDescriptionValidation
Created Date
Required
The day the existing data review was created.N/A
Type of Data Review
Required

The type of data review documented. Options include Initial or Reevaluation.

The values available in this dropdown are hard coded.

When Initial is selected, the Primary Impairment field on the Enrollment editor is NOT required.
Form Completed By The day the form is to be completed.N/A
Completed Date The day the form was completed.N/A
Notice of receipt of referral and start of initial evaluation/notice of reevaluation was provided to parents Indicates the notice was provided to the parent/guardian(s).N/A
Receipt Date The day the notice was provided to the parent/guardian(s).N/A
For students transferring between public agencies: Evaluation Report reviewed and adopted (if applicable) by A description of who reviewed and adopted the transfer student's evaluation.N/A
Evaluation Adopted On The day the evaluation for transfer students was adopted on.N/A
For students transferring between public agencies: IEP reviewed and adopted (if applicable) by A description of who reviewed and adopted the transfer student's plan.N/A
IEP Adopted On The day the plan for transfer students was adopted on.N/A

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Enrollment Information

The Enrollment Information editor reports Special Education information from the student's Enrollment.

The Refresh button retrieves a fresh copy of data from the student's record.

Screenshot of Enrollment information editor.Enrollment Information Editor

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Field NameDescriptionAd hoc/Database LocationValidation
Primary Impairment
Required
The primary disability of the student. Options available are the same as those at Student Information > General > Enrollments > SPED > Primary Impairment.Learner Planning > Learning Plans > disability1

Locked Attribute Dictionary: Enrollment.disability1

When the editor is first opened, this field auto-populates with "N: Not IDEA Eligible or No Disability". On Save, this field cannot have "N: Not IDEA Eligible or No Disability" as a value.


This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value when needed.


When Initial is selected as the Type of Data Review on the Data Review Header editor, the Primary Impairment field is NOT required.

Secondary Impairment The second disability of the student, when applicable. Options available are the same as those at Student Information > General > Enrollments > SPED > Primary Impairment.Learner Planning > Learning Plans > disability2

Locked Attribute Dictionary: Enrollment.disability2

This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value when needed.


Third Impairment The third disability of the student, when applicable. Options available are the same as those at Student Information > General > Enrollments > SPED > Primary Impairment.Learner Planning > Learning Plans > disability3

Locked Attribute Dictionary: Enrollment.disability3

This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value when needed.

Fourth Impairment The fourth disability of the student, when applicable. Options available are the same as those at Student Information > General > Enrollments > SPED > Primary Impairment.Learner Planning > Learning Plans > disability4

Locked Attribute Dictionary: Enrollment.disability4

This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value when needed.


Fifth Impairment The fifth disability of the student, when applicable. Options available are the same as those at Student Information > General > Enrollments > SPED > Primary Impairment.Learner Planning > Learning Plans > disability5

Locked Attribute Dictionary: Enrollment.disability5

This field auto-populates from the selected Enrollment on Refresh. Users can also manually edit the value when needed.


GradeThe student's current grade.

Enrollment > Grade


enrollment.grade

This field auto-populates from selected Enrollment on Refresh. User can also manually edit the values when needed.
School NameThe name of the school associated with the student's Enrollment record.Learner Planning > Learning Plans > servingSchoolName

This field auto-populates from selected Enrollment on Refresh. User can also manually edit the values when needed.

School PhoneThe phone number of the school associated with the student's Enrollment record.N/A

This field auto-populates from selected Enrollment on Refresh from System Administration > Resources > School > (School Name that matches Enrollment record) > Phone. User can also manually edit the values when needed.

District of ResidenceThe student's district of residence.Learner Planning > Learning Plans > residentDistrictNumberThis field is read-only. This field auto-populates from selected Enrollment on Refresh from Enrollment > Resident District.
Serving District

The student's district of service.

Learner > Active Enrollment > Core > servingDistrict

This field is read-only. This field auto-populates from selected Enrollment on Refresh from Enrollment > Serving District.

District Information
These fields are read-only.
District Number
The district number associated with the Enrolled school.System Administration > Resources > District Information > State District NumberN/A
District NameThe district name associated with the Enrolled school.System Administration > Resources > District Information > NameN/A
District AddressThe district address associated with the Enrolled school.System Administration > Resources > District Information > AddressN/A
District PhoneThe district phone number associated with the Enrolled school.System Administration > Resources > District Information > PhoneN/A
District SPED AddressThe district special ed address associated with the Enrolled school.System Administration > Resources > District Information > SPED AddressN/A
District SPED PhoneThe district special ed phone number associated with the Enrolled school.System Administration > Resources > District Information > SPED PhoneN/A

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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.

Screenshot of student information editor.Student Information Editor

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FieldDescriptionDatabase Location (when Refresh is clicked)
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

Race, EthnicityThe student's state defined race.Census > People > Demographics > State Race/Ethnicity
GenderThe student's gender.

Census > People > Demographics > Gender


identity.gender

BirthdateThe student's birthdate.

Census > People > Demographics > Birth Date


identity.birthDate

Student NumberThe student's identification number.

Census > People > Demographics > Student Number


identity.studentNumber

Student's Primary LanguageThe student's first language.
The values available in this list are available in a locked attribute dictionary, Language List (Definition.iso639-2Language).

Census > People > Demographics > Home Primary Language


identity.homePrimaryLanguage

Interpreter NeededIndicates the student requires an interpreter. Options are Yes or No.N/A
WISEidThe student's state ID number.Census > People > Demographics > State ID
student.stateID
Student Address

The student's address.


This field becomes a dropdown when 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

Case Manager Information
These fields are read-only.
NameThe first and last name of the team member.

Note: This field auto-populates with the Eval Case Manager Name. When no Eval Case Manager is designated, then the Case Manager Name is pulled in.
Student Information > Special Ed > General > Team Members > Name

teamMember.firstName
teamMember.lastName
TitleThe title of the individual in relation to the special education team membership.

Note: This field auto-populates with the Eval Case Manager Title. When no Eval Case Manager is designated, then the Case Manager Title is pulled in.
Student Information > Special Ed > General > Team Members > Title

teamMember.title
PhoneThe phone number of the team member.

Note: This field auto-populates with the Eval Case Manager Work Phone. When no Eval Case Manager is designated, then the Case Manager Work Phone is pulled in.
Student Information > Special Ed > General > Team Members > Work Phone

pcontact.workPhone

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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 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.

When the Private Flag is marked on the Team Members tool for the parent/guardian, all contact information on this editor for that person is cleared out and a note on the editor display, "One or more records has been marked Private in the Team Members tab. Contact information was not imported for those records and will appear blank below." On the printed document it reads, "Unpublished" in each of those areas.

When the Educational Surrogate Flag is marked on the Team Members tool, that person displays on the Parent/Guardian Information editor with "Educational Surrogate Parent" next to their name as the relationship and all other fields are hidden from the screen as well as on the printed document.

Screenshot of Parent Guardian information editor.Parent/Guardian Information Editor

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FieldDescriptionAd HocValidation
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, only parent/guardian(s) with a sequence number prints in the order defined.
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, the 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 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.
EmailThe primary email address for the parent/guardian.Census > People > Demographics > EmailThis field populates from Census.
Primary LanguageThe parent/guardian's first language.

Census > People > Demographics > Home Primary Language


identity.homePrimaryLanguage

This field populates from Census.

The values available in this list are available in a locked attribute dictionary, Language List (Definition.iso639-2Language).
Interpreter NeededIndicates the student requires an interpreter. Options are Yes or No.N/AThe values available in this dropdown are hard coded.

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(I-3) Team Meeting Cover Page

The Team Meeting Cover Page editor lists the team meetings held regarding the student and the participants of the meeting. Team Meetings display based on the Meeting Date. The Print in Plan slider must be marked On for the team meeting record to appear on the printed document.

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.

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Team Meeting List Screen

Screenshot of the team meeting cover page list screen.Team Meeting List Screen

Column NameDescriptionDescription
Padlock IconThe user currently editing the team meeting record.N/A
Meeting DateThe date of the meeting.This is pulled from the Meeting Date field on the Team Meeting detail screen.
Meeting LocationThe location of the meeting.This is pulled from the Meeting Location field on the Team Meeting detail screen.
Print in EvalIndicates this meeting prints on the evaluation.This field defaults to marked. Any action taken with this slider automatically updates on the Print in Plan slider on the Team Meeting list screen.

Team Meeting Detail Screen

Select an existing record or click New to view the Team Meeting detail screen.

Screenshot of the team meeting cover page detail screen.Team Meeting Detail Screen

Field NameDescriptionValidation
Team Meeting
Print in EvalIndicates this meeting prints in the Evaluation.

This field defaults to marked. Any action taken with this checkbox automatically updates on the Print in Plan slider on the Team Meeting list screen.

Meeting Date

Required

The date of the meeting.This field auto-populates with the Created Date from the Data Review Header editor.
Meeting TimeThe time of the meeting.N/A
Meeting LocationThe location of the meeting.N/A
Invite DateThe date the invitation for the meeting was sent to participants.N/A
Purpose of Meeting
Evaluation and ReevaluationIndicates which type of evaluation being discussed at the meeting. Options include: 
  • Evaluation including determination of initial eligibility for special education
  • Reevaluation including determination of continuing eligibility for special education
N/A
Individualized Education Plan (IEP) (if student is eligible) Indicates which type of IEP being discussed at the meeting. Options include: 
  • Develop an initial IEP
  • Develop an annual IEP
  • Review/revise IEP
  • Transition - the consideration of post-secondary goals and transition services (Required for students beginning at age 14).
N/A
Placement (must be determined when the IEP is developed or reviewed/revised) Indicates the type of placement discussed. Options include: 
  • Determine initial placement
  • Determine continuing placement
N/A
OtherOptions include: 
  • Review existing information to determine needs for additional assessments or other evaluation materials (IEP team meeting optional)
  • Conduct a manifestation determination (check appropriate boxes under IEP & Placement if changes in either are contemplated)
  • Determine setting for service during disciplinary change in placement (must check appropriate boxes under IEP & Placement)
  • Other
N/A
Specify
*Required
A text field used to specify the reason for the meeting.*This field displays and is required when Other is selected above.
If a purpose of this meeting is IEP development, review, and/or revision related to the academic, developmental and functional needs of the child, the IEP team considered the results of:
Initial or most recent evaluation Indicates the IEP team considered the initial or most recent evaluation in their determination. Options include: 
  • Yes
  • Not Applicable
The values available in this dropdown are hard coded.

Indicates the IEP team considered any statewide assessment in their determination. Options include: 
  • Yes
  • Not Applicable
The values available in this dropdown are hard coded.

Indicates the IEP team considered any district-wide assessments in their determination. Options include: 
  • Yes
  • Not Applicable
The values available in this dropdown are hard coded.
Documented Efforts
If a parent did not attend or participate in the meeting by other means and did not agree to the time and place of the IEP team meeting, document three efforts to involve the parent(s)/guardian(s).
DateThe date the attempt was made.This field is duplicated a total of three times to document the three attempts.
MethodThe method of contact.This field is duplicated a total of three times to document the three attempts.
ResultThe result of the attempt.This field is duplicated a total of three times to document the three attempts.
CommentsAny additional comments needed to document the attempts.N/A
Attendance
First Name
Required
The first name of the participant.The Team Member names listed are read-only and are pulled from the person's District Assignment. Team members can be added using the Add button.
Last Name
Required
The last name of the participant.The Team Member names listed are read-only and are pulled from the person's District Assignment. Team members can be added using the Add button.
RoleThe title of the participant.

N/A


LEAThe Local Education Agency contact.At least one Team Member must be marked as LEA in order to complete the editor.
InvitedIndicates the participant was invited.This determines whether or not the team member prints on the IEP.
AttendedIndicates the participant attended the meeting. Team Members also display on the printed document when this is marked Yes, even when the Invited checkbox has not been marked or when marked No and Invited has been marked.

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(ED-1) Existing Data Review

The Existing Data Review editor records the review of existing evaluation data regarding the student's academic achievement to determine any additional data is needed, including additional assessments.

This editor cannot be placed in a Not Needed status.

Screenshot of the existing data review editor.Existing Data Review Editor

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FieldDescriptionValidation
Information from referral for special education/notice of reevaluation was reviewed
*Required

Indicates the referral and/or notice was reviewed. Options include Yes or No.

*This field is required in order to Complete the editor.

The values available in this dropdown are hard coded.
Information about the student's (including preschool children) academic achievement

Indicates which academic areas have been reviewed by the team. Options include:

  • Early literacy/Reading achievement
  • Speaking and listening achievement
  • Language achievement
  • Writing achievement
  • Mathematics achievement
  • Physical education (PE) achievement
  • Academic achievement in other areas (e.g., science, social studies, etc.)
Multiple checkboxes may be selected.
Information about the student's (including preschool children) functional performance

Indicates which functional areas have been reviewed by the team. Options include:

  • Cognitive learning (e.g., executive function skills, information processing)
  • Communication (e.g., sound production, fluency, voice, social and pragmatic language)
  • Independence/Self-determination (e.g., self-advocacy, self-care and hygiene)
  • Physical/Health (e.g., vision, hearing, fine and gross motor skills, mobility)
  • Social and Emotional Learning (e.g., perspective taking, self-management and regulation)
Multiple checkboxes may be selected.
Sources of Information

Indicates the sources of data reviewed. Options include:

  • Information or evaluations provided by the parent(s)/family
  • Previous evaluations
  • Current classroom-based, district-wide or state assessment results
  • Observations by teachers, related service providers and others (including current classroom-based observations and observations by reading teacher/specialist, if applicable)
  • Previous interventions and effects
  • Behavioral records (including but not limited to discipline data, suspensions, office referrals, and data tracking a behavior)
  • Assistive technology assessment (including but not limited to assessment for accessible educational materials and augmentative and alternative communication)
  • Functional behavioral assessment
  • Adaptive PE Assessment
  • Information from other sources (including but not limited to postsecondary transition, medical, Birth-to-3)
Multiple checkboxes may be selected.
Additional Data NeededIndicates additional information is needed. Options include Yes or No.

When Yes, the IE3/RE5 editors is available.


When No the IE2/RE4 editors is available.


The values available in this dropdown are hard coded.
II. Additional areas of concern identified during the review of existing data, if any
*Required
A description of any additional areas of concern that were identified during the review process.*This field is required in order to Complete the editor when Additional Data Needed is marked as Yes.

Users can enter text into this area or mark None, which makes this field unavailable.
None Indicates no additional areas of concern have been identified.When marked, the text area above is unavailable.
III. Describe additional assessments and other evaluation materials needed to complete a sufficiently comprehensive evaluation to assess the areas of concerns and determine if a student meets criteria for a disability category and needs specially designed instruction
*Required
A description of any additional assessments needed. *This field is required in order to Complete the editor when Additional Data Needed is marked as Yes.

Users can enter text into this area or mark None, which makes this field unavailable.
None Indicates no additional assessments are needed.When marked, the text area above is unavailable.

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(ED-1) Team Participants

The Team Participants editor lists team members participating in the review of existing data to determine additional information is needed.

This editor cannot be placed in a Not Needed status.

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Team Participants List Screen

Screenshot of the team participants list screen.Team Participants List Screen

Column NameDescriptionDescription
Padlock IconThe user currently editing the team meeting record.N/A
DateThe date of the meeting.N/A
Team Member NameThe name of the participant/team member.N/A
Print in EvalIndicates this meeting prints on the evaluation.This field defaults to marked. Any action taken with this slider automatically updates on the Print in Plan slider on the Team Meeting list screen.

Team Participants Detail Screen

Select an existing record or click New to view the Team Participants detail screen.

Screenshot of the team participants detail screen.Team Participant Detail Screen

FieldDescriptionValidation
Print in EvalIndicates this record prints in the Evaluation.This field defaults to marked. Any action taken with this checkbox automatically updates on the Print in Plan slider on the Team Participant list screen.
Link to Team Member Any team member from student's Team Members tool.Values available in this dropdown display all active Team Members from the Special Ed Team Members tool.
LEA Indicates this team member is the local education agency representative. At least one Team Member must be marked as LEA in order to complete the editor.
Last Name
Required
The last name of the team member.This field auto-populates with value from Link to Team Member, but allows for manual entry when a text field.
First Name
Required
The first name of the team member.This field auto-populates with value from Link to Team Member, but allows for manual entry when a text field.
Role
Required
The role of the team member.This field auto-populates with value from Link to Team Member, but allows for manual entry when a text field.
Date
Required
The date of the meeting.N/A
Method of Involvement
Required
The method in which the team member was involved in the meeting.N/A

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(ED-1) Parent Participation

The Parent Participation editor lists parents/guardians who did not attend or participate in the review of existing data to determine additional information is needed.

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Parent Participant List Screen

Screenshot of the parent participation list screen.Parent Participation List Screen

Column NameDescriptionDescription
Padlock IconThe user currently editing the team meeting record.N/A
DateThe date of the meeting. N/A
MethodThe manner in which the parent participated in the meeting.N/A
ResultThe result of the meeting.N/A
Print in EvalIndicates this meeting prints on the evaluation.This field defaults to marked. Any action taken with this slider automatically updates on the Print in Plan slider on the Team Meeting list screen.

Parent Participants Detail Screen

Select an existing record or click New to view the Parent Participants detail screen.

Screenshot of the parent participation detail screen.Parent Participation Detail Screen

FieldDescriptionValidation
Print in EvalIndicates this record prints in the Evaluation.This field defaults to marked. Any action taken with this checkbox automatically updates on the Print in Plan slider on the Parent Participant list screen.
Date
Required
The date of the meeting. N/A
Method The manner in which the parent participated in the meeting.N/A
Result The result of the meeting.N/A

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(IE2/RE4) No Additional Assessments Needed

The No Additional Assessments Needed editor is used to document that no additional assessments are needed for the student.

Screenshot of the No Additional Assessments Needed editor.Notice that No Additional Assessments Needed Editor

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FieldDescriptionValidation
Date
Required
Indicates the date when the determination was made that no additional assessments are needed.N/A
Document Type Options include Reevaluation or Initial Evaluation.

This is a read-only field that auto-populates the value of Reevaluation or Initial Evaluation from the Type of Data Review dropdown within the Data Review Header editor.


This also determines which printed document displays on print when the editor is placed in a Completed status.

Parent Participated in Making the Determination Indicates the parent participated in making the determination.

When this is marked, the other checkboxes cannot be selected. At least one of these checkboxes must be selected to save the editor.

Date of Determination
*Required
The date of determination.*This is available and required when Parent Participated checkbox is marked.
Determination made in the following way
*Required
The manner in which the determination was made.*This is available and required when Parent Participated checkbox is marked.
Parent Did Not Participate in Making the Determination and the District Made 3 Attempts to InvolveIndicates the parent did not participate in making the determination.

When this is marked, the other checkboxes cannot be selected. At least one of these checkboxes must be selected to save the editor.

List the three (3) attempts the District made to involve the parent
*Required
Lists the three attempts made by the district to involve the parent.*This is available and required when Parent Did Not Participate checkbox is marked.

The reason(s) for this determination are

Indicates the reason for the determination.N/A
Contact NameThe name of the special education contact.

This auto-populates from System Administration > Resources > District Information > District > SPED Contact First Name/SPED Contact Last Name, but can be modified.

Contact Phone The phone number of the special education contact.

This auto-populates from System Administration > Resources > District Information > District > SPED Phone, but can be modified.


Title The title of the special education contact.N/A
Alternate Contact Name The name of the alternate special education contact.

This auto-populates from System Administration > Resources > District Information > District > Alternate SPED Contact First Name/Alternate SPED Contact Last Name, but can be modified.

Alternate Contact PhoneThe phone number of the alternate special education contact.

This auto-populates from System Administration > Resources > District Information > District >  Alternate SPED Phone , but can be modified.

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(IE3/RE5) Need to Conduct Additional Assessments

The Need to Conduct Additional Assessments editor is used to document the need to conduct additional assessments for the student.

Screenshot of the Need to Conduct Additional Assessments editor.(IE3/RE5) Need to Conduct Additional Assessments Editor

Click here to expand...

FieldDescriptionValidation
Date
Required
Indicates the date when the determination was made that additional assessments are needed.N/A
Document Type Options include Reevaluation or Initial Evaluation.

This is a read-only field that auto-populates the value of Reevaluation or Initial Evaluation from the Type of Data Review dropdown within the Data Review Header editor.


This also determines which printed document displays on print when the editor is placed in a Completed status.

Parent Participated in Making the Determination Indicates the parent participated in making the determination.

When this is marked, the other checkboxes cannot be selected. At least one of these checkboxes must be selected to save the editor.


Date of Determination
*Required
The date of determination.This is available and required when Parent Participated checkbox is selected.
Determination made in the following way
*Required
The manner in which the determination was made.This is available and required when Parent Participated checkbox is selected.
Parent Did Not Participate in Making the Determination and the District Made 3 Attempts to InvolveIndicates the parent did not participate in making the determination.

When this is marked, the other checkboxes cannot be selected. At least one of these checkboxes must be selected to save the editor.


List the three (3) attempts the District made to involve the parent
*Required
Lists the three attempts made by the district to involve the parent.This is available and required when Parent Did Not Participate checkbox is selected.

Assessments to be Administered

Column names:

  • Areas to be Evaluated Required
  • Description of Assessments and Other Evaluation Materials and Titles, if Known
  • Name of Evaluator, if Known

The Side Panel displays when "Add Assessment" button is used or when any already added row is clicked on.

Other evaluation options, if any, considered and reasons rejected, including a description of any other factors relevant to the proposed evaluation of this child. A description of other evaluation options and/or factors relevant to the proposed evaluation of the student.Users can enter text into this area or mark None, which makes this field unavailable.
None Indicates no other evaluation options and/or factors relevant to the proposed evaluation of the student needs to be document.When marked, the text area above becomes unavailable.
Contact NameThe name of the special education contact.

This auto-populates from System Administration > Resources > District Information > District > SPED Contact First Name/SPED Contact Last Name, but can be modified.

Contact Phone The phone number of the special education contact.

This auto-populates from System Administration > Resources > District Information > District > SPED Phone, but can be modified.


Title The title of the special education contact.N/A
Alternate Contact Name The name of the alternate special education contact.

This auto-populates from System Administration > Resources > District Information > District > Alternate SPED Contact First Name/Alternate SPED Contact Last Name, but can be modified.

Alternate Contact PhoneThe phone number of the alternate special education contact.

This auto-populates from System Administration > Resources > District Information > District >  Alternate SPED Phone, but can be modified.

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Previous Versions

Existing Data Review (Wisconsin) [.2335 - .2339]
Existing Data Review (Wisconsin) [.2331 and previous]