Difference between revisions of "Plan Date List"

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__NOTOC__
 
__NOTOC__
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'''This report will give student data for the Plan Date List'''.
+
'''This report will list students with Health Care Plans or Behavior Plans in Special Education'''.
  
 
==Menu Location==
 
==Menu Location==
  
−
[[File:plandatelistmenu.png]]
+
'''Special Education > Reports > Plan Date List'''
−
 
 
−
 
 
−
On the left navigation panel, select '''Special Education''' > '''Lists''' > '''Plan Date List'''.
 
  
 
==Setup Options==
 
==Setup Options==
  
−
[[File:plandatelistsetup.png]]
+
[[File:plandatelistsetup3.png]]
  
 
'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
 
'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
  
−
'''District''' - Default value is based on your security settings. You will be limited to your district only.
+
'''District''' - Default value is based on the user's security settings. It will be limited to the user's district only.
  
−
'''School''' - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or all schools in your district.
+
'''School''' - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be the user's school site code.  
  
 
''' As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.'''
 
''' As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.'''
  
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'''Grade''' - Grade level of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all grade levels are to be included. Otherwise, click in the field to the right of Grade(s) to select the desired grade level(s) to be included.
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'''Grade''' - Leave blank or select all to include all grade levels.  Otherwise, choose the desired grade level.
 +
 
 +
'''Custom Codes''' - Select Custom Codes created in the Custom Codes Management to filter the student list.
 +
 
 +
'''Program''' - Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program code.
 +
 
 +
'''[[Report]]''' - The user can click in this box to select a report that was previously created.  
  
−
'''Gender''' - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in the field to the right of Gender to select the desired gender to be included.
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'''Gender''' - Leave blank or select all to include both genders. Otherwise, choose the desired gender.
  
−
'''Ethnic''' - Ethnicity of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all ethnics are to be included. Otherwise, click in the field to the right of Ethnic to select the desired ethnic(s) to be included.
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'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired enthnicity.
  
 
'''Exceptionality''' - Click in the cell to the right of Exceptionality and an Exceptionality box will populate-make your choice by clicking the square to the right. More than one may be chosen.
 
'''Exceptionality''' - Click in the cell to the right of Exceptionality and an Exceptionality box will populate-make your choice by clicking the square to the right. More than one may be chosen.
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'''Placement''' - Click in the cell to the right of Placement and a Select Placement box will pop up. Make the choice of one or more by clicking in the square to the left of the corresponding number that represents the description of the placement.
 
'''Placement''' - Click in the cell to the right of Placement and a Select Placement box will pop up. Make the choice of one or more by clicking in the square to the left of the corresponding number that represents the description of the placement.
  
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===Make the choices from the following list in the setup box by clicking in the square located to the left of the users` choice(s)===.
+
'''Teacher''' - The staff members displayed for this option are from a collection of Special Education Service Providers.
 +
 
 +
'''Special Codes''' - Leave blank if all special codes are to be included into the report.  Otherwise, choose the desired special code.
 +
 
 +
'''Column''' - Leave blank to include all columns.  Click to obtain a pick list columns that can be selected to view on the report.
 +
 
 +
Make the choices from the following list in the setup box by clicking in the square located to the left of the users` choice(s).
  
 
'''Exclude students with no exceptionality'''
 
'''Exclude students with no exceptionality'''
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'''Show Behavior Plans Only'''
 
'''Show Behavior Plans Only'''
 +
 +
'''Do Not Show Students without a Student Master'''
 +
 +
'''Show Health Care or Behavor Plans Only'''
  
 
'''Double Space Print'''
 
'''Double Space Print'''
  
−
'''OK'' -Click to continue
+
'''OK''' - Click to continue.
 +
 
 +
To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
 
==Main==
 
==Main==
  
−
[[File:plandatelistmain.png]]
+
[[File:plandatelistmain4.png]]
  
 
===Column Headers===
 
===Column Headers===
  
 +
'''Student Name''' - Student's full name
 +
 +
'''SASID''' - Student's state identification number
 +
 +
'''Sch''' - Student's school of enrollment
 +
 +
'''Eth''' - Student's race/ethnicity
 +
 +
'''Gen''' - Student's gender
 +
 +
'''Age''' - Student's age
  
 +
'''Birth Date''' - Student's date of birth
  
 
'''Except''' - Primary Exceptionality
 
'''Except''' - Primary Exceptionality
 +
 
'''SEC EXC''' - Secondary Exceptionality
 
'''SEC EXC''' - Secondary Exceptionality
 +
 
'''Eval''' - Last evaluation date
 
'''Eval''' - Last evaluation date
 +
 
'''IEP DT''' - Last IEP update
 
'''IEP DT''' - Last IEP update
 +
 
'''IEP Teacher''' - IEP holder for the student
 
'''IEP Teacher''' - IEP holder for the student
 +
 
'''Ser''' - Supplemental services
 
'''Ser''' - Supplemental services
 +
 
'''Health''' - Health Plan date
 
'''Health''' - Health Plan date
 +
 
'''Behavior''' - Behavior Plan date
 
'''Behavior''' - Behavior Plan date
  
−
To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
+
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 +
 
 +
==Bottom==
 +
 
 +
[[File:plandatelistbottom4.png]]
 +
 
 +
'''Setup''' - Click to go back to the Setup box.
 +
 
 +
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 +
'''HELP''' - Click to view written instructions and/or videos.
 +
 
 +
'''Save''' - Click to save information for the Report.
 +
 
 +
'''[[Report]]''' - The user can click in this box to select a report that was previously created.  
 +
 
  
  

Latest revision as of 14:18, 31 July 2023

This report will list students with Health Care Plans or Behavior Plans in Special Education.

Menu Location

Special Education > Reports > Plan Date List

Setup Options

Plandatelistsetup3.png

Year - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.

District - Default value is based on the user's security settings. It will be limited to the user's district only.

School - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be the user's school site code.

As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.

Grade - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.

Custom Codes - Select Custom Codes created in the Custom Codes Management to filter the student list.

Program - Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program code.

Report - The user can click in this box to select a report that was previously created.

Gender - Leave blank or select all to include both genders. Otherwise, choose the desired gender.

Ethnic - Leave blank or select all to include all ethnicities. Otherwise, choose the desired enthnicity.

Exceptionality - Click in the cell to the right of Exceptionality and an Exceptionality box will populate-make your choice by clicking the square to the right. More than one may be chosen.

Placement - Click in the cell to the right of Placement and a Select Placement box will pop up. Make the choice of one or more by clicking in the square to the left of the corresponding number that represents the description of the placement.

Teacher - The staff members displayed for this option are from a collection of Special Education Service Providers.

Special Codes - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.

Column - Leave blank to include all columns. Click to obtain a pick list columns that can be selected to view on the report.

Make the choices from the following list in the setup box by clicking in the square located to the left of the users` choice(s).

Exclude students with no exceptionality

Show Health Care Plans Only

Exclude Gifted/Talented students

Show Behavior Plans Only

Do Not Show Students without a Student Master

Show Health Care or Behavor Plans Only

Double Space Print

OK - Click to continue.

To find definitions for standard setup values, follow this link: Standard Setup Options.

Main

Plandatelistmain4.png

Column Headers

Student Name - Student's full name

SASID - Student's state identification number

Sch - Student's school of enrollment

Eth - Student's race/ethnicity

Gen - Student's gender

Age - Student's age

Birth Date - Student's date of birth

Except - Primary Exceptionality

SEC EXC - Secondary Exceptionality

Eval - Last evaluation date

IEP DT - Last IEP update

IEP Teacher - IEP holder for the student

Ser - Supplemental services

Health - Health Plan date

Behavior - Behavior Plan date

To find definitions of commonly used column headers, follow this link: Common Column Headers.

Bottom

Plandatelistbottom4.png

Setup - Click to go back to the Setup box.

Print - This will allow the user to print the report.

HELP - Click to view written instructions and/or videos.

Save - Click to save information for the Report.

Report - The user can click in this box to select a report that was previously created.


Special Education Main Page

JCampus Main Page

Retrieved from EDgear Wiki