Plan Date List

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

Menu Location

On the left navigation panel, select Special Education > Lists > Plan Date List.

Setup Options

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.

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

Column Headers

Student Name - Student's full name

SIDNO - Student's 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

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.

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