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Navigation in IEP Direct

Quick Guide to Navigating within IEP Direct

2 Centris Group, LLC © 2009 Confidential and Proprietary2

Overview

As soon as you log into IEP Direct, you see change.

You may wonder, how long will it take to get comfortable with the new navigation features?

This presentation will introduce you to these changes, so that you can quickly and easily learn how to put them to use’

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Presentation Goals

1. Find out about the new navigation tabs.

2. Learn about the new sub-navigation options.

3. Understand how to move seamlessly throughout IEP Direct using the new, more flexible navigation features.

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Introducing the New Navigation Panel

The new navigation panel consists of the Main Navigation tabs (A), and the sub-navigation toolbar associated to each (B).

A: The Main Navigation tabs allow you select the function you wish to work in.

B: The sub-navigation toolbar options are organized around a commonactivity and contain the links you’ll need to access that activity. The links are gathered into logical groupings and are easy to find.

AB

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Changes to the Main Navigation Tabs

Active Main Navigation tabs are identified by labels with white text. Active tabs are enabled and available for selection by the user.Users can only see those tabs that are appropriate for their assigned permission level.When a Main Navigation tab is selected, the tab label continues to display in white, and the background of the tab changes to a lighter background from the other tabs.The sub-navigation toolbar for the active Main Navigation tab displays on the row below the row containing the Main Navigationtabs.

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Main Navigation Tabs: Messaging

The Messaging screen is the first thing you’ll see when you log into IEP Direct.

The Messaging tab will be active, with the label text in white.

The sub-navigation toolbar displays the following options:Unread Messages

Post Message

Old Messages

Sent Messages

A sub navigation option is active when its label displays dark green text with a light green background. The other inactive options display their labels in white text.

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Main Navigation Tabs: My Students

When you click on the My Students tab, the tab will become active, with the label text in white.

The sub-navigation toolbar displays the following links:New Student

Select

Meetings

The selected sub navigation link is identified with link text in dark green with a light green background (the other non-selected links are labeled white text).

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The Student tab will be active, with the label text in whiteThe sub-navigation toolbar displays the following options1:

Master DemographicsDocument DetailsAdditional State FormsSchedule TasksLog Entries

The Student tab will display the selected student’s document on the Document Details sub-navigation option. When active, its label displays dark green text with a light green background. The other inactive options display their labels in white text

Main Navigation Tabs: Student

The Student tab is a new tab that opens when a student’s document is selected from the My Students screen

1Users see only those sub-navigation options appropriate to their assigned permission level.

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Understanding the Student Navigation Tab

The Student tab sub-navigation toolbar links provide access to student-based information and are organized to include activities and functions that are similar in nature. Student-based information is data that is relevant to the student whose document is displayed on the Document Details screen, but is not necessarily specific to that document and/or school year.You can now navigate from one student-based screen to another without first having to return to the document details screen. For example, after selecting a student’s document to view, you can access the Process Log and then go directly to the Meeting Invitations screen without having to first re-display the document details screen.The Student tab remains active with the selected document until another document is selected for viewing. This includes clicking on other Main Navigation tabs.

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This option opens the Master Demographics screen for the studentwhose document has been selected and is available on the Document Details sub-navigation option. This screen allows you to view, add, and edit the student‘s demographic information, as well as contact information (both living with and contact information for those not living with the student).Only users with appropriate permissions will have access to the link.

Student Navigation TabSub-Navigation Option: Master Demographics

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This option displays the selected student’s document details screen.Users with appropriate permissions can view and edit document information.Users with appropriate permissions can create a draft document from this document and can validate the information on the document that is currently displayed.

Student Navigation TabSub-Navigation Option: Document Details

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Place the mouse over the Additional State Forms sub-navigation toolbar option to view the drop down menu of links to state forms that are relevant to the student.

Click on the link to access the screen for that form.

Only users with appropriate permissions will have access to the links.

To navigate to another sub-navigation toolbar option from one of the state form screens, simply place the mouse over another option and click on a link.

Student Navigation TabSub-Navigation Option: Additional State Forms

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Student Navigation TabSub-Navigation Option: Schedule Tasks

Place the mouse over the Schedule Tasks sub-navigation toolbar option to view the drop down menu of links to screens that support scheduling activities that are relevant to the student. If there are any open Follow-up To Do tasks for the student, the Schedule Tasks sub-navigation toolbar option text displays in gold.Click on the link to access the screen for that activity.Only users with appropriate permissions will have access to the links.If there are any open Follow-up Tasks for the student, the text for that link in the drop down menu will display in gold.To navigate to another sub-navigation toolbar option from one of the scheduling screens, simply place the mouse over another option and click on a link.

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Student Navigation TabSub-Navigation Option: Log Entries

Place the mouse over the Log Entries sub-navigation toolbar option to view the drop down menu of links to screens that allow users to log and track student based information. If there are any open entries in the Contact Log (OSC), the text for that link in the drop down menu will display in gold. If there are entries in the Suspensions screen for the student, the text for that link will display in gold.

Click on the link to access the screen for that activity.Only users with appropriate permissions will have access to the links.If there is an open Follow-up Task for the student, the text for that link in the drop down menu will display in gold.To navigate to another sub-navigation toolbar option from one of the scheduling screens, simply place the mouse over another option and click on a link.

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Navigating between Student Sub-navigation Options

To navigate to another sub-navigation toolbar option from one of the state form screens, simply place the mouse over another option and click on a link.To navigate between a sub-navigation toolbar option and a Main Navigation tab, simply click on the desired Main Navigation tab.Remember, the selected document will continue to remain active on the Student tab, even if you navigate away from that tab to another Main Navigation tab, until you select a different document to view or you log out of IEP Direct. For example, you can select a document to view on the Student tab, navigate to Listings, and then return to the Student tab where the same document will continue to be displayed.

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Document Details Screen Changes

Each section of the Document Details screen may be expanded or collapsed (“+” or “-”) by clicking on the expand/collapse icon located to the left of the section title. Expand mode displays all the data for that section, Collapsed mode hides the data and closes up the section.The Document ID is displayed in the upper right hand corner of the Document Details screen, just below the Search button. This ID uniquely identifies the specific document.A new “Reload Document” button is located below the Document ID number. This button allows the user to refresh the screen to view the most recent data saved in any of the sections of the Document Details screen.The Student Letters/Reports tab has been removed from this screen, since you may now navigate directly to the Letters/Reports screen by clicking on the Letters/Reports Main Navigation tab.