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PA IEPPLUS Enhancements
SunGard K-12 Education Copyright 2012 Page 1 of 9
Last Modified: 12/11/12
IEPPLUS 2012 Enhancements Pennsylvania
PA IEPPLUS Enhancements
SunGard K-12 Education Copyright 2012 Page 2 of 9
Last Modified: 12/11/12
TABLE OF CONTENTS
AUTO CREATE IMPORTANT DATES....................................................................................................................................... 3
SETUP AND CONFIGURATION .................................................................................................................................................. 5
IEP PRESENT LEVELS (ER/RR/IEP) ......................................................................................................................................... 7
SYSTEM CONFIGURATION ....................................................................................................................................................... 7
INSTRUCTIONS ......................................................................................................................................................................... 7
IEP/GIEP/504 PLAN WIZARD ................................................................................................................................................ 8
EVALUATION REPORT – NEW VALIDATION RULES ............................................................................................................... 9
REVISION HISTORY .............................................................................................................................................................. 9
PA IEPPLUS Enhancements
SunGard K-12 Education Copyright 2012 Page 3 of 9
Last Modified: 12/11/12
AUTO CREATE IMPORTANT DATES
This new feature will update or create the applicable Important Date records for state reporting and report
purposes (Run A Report, Important Date Report) upon the finalization of a form. The table below describes
the Code Table setup needed and the rules for creating/updating Important Dates. There is also a System
Option to enable this feature by form (see Setup and Configuration section for more information).
Form Name
Code
Table=
Important
Date
Code Description
Alt Code
Description (Alt Code Type =
Alternate Code)
Upon finalizing the form:
Permission to
Waive
Last Waiver WAIVE Create or update Important Date
using the Date Sent date.
**Waiver is created by selecting
radio button when creating
Permission to Reevaluate form.
Projected Next RR PROJRR Create or update Important Date
using the Report Date + 3 years - 1
day.
Evaluation
Report
Initial Evaluation
Date
IR Create or update Important Date
using Date of Report. Projected Next RR PROJRR Create or update Important Date
using the Report Date + 3 years - 1
day.
**Add 2 years minus 1 day if the
Primary Disability linked to the ER
or RR has PIMS Alt Code of 2124
(Mental Retardation).
Reevaluation
Report
Last RR RR Create or update Important Date
using Date of Report.
Projected Next RR PROJRR Also create or update Important
Date using the Report Date + 3
years - 1 day.
**Add 2 years minus 1 day if the
primary disability linked to the ER
or RR has PIMS Alt Code of 2124
(Mental Retardation).
NOREP Last NOREP NOREP Create or update Important Date
using Date Sent.
NORA Last NORA
(Gifted)
NORA Create or update Important Date
using form date.
IEP IEP
Implementation
Date
IMPDATE Create or update Important Date
using Implementation Date field.
Check System option to determine
if history is required.
** System Option
Track History = N, then update.
Track History = Y, then always
PA IEPPLUS Enhancements
SunGard K-12 Education Copyright 2012 Page 4 of 9
Last Modified: 12/11/12
create new.
Projected Next IEP PROJIEP Create or update Important Date
using Meeting Date + 1 year - 1 day
ONLY if Meeting Reason is either
Annual Review or Initial (Meeting
Reason Alt Code = IR or AR).
IEP Development
Date
IEPDEV Create or update Important Date
using Meeting Date ONLY if Meeting
Reason is either Annual Review or
Initial (Meeting Reason Alt Code =
IR or AR).
GIEP GIEP
Implementation
Date
GIEPIMP Create or update Important Date
using Implementation Date field.
Check System option to determine
if history is required.
** System Option
Track History = N, then update.
Track History = Y, then always
create new.
Projected Next
GIEP
PROJGIEP Create or update Important Date
using Meeting Date + 1 year - 1 day
ONLY if Meeting Reason is either
Annual Review or Initial (Meeting
Reason Alt Code = IR or AR).
GIEP Development
Date
GIEPDEV Create or update Important Date
using Meeting Date ONLY if Meeting
Reason is either Annual Review or
Initial (Meeting Reason Alt Code =
IR or AR).
504 504
Implementation
Date
504IMP Create or update Important Date
using Implementation Date field.
Check System option to determine
if history is required.
** System Option
Track History = N, then update.
Track History = Y, then always
create new.
Projected Next
504
PROJ504 Create or update Important Date
using Meeting Date + 1 year - 1 day
ONLY if Meeting Reason is either
Annual Review or Initial (Meeting
Reason Alt Code = IR or AR).
504 Development
Date
504DEV Create or update Important Date
using meeting date ONLY if Meeting
Reason is either Annual Review or
Initial (Meeting Reason Alt Code =
IR or AR).
GWR Last GWR GWRIMP Create or update Important Date
using Date of Report field.
PA IEPPLUS Enhancements
SunGard K-12 Education Copyright 2012 Page 5 of 9
Last Modified: 12/11/12
SETUP AND CONFIGURATION
CODE TABLE SETUP
The ‘Auto Create Important Dates’ feature will require specific Alternate Codes in various Code Tables. The
necessary Alternate Codes (including Type and Description) are defined in the previous section of this
document. To add, edit or lookup a code, do the following:
1. Navigate to Maintenance > Manage Code Tables.
2. Select the name of the table from the drop down list (see Data Mapping section herein for details on
the required Alternate Codes and Code Tables).
3. To Add a Code, choose ‘New’ from the top menu. Enter the Code in the provided textbox and then
choose the Update link.
4. To add or edit an ALTERNATE Code, first click the Show Alternate Codes link at the top of the page.
Then choose Edit on the Code record that you would like to add\edit the alternate code to.
5. Remember to click the Save icon at the top of the page, when you are finished.
SYSTEM OPTION
‘Auto Create Important Dates’ has to be enabled in system options. Navigate to Set System-wide Options >
Form tab. Refer to the screenshot below. Check the boxes to select the forms and Save the changes. *Note:
The ‘Track Historical’ option applies to IEP, GIEP and 504 Implementation Dates and determines whether
or not existing records will be updated or not. When ‘Track History’ is selected, a new Important Date
record is always created and prior records are kept for historical purposes.
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IEP PRESENT LEVELS (ER/RR/IEP)
A new system option has been developed which can copy the Present Level data from the student’s ER, RR
or IEP into the newly created IEP during the IEP creation process. If the system option is set to copy (roll
over) the Present Level data, an additional section within Step 5 of the IEP form creation process (wizard).
The new section is called ‘Select a form to copy Present Levels from:” and includes a drop down menu
which will list the most recent Evaluation Report, Re-Evaluation Report and IEP for the student. By
selecting a form, the program will use the Present Level data and copy it into the newly created IEP.
SYSTEM CONFIGURATION
The district has the ability to turn on this option at the system level. From the Home Page, select
INSTRUCTIONS
If the system option within the Forms tab is set to roll over Present Levels (option would be unchecked),
the IEP creation process (wizard) will display a section on Step 5 called ‘Select a form to copy Present
Levels from:”. A drop down menu will list the most recent Evaluation Report, Re-Evaluation Report and
IEP for the student. The drop down menu displays the name of the form as well as the date / date range of
the form. (See Figure 1 below). By selecting a form, the program will use the Present Level data and copy it
into the newly created IEP.
Figure 1.
PA IEPPLUS Enhancements
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Select the applicable form and proceed to creating the IEP.
ER to IEP - The following sections will copy into the new IEP from the selected Evaluation Report:
Sections 5a (all 3 text areas) will copy into the IEP, Section II. Present Levels of Academic Achievement.
Sections 5b (all 3 text areas) will copy into the IEP, Section II. Present Levels of Functional Performance.
RR to IEP – The following sections will copy into the new IEP from the selected Re-Evaluation Report:
Summary of Findings section: II. Item 1A or 2A. ii. Summary of Findings Student’s Educational strengths
and needs and Present Levels of academic achievement and related developmental needs (all 3 text areas).
Copies in the Present Levels Strengths and Academic, Development and Functional needs section.
IEP to IEP – The following sections will copy into the new IEP from the selected IEP:
Pulls all text boxes in Section II Present Levels of Academic Achievement and Functional Performance with
exception to “Parental Concerns for Enhancing the Education of the Student”.
IEP/GIEP/504 PLAN WIZARD
On Step 3 of the IEP/GIEP/504 plan creation wizard, a message will appear when the user hits ‘Next Step’
warning the user that the ‘Next Recommended’ dates are blank. The program will proceed to the next step.
The user can click the ‘Previous step’ link to go back to Step 3 and update the dates (GIEP/IEP only).
PA IEPPLUS Enhancements
SunGard K-12 Education Copyright 2012 Page 9 of 9
Last Modified: 12/11/12
EVALUATION REPORT – NEW VALIDATION RULES
Two new validation rules were added to the Evaluation Report; Date of Report, Date Report Provided to
Parent. The Date of Report validation rule is an important rule to have activated as it is a Penn Data Table
8A reportable field.
REVISION HISTORY