Training Materials - SuccessED

Training Materials

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Commonly Used Symbols in SE Programs

Checkmark: Click to accept and save an entry.

Ellipsis: Click to access shared lists.

Filter: Click to filter a search. Microphone: Click to record audio.

Plus: Click to add entry. Stop Sign: Missing entry required to complete screen.

Refresh: Click to see updated records after adding them.

X: Click to delete record.

Pencil: Click to add or edit entry. Resize Control: Click and drag to expand text box.

Blue Pencil: Click to quick edit in Knowledge Center (for District Administrators)

Yellow Pencil: Click to edit Shared List for the field (for District Administrators)

Lock: Click to lock completed form.

Print View: Click to preview form.

Download: Click to download form information.

Electronic Sign via DocuSign: Click to allow electronic signatures.

Copy Mode: Click for any existing value to be copied into current form (name, date of birth, etc.).

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SE Manager

Participant Agenda

Notes

I. Selecting a Program

A. Program Toolbar/Tabs

B. Product Dropdown

II. Navigating the Programs and Adding forms

A. Available forms

B. Adding a new form

C. New/Edit Forms, Drafts, and Locked

III. Individualized Education Program Meeting

Notices

IV. The Individualized Education Program Meeting

Form

A. Individualized Education Program Meeting

1. Meeting Date

2. Annual? Yes or No

3. Parent 1; Parent 2

B. Review of Evaluation Data

1. FIE Current and Next Due Dates

2. Other Evaluations/Add New Record

3. Meeting information provided by

4. Form Shortcuts

C. Determination of Eligibility

1. Disability condition(s)

2. Types of Impairment (district option)

D. Present Levels of Academic Achievement

and Functional Performance (PLAAFP)

1. Physical

a. Personal Care

b. Nursing

c. Assistive Technology

d. Communication Needs

2. Behavioral

3. Discipline

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5. Instructional Accommodations and/or

Modifications Related Services

Schedule

6. Related Services Schedule

7. State/District Assessment Decisions

8. Creating multiple schedules

F. Consideration of Least Restrictive

Environment

G. Extended School Year Services (ESY)

H. Graduation

I. Assurances

J. Signatures of IEP Committee Members

1. Agreement

2. Prior Written Notice

3. SHARS

V. Supplements

VI. Locking Forms

VII. Reports

4. Functional

5. Academic

6. Transition

E. Determination of Services to Be Provided

(Schedule Page)

1. School Year

2. Services Start Date

3. Duration of Services

4. Instructional Schedule

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SE IEP Goals

In-District Training Participant Agenda

Notes

VIII. Welcome and Introductions

IX. Accessing the Program

A. Recommended Browser

B. Registering for Access

C. Available Programs/Access

X. Logging In

XI. Navigating the Home Screen

A. Welcome Screen

1. Personalize

2. Profile

3. Customize (Widgets)

B. Quick Links and Support Links

1. Knowledgebase

2. Support and Help Desk

XII. Selecting a Student

A. Begin typing the first two letters of the

student’s last name

B. Select the student from the dropdown

XIII. Select the Annual Goals form from the dropdown

A. Click the Open/Edit button to activate the

form

XIV. Select the green “+” sign next to Annual Goals to

begin

A. Review the Academic Year

B. Input Goal Effective Dates

1. Start Date

2. End Date (auto calculates for 1 year, but

can be changed)

C. Indicate Document Status

1. Draft

2. Approved by IEP Committee

D. Input your PLAAFP (if attached to the Annual

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Goals)

1. Click the Popup box to import the PLAAFP

2. Choose the PLAAFP(s) that applies to your

student’s goals and objectives

E. You may also type in your PLAAFP or cut and

paste it from another document (such as

Word)

XV. Select the “+” sign next to the goal type

A. Academic

B. Functional

XVI. Writing the Goals

A. Academic Goals

1. Input Goal Start Date

2. Choose the Subject from the dropdown

3. Click the Goal Type or types checkboxes

that apply

4. Choose your TEKS Standard

a. Click the Popup box to choose your

TEKS Standard and click OK

5. Input your PLAAFP

a. Click the Popup box to choose import

the PLAAFP

b. Choose the PLAAFP(s) that applies to

your goal

c. You may also type in your PLAAFP or

cut and paste it from another document

(such as Word)

6. Create your goal

a. Click the Popup box to launch the goal

wizard

i. Timeframe

ii. Condition

iii. Customize Conditions

iv. Behavior/Action

v. Customize Behavior/Action

vi. Evaluation Method/Criteria

vii. Customize Evaluation

Method/Criteria

7. Select the person responsible for

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implementing

8. Select the frequency of progress reporting

9. Adding objectives

a. Click the Add button

b. Select your objective

c. Click Add components to have the

objective mirror goal requirements

d. Customize timeframe (if necessary)

10. Click Save or Next to add your next goal

and objectives (if necessary)

B. Functional Goals

1. Input Goal Start Date

2. Choose the Subject/Focus from the

dropdown

3. Click the Goal Type or types checkboxes

that apply

4. Input your PLAAFP

a. Click the popup box to import the

PLAAFP

b. Choose the PLAAFP(s) that applies to

your goal

c. You may also type in your PLAAFP or

cut and paste it from another document

(such as Word)

5. Create your goal

a. Click the Popup box to launch the goal

wizard

i. Timeframe

ii. Condition

iii. Customize Conditions

iv. Behavior/Action

v. Customize Behavior/Action

vi. Evaluation Method/Criteria

vii. Customize Evaluation

Method/Criteria

6. Select the person responsible for

implementing

7. Select the frequency of progress reporting

8. Adding objectives

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a. Click the Add button

b. Select your objective from the

dropdown

c. Click Add components to have the

objective mirror goal requirements

d. Customize timeframe (if necessary)

9. Click Save or Next to add your next goal

and objectives

XVII. Reporting Progress

A. Choose Progress Report from the New/Edit

Forms dropdown

B. Click Open/Edit

C. Click the “+” sign beside Progress Report

1. Select the goal you wish to update from the

Progress Report screen

a. Click Save

D. Click the “+” beside Progress Statement

1. Input the Progress Statement Date

2. Input your Progress Statement

3. Click Save

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SE FIE

Participant Agenda

Notes

I. Welcome and Introductions

II. Accessing the Program

A. Recommended Browser

B. Registering for Access

C. Available Programs/Access

III. Logging In

IV. Navigating the Home Screen

A. Welcome Screen

1. Personalize

2. Profile

3. Customize (Widgets)

B. Quick Links and Support Links

4. Knowledgebase

5. Support and help desk

V. Selecting a Student

A. Student Information

B. Parent Information

C. Enrollment Information

D. Program Compliance

VI. Selecting a Program

A. Program Toolbar/Tabs

VII. Navigating the Programs and Adding forms

A. Available forms

B. Adding a new form

C. New/Edit Forms, Locked, and History

VIII. Notice of Evaluation

IX. Consent for Evaluation

X. Health Information

XI. Teacher Input

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Notes

XII. Full and Individual Evaluation

A. Full and Individual Evaluation Main Page

B. Language

C. Physical

D. Sociological

E. Emotional/Behavioral

F. Cognitive/Intellectual

G. Adaptive Behavior

H. Educational/Development Performance

I. Assistive Technology

J. Present Levels of Academic Achievement

and Functional Performance (PLAAFP)

K. Summary and Conclusions

L. Recommendations and Assurances

XIII. Completing the Disability Reports

A. Auditory Impairment

1. Part A – Otological Examination

2. Part B – Audiological Evaluation

3. Part C – Communication

Assessment

B. Autism/PDD

C. Deaf-Blindness

D. Emotional Disturbance

E. Intellectual Disability

F. Multiple Disabilities

G. Non-Categorical Early Childhood

H. Orthopedic Impairment

I. Other Health Impairment

J. Specific Learning Disability

K. Speech Impairment

L. Traumatic Brain Injury

M. Visual Impairment

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SE Manager Notes

IEP Form

Accessing Form/Title Page II. Determination of Eligibility

I. Review of Evaluation Data III. Present Levels of Academic Achievement and Functional Performance

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Questions/Additional Notes:

IV. Determination of Services to be Provided V. Consideration of Least Restrictive Environment

IV-B. State Assessments VI. Extended School Year Services (ESY)

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VII. Graduation IX. Signatures of IEP Committee Members

VIII. Assurances X. Deliberations

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Student Information/Enrollment Supplements

Notices Additional Forms

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SE IEP Goals Notes

SE IEP Goals Title Page/Annual Goals Academic Goals-TEKS

PLAAFPs Academic Goals-Goal Wizard

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Academic Goals-Objectives Functional Goals-Objectives

Functional Goals-Goals Progress Reports-Title Page

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Progress Reports-Progress Statement

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SE FIE Notes

Accessing Form/Title Page Physical

Language Sociological

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Emotional/Behavioral Adaptive Behavior

Cognitive/Intellectual Educational/Developmental Performance

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Assistive Technology Summary and Conclusions

PLAAFP Recommendations and Assurances

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Documents

Training Materials - SuccessED