special education: workflow & compliances amy b. luchans
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Special Education:Workflow & Compliances
Amy B. Luchans
Agenda• Enrolling a Student in Special Education
‐ Updating Selection Query‐ Reviewing Special Education Status
• Phases, Outcomes and Forms‐ Unconsecutive Phases‐ Adding Form to Outcome
• Workflow Compliance
Enroll in Special Education
Options > Enroll...Phase
Workflow Selection Query
Query
Exercise 1(Optional: On Own District Database)• Update selection query• Update field set with desired information
Student > Sped Status
Status
Exercise 2(Test Database)
• Update Special Education status of student
• Override IEP status• Convert workflow from review to
reevaluation (or reverse)
Phases, Outcomes and Forms
Phases
Outcomes
Add Form to Outcome
Update team & take attendance
Exercise 3(Optional: On Own District Database)
• For Reevaluation workflow: Add Educational Assessment Form A and Educational Assessment Form B to Administer tests phase.
Initial Referral Workflow
Unconsecutive Phases
Unconsecutive PhasesYes
Workflow Compliance
Workflow Compliance
Due Date Column• Column on the workflow checklist allows users
to easily track when items are due.• Error icon appears next to due date if it has
passed. • Warning icon appears if due date is
approaching.
Workflow Compliance
Due dates are defined by specifying:• Trigger• Number of days• Workflow phase that must be
completed on or before due date.
Exercise 4(Optional: On Own District Database)
• Add one compliance to workflow.
Reports• Student tab• IEP Meeting Schedule• Special Education Register
• IEP tab• Workflow Compliance Report• Progress Reports• Progress Report post verification• Service Delivery Report
Thank you.
aluchans@x2dev.com
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