california release history - archived - san angelo …iepplus.saisd.org/iepplus/help/release/general...

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Version 4.3.184.63000 October 9, 2015 Staff Selection Drop-Down Updated the Staff Selection Drop-Down to only display active staff in meeting drop downs. IEP Creation Wizard Modified IEP wizard, Option 1, to not create new service records if there is an open ended service records for that student. IEP Validation Result Updated the validation pop-up on print preview to work correctly on Internet Explorer 10. It will no longer NOT show the pdf pop-up window when you hit continue after the validation pop-up appears. Version 4.3.179.63000 September 29, 2015 Evaluation/Meeting/Placement/Service The Diagnosis tab was inadvertently turned on for districts not using this feature. This has been corrected. Data Integration: Discipline Deletion Rule #2: Updated the rule to delete the event outcome in IEPPLUS when the action is removed from eSchoolPLUS. Version 4.3.178.63019 September 18, 2015 IEP, Form Information, Reset Date Dates The Reset Date process has been modified to correct an error during processing. Version 4.3.178.63018 September 10, 2015 Maintenance, Manage Calendars Updated the Calendar option of 'Add calendar days by date range' to add the calendar days to only the selected calendar. Advanced Reporting, Progress Reporting Audit Report An 'Include Inactive Building(s)' check box was added to include inactive building(s) in the Building Name list. A 'Select All Buildings' check box was added to automatically select all buildings in the Building Name list at the same time. Additional Filtering Options have been added to the Advanced Reporting screen: California Release History - Archived Old Release notes Page 1

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Page 1: California Release History - Archived - San Angelo …iepplus.saisd.org/IEPPLUS/Help/Release/General Releas… ·  · 2016-07-27form was defaulting to the item selected in System

Version 4.3.184.63000October 9, 2015

Staff Selection Drop-Down Updated the Staff Selection Drop-Down to only display active staff in meeting drop downs.

IEP Creation Wizard Modified IEP wizard, Option 1, to not create new service records if there is an open ended

service records for that student.

IEP Validation Result Updated the validation pop-up on print preview to work correctly on Internet Explorer 10. It will no longer NOT show the pdf pop-up window when you hit continue after the validation pop-up appears.

Version 4.3.179.63000September 29, 2015

Evaluation/Meeting/Placement/ServiceThe Diagnosis tab was inadvertently turned on for districts not using this feature. This has been corrected.

Data Integration: Discipline Deletion Rule #2: Updated the rule to delete the event outcome in IEPPLUS when the action is removed from eSchoolPLUS.

Version 4.3.178.63019September 18, 2015

IEP, Form Information, Reset Date DatesThe Reset Date process has been modified to correct an error during processing.

Version 4.3.178.63018 September 10, 2015

Maintenance, Manage CalendarsUpdated the Calendar option of 'Add calendar days by date range' to add the calendar days to only the selected calendar.

Advanced Reporting, Progress Reporting Audit Report

An 'Include Inactive Building(s)' check box was added to include inactive building(s) in the Building Name list.

A 'Select All Buildings' check box was added to automatically select all buildings in the Building Name list at the same time.

Additional Filtering Options have been added to the Advanced Reporting screen:

California Release History -Archived

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the Building Name list at the same time.A 'Select All Grades' check box was added to automatically select all grades in the Include Grades list at the same time.

Version 4.3.175.63006August 27, 2015

No changes.

Version 4.3.173.63004August 17, 2015

IEP, Form Information, Reset Date DatesThis process has been modified to eliminate gaps in Placement, Services, Courses and Goals where ever possible.

For Example: If an IEP is created with a meeting date of 4/15/14, IEP Range 4/16/14-4/15/15, and the meeting date is changed to 4/1/15, upon selecting the reset service/goal links, the IEP range and placement, services, courses and goal records will change to 4/1/14 - 3/31/15 if it is within 365 days. If the next IEP starts prior to the end of the existing IEP, the Form Date range will be adjusted forward or back as long as it does not end in July to account for summer records.

If the meeting makes the form greater than 365 days, the form start/end dates will NOT adjust; however the placement, services, courses and statements will expand to reflect continuous service.

Maintenance, Manage Calendars, Calendar DaysThe ability to add multiple calendar days at once by selected the new 'Date Range' Option is now available. For example entering the date range of 12/25-29 for Christmas Break will add five (5) individual days for you.

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Data IntegrationUpdated the PLUS360 Data Integration Rule #6. This rule created a TBD Placement records for a student that was no longer referred in IEPPLUS. Unnecessary TBD records that would overlap with existing Placement records are no longer created.

Version 4.3.167.63001July 30, 2015

DemographicsIncreased the middle name length from 16 to 32 characters. This will resolve the issue if a student has a middle name that was more than 16 characters long and was cut off on forms.

Create IEP WizardUpdated the Create IEP Wizard to eliminate an error when selecting Option 2 (Select existing records). The error was 'SM_Category does not belong to table'.

Version 4.3.165.63008July 15, 2015

Invite LetterUpdated security to ensure permissions are restricted based the actual security permissions selected. For example, View Only should not enable editing of a form.

ISP ValidationNew Validation rule to report missing 'Next Evaluation Under 3 Years' was added to the ISP.

Form Creation Wizard with Meetings Updated the creation wizard to eliminate duplicate meetings in the existing meeting dropdown.

Version 4.3.165.63000July 1, 2015

IEP, Goals & Objectives, BenchmarksUpdated the IEP, Goals & Objectives to filter the Level properly.

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Security, User, Student AccessThe student filtering options for grade and location in User Security has been updated for states that store the grade and location in the student's enrollment record.

ReportingThe Overdue IEP Report has been updated to accurately reflect the total by grade.

NotificationsProgress reporting notifications have been optimized to improve the performance for all progress reporting notification rules.

Version 4.3.162.63005June 17, 2015

No Changes

Version 4.3.158.63013May 22, 2015

CASEMISCASEMIS, Table A, has been updated to include new Fields A-66 and A-67. These fields report the reason why an Annual or a Triennial IEP meeting is not timely.

Action Item: Please review and add/or update your Maintenance, Manage Code Tables, Extension Reasontable to reflect the correct Alternate Code Type = Meeting Extension for the following reasons and codes. If you have any existing codes that are no longer used, please inactivate that reason, do not delete.

10 Timely IEP; another IEP held after timely IEP20 Parent contacted-did not attend30 Transfer90 Other (SELPA must list reason in district summary report to CDE)

CASEMIS: Reason for delay:

Note: This Field may be left blank for students whose triennial evaluation was timely.

Please see example below for setup.

Progress ReportingReduced page header white space; it failed to print in some occasions if the data doesn't

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Reduced page header white space; it failed to print in some occasions if the data doesn't fit the page.

Validation AcknowledgementModified the validation pop-up to correctly display the acknowledgment section prior to the printed report display. This issue only existed with Internet Explorer 10 and lower.

File AttachmentValidation has been added to the description textbox. Upon entering the file attachment description, only alpha/numeric characters are allowed. Characters such as +, ' ", / in the description will now cause a prompt to display advising you can not continue until they have been removed.

Plus360, Add General Ed. StudentThe search option for 'Add General Education Student' will now allow searching on two characters instead of three to find a student in eSchoolPLUS. Note: This section will only appear if you have the appropriate security setting to integration eSchoolPLUS student's into IEPPLUS.

Version 4.3.156.63006May 7, 2015

System Option / Form TabThe option, [ ] 'Prevent New Service Plan creation when unfinalized Service Plan already exists?' has been updated to only display for Ohio and California. (Options->Set Systemwide Options->Form)

Version 4.3.153.63003April 22, 2015

DRDP Access Form

This field has been moved to #1, this also caused all sections below it to be renumbered.

• Original Field # 14 - Special Ed Enrollment:

Early Intervention Specialist has been moved from top one to last.○

• New Field #14 - Role of person completing the attachment:

This field will auto check Spring 2015 if today's month is between Jan, Feb, March,April, May,June. It will auto fill with Fall 2015 for Sept, Oct,Nov,Dec). It can be changed if necessary.

• New Field #16. Assessment Cycle: Fall ____Year/Spring____Year

This form has been updated to match the July 2014 version. Minor changes as outlined below:

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It can be changed if necessary.CASEMIS, Table E Extract also matches data on this form.•

Student Caseload and Student Management ScreenImproved performance of the student caseload and the student management pages to load faster. This enhancement will aid users affected by slow loading of screens for caseload on the home page and student management screen.

Version 4.3.151.63001April 15, 2015

Legacy Progress ReportingUpdated the legacy progress reporting to only pull BIP goals when doing progress on a BIP form. It will no longer pull other form goals.

Student Referral, Calculate ButtonUpdated the referral calculation to calculate the days within the calendar days and

exclude counting the days outside of the range. (For Example: A date of 06/03/2015 was

entered, it was returning 08/24/2015 when the calendar end date was 06/05/2015. It

should be counting from the next calendar start date and proceed counting 60 days from

there. The result should have been 10/28/2015.)

Custom Form GeneratorMaintenance, Manage Custom Forms: Updated the custom forms edit preview to show the new line(s) (i.e. carriage returns) as they were added on the form. Remember to save between editing and print preview.

Version 4.3.150.63000March 30, 2015

Invitation LetterUpdated the Create Invitation Letter Wizard to pull all the meeting types other than 504 that are active. Previously, it would only pull some meeting types.

Legacy Progress ReportingUpdated the drop-down for Select IEP in Legacy Progress Reporting to also include Gifted IEPs when appropriate.

Data IntegrationFixed the PLUS 360 504 Data Integration Rule #4 to look for enrollment records LIKE %504%

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Fixed the PLUS 360 504 Data Integration Rule #4 to look for enrollment records LIKE %504% instead of LIKE %504.

IEP ValidationUpdated the Student Age calculation to insure a student is identified as age 14 (for example) on or after their actual birthdate. Previously a student that was age 13.9 with his/her birthday the next day was reporting age 14 too soon.

Version 4.3.148.63010March 11, 2015

Progress ReportingModified the 'archive' functionality in progress reporting to insure the PDF is created.

Version 4.3.147.63008February 26, 2015

Progress ReportingImproved Progress Reporting performance when trying access the Progress Report page. It would take a long time for the query to complete which would cause the page to load 3 to 5 minutes later.

Spell Checker in Text BoxesUpdated the spell checker to recognize that 'langauge' was not a correctly spelled word.

Version 4.3.145.63001February 12, 2015

IEP FinalizationFixed an issue to properly display the finalized IEP when the user locked the IEP form, navigated into the Progress Reporting and archived it. Once returning to the IEP and finalizing the form, the IEP will now properly display.

ReferralsReferral calculation error corrected. Users will no longer see 'subquery returns more than one value' error when calculating evaluation due dates.

All formsWhen the user adds a large amount of data, the text would be cut off which did not allow the user to scroll down in the text box.

Version 4.3.144.63002January 30, 2015

Data Integration - ContactsThe integration program was updated properly reflect the Contact's Type (e.g. Emergency Contact) in IEPPLUS when the Contact Type is changed in eSchoolPLUS.

Time-Out MessageThe appropriate Time-out message will appear rather than a 'Server Error' message.

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The appropriate Time-out message will appear rather than a 'Server Error' message.

Custom FormsCorrected an issue where the district was unable to click the 'New' button when going to Maintenance -> Manage Custom Forms.

Updated the Progress Report, removing the words 'Testing' in the title. 'IEP Progress Reporting as <date> testing'.

The archived progress report no longer opens up when a view-only user opens the finalized IEP/ARD.

Progress Reporting

The filter will properly select students based on the Placement grade & location fields via Reporting > Run a Batch of Progress Reports.

•Legacy Progress Reporting

Fields on the selected Progress Report (e.g. 'Select IEP' drop down menu) are now read-only when the user selects the Legacy Progress Reporting link. The user may only select the Progress Template and Period.

Version 4.3.139.63002January 9, 2015

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Attendance ReportsThe attendance reports via the Advanced Reporting menu have been modified to increase the performance of running the reports.

SecurityUser Permissions was improperly removing all permissions when the user went into user permissions screen and gave that user permissions to some forms. Upon hitting save, the student access screen the permissions for the user would be removed.

Referral RecordThe Sent Date (Date of Consent) calculation will now also include the Weekends when the 'Mask Weekends' checkbox in the Calendar is selected, and will also include any Calendar Days if they are entered as well.

Corrected issues with how the program was setting the form state (e.g., locked, finalized) and saving IEP and progress reporting archives.

The "Display evaluative statements for Objectives" checkbox on the Manage Progress Reporting screen now saves when selected.

Corrected an issue that prevented progress report loading when the form start date preceded the placement/enrollment date.

Corrected an issue where the user was unable to click on the 'Manage this report' link within the student's progress report.

Progress Reporting will correctly print the Letterhead chosen in the 'Print Progress Report' screen.

An option has been added to the Progress Reporting > General Options that allows the district to remove the data entry of a Progress Code.

Progress Reporting

Version 4.3.136.63004December 19, 2014

No Changes.

Version 4.3.134.63025December 9, 2014

PLUS360 Data Integration (eSchoolPLUS 3.1 or higher)The "eSP - PLUS 360 Integration Rule #2" was creating a duplicate entry in the Special Education Summary > IEP Status section of eSchoolPLUS when the IEPPLUS Enrollment record had no start or end date.

Data Integration - Generic ImportThe Import Process was generating a hard error if the 'FinalizedOnly' parameter was not included in the batch file or in the Set Systemwide Options Administration tab area.

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included in the batch file or in the Set Systemwide Options Administration tab area.

Progress ReportingProgress Reporting modified to correct goal sort issue.

Version 4.3.134.63002November 21, 2014

Student Drawer Clicking on Student Drawer Alert Icons in IEPPLUS will display text relating to the alert rather than a non-working link.

Student Summary PageIf a contact has an end date that is greater than todays date, the contact will no longer appear on the Student Summary page.

PDF Streaming (eSchoolPLUS Alerts)The Student's IEP or Gifted IEP was appearing in eSchoolPLUS when the student left the applicable program. The IEP / GIEP form will now appear in eSchoolPLUS in the 'S' triangle when then the student has an active Special Education or Gifted IEP Enrollment record.

The latest form will now appear in eSP rather than the oldest form for the student.

Initial Referral Aging Report *New Report*Use this report to monitor the progress of initial referrals, including due dates, days until due, actual completion dates, and on time performance metrics from the date of parental Consent to completion of each student’s first Evaluation Report (ER/ETR/FIE) and Individualized Education Plan (IEP/ARD). For more information, go to Reporting > Advanced Reporting. Select the Report = ‘Initial Referral Aging’ and Version = ‘Standard’. Then click the Docs button to display the help information for this report.

Version 4.3.131.63004November 7, 2014

No changes.

Version 4.3.129.63003October 29, 2014

Progress ReportingThe program was modified to open the applicable progress report based on what the user selects when prompted for a template due to the student's building or grade changing.

Location of Intervention Code TableThe code table was updated to remove the following items from the table. These items were not relevant for the State.

General Ed less than 10 hrs•General Ed less than 10 hrs elsewhere•General Ed more than 10 hrs•General Ed more than 10 hrs elsewhere•

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Version 4.3.128.63000October 27, 2014

Goalbook ImportUpdated the import process to generate a user-friendly message when a goal in the import file has a Level but not a SubCategory.

IEP Validation RuleThe IEP Validation rule called 'Triennial Date' to '3 Yr. Assessment'. Changed the logic to look for a meeting reason of '3 Yr. Assessment' rather than 'Triennial Review'.

Student Labels 3 AcrossThe report was adjusted to print labels for all 30 entries rather than 27. The labels matches the Avery 5160 label sheet template.

Security / Manage UsersThe system will no longer generate a hard error if the user edits a user via Security, Manage Users and remains on the screen until the system times out. The user returns to the screen and then attempts to change data and save which would produce an error upon saving.

IEPCorrected an error when the user deleted an IEP and attempted to create an IEP again.

Progress ReportingIn some instances within the New Progress Reporting, the progress notes were being printed under the first goal on the Progress Report.

Linking Goals/Objectives to Services in a Plan *New Option*

This option will enable linking of Goals and Objectives to Services only within a student’s form.When accessed through a form, the Service will have a ‘Linked Goals/Objectives’ tab. Functionality within this tab will allow users to select/link a student’s Goals and Objectives to a Service. When accessed through the Student tool bar, the Service will display only previously linked Goals and Objectives (read only). The linking of these record does not impact how the form prints or validation functions. The user can only link Services to Goals and Objectives from within a form. Below is an example of the Service record within the form. There is now a new tab called 'Linked Goals/Objectives'.

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In order to allow the users to link the Goals and Objectives to Services, the following system option must be checked.

Options > Set System Options > Form tab:

Version 4.3.127.63004October 10, 2014

No Changes.

Version 4.3.124.63004September 29, 2014

SecurityUser Security - Modified the 'Find Students' function to properly display the students based on placement staff as of today's date.

Version 4.3.121.63000September 12, 2014

Progress ReportingGoal/Objective Attachment Display - New options have been added to the "Manage Progress Reporting" screen that allows the user to see the Goal and Objective attachments on the Progress Reporting Notes pop-up screen. The new administration options are located under Options > Manage Progress Reporting. Below is an example of a student's progress note with goal/objective attachments visible:

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The Progress Reporting Notes add/edit pop-up screen has been enlarged.•When new Progress Reporting is activated (via System Options > Progress Reporting > New Progress Reporting) the system will no longer display the ‘Progress Reporting’ link in the ‘Utilities’ menu drop-down. This will help prevent users from inadvertently entering Legacy Progress Reporting notes into a student’s IEP that is already using the New Progress Reporting method.

A new Progress Reporting option has been added to the Options > Progress Reporting area called 'Active Period to Open In'. This option determines what period to open up into when the user accesses a student's progress report.

Version 4.3.117.63000September 2, 2014

Medicaid 835 Remittance File ImportCorrected an issue with importing the Medicaid 835 File which required the Billing Recoupment Adjustment table to hold a larger decimal number.

Version 4.3.115.63000August 20, 2014

IEP Validation Rule

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IEP Validation RuleFix applied to IEP Validation Rule 18. The rule will no longer error when there is a date entered in the 'Initial IEP Meeting Date' field as long as the date is before the current IEP Meeting Date, Most Recent Evaluation, Previous IEP and Initial SPED Service Important Date records.

Placement Summary Fix applied to lookup the correct setting when determining whether to display the Attendance link on the Student's Placement Summary screen.

NotificationsCorrected an issue where the user was unable to edit their email address in the 'send email notifications to' field under Options, Notifications, User Subscriptions.

Manage an Existing Student Corrected the filter selection for Grade as the program was filtering on the Grade Code ID rather than the Grade itself.

Security - By Enrollment TypeA new feature has been added to Group Security called 'Enrollment Type'. All active Student Status Types will be displayed on the Main page of the Security Group. The school district can now limit user's to see only students with certain enrollment types (e.g. 504 Students only).

Security A fix has been made to the feature that enables the Case Manager (blue icon) to be automatically set based on security. (SPIUtils.exe on the Student Access tab > Reset student access for all Caseloads, where an error was occurring ("Unhandled Exception") and the process would stop. The user would no longer have any access to students.

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Version 4.3.112.63003July 31, 2014

No changes.

Version 4.3.111.63001July 18, 2014

IEP ReportUpdated the report, printing the objectives in the same order as they appear on the web form.

Progress Reporting Audit Report Fix applied to the Progress Reporting Audit Report in Advanced Reporting to address a hard error when no active marking period exists.

Progress ReportUpdated the report increasing the size of the Key text.

Data IntegrationFor eSchoolPLUS 3.1 only: Removed Rules 3a and 3b and created a new rule, #3. The updates the eSchoolPLUS Personal Information 'Has IEP' field and the Special Education Summary 'IEP' field based on the student active in IEPPLUS with a Special Education Enrollment record and an active Placement record not like 'To Be Determined' or '504' as of the date of integration.

Version 4.3.108.63000July 3, 2014

Student Quick SearchThe 'Show All Student's check box has been removed. Clicking in the search box displays students in the user's caseload. Typing in the search box searches for all students.

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Version 4.3.104.63004June 27, 2014

Home Page, Student Caseload Fixed Building and Grade display logic to address issues with the data not displaying on the Home Page. Building and Grade will display based on the student’s current Enrollment or Placement as of today. If no record is found, the next future record is used. If neither a current nor future record is found, the system will use the next prior record in the past.

Version 4.3.103.63021June 20, 2014

Advanced Reporting - Placement Audit ReportThe logic for the report was corrected so that it now recognizes students that have gaps in their Enrollment records. The report was previously not restricting itself to each Enrollment period when processing the Placement records.

Import/Export Goal Book UtilityThe utility now supports Internet Explorer version 11.

Progress ReportingModified the Progress Reporting utility to properly display the marking period date when there is a time zone change on the IEPPLUS application server and the user. The marking period was showing a one day difference since the IEPPLUS application server is stored in one time zone and the end-user was accessing IEPPLUS from another time zone.

IEPPLUS HelpPLUS360 Data Integration Overview Webex video has been included:

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PLUS360 Data Integration Overview Webex video has been included:

Student Drawer Overview Webex video has been included:

Version 4.3.103.63003June 6, 2014

Progress ReportingThe finalized Progress Report now displays the Marking Period date in the archive pdf record.

Finalized Forms - Archives and Audit TrailArchives documents will display the form Meeting Date or Start Date if no meeting exists rather than the date the form was finalized. The actual date and time the PDF was created will display when hovering over the PDF icon. Archives will display in descending order by date created. The "R" and "O" denoting Revised and Original forms will no longer display. This functionality will apply to newly finalized forms only. Previously finalized forms will remain with the date the form was finalized.

ConfigurationTo display the Meeting / Form Date rather than the date the form was finalized, check

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To display the Meeting / Form Date rather than the date the form was finalized, check the 'Use form meeting date instead of date form was finalized' check box under Options > Set Systemwide Options > Form tab.

Audit details in the Form Information area will only display user actions. Extra messages that do not apply to the user, such as unlocking or locking when amending or removing an amendment will no longer display.

Data Integration User DocumentationThe PLUS 360 Advanced Integration (Generic) user document accessed from Help\PLUS 360 Advanced Integration \ General \ General Data Integration was updated to include the eSchoolPLUS IEP Status Codes (e.g. ISE, ASE).

A new user guide detailing 'PDF Streaming' which allows a user in eSchoolPLUS, Home Access Center and Teacher Access Center (TAC) to view student forms (e.g. IEP, Evaluation Report). This feature is applicable for eSchoolPLUS 3.0 or higher. The document is accessed from Help\PLUS 360 Advanced Integration \General \ General Data Integration \ PDF Streaming User Documentation.

Version 4.3.102.63012May 26, 2014

News FeedFixed a bug where the 'Delete' link did not function unless the user exited the 'Manage News Feed' screen and then went back into it.

ReportingExpanded the depth of the drop down box that lists available reports when the user attempts to add a new report via the Run A Report menu.

Student DrawerA new feature, Student Drawer, has been added to IEPPLUS. From the IEPPLUS Home Page, a new student Drawer icon is located in various areas of the application. Clicking the Student Drawer icon for the applicable student will display the Student Drawer in a

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the Student Drawer icon for the applicable student will display the Student Drawer in a new window displaying student information from eSchoolPLUS and IEPPLUS, including important student data such as emergency contact information, class schedules, registration information, tests, and classwork.

Note: to view the eSchoolPLUS portion of the drawer requires eSchoolPLUS version 3.1. Please see Help\PLUS 360 Advanced Integration\General\General Data Integration for more information. An example of the student drawer icon is as follows:

An example of the student drawer is as follows:

PLUS 360 ADVANCED DATA INTEGRATIONThe PLUS 360 Student Integration feature set provides cross application interoperability and data exchange functionality between eSchoolPLUS and IEPPLUS, including:

Integrating a student into IEPPLUS from either application.*○

Refresh student data between eSchoolPLUS* and IEPPLUS on a student-by-student basis, on-demand, anytime, from either application.

View a student’s data integration validation information from the student summary page.

Administrative authority to temporarily disable the data integration processes and manage data integration options from within IEPPLUS.

eSchoolPLUS 3.1 Personal Page – the IEP Status field has been removed and replaced with a Special Education Summary page that details historical special education program activity for the student.*

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* The functionality requires eSchoolPLUS 3.1 or greater.

Please see Help\PLUS 360 Advanced Integration\General\General Data Integration for more information.

Fixed bug relating to Grade range not saving to a Progress Reporting template, if the grade range and then the building was selected.

Fixed bug where user was unable to type in a date when adding a period through the 'Manage This Progress Report' link.

Fixed a bug where the dash "-" between the Staff Member name and the Position was displaying when the 'Print position only' option was chosen in the Manage Progress Reporting screen.

Fixed a bug where the 'Goals' section (bottom-half) of the screen was not fully spanning the entire screen width.

Progress Reporting

SecurityA new security parameter has been created which provides a grace period, extending access to a student that no longer is available to the user or security group. The parameter is defined in the System Option\Administration Tab , indicated in the 'Set Student Access' text box. The parameter syntax is 'StudentAccesssGracePeriod=5' as indicated in the example below.

By indicating a parameter of 5 as an example, the IEPPLUS security users and group will maintain the student in the security list up to additional days after the student is no longer in the security list. This parameter is helpful for when a student exits the district as an example, allowing the staff to maintain security permissions for the student for an additional 5 days.

Example: Student Johnny Ballinger changed from Building A to Building B as of 5/20/14. With a Grace Period set to 5, the student will still remain in the Building A security group until 5/25/14.

Version 4.3.100.63006May 12, 2014

NotificationsHistorical days to searchA new selection parameter has been added to the Values column in the Notifications System Setup tab in version 4.2.183.3 and 4.3.97.63001 with a default value of 730. The default value has now been changed to 0. Setting the value to 0 will create a notification message for any unfinalized form using the highest checkpoint value (e.g. 30 - 30 days). Due to an enormous amount of unfinalized forms within 730 days, the system was generating a high amount of notification alerts, however, districts can change this value.

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Version 4.3.97.63001May 2, 2014

Placement and Service Summary Screen Enhancements

The Placement Location was added to the Service Summary screen. Manage Screen Configuration, ServiceForm, ShowLocationInSummary, Visible field set to checked will display the location on the summary screen.

Placement (Program) Summary Screen

The Service Location was added to the Service Summary screen. Manage Screen Configuration, ServiceForm, ShowLocationInSummary, Visible field set to checked will display the location on the summary screen.

Service Summary Screen

Release / Waiver When the Sent Date or Received Date fields were not visible, the field description was no longer visible, however, the date field was still visible and accessible and the Release/Waiver Type field was no longer active.

Data IntegrationThe Placement Location rule was updated to only download the eSchoolPLUS building for Primary Placement records only.

DRDP access Report

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DRDP access Report

Start Date = 1/1/2014o

End Date = 6/30/2014o

Age Calculation Date = 6/30/2014o

Use the following dates to run the report:

The DRDP access form Question #14 is marked as “Individualized Family Service Plan (IFSP)”, OR

The DRDP access form is dated after 1/1/2014 and Question #14 is still the previous format (3 checkboxes) and the check box chosen was one of the Infant/Toddler check boxes.

Reports an “A” if …o

The DRDPD access form Question #14 is blank, OR

The DRDP access form is dated after 1/1/2014 and Question #14 is still the previous format (4 check boxes) and the check box chosen was one of the Preschool check boxes.

Reports a “B” if …o

The system logic will report the DRDP Type as follows:

Table E on the DRDP access report via the Advanced Reporting menu has been updated.

DRDP access Form

The options and text changed from 7 check boxes to 2 check boxes for Question #14 “Special education enrollment”. The user now has an option to select either IFSP (Individualized Family Service Plan) or IEP (Individualized Education Program). The default selection upon form creation will be IEP; however, the user may change it to IFSP if they choose.

The example date on the label for Question #15 has been changed from “04/09/2013” to “03/09/2014”.

Changes to the student DRDP access Form are as follows:

The form & report footer date text has been changed from "August 2013" to "February 2014".

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2014".

IEP - Services Section A new selection was added between the "Supplementary" & "Special Education and Related Services" selections on the IEP called "Support for School Personnel". To activate this new selection, click on the "Add Support for School Personnel" link. A new Statements page will open that looks similar to the Goals & Objectives pages; these statements will need to be setup in the goal book with Type = "Statement", and Category = "Support for School Personnel".

Invitation Letter A minor text change was applied to the Invitation Letter Form & Report (English & Spanish versions).

NotificationsHistorical days to searchA new selection parameter has been added to the Values column in the Notifications System Setup tab. Indicate a numeric value in this field. The value will be stored as a positive number. The rule will use this value to select records and will then use those records against the check point value to determine if a message should be generated to the user.

For example, the ‘Student’s Referral Requires a Consent Date’ rule, Historical days to search value is set to 365. The rule will select all referral with a missing consent date where the referral date is within 365 days as of ‘todays’ date. Those selected records will then be checked against the check point value. Any referral less than 365 days from today will be ignored.

The ‘Student’s Form is Not Finalized’ rule, Historical days to search value is set to 365. The rule will select all forms where the form start date is within 365 days as of ‘todays’ date. Any form start date less than 365 days from today will be ignored.

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BillingThe Batch Remittance utility was updated to allow the user to select a service in addition to the existing selection parameters (e.g. Bill Range). A new service selection screen was added to the process. This allows the user to select a particular service within a bill to post remittance.

Progress ReportingBased on security, users can access the Progress Reporting area of the form if the form is in a Revised/Amended unlocked state. The Progress Reporting link will be visible and accessible to the user based on security.

A new security item called 'Report Progress on Unlocked Forms' has been added to the Progress Reporting permissions area of Groups and Users. When the item is checked, it will allow the user to report progress (the Progress Reporting link will be visible) on unlocked forms (e.g. IEP's). This allows users to report progress on forms that are in a Revised/Amended unlocked state.

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Version 4.3.94.63002April 11, 2014

Medicaid - 270 Electronic FileThe export process was modified as it was causing a syntax error when the user attempted to create the file.

News FeedThe News Feed was not saving data or allowing the users to edit existing news feed items. This only occurred if the customer was located at a different time zone than where the IEPPLUS server resided.

Batch Attendance By CaseloadCorrected an issue causing student selection to be ignored when selecting staff and program information and returning a list of all students.

CASEMIS Reports & Extracts Replaced the "2012_2013" from the Version drop-down to a combined "Standard" in the drop-down for the reports.

Finalizing FormsCorrected an issue where upon completion of the finalization process would display a different student's pdf finalized form.

News Feed and Progress ReportingThe rich text toolbar has been changed in the 'Manage News Feed' screen and in the Progress Reporting screen. The Strikethrough icon has changed from an ABC image to an S. The Find & Replace were 2 separate buttons. There is now one single button for Find & Replace.

Example of the 'Manage News Feed'

Example of the 'Progress Note'

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Version 4.3.91.63000April 3, 2014

SecurityCorrected an issue when the user attempted to search for a User under Manage Users.

Student ListingThe Student Listing on the Home Page now includes the building and grade. If the system does not find an active building and grade as of todays date, it will indicate the building and grade in the future. If no future building and grade is found, it will indicate the last previous building and grade for the student.

Student SearchThe Student Search now displays the building and grade as well as a 'show All Students' check box. When the user types three characters (or more), the system will search for students in the users Caseload matching the characters typed. The user can click the 'Show All Students' check box to list all students (in caseload and non-caseload) matching the characters typed.

Managing an Existing StudentThe student's building (location) and grade were added to the page. Note: The building

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The student's building (location) and grade were added to the page. Note: The building and grade display is managed under the Manage Screen Configuration\StudentSearch area.

User ImpersonationCorrected an issue when a user Impersonated another user, it was showing all of the prior user's students, not the active user's students.

Progress Reporting

Updated the security permissions where the Lock and Exclude features are still correctly assigned to the 'Lock' security permission and now, Unlock and Include are correctly assigned to the 'Unlock' security permission.

Upon opening the Progress Report, the user will be brought to the 'earliest' unlocked marking period, no longer the marking period as of today's date.

When printing, the letterhead can now be selected.•When archiving the marking period, the pdf "P" image date will now reflect the marking period date, no longer the date the pdf was created.

When the user attempts to archive a marking period that was previously archived, a new pop-up message will prompt the user to print the existing pdf or create a new pdf.

When the marking period is finalized, the user can easily open the pdf by clicking on the pdf image on the progress report and in the printing screen:

Additional enhancements as follows:

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The selected marking period is now highlighted with a magenta colored border.•

And at the top of the report:

In Step 4 of the IEP creation process, the sentence 'Select existing Goals' was removed for non-administrators when selecting option 2.

Goals and Objectives section - updated the form so that when the user adds a narrative goal or objective, the form will also associate the user or default goal book to the item so that the correctly checked Measured by and Responsible Parties will be displayed.

Cover Page - updated the IEP cover page so that inactive organizations cannot be selected for School of Residence.

Corrected an issue where the Important Dates being created during the form finalization process would not be linked to the IEP form.

Corrected an issue where the 'Unrevise' link was not appearing when the user finalized the progress report.

IEP

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finalized the progress report.

Notification AlertsUpdated the 'Form has been Amended/Revised' to no longer generate a message when the Progress Report was archived.

Batch Attendance By CaseloadRemoved inactive students from appearing in the selection of students.

Version 4.3.85.63000February 28, 2014

User Impersonation An 'Administrator' of IEPPLUS can now impersonate any user of IEPPLUS. As an Admin user, go to Manage Users, click on the user to impersonate. The application will automatically log out and log in immediately as that user. See HELP\ Security for more information.

Removed the IEP form validation process when validating progress reporting.○

Advanced Reporting - Progress Reporting Audit Export - the export will no longer include students who have inactivated as of the marking period date or if the IEP includes any legacy progress notes.

Progress Reporting

Batch AttendanceModified the student / consumer selection to prevent students/consumers who are inactive as of the date of attendance from being selected. Daily and Monthly templates for Placement, Course and Services are affected.

Data Integration Summary ReportCorrected an issue where a newly imported student into IEPPLUS was not appearing on the report.

Notification Rules Two newly released rules were temporarily modified. The 'Student’s Referral Requires a Consent Date' and 'Student’s Form is Not Finalized' rules were temporarily modified to only generate a message based on the maximum checkpoint only. This temporary change will limit the large amount of daily notifications for these particular rules due to old Referral records and unfinalized forms in the IEPPLUS system.

IEP & Placement Record - Credits Earned'The logic has changed in the way that the program stores the "Credits" field in the

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The logic has changed in the way that the program stores the "Credits" field in the Placement record and how it displays on the IEP form & report. The Placement record's "Credits" is now able to accept a null value (a "blank"), a zero (0), and an integer with up to 4 decimals.

The IEP Validation Rule "15170 - Credits Earned" now counts a zero (0) as a valid value of "Credits Earned" on the IEP form. A null value (a "blank") will be the only reason when this Validation Rule will fail.

Version 4.3.82.63003February 14, 2014

Meeting Summary Screen The meeting summary screen will no longer show the extension information if the extension tab is not enabled via Manage Screen Configuration.

Progress Reporting The progress reporting creation process will now ignore inactive buildings.

Placement Grade Corrected an error that was occurring when the grade associated to the Placement record was no longer in the Grade code table.

Transition section, Statement of Annual Transition Service, Instruction section -corrected an error when the user edited the goal.

IEP Form Validation - rules 15122 and 15123 were modified to check for the grade exemption.

IEP

Notification AlertsA duplicate notification alert message was being created for a student that had been Enrolled.

IEP / ISP Forms - Remove Amendment & Warning MessagesThe ability to remove an Amended/Revised form is now available. This feature will be used when the revision did not occur (e.g. meeting was cancelled, user clicked the Revise link in error) and the form should be returned to the original state.

Remove Amendment1.

New functionality has been added to any form that is able to be revised (e.g. IEP) that allows the user (with security permissions) to remove the Revision/Amendment. To do so, the user would click on the "Remove Amendment" link on the Form Summary Page.

All user documents that have the ability to be revised, now have a new section in the guide called ‘Remove Amendment’. A summary of this feature is listed below. Please reference the user documentation from the Help menu.

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Amendment" link on the Form Summary Page.

To remove the Amendment/Revision and return the form to its previous state, click on the ‘Remove Amendment’ link from the Form (e.g. IEP) Summary page. Upon clicking on the link, a pop-up screen will display, alerting the user that any modifications they made to the form must be manually changed back prior to the ‘Remove Amendment’ process. The Remove Amendment process does not remove any changes that were made after the form was revised. Clicking the ‘OK’ button will perform the amendment removal process, while clicking the ‘Cancel’ button will return the user back to the Form Summary Page and the form will remain in the revised state.

re-finalizes the form.

the first record displays the ‘Amendment Removal’ process, date, time and user.

the second record displays the form returning to the ‘Lock’ state, date, time and user.

creates two audit records in the form under the Maintenance > Form Information > Form History area indicating the Remove Amendment process:

The ‘Remove Amendment’ process will perform the following:

If the form is the “Original” Archive and the ‘Remove Amendment’ link is chosen, then the “O” icon on the Archive is removed .

If the form is the “Revised” Archive and the ‘Remove Amendment’ link is chosen, then the “R” icon on the Archive is removed .

changes the archived form (pdf file).

Revise/Amend & Remove Amendment Warning Messages1.

A new option has been added that allows administrators to enable/disable warning messages for the ‘Revise/Amend’ & ‘Remove Amendment’ actions. To do this, the administrator would navigate to Options > Set Systemwide Options > Form tab and then enable/disable either or both of the options. By default, both warning messages are enabled (both checkboxes are unchecked).

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To enable the “Revise/Amend” warning message, the administrator should leave the 1st checkbox unchecked. When this option is enabled, the user will see the following pop-up message when the “Revise/Amend” link on the Form Summary page is clicked:

To enable the “Remove Amendment” warning message, the administrator should leave the 2nd checkbox unchecked. When this option is enabled, the user will see the pop-up message when the “Remove Amendment” link on the Form Summary page is clicked. See example in item #1 above.

Deleting a Form Pop-up Message1.

The text of the warning message that displays when a form is deleted (ex: IEP) has been modified as follows:

Version 4.3.79.63004

No changes.•

January 31, 2014

Version 4.3.78.63002January 21, 2014

Plus 360 Notifications

Student’s Referral Requires a Consent Date

Referral Consent Has Been Received

Progress Reporting is Due for a Student

Progress Reporting is Past Due for a Student

Seven (7) new rules have been added to the existing set of Plus 360 Notifications Rules as follows:

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Progress Reporting is Past Due for a Student

Annual Review is Coming Due (Uses Meeting Date)

Annual Review is Past Due (Uses Meeting Date)

Student’s Form is Not Finalized

The rules explaining how & when the notifications/alerts appear can be found in the user guide located within the help Menu of the IEPPLUS application: Notifications > Notifications User Guide.

Progress Reporting Corrected an issue where the user was unable to lock a period as the prior marking period was excluded. Excluded periods will now be ignored during the validation process.

Data Integration The 'eSchoolPLUS - Placement Location' rule text was updated to remove the word 'Primary' as all Placements for the student will be updated with the eSchoolPLUS reg_entry building.

IEP Step 3 in the IEP creation process was showing 2 sets of boxes.

Progress Reporting A new Progress reporting feature is now available for the IEP and ISP forms. See Help, for more information. Contact a SunGard IEPPLUS representative on implementing this new feature!!

IEP and ISP Creation Process For non-administrators of the system, the user will only have the ability to 'Create' new records (previously labeled as option 1) when creating a new IEP/ISP using the 'New' button. Option 2 was eliminated as the Revise link on the IEP/ISP Summary button is used to revise an IEP/ISP. Option 2 is available for Administrator users only. The following image displays the one and only option to create a new IEP/ISP.

IEP and ISP Revision Process When the user clicks on the Revise link on the form Summary Page, the form will reopen, unlocking the form for editing purposes, no longer prompting the user to select a meeting. The form summary screen will no longer display each revision. The prior

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a meeting. The form summary screen will no longer display each revision. The prior finalized pdf documents will be listed and available to access and print for historical purposes. When the form is revised, the original pdf will be marked as "O". Any revised pdf associated to the form will be indicated with a 'R". The following image is an example of a form revised and finalized.

When a form is revised more than one time, the previously revised PDF's will be indicated as an "R".

Please reference the IEP and ISP user guides via the Help menu, Forms, CA IEP and ISP for more information.

Version 4.3.75.63000January 7, 2014

Data Integration Rule (*NEW*)eSP - Inactivation Rule #2. A new rule is now available to inactivate a student in IEPPLUS when they inactivate from eSchoolPLUS (based on particular Withdrawal Reasons). See Help\ PLUS 360 Advanced Integration\General for detailed information. Contact the Help Desk to activate this rule.

Version 4.3.74.63002

Progress Reporting - corrected an issue where the Progress Reporting validation was failing, indicating that the objectives did not have progress.

Manage Code Tables - Grade code table - editing a grade code table item that had an associated inactive sequel grade would generate a hard error.

Student Summary Page - added spacing between the Placement and Service Staff name and title.

Staff Code Table - removed the ability to add more than one Staff Communication Type = 'Notification Email Address' as this type of communication type is used to send notification emails to the staff member.

Transition section - corrected various typos on the form and report.

Set System Options - IEP Creation Process - when the check box labeled 'Enforce above selected for Step 3 and 4 for all users' was not checked, the form was defaulting to the item selected in System options. The user was not able to select any options during the IEP creation process.

IEP•

December 20, 2013

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not able to select any options during the IEP creation process.IEP Validation - updated rule 15172 Credits Needed to pass if the student is under age 14.

Specific Learning Disability - updated the report to correct the word 'server' to 'severe'.

Version 4.3.72.63002

Modified the Progress Report (output) to correctly print the 'Achieved' goals and objectives when the System Option was checked.

Corrected the Spell Checker feature to appropriately save the corrected spelled word.

Progress Reporting•

Field E1 - modified to report codes A-G based on DRDP Form, Question 14.

Field E23 - modified to include code 700 based on DRDP Form, Question 13.

See Reporting > Advanced Reporting > CA_DRDP > Standard > Docs for more information.

CASEMIS Table E Extract•

December 6, 2013

Version 4.3.70.63004November 25, 2013

Help File - Help file now includes 2 Notifications videos:•

ISP Validation Rule - removed the 'Initial SPED Service Date' and 'Student Birth Date' validation rules from the ISP Validation rule collection.

IEP Validation Rule - fixed the 'Credits Needed' validation rule that is located in the Transition section of the IEP.

Version 4.2.167.0 and 4.3.68.63000

Notifications (4.3 only) - Updated the SetStudentAccess process - when the user no longer has access to the student via IEPPLUS security, the student will be removed from the user's caseload (green check box will be unchecked).

DRDP Access form changes , Page 1

DRDP Access Form•

Removed line separator between Items 2 & 3.○

Moved Section 8 (Disabilities) under 7a&b○

New Alternate Code type = CASEMIS Code= 700

Question 13: Added 'Early Intervention Specialist' as first position○

New #14. Program and Transition Information.

New Section Block: Assessment Information○

November 15, 2013

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New #14. Program and Transition Information.

Renumbered existing #14 to #15 and add to Assessment Information block.

Changed Footer date from October 2012 to August 2013.○

DRDP Form Changes, Page 2Minor text change to Note.

Spell out Absence/Other using smaller font.

Change Footer date from October 2012 to July 2013.

Version 4.2.166.15 and 4.3.66.63021

Makeup Service Attendance List (Advanced Reporting, Attendance-Standard) - the report was not displaying the make-up session associated to the missed/cancelled date of service.

Version 4.3 only - Manage Users Security - corrected an issue if the users login name included an apostrophe (e.g. o'shay), the system would hang when the user logged in.

IEP Validation Rule called 'Missing or Invalid Goal option' - on the IEP Goals and Objectives section, the rule will no longer generate an error when the goal does not have a Common Core Code in the text box (Standard #) but has the Common Core Code drop down item selected (e.g. MNS7.1.3). The rule will ensure that one of the two values are completed.

November 8, 2013

Version 4.2.166.7 and 4.3.66.63008

No changes.

October 30, 2013

Version 4.2.166.2 and 4.3.66.63002

HELP Menu - The Progress Reporting area of Help now includes 2 new sections for Progress Reporting Administration and User Overview recordings. Note: in order to view the recordings, the Webex plug-in must be installed on the computer.

October 21, 2013

Validation Rule #18 was modified as it was generating a hard error.○

Present Levels, 15100-15106 – to validate new text boxes in this section, such as Reading, Math and Vision.

Special Factors, 15122-15125 – to validate CAPA and CAHSEE assessment data and 15140-15147 – to validate data relating to

New Validation Rules added○

IEP

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assessment data and 15140-15147 – to validate data relating to contacting parents.Goals, 15153 – to validate ‘Linguistically Appropriate’ checkbox (Chula Vista only).

Transition, 15160-15212 – to validate data relating to transition planning for students 14 and up.

IEP form changes - various changes to the Cover Page, Present Levels, Special Factors, Goals and Objectives, Transition, Signature Page sections. Additional text boxes and items were added to the form. See Help\Forms\CA\IEP for more information.

DRDP - Student Toolbar - Field 2, Statewide Student Identifier - now uses the Student's Identification Type = SSID (previously used CSIS ID).

DRDP Advanced Report - Field E-3 - changed to pull the student's Identification of Type = SSID (previously CSIS ID).

CASEMIS Advanced Report - Fields A-47 thru A52 have been changed to include information from the IEP form, Transition page.

Medicaid 270 Export - removed the California specific 2100C, DTP-1 and DTP-2 segments.

Version 4.2.161.1 and 4.3.58.63001

Reports - Student Labels 2 and 3 column reports - modified the reports to include a new Selection Criteria called 'By Service' that allows the user to select student labels for students with a specific service (e.g. Speech).

New Label Reports - Two NEW reports called Student Labels 2 columns by Service and Student Labels 3 columns by Service have been added to the Run A Report menu.

The Notifications Administration and User documents have been moved to a new link called 'Notifications'.

The Progress Reporting Administration and User documents have been moved to a new link called 'Progress Reporting'.

HELP Menu

October 1, 2013

IEP - Common Core Learning Standards

The original "general curriculum/state standard #" label and drop-down functionality has been replaced with new wording and multiple drop-down boxes. The setup to display the new drop-down boxes on the form requires specific entries within the goal book. Refer to the CA IEP User Guide via the IEPPLUS Help link.

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Original screen:

New screen:

Version 4.2.158.0 and 4.3.55.63000

Medicaid Eligibility Summary Page - the Medicaid Eligibility Summary screen from the student toolbar will now allow the user to add more than 15 dates.

Caseload Assignment - (4.3 only) - corrected an issue when a user attempted to assign a 2nd student to a staff's caseload, the 'Assign' button was not active to select.

IEP - Goals & Objectives section - corrected an issue where the program was preventing the user from removing text in the Baseline section of the page.

September 17, 2013

Version 4.2.155.3 and 4.3.52.63005

News Feed - (4.3 only) corrected an issue where the user clicked on the edit link to edit the News Feed item and the font size & font style settings (e.g. bold/large font) would revert to the default settings, removing all previously selected font size & font styles.

Data Integration Rule - modified the 'eSP - Inactivation Rule #2' rule to ignore eSchoolPLUS summer school entry/withdrawal records.

Progress Reporting (legacy) - modified the progress reporting screen to prevent the 'Save Changes?' prompt from appearing unless the user has actually made a change to one of the progress notes, progress key or progress dates.

September 3, 2013

Version 4.2.153.1 & 4.3.50.63001August 26, 2013

Advanced Reporting - all advanced reports - upon clicking on the Refresh, Run or Docs buttons, the screen will appear grey and the user cannot access any links until the process has completed.

* New Reports * Two new reports have been added to the Advanced Reporting screen in IEPPLUS to illustrate those students where Placement records are missing within a given report date range. *Note – the report should be run for the entire school year to help eliminate summer dates from appearing as "missing placement" or "placement gap" records. To access these new reports, security permissions must be applied within the Security Groups -> Advanced Reporting area.

General Release History

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IEP Validation Rule - Disability EndDate was modified as it was not generating an error.

IEP Validation Rule - SCIA Rule - Missing SCIA answer, not needed if student is DNQ. Rule was modified to not generate if the student did not qualify for special education.

CA Release History

Version 4.2.147.0 & 4.3.43.63000August 5, 2013

Progress Report (new) - corrected an issue that now prints all progress notes for all individual staff that entered a note.

Student Summary page - The Events/Suspension are of the Summary page will now show events for the past 365 days only.

General Release History

IEP Form Creation Logic Change - The IEP form creation process logic was updated to modify the IEP form's end date, and also the end date of the attached placements, services, courses, and goals when a new IEP is created whose start date begins prior to the original IEP end date. The original IEP form's 'Next Recommended' end date is not modified.

CA Release History

Version 4.2.144.0 & 4.3.41.63000July 22, 2013

No changes.

General Release History

Upon finalization of the form, Important Date records are created. NOTE: the Important Date descriptions must match exactly as indicated below.

The form will display the previous Important Date for each of the dates (see below for example).

If the form is unlocked, the program will unfinalize the Important Date records. The user may change the date record and refinalize the form. The program will then update the Important Date records (not create another record) and refinalize the Important Date record as well. Any 'new' IEP or ISP's forms will create new Important Date records, thus maintaining historical Important Date records. See Help\Forms\CA for updated IEP and ISP user documentation.

IEP and ISP•CA Release History

Important Date TypesIEP FormInitial SPED Service Date □Next Annual IEP□Previous IEP□Most Recent Evaluation□Next Evaluation□Initial IEP Meeting Date□

ISP FormNext Annual IEP/ISP□Previous ISP□Most Recent Evaluation□

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Most Recent Evaluation□Next Evaluation□Initial ISP Meeting Date□

Version 4.2.143.8 & 4.3.40.63009July 12, 2013

Compliance Notification Alerts - (legacy Notifications) - updated Suspensions by Placement Staff rule to calculate the duration based on the outcomes instead of the start and end dates of the event.

Progress Reporting (Legacy only) - Progress Reporting data will now automatically save if the user selects another option on the student toolbar.

Notifications (version 4.3 only) - Manage Notification Options - Group Setup. Corrected an issue where any changes to the notification rules for a specific group would only update the first group in the drop down list, regardless of what group was selected.

General Release History

No changes.

CA Release History

Version 4.2.142.2 & 4.3.39.63003June 28, 2013

No changes.

General Release History

No changes.•CA Release History

Version 4.2.140.3 & 4.3.37.63003 June 24, 2013

No changes•General Release History

No changes. •CA Release History

Version 4.2.138.7 & 4.3.35.63007June 17, 2013

Progress Reporting (Legacy only) - modified the Progress Report to print up to 15 Marking Periods from 12.

Notification Viewer•

General Release History

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replaced the envelope with an envelope with the IEP image.

Corrected the collapsing of the messages using the -/+ buttons.

Notification Viewer•

IEP - Checkboxes for Supported Employment and Other volunteer workshop was not saving in the Transition section.

CA Release History

Version 4.2.137.3 & 4.3.34.63003June 7, 2013

Student Inactivation Utility - updated the text regarding deletion of future records to include Disabilities, Needs, Goals, Objectives, Statements, Associated Organizations, Associated Staff, Meetings, Important Dates and Enrollment records greater than the inactivation date. The inactivation program was not changed, only text changes were made to list each record type affected.

General Release History

No changes.

CA Release History

Version 4.2.135.0 & 4.3.32.63000 May 31, 2013

No changes.

General Release History

IEP - Form Information section - Reset Goal Dates function did not reset the previous IEP Goal End Dates . The previous goals were appearing in the new IEP upon hitting refresh.

•CA Release History

Version 4.2.134.4 & 4.3.31.63004May 24, 2013

No changes.•General Release History

No changes.•CA Release History

Version 4.2.131.2May 17, 2013

No changes.•General Release History

No changes.•CA Release History

Version 4.2.130.2May 10, 2013

Unfinalized IEP Report - students were not appearing on the report if they did not have a meeting associated to the IEP.

•General Release History

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have a meeting associated to the IEP.Set Systemwide Options - Form Tab - The 'Enforce above selection for Step 3 and 4 for all users' check box was not saving properly. (Excludes Ohio, Missouri and Washington).

No changes.•CA Release History

Version 4.2.128.8May 3, 2013

Create a Batch of IEP's - Fixed the application which was causing an error while attempting to create a batch of IEP's.

Progress Reporting (NEW) - Current Progress drop down description is now labeled Progress Reporting. For IEP's with Legacy Progress, the Progress Reporting link was removed. A 'Go' link replaced it. See below for an example of Legacy Progress with the new Go link.

General Release History

No changes.•CA Release History

Version 4.2.128.0April 26, 2013

IEP - (excluding OH, MO, WA) - updated the IEP creation form to prevent the 'Recommended Start Date cannot be before the Meeting Date' error when the recommended start date is blank and only the summer/next recommended date ranges are filled in.

IEP - Updated the form summary page to show the 'Revise' link for the most recent form based on the form start date and highest Form ID number.

General Release History

No changes.•CA Release History

Version 4.2.126.2April 17, 2013

No changes.•General Release History

No changes.•CA Release History

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Version 4.2.124.0April 5, 2013

Data Integration Error and Summary Reports - corrected the page number as it was being cut off.

•General Release History

No changes.•CA Release History

Version 4.2.120.2March 29, 2013

Data Integration Summary Report - corrected the report to properly display the student's name as it was reporting blank for any newly added student into IEPPLUS.

•General Release History

DRDP Form - Validation Rules were modified to properly report an error if the rating = 0 and the EM check box is selected.

•CA Release History

Version 4.2.119.2March 22, 2013

Student Summary Page - updated the Service Summary to display future service staff.

•General Release History

270 HIPPA Electronic File - added the ability to import the 270 HIPAA Medicaid file into IEPPLUS.

IEP - Validation rule 2-SCIA was not failing when all four SCIA check boxes were left blank on the Special Factors page.

CA Release History

Version 4.2.118.3March 14, 2013

Forms - All IEPPLUS forms - When in a form, the user clicks on another other link besides the Save button (e.g. Return, Home, Log Out, etc.), the user will not be prompted to save the form. It will automatically save any changes made.

Forms - All IEPPLUS Forms – On rare occasions, when 2 users access the same text box and the 2nd user saves the form, the message illustrated below will display. The message will detail the user and the specific area of the form where data was not saved. IMPORTANT: BEFORE CLOSING THE MESSAGE, click inside the red text box to display the data that was not saved. Copy and paste the data into a word processing document, save the form (the data entered by the other user will display) and then exit the form entirely. It is now safe to return to the form and paste the data into the appropriate section. Below is an example of the new message. It will replace the system error codes that used to display, and provide a way to re-enter the data.

General Release History

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eSP - Inactivation Rule #1 - this rule will add eSP Withdrawal Reasons into the IEPPLUS application as Important Dates. When the integration program adds a new Important Date to the table, it will add the new type as an inactive code.

Manage Organizations - corrected an error when the user attempted to filter for a particular organization on any other page except for page one of the Organization Summary screen.

No changes.•CA Release History

Version 4.2.115.1March 4, 2013

Set Systemwide Options - Form Options - IEP Options area - The enforce check box was not saving properly.

Manage Organizations - corrected an error when the user attempted to filter for a particular organization on any other page except for page one of the Organization Summary screen.

IEP Creation - The program will now display a message if two users attempt to create an IEP at the same time. The first user who clicks on the 'Create IEP' button will be allowed to create the IEP. The second user will get a message that an unfinalized IEP has already been created.

General Release History

No changes.•CA Release History

Version 4.2.114.2February 27, 2013

Text Boxes - Text in text boxes displayed in a light font for text boxes that are enabled when checking a check box.

The 'Add Person' Function (e.g. adding a meeting/evaluation participant - see below). Some forms have the 'Add Person' control. The control displayed a Meeting Attendee to the Invitation Letter) - user received a Javascript error when attempting to add a Person.

General Release History

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No changes.•CA Release History

Version 4.2.112.0February 15, 2013

No changes.•General Release History

Form Options - System/User Options - Form tab - IEP Options. The program will now use the System options when the User Options are cleared (none of the 5 buttons are selected).

•CA Release History

Version 4.2.111.5February 8, 2013

Identification Code Table - the Identification code description is no longer case sensitive.

•General Release History

No changes.•CA Release History

Version 4.2.111.0January 31, 2013

User Group Enhancement Merges - The 2012 User Group enhancements for Texas, Illinois and Pennsylvania have been merged into the Main version of IEPPLUS.

Service Attendance - Added an additional security item to limit the user from editing an existing Service Attendance Note record. The new security item is called ‘Program – Attendance Notes’. The only check box is for the Edit feature. If the check box is not checked, the user will not have permissions to edit an existing Service Attendance Note that was previously created from the Student / Consumer toolbar, Service, Attendance, Note.

General Release History

There is no modifications to the Batch Attendance functionality.

No Changes•CA Release History

Version 4.2.107.3January 25, 2013

No changes.•General Release History

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No changes.•

No changes.•CA Release History

Version 4.2.106.1January 18, 2013

General Release History

IEP Revise Wizard (CA, CT, DE, IL, NY, OR, PA, TX, VA only) - A new system option has been created to allow or disallow a user from selecting prior IEP meetings when revising an IEP, GIEP or ISP Plan (including VA BIP). From the Home Page, Options Menu, select Set Systemwide Options link. Click on the Form tab. A new item labeled "IEP Revision Option(s)" has been created (see first example below). When creating a revised/amended IEP using the Revise/Amend link on the Form Summary page (see 2nd example below) and the 'Exclude any previously linked Meetings during the IEP/ARD Revision Wizard" is checked, no previously linked meetings associated to the original IEP will be available in the drop down menu of the wizard. If the system setting is not checked, all meetings will be available (see third screen shot below).

No changes.•CA Release History

Version 4.2.104.28January 11, 2013

General Release History

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Suspension List Reports - modified the report to count the duration as a 'Day' if the duration is anything other than minute, day or week.

IEP Validation Rule - Secondary Planning/Transition - modified the validation rule logic for secondary transition related rules to calculate the student's age appropriately. The transition rules were failing if the student was between 14.1 months and 14.4 months of age.

General Release History

No changes.•CA Release History

Version 4.2.104.19January 4, 2013

Data Integration Rule - 'eSP - Student Placement LEP Rule'. Rule modified to update all active placement records.

General Reporting - Updated the Placement Foreign Language Exempt report filter to properly set the formula when the student is exempt or not exempt.

Student Service Summary Screen - updated the summary page to display the most recent staff member, if multiple assigned staff exist.

Timely Eligibility Report with Calendar - report updated to find a Calendar with a Location (Organization) where the Organization Type has the words 'District' (ie. School District).

General Release History

IEP - Elementary School version only. IEP will show the student's inactivation reason and inactivation date.

•CA Release History

Version 4.2.104.0December 21, 2012

Student Summary Screen - Updated the screen to only display active Placements, Services and Course Staff names based on the Staff date range record. No inactive staff as of 'today' will appear on the Student Summary screen.

General Reporting - Updated the Service List reports to filter the staff based on the Service Staff date range.

General Release History

No Changes•CA Release History

Version 4.2.102.19December 14, 2012

No Changes•General Release History

No Changes•CA Release History

Version 4.2.102.14December 7, 2012

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Data Integration Rule - Created a new rule called 'eSP - Disability Rule #3' to upload the currently active or future disability information only (not historical disabilities).

•General Release History

CASEMIS December 1 Report - Version 19: modified the plan_type field to include the ISP forms as it was only looking for IEP forms.

•CA Release History

Version 4.2.102.3November 30, 2012

Progress Report - (Report only) Updated the standard progress report to display the message, "No Contacts with appropriate Mail settings or no Goals were found for this report" to make it clear to the user that one or both of the conditions is not met to print the report.

Progress Reporting - A new Set Systemwide Option in the Progress Reporting tab called 'Progress Reporting Goal Book (if different than default goal book)' has been added. This feature allows the district to create one goal book with a single Progress Reporting key and uses that key for all Progress Reporting regardless if there are progress keys within other goal books. Select the goal book (with the standard progress reporting key) from the drop down menu for the Progress Reporting (Legacy only) program to locate the Progress Reporting Key. NOTE: If your district uses the same progress reporting key and the key is identified in each goalbook, it is not necessary to select a goal book from the drop down menu.

Goalbook Security - Under Permissions, Maintenance area, added additional check boxes (View, Add and Delete) for "Goal Books" . Added two new items called :Goal Book Codes" and "Goal Book Statements".

Attendance Module - Updated the Batch Attendance Template to include up to 3 Note Types.

General Release History

CA IEP (Chula Vista version only) - corrected the SCIA Validation rule to run properly for the new SCIA Section.

•CA Release History

Version 4.2.100.0November 16, 2012

Set Systemwide Options - new option displays the State applicable forms to upload to eSchoolPLUS. This option is found under the Administration tab, only accessible for users with Administrative security permissions.

Cognos Catalogue - added 'ViewLatestTestByDate' view for Cognos Reporting.•

General Release History

CASEMIS - 2012-2013 Report version is now available under Advanced Reporting menu. There were no State changes to be made.

DRDP Form - State change were made, removing items 7, 8 and 9 related to Child's Language Information and various text changes and formatting.

CA Release History

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Child's Language Information and various text changes and formatting.DRDP Extract - The DRDP Extract from the Advanced Reporting menu (CA_DRDP) was changed to reflect the 2012-2013 changes (ie. removal of the "Child's Language Information").

Version 4.2.97.7November 9, 2012

Data Integration - 'Generic Import - Staff' - rule was updated to look at active / inactive status in eSchoolPLUS building. If the staff is inactive in all buildings, the staff will be inactivated in the IEPPLUS staff table.

•General Release History

No Changes•CA Release History

Version 4.2.97.0November 2, 2012

No Changes•General Release History

IEP (Chula Vista version only) - On the Special Factors section of the IEP, added questions related to SCIA (Special Circumstances Instructional Assistance) and individual aides.

•CA Release History

Version 4.2.96.2October 26, 2012

Timely Eligibility Report and Timely Eligibility Report with Calendar Reports - The two reports are run from the Run A Report menu. The reports were displaying the number of days in the Eligible column rather than the Not Eligible column for students that had an Enrollment Inactivation Reason of Not Eligible for Special Education (Student Status Alt. Code = DNQ).

•General Release History

Data Integration Rule Modification - modified the 'Designated Services Rule', Rule ID 10277 to fail if any of the Designated Services are missing information.

DRDP Access Form - Fixed the form to appropriately link the Placement record which caused invalid Validation errors. When the Form Completion Date is modified, it will change the Form's Service Date and the Recommended Goal Start and End Date. It will also go into all the attached Statements and change their Start and End Dates to match.

CA Release History

Version 4.2.90.06October 19, 2012

No Changes•General Release History

CA Release History

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No Changes•CA Release History

Version 4.2.90.0October 11, 2012

No Changes•General Release History

IRUS Medi-Cal Revenue Report - added a new report under Advanced Reporting. This is available for any customer that has the IEPPLUS Medicaid Billing license.

•CA Release History

Version 4.2.88.2October 4, 2012

No Changes•General Release History

No Changes•CA Release History

Version 4.2.86.0September 27, 2012

Data Integration Rule - New rule called 'eSP - SE Student Inactivation Rule #2' which will uncheck the eSchoolPLUS REG_PERSONAL.HAS_IEP field when there is no active IEPPLUS Enrollment record denoting that the student has been inactivated based on an Inactivation Reason (Alternate Code Type = 'HAS_IEP Code', Description = N ).

•General Release History

The Revise link will now appear for the latest Revised IEP only.i.

The creation of a new IEP (using New/Option 1) will change the prior IEP's form End Date if it is within the date range of the new IEP.

ii.

The creation of a new IEP using Option 3 on Step 4 of the screen will end the current goals. Prior to this change, the current goal end dates were not cutting back.

iii.

New System option to default the IEP Creation option for all users. By checking off the new option labeled 'Enforce above selection for Step 3 and 4 for all users', the users will no longer be able to change the options in Step 3 and Step 4 of the IEP form creation process (Wizard). This item is located in the 'Form' tab of Systemwide Options.

iv.

IEP Form Changes:•CA Release History

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Version 4.2.85.9September 24, 2012

No Changes•General Release History

No Changes•CA Release History

Version 4.2.85.0September 13, 2012

Overdue IEP Dates Report - Added a filter to look only for IEP forms. The report was originally looking at all forms.

Data Integration - The following new Data Integration Rules have been added:•

This custom rule will delete any eSchoolPLUS IEP_STUDENT_FILES records with a file type of 'A', ARD forms, when there is no active enrollment record with an Enrollment Type = 'Special Education' in the IEPPLUS system denoting that a student has been inactivated from a special education program.

eSP - Most Recent Finalized Inactivation Rule A

This custom rule will delete any eSchoolPLUS IEP_STUDENT_FILES records with a file type of 'F', FIE forms, when there is no active enrollment record with an Enrollment Type = 'Special Education' in the IEPPLUS system denoting that a student has been inactivated from a special education program.

eSP - Most Recent Finalized Inactivation Rule F

This custom rule will delete any eSchoolPLUS IEP_STUDENT_FILES records with a file type of 'G', GIEP forms, when there is no active enrollment record with an Enrollment Type = 'Gifted' in the IEPPLUS system denoting that a student has been inactivated from a gifted program.

eSP - Most Recent Finalized Inactivation Rule G

This custom rule will delete any eSchoolPLUS IEP_STUDENT_FILES records with a file

eSP - Most Recent Finalized Inactivation Rule I

General Release History

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This custom rule will delete any eSchoolPLUS IEP_STUDENT_FILES records with a file type of 'I', IEP forms, when there is no active enrollment record with an Enrollment Type = 'Special Education'in the IEPPLUS system denoting that a student has been inactivated from a special education program.

This custom rule will delete any eSchoolPLUS IEP_STUDENT_FILES records with a file type of 'M', MFE/ETR forms, when there is no active enrollment record with an Enrollment Type = 'Special Education' in the IEPPLUS system denoting that a student has been inactivated from a special education program.

eSP - Most Recent Finalized Inactivation Rule M

This custom rule will delete any eSchoolPLUS IEP_STUDENT_FILES records with a file type of 'P', IFSP forms, when there is no active enrollment record with an Enrollment Type = 'Special Education'in the IEPPLUS system denoting that a student has been inactivated from a special education program.

eSP - Most Recent Finalized Inactivation Rule P

This custom rule will delete any eSchoolPLUS IEP_STUDENT_FILES records with a file type of 'S', 504 forms, when there is no active enrollment record with an Enrollment Type = '504' in the IEPPLUS system denoting that a student has been inactivated from a 504 program.

eSP - Most Recent Finalized Inactivation Rule S

No Changes•CA Release History

Version 4.2.84.4September 6, 2012

Added a new tab labeled 'Administration' under Set Systemwide Options. Data integration, form and reporting options will be managed on this screen (from ApplicationOption table). This tab will only be visible for the 'dba' user.

•General Release History

No Changes•CA Release History

Version 4.2.84.2August 30, 2012

Active Directory - This is a change to IEPPLUS districts using Active Directory only. A user will be prompted to change their password when attempting to log into IEPPLUS and their Active Directory password has expired. The new password will update the Active Directory account.

•General Release History

No Changes•CA Release History

Version 4.2.83.2August 23, 2012

Data Integration - Corrected the 'GetLastDateOfCurrentMonth' method to properly •General Release History

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Data Integration - Corrected the 'GetLastDateOfCurrentMonth' method to properly report the last date of a given month.

Data Integration - Added 'eSP - Home School Rule' rule to download eSchoolPLUS REG_ENTRY_WITH records into the IEPPLUS associated organization table with the type of 'Home School'.

No Changes•CA Release History

Version 4.2.83.0August 16, 2012

New Core Custom Integration Rule: New rule is 'eSP - Classification Rule'. It will update an Active Disability with a priority of '1' in eSchoolPLUS.

•General Release History

IEP Report: Special Factors section - The state of the checkbox for Physical Fitness Test (Grades 5, 7 and 9) will now match that of the checkbox on the WebForm.

•CA Release History

Version 4.2.79.45August 10, 2012

Data Integration Rule modification - eSP - Inactivation Rule (Important Date). The rule was modified to change the student's IEPPLUS Important Date Type if it was changed in eSchoolPLUS. For example, the student's eSchoolPLUS Exit Reason is Graduated as of 5/23/12. The rule creates an Important Date in IEPPLUS (ie. Graduated 5/23/12). The reason selected was incorrect. The eSchoolPLUS Exit Reason is changed to 'Moved'. The rule will now change the Important Date Type from Graduated to Moved.

Manage Compliance Collections - modified the program to correct an issue where the user clicks on the Collections link and attempts to edit the Rules linked to the validation collection. The user is unable to save or navigate on the Compliance Collection page.

IEP Wizard - Error was being generated when creating a new IEP using Option 2 -Select existing student records.

General Release History

All Forms - when the user is in a particular section of the form (ie. IEP, Goal page) and clicks on the Save button at the bottom of the screen, the cursor will remain at the bottom of the screen, and not return to the top of the screen.

Medicaid Billing - added the ability to bill Service Coordination for a minimum of 7 minutes. From Maintenance, Funding Source, the Questions tab has a new item for this.

CA Release History

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Agency Services Validation Rule was updated: The rule pertains to the Service area of the IEP, Agency Services section. The IEP form was recently changed to remove reference to Mental Health Language and Mental Health Eligibility. The rule no longer is requiring these 2 categories.

DRDP Access Form: modified the form to correctly display statements in the form when the Form Completion Date has changed (Field 17 on the DRDP Information Page) .

Attendance Module: Batch Attendance By Program - modified the program to enhance the performance and eliminate errors if too many records were being created.

Version 4.2.79.30August 2, 2012

Basic List Report - Modified the report to correctly report the student's grade and building location from either the Placement record or Enrollment record. Specific states using IEPPLUS store the grade and building location in the Placement record, while other states store the data in the Enrollment record.

Attendance Module - Batch Attendance by Individual. The program will display only active (active in Manage Code Tables) Diagnosis, Procedure and Attendance Reasons.

General Release History

No Changes•CA Release History

Version 4.2.79.21July 26, 2012

Changed copyright wording to '©1988-2012 SunGard K-12 Education. All Rights Reserved.'

Minutes Report - modified the report to include meetings that are associated to an IEP or ISP form.

General Release History

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IEP or ISP form.

No Changes•CA Release History

Version 4.2.79.7July 19, 2012

No Changes•General Release History

No Changes•CA Release History

Version 4.2.79.3July 12, 2012

No Changes•General Release History

IEP Services section. The information below in yellow has been removed from the Agency Services section.

•CA Release History

Version 4.2.75.4July 5, 2012

IEP Revise check box - corrected program to not check the Revised box on the Revised IEP where the original IEP had the box checked.

General Release History

No Changes•CA Release History

Version 4.2.74.1June 28, 2012

Basic List by Grade. The report was corrected to pull the student's grade from the student's placement record rather than the Enrollment/Exit record if the district's state is not equal to OH (Ohio).

•General Release History

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Changes•Standard IEP: California, Special Factors, English Learners Only: The question 'Does the student need primary language support', [ ] Yes [ ] No has been change from a radio button to check boxes to enable users to deselect a choice if made in error.

CA Release History

Version 4.2.69.1June 22, 2012

No Changes•General Release History

Changes•CA Release History

California IEP - Special Factors, Participation in Statewide Assessment Program

Modified Heading: Remove CAT-6 wording (California Standards Test/CAT-6, California Modified Achievement…)

Modified Mathematics, Geometry CMA: Change grades 8-11 to 7-11

For English Learners Only: Add Colon after heading

Remove extraneous bolding on webform in the Participation in Statewide Assessment Program. Only bold main check box statements, not sub checked items.

California Version: Science, CST's: Changed grades 5, 8, 10 to 5, 8-11 and end of course to 5, 8-11 (California Version: Three additional check boxes were removed as grades now overlap)

ChulaVista Only: Science CST's: Changed grades 5,8,10 to Grade Level to 5, 8-11

Modified Science:

ChulaVista Version: Add Lines to match report for 'Other Statewide & District Wide Assessments_____ Alternate Assessments ____, Alternate Assessment(s) appropriate because ___ (5)

California Version:

Physical Fitness Tests; Accommodations _____ & Modifications ___Add missing Lines for the following items:

Various text changes were made to this section as follows:

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Physical Fitness Tests; Accommodations _____ & Modifications ___○

CAHSEE - with Accommodations ___________○

CAHSEE - with Modifications (Waiver Requred) _________○

CAHSEE - Stuent passed CAHSEE on ____, ELA Date: ____, Math Date: ____

NOTE: Assessments are stored in the Student's "Statements" area of the student tool bar using the IEP start and end dates. Upon the creation of a new IEP, these statements will no longer be created into the new IEP (Category = Statewide Assessment). This has been changed to ensure the accuracy of the assessment page. When the assessment items are changed (removed/addition of) the IEP must reflect the latest assessment page and not copy the page from the prior IEP. A revised IEP will still display existing assessments for the duration of that IEP.

Version 4.2.68.17June 14, 2012

Reporting: Enrollment Missing Report - Report will no longer repeat Placements when listing multiple Enrollment records. This was appearing to the User as a duplication of the Placements.

Billing Reporting: Niagara EI County Invoice - NPI Number will now print appropriately.

Changes○

General Release History

State Reporting: CASEMIS - Table C will now properly report Discipline Duration.

Changes○

CA Release History

Version 4.2.68.7June 7, 2012

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June 7, 2012

IEP Creation Process: Progress was being deleted when it existed in an old IEP where a new IEP was created and the Start Date of the new IEP was earlier than the End Date of the old IEP. This will no longer occur. Progress will remain attached to the old IEP's Goals regardless of the date of the Progress.

Notifications: The 'IEP Missing' Notification Rule has been modified to be triggered only by 'Special Education' Enrollment types.

Data Integration: The 'eSP - Discipline Rule' has been modified to update the Event type and Event Name fields to allow GUID matching to function properly. This will assure correct matching of Discipline records in eSchoolPLUS and IEPPLUS.

Changes○

General Release History

IEP Report: The report's Cover Page will not print data from the correct student Enrollment record.

Validation Rules: Updated 'Assessment-CAPA' validation rule to work appropriately with Default Text.

Changes○

CA Release History

Version 4.2.66.2May 25, 2012

No Changes○

General Release History

No Changes○

CA Release History

Version 4.2.65.0May 18, 2012

The 'Welcome to IEPPLUS' main screen will now only display the Support icon until a User logs into the software. The Home, Help, Logout icons have been removed and will now appear once the User has logged in..

Student Initialization Form: Date Range Information will now appropriately appear or not based on settings in Screen Configuration.

Data Integration: Discipline Rule will no longer default its duration value to "days", Instead, it will look to the setting in the eSchoolPLUS Duration Code Table and use the Event Outcome Duration value.

WebForm Finalization: Search methods used to find the most recently finalized PDF will now ignore Consolidated and Progress Archives.

Changes○

General Release History

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Validation Rules: Supplementary Services rule will no longer throw an execution error.

Changes○

CA Release History

Version 4.2.62.0May 3, 2012

No Changes○

General Release History

Data Integration: Rules for CAHSEE Evaluations and Tests have been changed to make sure that Tests are now attached to the appropriate Evaluations.

Changes○

CA Release History

Version 4.2.61.12April 26, 2012

Form Creation Report - Report will now pull data on Forms that were created in the selected Date Range. Previously it pulled data if a Form was active within the Date Range.

Run a Report - The issue which occasionally causes a "Buffer too small for string or missing null byte." error during the loading of a report has been addressed.

Reporting: •

Error Reporting: Selection of records for this feature has been modified so that only the latest 5000 records will be selected. This will prevent hard errors from occurring in this section.

Changes○

General Release History

IEP WebForm: Cover Page - DNQ will now be correctly checked if the Disability End Date is the same as the Meeting Date.

IEP Validation Rules: The Next Evaluation Rule will now operate as expected.•

Changes○

CA Release History

Version 4.2.61.2April 19, 2012

Form Summary Page - All Forms: The Revise link will now properly appear on the same day as the Form's End Date. Previously, the Revise link would appear on the day after the Form was ended.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.59.12April 11, 2012

General Release History

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Reporting: Due to formatting issues the Export Links for Adobe, Word, and Excel have been removed from the Run-A-Report page. The current version of the Crystal Viewer which now appears at the bottom of the Display page contains an Export Button which should be used going forward.

The old buttons have been replaced with an instruction to use the Crystal Viewer's Toolbar Button:

After clicking the toolbar button, the User will be presented with this popup window:

The dropdown labeled "PDF" in the illustration above may be changed to "Word" or "Excel" in order to export to those formats.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.59.4April 5, 2012

Reporting: Timely Eligibility Determination with Calendar - Instead of using the System Default calendar, this report will now find any calendars active within the reporting date range. As well, the student's Enrollment Record will now be appropriately found even if the Enrollment Type Code has multiple alternate codes attached to it.

Changes○

General Release History

Changes

CA Release History

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Table A: Fields 55 & 56 have been deleted shifting subsequent file numbers up.

Table A: Field A-20 Native Language: Change from Parent/Guardian, Language field to Student, Language Field to match DRDP extract.

Table B: Fields B-8 & B-9 Frequency/Duration now only report if the student's grade, CASEMIS Code = 16, is Infant.

Regulatory Reporting: CASEMIS Exit Report & File Extract for July 2012 has been released.

Changes○

Version 4.2.58.19March 29, 2012

Student Summary Page: This page lists Evaluations and the Tests that are associated with them. Immediately below that it lists Tests that are not associated with any Evaluation. There has been a rule inserted between the bottom of the list of Associated Tests and the top of the list of Unassociated Tests. This should provide a clear distinction between the two types of Tests.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.58.9March 22, 2012

No Changes○

General Release History

No Changes○

CA Release History

Version 4.2.58.1March 14, 2012

Report Specification: A new field has been added to the table controlling access to reports. This field will contain a name that SUNGARD assigns to the report that will be hidden from Users. This will allow Users to create custom versions of standard reports that will not be overwritten during a subsequent update. The first time an update is run, Users will find that any custom reports that have already been created will remain as is and the SUNGARD version of the standard report from which the custom report is derived will be added back into the appropriate reports directory.

File Attachment Utility: When uploading attachments a JavaScript error will no longer occur.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.56.54March 9, 2012

Utility: Lock/Finalize Batch of Forms - Utility will no longer set the Forms it •

Changes○

General Release History

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Utility: Lock/Finalize Batch of Forms - Utility will no longer set the Forms it affects as "InUse".

No Changes○

CA Release History

Version 4.2.56.40March 1, 2012

Rich Text Functionality: The inability to properly edit LabelControl Textboxes has been addressed.

Student Summary Page: Test Scores displayed on this page will now order alphabetically.

Changes○

General Release History

Validation Rules: The 'Placement Services Info2', 'Goal Person Responsible', and Goal Baseline' rules will now operate correctly.

Data Integration: Rules governing the CMA and CAPA Tests and Scores have been adjusted to prevent duplicates from being created.

Changes○

CA Release History

Version 4.2.56.17February 16, 2012

The issue causing the "Please Wait…" message to freeze on-screen when the 65,000 character limit for the textbox is exceeded has been addressed.

The issue causing a page in a Form to become inaccessible after pasting content from a Word document has been addressed. Though SunGard has extensively tested the paste operation which is the source of this problem, because of the unknown origin of material pasted into these textboxes it is still possible that a paste operation could cause a software malfunction. If such a malfunction should occur, please retain the source document from which the content was pasted so that our support staff can quickly ascertain the cause and provide a solution.

Rich Text Functionality:•

Data Integration: the eSchoolPLUS Discipline Rule has been updated so that it will now accurately match records in IEPPLUS.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.56.0February 2, 2012

Data Integration: eSchoolPLUS Discipline Deletion Rule #2 - Rule will now uncheck the checkbox labeled 'Perform IEPPLUS Insert/Update' even when data is not found in the eSchoolPLUS data selection.

Changes○

General Release History

No Changes

CA Release History

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No Changes○

Version 4.2.55.4January 26, 2012

No Changes○

General Release History

Medicaid Billing: Updated Medicaid CIN number to report full number instead of only the first eight digits.

Changes○

CA Release History

Version 4.2.54.10January 19, 2012

No Changes○

General Release History

No Changes○

CA Release History

Version 4.2.54.5January 12, 2012

Staff Search Control: This Search function has been optimized to provide much faster performance.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.50.34December 30, 2011

No Changes○

General Release History

IEP Report: Special Factors Section - Science Modification and Transition Area text will now print appropriately.

Changes○

CA Release History

Version 4.2.50.26December 22, 2011

Text Handling: HTML tag filtering has been enhanced to prevent spurious characters from appearing in Textboxes and Reports. As well, there should now be more consistency between text formatted in a Text Box and what appears on a Report.

File Attachment Utility: Utility already prevents files with file names which contain apostrophes from being attached. Utility has been modified to deal with any legacy files that contained apostrophes which were attached before

Changes○

General Release History

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with any legacy files that contained apostrophes which were attached before this fix.Referral Management Screen: Typed Notes - This element has been renamed "Reason Detail".

No Changes○

CA Release History

Version 4.2.50.0December 14, 2011

Inactivation Utility

Security, Manage Groups / Users, Student Access filtering

Utilities: Lock/Finalize a Batch of Forms

Utilities: Create a Batch of IEP's: Gifted, IEP, IFSP, TX ARD

Utilities: Student Deletion

State Reporting with Filtering Options

New Filter Option Added - Grade: This is a common control and the new option will also be available for the following areas:

Technical Information: Program looks to Program, Placement ORStudent, Enrollment/Exit, Grade field based on specific state setup. (Manage Screen Configuration, StudentSearch, Grade & Enrollment, Grade field = Visible)

Student Inactivation:•

Reason for Delay, Other (Type, Alternate Code = 8) comments. A new tab has been added to the Referral Management Page to record Narrative Text for delays.

Note: An Administrative User may relabel this tab if desired through Maintenance, Manage Screen Configuration, ReferralForm, Item names = NoteGrid_Notes & NoteGrid_Type. Edit the row, change the text in Display Text, Update and Save.

Example below is in Referral Overview screen:

Referral: •

New Functionality○

General Release History

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Typed Notes screen example:

REMINDER: The Typed Notes tab is different than the 'Notes' tab. The new tab will enable the Referral Form page to track all Referral-specific data.

Fixed typographic error on Item 16.○

Added a new error message for the AMATH_EMG field - "Field must be blank if AMTH8_Rating=0,8,A,M, or X".

DRDP Report:•

Changes○

CA Release History

Version 4.2.47.0December 8, 2011

If the District creates and maintains Custom Crystal Reports, and Rich Text Functionality has recently been turned on for your District, Users may notice HTML characters appearing in some of the text sections. SunGard has programmed reports delivered to the District to deal with this change. District Personnel will have to make the following changes in their Custom Crystal Reports to eliminate the appearance of spurious HTML characters.

Notification to clients using Rich Text Functionality: Client-created Custom Reporting

Changes○

General Release History

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Open an affected report and locate the offending Text Object or Formula.

Right-click on the field or formula, select "Format Field" and click on the "Paragraph" tab. Notice that the "Text Interpretation" field is set to "none".

Change the setting to "HTML Text"•

Save changes and close the Report. The HTML characters should not appear the next time the Custom Report is run.

eliminate the appearance of spurious HTML characters.

Advanced Reporting: Refresh Process has been updated to handle error messages that contain apostrophes. Users were experiencing a hard error when the process encountered such an error message.

Security: Management Options have been added for several Forms (IEP, GIEP, ISP, ETR, and SP).

Revise Functionality: A new option has been added called 'Prevent Multiple Revise'. Selecting this option will prevent a Form from being revised multiple times.

Changes○

No Changes○

CA Release History

Version 4.2.46.2November 30, 2011

Display of Evaluations/Tests in Student Summary: SunGard has modified IEPPLUS to display Evaluations, Tests and Evaluations linked to Tests so that they all display appropriately on the Student Summary Screen. Users will notice an Evaluation linked to a Test appears first; Individual Evaluations appear next; Tests not linked to Evaluations display next under the prompt 'Other Tests'.

New Functionality:•General Release History

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Form Summary: The ability to display the Meeting Reason and/or the Meeting Type for WebForms is now available through Maintenance, Manage Screen Configuration, ShowMeetingReason and ShowMeetingType. Edit the record and check visible.

The following is an example of a Form Summary Screen with both options turned on. Multiple Meeting Reasons are indicating by an asterisk (*).

Acknowledgements: Users can now set 'General Acknowledgements' on forms that Users must check off prior to finalizing a WebForm without running validation rules. Navigate to Maintenance, Manage Validation Options, General Acknowledgements and add any process items that a User should first acknowledge before continuing.

Next select the Form and section you wish to run this on. For Permission to Evaluation, Ready for Review, Validation Options tab, check off the appropriate statements and save.

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This causes a pop-up to appear when this form and action has been selected. Checking off the boxes and continue completes the process. Basically this is a warning/staff acknowledgement that they have reviewed their input.

Windows Application Authentication: The IEPPLUS Win32 applications (such as the Billing Applications) now work with Active Directory. Users no longer need to use a SQL Authentication to log into such applications. Users may now use their normal Active Directory Account.

Form Creation Wizards: Upon the creation of a Form, the Form will now be flagged as "In Use" to prevent inappropriate access by any additional Users.

Reporting: Referral Eligibility and Referral Eligibility with Calendar reports have been modified to ignore an Enrollment Type that has an associated alternate code of "NC".

When creating an IEP the Wizard will now only pull Associated Organization records which are active as of the Creation Date of the IEP.

System Default enforcing the rule that an IEP may not be created if another Unfinalized IEP exists has been created. Should a District wish this feature to be turned on, please contact your Customer Service Representative.

IEP Creation Wizard: •

Changes○

State Reporting: DRDP 2011 December 1 Count changes have been completed.

Changes○

CA Release History

Version 4.2.40.2November 17, 2011

Spell Checking: ieSpell issues where text was disappearing from Textboxes have been addresses. ieSpell can be safely used again starting with this version of IEPPLUS.

Data Integration: Added an option to synchronize Contact Communications (such as Phone Numbers) between IEPPLUS and eSchoolPLUS with eSchoolPLUS being the Master. If turned on, Contacts Communications in IEPPLUS will now only reflect Contact Communications in eSchoolPLUS. Contact Communications that were entered into IEPPLUS that do NOT appear

Changes○

General Release History

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Contact Communications that were entered into IEPPLUS that do NOT appear in eSchoolPLUS will be deleted.

Dates updated to 12/1/2011○

Removal of fields 55, 56•

Entire file positions shifted up due to the removal of fields.•

Table A: ○

Removal of Frequency/Duration reporting for students not school aged.

IEPPLUS looks at the student's grade (CASEMIS Code = 16) as of 12/1 and will only report frequency/duration for that grade level.

Table B: ○

CASEMIS 2011-2012 modifications for Table A and B have been completed. This report is located in Reporting, Advanced Reporting, CA_Dec1, Standard:

Chula Vista IEP WebForm & Report: SSN and MediCal Identification Numbers will no longer appear.

Cover Page: Long grade descriptions will no longer be truncated.○

Services Page: Text on the WebForm and Report will now match.○

IEP Report: •

Changes○

CA Release History

Version 4.2.36.5 to Version 4.2.39.3November 10, 2011

Utility: Run a Batch of Progress Reports - Has been updated to deal with printing correctly when Rich Text Functionality it turned on.

Form Summary Page: The Revise Link for each Form shown on the Service Plan and IEP Form Summary Pages will now display for any Plans active as of the Current Date and also for any Future Date.

Changes○

General Release History

Is the Child an English Learner?

Removal of language used with the child

Child's Language Information Section○

Child's Ethnicity/Race Information: Black or African-American○

Intellectual Disability instead of Mental Retardation

Multiple Disability instead of Multiple Disabilities

Child's Disability: ○

School Code is not SELPA Code

District of Residence is now District

Removal of District of Service

Removal of SE Case carrier & General Ed/Preschool Teacher

Addition of Person completing this assessment

Addition of Role for person completing the assessment

Program Information Section○

Date of DRDP field now #17 instead of #18○

Footer updated (Form Name and Date)○

DRDP Access Form: Modifications for 2011 have been completed. Please review the Mapping Document located in the IEPPLUS Help Files.

Changes○

CA Release History

Version 4.2.36.1 to Version 4.2.36.5October 27, 2011

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Student Record Management: Student records that are copied during various bulk operations in IEPPLUS (Creation Wizards, Revise Processes, etc.) will no longer copy the Finalized setting of the record being copied. The copied record's state will be set to UnFinalized.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.34.0 to Version 4.2.36.1October 25, 2011

File Attachment Delete Form: When deleting attachments from within a Form, the User will now only be presented with the Files that are attached to that Form.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.33.2 to Version 4.2.34.0October 21, 2011

IEP Creation Process (All except OH & MO): When copying records, the process will now ignore Service records which have an alternate-code type of "Wizard Status" and a value of "Ignore". This process now matches that which is in place for Placement records.

Security: Search Controls and Report Selection Controls will now obey Student Access Permissions for all Users.

Changes○

General Release History

IEP Report: Various Formatting issues have been addressed in this report.•

Changes○

CA Release History

Version 4.2.32.0 to Version 4.2.33.2October 18, 2011

No Changes○

General Release History

IEP Report: Report will now appropriately suppress IEP sections not desired by specific clients.

IEP Validation Rules: The 'Verify DRDP Information' rule will now only fail if the Grade alternate-code equals '17' (Preschool).

Changes○

CA Release History

Version 4.2.31.12 to Version 4.2.32.0October 6, 2011

No Changes

General Release History

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No Changes○

File Delete Form: When attempting to delete files using this Popup, all of the files listed in the Summary will now be made available for deletion.

Changes○

CA Release History

Version 4.2.30.3 to Version 4.2.31.12October 4, 2011

No Changes○

General Release History

IEP WebForm: DRDP Section - Updated search for Student Language and Instructional Language. Search is no longer Case Sensitive.

IEP Report: Will now display Disabilities that are active as of the IEP Meeting Date rather than the IEP Form Start Date.

Updated Form Information to show the Sessions for Placements, Services, and Goals.

Removed Validation Rule for ISP Meeting Type.○

Updated ISP Form Type to pull form the Form Type Code Table instead of being hard-coded as "ISP"

ISP WebForm: •

Validation Rules: Updated "Does Not Qualify or No Longer Eligible" rule to use Exit Date instead of Disability Date (for San Bernardino).

Changes○

CA Release History

Version 4.2.27.14 to Version 4.2.30.3September 20, 2011

No Changes○

General Release History

IEP WebForm and Report: The IEP implemented for San Bernardino is now the standard IEP WebForm and Report and will be used by all California clients except for Chula Vista.

Changes○

CA Release History

Version 4.2.27.4 to Version 4.2.27.14September 14, 2011

No Changes○

General Release History

IEP Amendment - Security option to manage User access to this feature has been added to the' Manage Users' and 'Manage Groups' pages.

Invitation Letter - Security option to manage this Form and Report has been added to the 'Manage Users' and 'Manage Groups' pages.

Security: •

Changes○

CA Release History

Version 4.2.27.3 to Version 4.2.27.4September 6, 2011

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No Changes○

General Release History

No Changes○

CA Release History

Version 4.2.25.0 to Version 4.2.27.3August 31, 2011

Formatting: Save Changes Prompt will now always center on the page.•

File Attachment: Attach Button - Will now appear enabled (button will have a darker color) when it is enabled following a User selection of Files to attach.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.24.16 to Version 4.2.25.0August 24, 2011

Reporting: Service Report - Extended the field on the report for 'Service Type' so that longer Service types would not break.

Option Edit Form - Added masking to the Password field to hide data entry of passwords.

Notifications: Fixed a database-specific versioning error that sometimes caused a hard error when attempting to enter the Manage Notification Collection Page.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.24.14 to Version 4.2.24.16August 11, 2011

Security: Login Process - Modified to prevent inappropriate data manipulation issues in the User Administration table. Users will experience no change in functionality.

Changes○

General Release History

Reporting: Invitation Letter - Formatting modifications have been made in this report to condense the report and make the "Attention To:" line more accessible.

Changes○

CA Release History

Version 4.2.24.10 to Version 4.2.24.14August 9, 2011

No Changes○

General Release History

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No Changes○

CA Release History

Version 4.2.24.9 to Version 4.2.24.10July 28, 2011

No Changes○

General Release History

IEP WebForm: Goals & Objectives Section - IEPPLUS will no longer throw a hard error when saving a Narrative Goal.

State Reporting: Default SELPA codes have been added for Santa Rosa and Antioch

Changes○

CA Release History

Version 4.2.24.0 to Version 4.2.24.9July 26, 2011

Form Creation Report has been modified to speed up its processing.○

Statement List Report has been modified to print Attachments appropriately.

Modified Timely Eligibility Report has been modified to correctly pull Enrollment records for a student who has left the district but returned within the timeframe of the report.

Reporting: •

Security: Password Expiration for Active Directory - Security module will now properly check for the "Password Never Expires" flag.

Changes○

General Release History

IEP WebForm: Services Section - Section will now react appropriately for each client in California.

Validation Rules: Rule Names have been modified so they no longer conflict with each other allowing validation to properly proceed without error.

Amendment WebForm: Form will no longer throw a hard error when a new Form is created and the User attempts to leave the Form.

SLD Form: Form will no longer throw a hard error if the Form does not have an attached Meeting and the User attempts to save the Form.

Reporting: Ineligibility Report - Client logo will now properly display for each client.

Changes○

CA Release History

Version 4.2.23.12 to Version 4.2.24.0July 12, 2011

No Changes○

General Release History

No Change○

CA Release History

Version 4.2.23.3 to Version 4.2.23.7June 30, 2011

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Unsafe Script Tag Error Handling: This error occurs when a User creates text in a Text Box that contains the symbol"<" immediately followed by another character. To the security in the Browser this looks like malicious code and previously an error would thrown which was handled in the same manner as any other error in the software. Now, the error will be avoided. IEPPLUS will scan such text and insert a space between any "<" character and any character that follows it. The Browser will no longer consider the text as malicious code.

Changes○

General Release History

No Changes○

CA Release History

Version 4.2.19.4 to Version 4.2.23.3June 28, 2011

IEPPLUS, File Attachment sections (Student Toolbar and Forms Summary page) have been improved. Users can now see ALL File Attachments associated with a Student in one place and which Forms have attachments. Users may access the attachment without having to leave the section or open each IEP form to find the attachment.

Student, Toolbar, File Documents: Now displays the number of File Attachments a Student has in IEPPLUS.

Student, File Documents: Selecting the 'File Documents' section displays the File Attachment Summary screen which will show ALL file attachments linked to the Student.

In addition, IEPPLUS indicates the specific Form with the attachments and allows you to open this Form and view the attachment section. Upon closing, IEPPLUS returns you back to the File Documents page.

Form Summary: This screen has been modified to indicate whether a Form has attachments, and how many, eliminating the need to open each Form to

Changes○

General Release History

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has attachments, and how many, eliminating the need to open each Form to determine its attachments. Should the User hover the mouse over the attachment number, IEPPLUS will display the actual linked file names. You can then select a specific file and open that specific attachment.

Security Options:Security, Manage Groups or Manage Users will enable an Administrative User to set up various security combinations for staff access to Add, Edit, View and/or Delete 'Student' or 'Form' File Attachments based on District policy.

Configuration Options:Maintenance, Manage Screen Configuration: There are several options you can control with regard to File Attachment display.

IEPPLUS File Attachment Screen Display:

FileAttachmentForm: CreationUser (Posted by)○

IEPPLUS Student Toolbar Display:

StudentNavigationBar: Document Count○

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IEPPLUS Form Summary Display:

Form Summary: ShowDocumentCount○

Archives: All form archives now display tooltips when the User hovers over the displayed date/time. The tooltip will advise if this Form is the Latest Finalized XXX, Archived XXX or Locked XXX where 'XXX' is the type of form (see example below).

Revise Link: The Form 'Revise/Amendment' link will only display on the latest finalized plan in effect as of today. IEP's that have expired prior to today will no longer display a 'Revise' link, the link will only display on an active form. If a future IEP has been created, this form can be unlocked for any necessary corrections and refinalized. When the AR future IEP date has been reached, the Revised link will appear.

In addition, If a form is not finalized, the 'Revise/Amended' link will no longer be displayed to avoid User error.

No Changes○

CA Release History

Version 4.2.18.0 to Version 4.2.19.4June 14, 2011

Unsafe Script Tag Error Handling: The errors occur when a User creates text in a Text Box that contains the symbol"<" immediately followed by another character. To the security in the software this looks like malicious code and

Changes○

General Release History

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character. To the security in the software this looks like malicious code and previously a hard error was being thrown. Now, the error will be handled in the same manner as any other error in the software. The User will be redirected to our standard error handling page allowing the User to recover without leaving the software.

File Attachments: An error that sometimes interrupted this process has been fixed.

Statement List/Assessment Report: Run a Report, Statement List has been enhanced to provide additional flexibility. The addition of up to four (4) sort / groupings have been added to this report.

If your Users have created any Personal Template Reports with regard to Statements, they may edit them using these additional parameters. For example, a User may have a Statement Report created 'by building' for State Assessments. That User may now add a sort 'by Grade' to this Report.

IMPORTANT NOTE ON PERFORMANCE: Depending on the large number of Statement records this report may access if unfiltered, it may take too much time to run or may return a time-out error message before rendering to PDF. If this is the case, Users must narrow their selection parameters to cause fewer records to be chosen for a single run. The report will need to be run multiple times with appropriate filtering parameters in order to obtain all of the desired data.

At one client site, the example shown above returned over ten-thousand Statement records for a single year and eventually returned an error message - at another client, the same setup of the report ran to a successful conclusion because it returned far fewer records in a single run of the report.

To multiple select items in the window, hold the 'Shift' key and click on the individual items.

To multiply select a row of items, hold the 'Control' key and click on the first & last item.

To Unselect items (i.e. Subcategory after selecting one), hold the 'Control' and Click on the item in blue to deselect it.

TIPS:

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'Control' and Click on the item in blue to deselect it.

Acknowledgements: Administrative Users may set 'General Acknowledgements' on Forms that Standard Users must acknowledge by checking them off prior to Finalizing a Form without running Validation Rules.

In Maintenance, Manage Validation Options, General Acknowledgements an Administrative User may add references to any pre-finalization procedures. Standard Users must acknowledge that they have performed these procedures before Finalization can occur. This capability DOES NOT actually check to see if those procedures actually have been performed - only that the User attempting the Finalization acknowledges that they have performed them.

To Create Acknowledgements set up as demonstrated below.

Next select the Form and Section for which this Acknowledgement should appear. For Permission to Evaluation, Ready for Review, Validation Options tab, check off the appropriate statements and save.

When this form and action has been selected a pop-up will appear. Checking off the boxes and clicking 'Continue' allows the process so protected to complete.

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ISP Form Validation: New Validation Rules and a Collection for the new rules has been added.

Data Integration: Test Score rules have been updated in order to speed up the integration process.

Changes○

New WebForm - ISP: A new WebForm and Report are now displayed on the Form Student Navigation Bar immediately following the IEP. This form is dependent upon a finalized IEP or a previous ISP. The message below will appear if an IEP or ISP has not been finalized prior to trying to create the ISP.

When a new ISP is created, the User links the new ISP Form to an IEP for reference. IEPPLUS then deletes all IEP records, that are within the new ISP's Date Range, removing duplicate records. There is no 'undo'. Users are warned - records to be deleted are displayed prior to execution. The ISP is then created appropriately. The existing IEP PDF (created during the Finalize Process) remains to document the District's original Plan.

REMINDER: You will need to setup security to provide user/group access to this form. (Security, Manage Groups and/or Users, Permissions Tab

CA ISP Form Validation: Validation rules for the CA Individualized Service Plan have been completed.

NOTE: Maintenance, Manage Organizations, Building Type must indicate the type of building as outlined below. In addition, Maintenance, Manage Code Tables, Organization Type must have the following CASEMIS Code:

CA Release History

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Private Preschool 64

Private Day School (not certified by SED) 75

Private Residential School (Not certified by SED) 76

Parochial School 80

For Example: Manage Organizations:

Maintenance, Manage Code Tables, Organization Type:

Version 4.2.5.9 to Version 4.2.18.0May 26, 2011

Login Page and LDAP Authorization: Process has been modified to check if a User's password has already expired before attempting a log-in. This pertains only to sites that use Active Directory and have granted their Users the ability to reset their passwords.

Progress Reporting: Objective Progress will no longer be deleted if the Progress Reporting Template was for 'Goals Only' - This was reported by anOhio client.

Form Summary Screens: The ability to display the Meeting Reason and/or the Meeting Type for Forms is now available through Maintenance, Manage Screen Configuration, 'ShowMeetingReason' and 'ShowMeetingType'. Edit the record and check 'Visible'.

The following is an example of a Form Summary Screen with both options turned on. Multiple meeting reasons are indicating by an asterisk (*).

Changes○

General Release History

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Student Maintenance: Meeting Staff - An 'Area' field has been added. This field is associated with the 'Excusal Reason' Drop Down List. It may be used to track which Academic Area a Meeting Attendee would have discussed if not excused from the Meeting or which Area will be documented in writing so that it may be discussed in that Meeting Attendee's absence.

DRDP Access: A new WebForm and Report are located on the Form Navigation Bar. The DRDP Checkboxes save their data as Statement Records which is reported in the DRDP Access Extract.

DRDP, Advanced Reporting: DRDP-R Information has been removed from the File Extract.

DRDP, Advanced Reporting: SEDRS Import File Structure has been added.•

IEP, Special Factors Section: The DRDP-R check box has been removed. •

Validation Rules: A new Validation rule (IEP, Special Factor, DRDP: Adaptations) has been added to ensure all Grades P1 and P2 have the appropriate DRDP-Access Adaptations.

Changes○

CA Release History

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A new 'Individualized Service Plan' (ISP) WebForm and Report have been implemented. An ISP Form can be linked to a prior IEP for historical purposes. The original IEP's finalized PDF is retained for historical purposes so that the district's original recommendations are preserved.

NOTE: Any existing IEP or ISP Forms must be finalized prior to creation of this form. A message will warn users if a Form has not been finalized before ISP creation.

Please Note: THERE IS NO UNDO for this process. Please insure that your staff is trained to appropriately use this new tool.

The creation of an ISP form will DELETE all existing IEP Placement, Service, Course and goal records created in the original IEP. The user will be warned prior to deletion. Below are examples of the process.

ISP Wizard example:

Deletion Message Example:

Unfinalized Plan Message Example:

Version 4.2.5.0 to Version 4.2.5.9May 19, 2011

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May 19, 2011

Student Management: Meeting Summary Page - Page Header will now display the Date and the Time where it previously only displayed the Date.

Generic Reporting: Referral Eligibility w/Calendar Report - This report will now use the System Default Calendar.

Changes○

General Release History

Data Integration: Chula Vista Score Rules - Rules have been updated so the latest scores will be brought down from eSchoolPLUS into IEPPLUS. The rules will no longer need to be updated every year.

Changes○

CA Release History

Version 4.2.2.8 to Version 4.2.5.0May 12, 2011

Progress Reporting: The error that was occurring when attempting to Save and Print the Report after adding new data, has been fixed.

Changes○

General Release History

IEP WebForm: Special Factors Section - The DRDP-R checkbox has been removed

Validation Rules: Rules have been added for DRDP-Access•

Changes○

CA Release History

Version 4.1.101.8 to Version 4.2.2.8May 5, 2011

Microsoft .NET Framework: upgraded from version 3.5 to version 4.0○

Crystal Report Viewer: upgraded from version 10 to version 13○

IIS Virtual Directory for IEPPLUS: ASP.NET version changed form 2.0 to 4.0

Client Operating Environment: Due to an upgrade in our Development Tools the operating environment at each client will be upgraded as well. This will be handled by whoever performs the next update at each client site. The upgrade involves three changes all of which should be transparent to the Users.

Student, Suspensions/Events, Outcomes: This functionality has been modified to allow for single or multiple Event Outcomes. Before the update containing these changes is applied to your site, a SunGard staff person will contact you. He or she will ascertain what steps will be necessary to successfully allow this new functionality to be used, will explain the options to you, and then will perform the tasks necessary to implement this change.

If you are already downloading Events/Suspensions from eSchoolPLUS into IEPPLUS, or would like to begin doing so, this feature will require special update procedures as noted above. Please inform your IEPPLUS Update Representative at the time you request your next IEPPLUS Update.

Changes○

General Release History

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TIP: Suspension Report: The student must have a disability in effect within the range of the Suspension record or they will not appear on the report.

Run A Report, Suspension List: This report will now display multiple outcomes.

PA Specific, Available all States upon request:•Data Integration between eSchoolPLUS and IEPPLUS has also been modified to allow for multiple Outcomes. In addition, state reporting Discipline Tables, have also been modified to accommodate this change.

NOTE: This rule is also available for other states who choose to download multiple suspension outcomes into IEPPLUS. If you wish this rule enabled, please contact support.

Student Maintenance Forms: Organization Management Form - Save button will no longer appear in the middle of the page.

Letterhead Management Form - Letterhead Link will no longer float out of position covering other elements.

Firefox Browser Formatting Issues: •

CASEMIS June 2011 State reporting has been updated. This includes updating the start/end dates for this year and the latest changes to the

Changes○

CA Release History

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updating the start/end dates for this year and the latest changes to the Transition requirements (Fields A-47 - A-58). Please go to IEPPLUS, Advanced Reporting, CA_EXIT, Version=Standard and refresh your report. IEPPLUS documentation can be found under the 'Docs' button.

Reporting: BSP Report - Text entered into Textboxes that contains paragraph breaks will now format correctly on the report breaking the text at each paragraph break.

Version 4.1.101.0 to Version 4.1.101.8April 21, 2011

No Changes○

General Release History

Documentation: Updated IEP Mapping document showing the move of the Referral Consent Date so that it now follows the Initial Referral Date.

Changes○

CA Release History

Version 4.1.99.27 to Version 4.1.101.0April 14, 2011

File Attachment Utility: Adjustments have been made to prevent hard errors from occurring when attempting to upload large files. The limit for any one upload is now 100MB. To be clear, this is the total size of a possible single Upload operation. If a User selects multiple files to be Uploaded, the total of ALL of the files must not exceed 100MB.

Changes○

General Release History

Moved Referral Consent Date. It now follows Date of Initial Referral.□

Updated Referral Validation Rule to enforce the fact that Referral Consent Date must be later than the Referral Date.

IEP WebForm & Report: •

Changes○

CA Release History

Version 4.1.99.25 to Version 4.1.99.27April 7, 2011

No Changes○

General Release History

CA Release History

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No Changes○

CA Release History

Version 4.1.99.19 to Version 4.1.99.25April 5, 2011

Service Maintenance Form: Maximum Unit field show/hide functionality has been fixed to correctly work when set appropriately in the GUI Configuration Utility.

Placement Maintenance Form: Placement Funding will now save correctly whether the setting is to use the Grid or the Single Field.

Data Integration: eSchoolPLUS - Discipline Rule has been modified to look at the lowest action number, not necessarily the first.

Changes○

General Release History

IEP Report: Removed a checkbox from the DRDP-R Section•

Changes○

CA Release History

Version 4.1.99.17 to Version 4.1.99.19March 23, 2011

No Changes○

General Release History

No Changes○

CA Release History

Version 4.1.99.13 to Version 4.1.99.17March 15, 2011

Security: Overnight procedure for setting Staff Access to Students has been modified to speed it up so that it will not be interrupted by other IT processes which also occur overnight.

Reporting: Unfinalized report - Report has been updated so that Location can be expected to be in either the Placement or the Enrollment record. Report will no longer require a Placement if Location can be found in the Enrollment record.

Changes○

General Release History

No Changes○

CA Release History

Version 4.1.99.10 to Version 4.1.99.13March 10, 2011

No Changes○

General Release History

No Changes○

CA Release History

Version 4.1.99.0 to Version 4.1.99.10March 8, 2011

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March 8, 2011

IEP Creation Wizard: The Wizard was incorrectly preventing services from being copied over into a new IEP if the Service was assigned any Alternate Code. This has been revised to prevent Services with the specific Alternate Code of 'ISP' from being copied over into a new IEP.

Changes○

General Release History

No Changes○

CA Release History

Version 4.1.97.1 to Version 4.1.99.0March 2, 2011

Placement Maintenance Page: when this page is saved the Funding DropDownList selected value will always be saved no matter which Tab the User happens to be in.

Changes○

General Release History

No Changes○

CA Release History

Version 4.1.95.12 to Version 4.1.97.1February 17, 2011

Reporting: Placement Missing Report - Added the ability to Group and Filter on Associated Organization

Changes○

General Release History

No Changes○

CA Release History

Version 4.1.95.8 to Version 4.1.95.12February 15, 2011

No Changes○

General Release History

Data Integration: Added "Antioch - Download Case Manager Rule #2" to update active non-primary placement with eSchoolPLUS Case Manager information.

Changes○

CA Release History

Version 4.1.95.1 to Version 4.1.95.8February 8, 2011

Form Summary Pages: The red "UnFinalized" warning will now appear on all Form Summary Pages instead of just on the IEP Form Summary Page.

WebForm Page Security: When opening a WebForm, the First Page of the •

Changes○

General Release History

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WebForm Page Security: When opening a WebForm, the First Page of the Form will now always be displayed. Previously the Form would open up on the first page that the User had permission to Edit (which may or may not have been the First Page of the Form). Now, if the User does not have permission to Edit the First Page of a Form, the First Page will open in read-only mode.

WebForm Header: Previously, if the Student's Dominant Language was Spanish, the Header displayed this information only if the Student had a Mailing Address. This constraint has been removed. If the Student's Dominant Language is Spanish that information will now always be displayed in the Header.

No Changes○

CA Release History

Version 4.1.93.6 to Version 4.1.95.1February 1, 2011

Password Validation: When a User attempts to change a password to one that is too short, the User will no longer be diverted to an Error Page. Instead, the message, "Password Validation failed. The password does not meet Windows policy requirements because it is too short." will appear.

Changes○

General Release History

No Changes○

CA Release History

Version 4.1.93.2 to Version 4.1.93.6January 27, 2011

Utility: Form Batch Lock/Finalize - This Utility will now Select and Print in Name order

Changes○

General Release History

No Changes○

CA Release History

Version 4.1.92.2 to Version 4.1.93.2January 25, 2011

No Changes○

General Release History

No Changes○

CA Release History

Version 4.1.91.21 to Version 4.1.92.2January 21, 2011

No Changes○

General Release History

IEP Creation & IEP Revision Processes: When these processes create new •

Changes○

CA Release History

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IEP Creation & IEP Revision Processes: When these processes create new Service or Course records based on existing Service or Course records, these processes will now only create such records if the record descriptions are active in their respective code tables.

For example, if a previous Service existed named "Physical Therapy Services" and a User has gone into the Service Codes table and inactivated this Service description's record then, when an IEP is created or revised, this Service will NOT be created in the new IEP.

Version 4.1.91.7 to Version 4.1.91.21January 11, 2011

No Changes○

General Release History

IEP WebForm: Goal Section - Section will now open correctly. Goal Categories will now work with Categories containing apostrophes.

Maintenance: Manage Organizations - Deleting staff will no longer cause a hard error.

Changes○

CA Release History

Version 4.1.91.0 to Version 4.1.91.7December 21, 2010

Security: Controls that are dynamically shown or hidden will now obey appropriate Security settings. For instance - if a textbox is supposed to be shown because a checkbox is checked, the textbox will be shown or hidden based on the Users Security settings for the entire Page.

Changes○

General Release History

No Changes○

CA Release History

Version 4.1.90.11 to Version 4.1.91.0December 16, 2010

WebForm Validation Message: The message in the red box that appears at the top of a Form when a required field has not been properly filled in is flanked by Stop Signs. These images will no longer flash.

Changes○

General Release History

IEP WebForm: The cause of the sudden slowdown in the presentation of the Goals section has been addressed. The Form should now load at its normal speed.

Changes○

CA Release History

Version 4.1.90.10 to Version 4.1.90.11December 9, 2010

Data Integration: Contact Mail Salutation Rule - will no longer error out if the •

Changes○

General Release History

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Data Integration: Contact Mail Salutation Rule - will no longer error out if the Father's or Mother's Home or Mail Address is missing.

State Reporting: CASEMIS - Updated so that field A-31 will pull into the report when the student is age 3 as of as July 1st.

Changes○

CA Release History

Version 4.1.90.3 to Version 4.1.90.10December 7, 2010

No Changes○

General Release History

No Changes○

CA Release History

Version 4.1.87.10 to Version 4.1.90.3December 2, 2010

All Form Creation Wizards have been updated to include the Date Selection control for all fields requiring a date entry. Selecting the icon will display a calendar where Users can select a date or change the calendar display to display a different Month and/or Year.

Tip: Clicking on 'November 2010' will display another drop-down allowing the selection of the Month/Year or the arrow keys < > may be used to move through this control.

Changes○

Upon selecting 'Create New Letter or Form', the screen will now display 'Creating…' replacing the "Create" button preventing a User from clicking the Create button a second time.

General Release History

CA Release History

State Reporting: CASEMIS - Updated to include the latest change to the Transition requirements (Fields A-47 - A-58). These changes also caused the file format to shift positions downward. Please go to "IEPPLUS, Advanced Reporting, CA_DEC1,

Changes○

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shift positions downward. Please go to "IEPPLUS, Advanced Reporting, CA_DEC1, Version=Standard" and refresh your report. You will also find 'field level' documentation under the 'Docs' button.

Version 4.1.87.6 to Version 4.1.87.10November 28, 2010

General Release History

Student Summary Screen: Suspension/Event Grid - Updated so that multiple records will now be displayed in column format.

Changes○

CA Release HistoryNo Changes○

Version 4.1.87.4 to Version 4.1.87.6November 24, 2010

General Release History

Utility: Lock/Finalize a Batch of Forms - Updated to finalize all student records that are finalized in the single Form operation. Both processes are now identical.

Changes○

CA Release HistoryNo Changes○

Version 4.1.87.0 to Version 4.1.87.4November 23, 2010

General Release HistoryNo Changes○

CA Release HistoryNo Changes○

Version 4.1.85.0 to Version 4.1.87.0November 16, 2010

General Release HistoryNo Changes○

CA Release History

SEDRS Import File is now available in Reporting, Advanced Reporting, DRDP. This extract will select students with a Placement, Grade, CASEMIS Code = 17 (i.e. Grades P1 and P2) within the date range of the report. In addition, it will exclude students with Placements of ‘To Be Determined’ AND ‘School of Attendance’ or a Placement Location with an Identification Type = 'CASEMIS'.

DRDP and DRDP-R information will be extracted for this export. The program looks to the IEP Form, Special Factors Section, DRDP area to report the type of Adaptations.

Advanced Reporting:

Changes○

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To cause a student to be part of the extract, a User must navigate to the student's Statement Management Page and add DRDP-A or DRDP-R statements to student's records.

Below is an example of how the statements are setup in the Goal Book.

Please refer to the mapping document for additional information.DRDP report - Removed the Session check from the selection formula allowing more students to be collected by the report.

Invitation Letter Report: Lengthened the "To" field to prevent truncation of long salutations.

Version 4.1.83.4 to Version 4.1.85.0November 9, 2010

General Release HistoryNo Changes○

CA Release HistoryNo Changes○

Version 4.1.77.5 to Version 4.1.83.4November 4, 2010

General Release History

IEP Creation Wizard:

Added Date Calendar Control inside the Wizard for Date Selection

Changes○

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Option 3 (do not create new Goals/Objectives from existing statements): Will now end any Goals and/or Statements that extend into the new IEP date range.

The prior IEP went from 12/15/09 - 12/14/10. ○

The next IEP is from 12/5/10 - 12/4/11.

For example:

All records ending 12/14/10 will now be ended on 12/4/10 (including goals/statements). This change will eliminate any overlapping records in the new IEP.

CA Release History

State Reporting : CASEMIS has been updated for 2010_2011.

The ability to exclude specific buildings from reporting students has been implemented. Students with an Associated Organization, Type = School of Attendance or a Placement record with a Location which has an Organization ID type = 'CASEMIS Excluded' will be omitted from the report.

For Example: A student's 'School of Attendance = ABC Elementary School' or their 'Placement, Location = ABC Elementary School' and Maintenance, Manage Organizations, ID Tab includes an Identification = 'CASEMIS Excluded'. Any student attending this building will now be excluded from CASEMIS.

Changes○

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Special Factors section - Grade Change for Science now includes grade 10.□

Transition section - Certificate of Completion checkbox now saving appropriately.

IEP WebForm:

Version 4.1.76.0 to Version 4.1.77.5October 29, 2010

General Release HistoryNo Changes○

CA Release HistoryNo Changes○

Version 4.1.74.2 to Version 4.1.76.0October 26, 2010

General Release History

Security: Manage Groups - Permissions Tab: The Checkbox associated with the prompt "Restrict application access according to the following permissions:" has been removed because it was not affecting the setting of permissions. As before, all checked permissions are allowed; all unchecked permissions are disallowed.

Changes○

CA Release HistoryNo Changes○

Version 4.1.71.10 to Version 4.1.74.2 October 21, 2010

General Release HistoryNo Changes○

CA Release History

WebForm IEP: Special Factors page - English Learning Support questions have been added to the IEP (does not print on Chula Vista's version). These new questions are located the Participation in Statewide Assessment Program Section, under CAHSEE.

Changes○

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Version 4.1.71.5 to Version 4.1.71.10 October 14, 2010

General Release History

Error Handling: Added an Error Log Maintenance Page. It is available on the Main Page beneath the "Administration" heading. It will allow a User to look at the details of an error.

Changes○

CA Release HistoryNo Changes○

Version 4.1.70.3 to Version 4.1.71.5 October 12, 2010

General Release History

Updated eSchoolPLUS IEP_Status rules to include 504 students.□

Removed HAS_IEP_to_IEP_STATUS documentation□

Added IEP_STATUS documentation□

Added "eSP - Most Recent Finalized Inactivation" rule. Rule is on by default. If a student is inactivated in IEPPLUS, the rule will remove the most recently uploaded form (PDF) for each type of form.

Data Integration:

Maintenance Pages: Address Form - Fixed problem where data was being blanked out when "Save" was attempted.

Changes○

CA Release HistoryNo Change○

Old Release notes Page 95