general release history...student summary page -the events/suspension are of the summary page will...

SunGard K-12 Education Best Practices - Many IEPPLUS updates bring Form (e.g. IEP) changes to our Users - some major, some minor. To be sure that your District maintains a proper audit trail, SunGard recommends that all IEPPLUS

forms be finalized upon completion. Only work-in-progress forms should be unfinalized.

Version 4.2.175.1 and 4.3.78.63002January 21, 2014

General Release History

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○

Gifted Progress Reporting is Due for a Student○

Gifted 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○

Plus 360 Notifications - Nine (9) new rules have been added to the existing set of Plus 360 Notifications Rules as follows:

•

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: Progress Reporting > Progress Reporting 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.

•

Version 4.2.173.0 and 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.

•

Student Summary Page - updated the Disability area to display the student's disabilities in the correct priority order.

•


Version 4.2.172.2 and 4.3.74.63002December 20, 2013

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 - (4.3 only) added spacing between the Placement and Service Staff name and title.•

Staff Code Table (4.3 only) - removed the ability to add more than one Staff Communication Type = 'Notification •



Release History

Staff Code Table (4.3 only) - 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.

•

Version 4.2.170.1 and 4.3.72.63002December 6, 2013

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•


Version 4.2.168.2 and 4.3.70.63004November 25, 2013

Progress Reporting (new) - (version 4.3 only) using the latest version of Firefox browser (version 25.0), the progress key was appearing as radio buttons, not boxes and the user was not able to type in the progress note or select staff.

•

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



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).

•



Data Integration - 'eSP Inactivation Rule #2' - modified the integration rule to exclude Summer School calendars (Entry_WD)Type field rather than Calendar Type = S).

•

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.

•


Version 4.2.166.7 and 4.3.66.63008October 30, 2013

No changes.•


Release History

No changes.•


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.

•


Inactivation Utility - (version 4.3 only) - removed the Finish button from the 'successfully completed' screen.•


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•


Release History

Version 4.2.158.0 and 4.3.55.63000September 17, 2013

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.

•


Version 4.2.155.3 and 4.3.52.63005September 3, 2013

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.

•


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.

•


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 •


Release History

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

•

Version 4.2.144.0 & 4.3.41.63000July 22, 2013

No changes.•


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.

•


Version 4.2.142.2 & 4.3.39.63003June 28, 2013

No changes.•


Version 4.2.140.3 & 4.3.37.63003June 24, 2013

No changes.•


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.•

replaced the envelope with an envelope with the IEP image.•

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

Notification Viewer•


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.

•


Version 4.2.135.0 & 4.3.32.63000May 31, 2013

Release History

No changes.•


Version 4.2.131.4 & 4.3.31.63004May 24, 2013

No changes.•


Version 4.2.131.2May 17, 2013

No changes.•


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.

•

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).

•


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.

•


Version 4.2.128.0April 26, 2013

Progress Reporting (NEW) - the Progress Reporting link will now display next to each finalized IEP (with exception to IEP's that are future dated).

•

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.

•


Release History

Version 4.2.126.2April 17, 2013

Manage Organizations - display only active organizations when linking a Parent Organization to the Organization record.

•


Version 4.2.124.0April 5, 2013

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


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.

•


Version 4.2.119.2March 22, 2013

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


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.

•


Release History

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.

•

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.

•


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.

•



No changes.•



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


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.

•


Release History

Note.

There is no modifications to the Batch Attendance functionality.


Rich Text - fixed the DateControl for states that have rich text functionality (MO, PA, VA, WA only). •




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).

○

Release History


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.

○



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).

○


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.○



No Changes.○



Release History

December 7, 2012

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).

○


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.○



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.○



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.

○



No Changes○


Version 4.2.96.2October 26, 2012


Release History

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).

○


Version 4.2.88.2 thru 4.2.90.06October 19, 2012

No Changes○


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 ).

○



No Changes○



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


•

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 type of 'I', IEP forms, when

there is no active enrollment record with an Enrollment Type = 'Special Education'in the IEPPLUS system denoting


•

eSP - Most Recent Finalized Inactivation Rule I

eSP - Most Recent Finalized Inactivation Rule M


Release History

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


•

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


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.

○


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.

○



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'.

○



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

○



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

○


Release History

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 (i.e.

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.

○


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.

○


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.○



Version 4.2.79.3 - 4.2.79.7July 19, 2012

No Changes○


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.

○


Version 4.2.74.0June 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).

○


Version 4.2.69.1June 22, 2012


Release History

No Changes○


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.

•

Changes○


Version 4.2.68.7June 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○


Version 4.2.66.2May 25, 2012

No Changes○


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○


Release History

Version 4.2.62.0May 3, 2012

Reporting - Run a Report: Billing - The Billing Mode Drop Down List will now properly filter for all billing modes.

•

Changes○


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○



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○


Version 4.2.59.12April 11, 2012

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:

Changes○


Release History

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.


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○


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○



No Changes○



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

•

Changes○


Release History

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.•


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

Changes○



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○



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○



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○



No Changes○



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

Changes○


Release History

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


No Changes○



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 this fix.

•

Referral Management Screen: Typed Notes - This element has been renamed "Reason Detail".•

Changes○



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 OR Student, 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:○


Release History

Example below is in Referral Overview screen:

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.


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".

•

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○


Release History

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.

•

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○


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'.

•

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.

•

New Functionality:○


Release History

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.

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.

Changes

Release History

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○


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 in eSchoolPLUS will be deleted.

•

Changes○


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.

•

Data Integration: Added 'eSchoolPLUS - Contact Sync #2' Rule. This Rule will synchronize all eSchoolPLUS Contacts with IEPPLUS. If this Rule is turned on any Contact not currently in the eSchoolPLUS database will be deleted from IEPPLUS regardless of how the Contact was entered into IEPPLUS.

•

Changes○


Version 4.2.36.1 to Version 4.2.36.5October 27, 2011

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○



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○


Release History


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○



No Changes○


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○



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○



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

•

Changes○



No Changes○


Version 4.2.24.0 to Version 4.2.24.9July 26, 2011


Release History

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○


Version 4.2.23.7 to Version 4.2.24.0July 12, 2011

No Changes○


Version 4.2.23.3 to Version 4.2.23.7June 30, 2011

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○



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.

Changes○


Release History

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 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

Release History

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○

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 •

Release History

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.


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 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

Changes○


Release History

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:

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.

�

Release History

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.

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 an Ohio 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 (*).

Student Maintenance: Meeting Staff - An 'Area' field has been added. This field is associated with the •

Changes○


Release History

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.

•


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○



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

•

Changes○



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○


Release History

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: •

Version 4.1.101.0 to Version 4.1.101.8April 21, 2011

Release History

No Changes○



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○



No Changes○



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○


Version 4.1.99.17 to Version 4.1.99.19March 23, 2011

No Changes○



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○



No Changes○


Version 4.1.99.0 to Version 4.1.99.10

Release History


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○



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○


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○



No Changes○



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 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.

•

Changes○



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○


Version 4.1.93.2 to Version 4.1.93.6January 27, 2011

Release History

January 27, 2011

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

Changes○


Version 4.1.91.7 to Version 4.1.93.2January 25, 2011

No Changes○


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○



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○



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

•

Changes○



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○


Release History

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.

•


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

�

Changes○



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○



No Changes○



IEP Creation Wizard: (Except Ohio) �

Added Date Calendar Control inside the Wizard for Date Selection

Changes○


Release History

Added Date Calendar Control inside the Wizard for Date Selection

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.

Release History