iplan directions

i-Plan User Guide

Copyright © 2003, TIES (Technology and Information Educational Services)

All Rights Reserved

No part of this document may be reproduced in any form without written permission from TIES (Technology and Information Educational Services)

08/15/03

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i-Plan User Guide

Table of Contents i-Plan Introduction............................................................................................................................. 1

Welcome to TIES i-Plan! .............................................................................................................. 1 Assumptions .................................................................................................................................. 1 Security Category .......................................................................................................................... 1 TSIS Web Applications – Web Browser Settings......................................................................... 2

Internet Explorer (Version 5.5 or Higher) ................................................................................. 2 Netscape (Version 6.2 or Higher).............................................................................................. 2

i-Plan Screen Use .......................................................................................................................... 3 Plan Categories.............................................................................................................................. 4 Navigating from page to page ....................................................................................................... 5 Printing Pages and Forms.............................................................................................................. 6 Logging In ..................................................................................................................................... 7 Logging Out................................................................................................................................... 8 Accessing your Plans..................................................................................................................... 9

Filters....................................................................................................................................... 10 Create a New Plan ....................................................................................................................... 11

1. Click on Create New Plan. ................................................................................................. 11 2. Search for a Student............................................................................................................ 11 3. Student and Family Information......................................................................................... 13 This Student’s Plans ................................................................................................................ 15 4. Create a Plan page .............................................................................................................. 16 5. Add Forms and Reports or Edit the Created Plan .............................................................. 17 Edit Plan Options..................................................................................................................... 18

Manage Plan .................................................................................................................................... 22 Plan Status Screen ....................................................................................................................... 22

Active plan updates: ................................................................................................................ 22 Delegate an Additional Case Manager .................................................................................... 23

Case manager information........................................................................................................... 24 Contact Information Default.................................................................................................... 25

Team Page ................................................................................................................................... 29 Add a District or Personal Team Member............................................................................... 31

Plan Index.................................................................................................................................... 32 Evaluation........................................................................................................................................ 33

Notice of team meeting ............................................................................................................... 33 Notice of education evaluation/reevaluation ............................................................................... 35 Evaluation report ......................................................................................................................... 38

Planning........................................................................................................................................... 43 Notice of team meeting: plan ...................................................................................................... 43 Eligibility criteria forms .............................................................................................................. 45 Adaptations/Assessments ............................................................................................................ 48

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High standards chart for education level: (primary, intermediate, middle school, high school). 51 Display and Complete a Content standard worksheet .............................................................52

Goals and objectives: program and transition .............................................................................54 Create a New Goal...................................................................................................................54

Goal bank.....................................................................................................................................57 Choose a Banked Goal.............................................................................................................57 View this goal ..........................................................................................................................58 Modify or Update a Goal.........................................................................................................60 View a Student’s Program Goals.............................................................................................60 Delete a Goal from a Student’s Program.................................................................................61 Add a Plan to the goal bank.....................................................................................................62

Services........................................................................................................................................63 Service providers .........................................................................................................................66 Notice of Proposed Action or Denial...........................................................................................67

Progress Reporting...........................................................................................................................69 Progress report: program goals....................................................................................................69 Progress Report Transition goals.................................................................................................71

Other ................................................................................................................................................73 Transportation Plan......................................................................................................................73 Manifestation Determination .......................................................................................................75 Parent Request for Due Process Hearing.....................................................................................77 Addendum pages .........................................................................................................................80 Print Other Forms ........................................................................................................................81

TIES IEP Page by Page ...........................................................................................................81 Content Standard Worksheets (HTML)...................................................................................81

Consent to Release Private Data..................................................................................................83 Documentation of Significant Changes to Plan..........................................................................85 Behavior Intervention Plan ..........................................................................................................87 Blank PDF forms .........................................................................................................................89 Meeting Summary .......................................................................................................................91 Notice of Conciliation Conference . ............................................................................................92 Summary of Conciliation Conference .........................................................................................93

Summary..........................................................................................................................................95 Referral Review and Evaluation Determination..........................................................................95 IEP Review and Placement Decision ..........................................................................................97 Parent Notification of Transfer to a Nonpublic School ...............................................................98 Notice of Team Meeting............................................................................................................100

Appendix........................................................................................................................................102 Security setup.............................................................................................................................102 Index ..........................................................................................................................................104

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i-Plan Introduction

Welcome to TIES i-Plan! i-Plan will help you efficiently maintain all of your IEP and IIIP paperwork with minimal work and maximum efficiency and organization – all on line!

Use i-Plan to

• Create and print meeting notices.

• Maintain demographic records on students and contact information on their parents, other team members and case managers.

• Prepare evaluation and progress reports.

• Include students’ participation in assessment programs and/or adaptations of these programs.

• Modify a disabled student’s High Standards requirements.

• Track services provided and include information on the provider.

• Maintain the student’s transportation information.

• Access, write and print specific IEP, IIIP and 504 forms.

Assumptions This document assumes that you are familiar with the IEP and IIIP plan procedures of the state of Minnesota. It explains how to use i-Plan to complete your work, but does not tell you what needs to be done and when.

This manual describes and explains i-Plan Version 2. Version 1 had a different look. Otherwise, the main difference is in the method of navigation from one plan to another or one page to another.

We assume that you have security access to i-Plan and are familiar with the Internet. You may or may not use TIES Student Information System (TSIS), but your use of i-Plan will be facilitated if i-Plan can access TSIS Census and Student records.

Security Category There are two types of i-Plan system users. Your category depends on your user status. Most IEP case managers are called “users”; They only have access to the plans they have created or the ones that have been delegated to them. Those system users who are called “managers” are supervisors who have access to any plan created within their district.

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TSIS Web Applications – Web Browser Settings In order for all of the TIES web applications to function correctly, it is important that web browsers are configured to check for a newer version of stored pages every time you visit the page. By default, browsers are set to automatically check, so we need to change the settings as follows:

Internet Explorer (Version 5.5 or Higher)

From the Menu:

• Select “Tools”

• Select “Internet Options”

• “General” tab is already selected

• Under “Temporary Internet Files” choose “Settings”

• Select “Every visit to the page”

• Click OK

Netscape (Version 6.2 or Higher)

From the Menu:

• Select “Edit”

• Select “Preferences”

• Select “Advanced” and expand the list

• Choose cache

• Select “Every time”

• Click OK.

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i-Plan Screen Use

You may be in the habit of double clicking on navigation or processing buttons. Do not double click when using i-Plan screens. Click on the button once and wait until the requested process is completed.

Part of an i-Plan page is illustrated above. When you click on a button such

as , the status of your request shows in the status indicator bar at the bottom of the window. This indicator bar fills from left to right as the process is completed. When the process is totally complete, the word Done displays to the left on the status line. In the example above, i-Plan is in the process of

saving the page. Done displays in the status line because the previously requested process has been completed.

You will know the page is saved when -

• the button again reads

;

• the Status Indicator bar is blank; and

• Done again displays to the left.

Status Indicator bar

“Done” appears here

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Plan Categories The Plan information menu (purple background) displays to the left of all plan pages. Click on My Plans to navigate to a listing of your plans. Go back to My Plans when you want to access another plan.

When you first display a page such as Edit Plan, only the major menu categories such as Manage, Evaluate or Plan display in the menu. You can view a sub menu by clicking on a main category. To view a more detailed

listing of the plan management category, for example, click on Manage. The menu will change so that Plan status, Case manager, Student, Team and Plan index display as pages within the Manage category. To navigate to one of those pages, click on it. To display pages for one of the other main categories instead, click on that main category. For example, click on Evaluate to display a list of pages and forms for evaluation.

IEP Major Categories

Manage category and its sub categories

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Button:

Often there are two or more Save plan buttons on a page. Click on any button to save the entire page. While the data is being saved the button label will read Saving plan

rather than Save plan. Be sure to save your plan often to safeguard your work.

Once the page or form has been saved, the page will refresh and the phrase The form has been saved at (date, time) – (operator’s name) will display at the top of the page as in the above example.

Navigating from page to page

Always click on the menu item on the side bar to navigate between plans or from one page or form to another. Do not use the browser “back” arrow (in the command line). Use the navigation links.

“Saved” message

Do not use browser back arrow

Save Plan Button

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Printing Pages and Forms

Example of Check Spelling button and Print Preview icon

Before printing reports and forms, you can

use the feature. To add words to your personal dictionary, click on [Edit user dictionary]. To specify how you want certain words handled (capitalization, etc), click on [Spelling options]. To close the form and return to the plan page, click on the (close) button at the far upper right corner of the form (not the plan page), illustrated below.

Before printing a report or form you will have the opportunity to preview it. Click on

the icon to view the form in HTML.

Once the HTML form is printed, close the preview window by clicking on the (close) button at the far upper right corner of the form.

You could also print the pages directly from the screen by selecting the FILE command and then selecting PRINT from the File menu. However, the page will include the i-Plan graphics and navigation and will not look like the actual form.

Printer icon and form page close button

A new window will open, allowing you to preview the report or form page in a printer-friendly layout.

To print the form, click on the printer icon in the Commands line at the top of the form.

Screen background: The Login screen and the screens used to search for students or create new plans have a gold background. Pages pertaining to existing plans have yellow backgrounds.

Printer icon

HTML Form Close button

HTML Print icon

Do not use the Windows X button within the

browser to close forms

Spell checking options

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Logging In

For school districts in Minnesota, the Internet address for i-Plan is as follows:

http://d(4-character district number) n03.ties.k12.mn.us/toas/iplan_login.asp.

On the above example screen the district number is 0987. Substitute your own district number.

The i-Plan Log in page shown below will display.

Type your District, User ID and Password. Click once (Do not double-click) on .

Internet Address

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Example My Plans screen of a Plan manager who has no plans assigned or delegated.

Logging Out The Log out command is located to the right of the black bar near the top of the screen. This command will log you out of i-Plan. If you do not want to log out, but intend to switch to a different student’s records instead, click on My Plans

Important: Be sure to use Log out when you want to exit from i-Plan. If you just close the program, you will be denied access.

Example My Plans screen with assigned and delegated plans.

Log out

Plans assigned to logged in i-Plan user

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Example of My plans page once the operator has created plans or they have been assigned to the operator. In this example, the operator is a case manager. Also, no filters have been applied. Therefore, all plans display in

the ‘Plans Delegated to Me’ listing, whether or not they have been specifically assigned to the operator.

Accessing your Plans Your My Plans page is the first page that displays when you log in. Once you have plans assigned to you, this page will resemble the one shown above. All of your draft plans, active plans and the plans delegated to you by other plan managers will be listed. Case managers will see all plans, whether or not they have been specifically assigned to the case manager.

• To include older plans that are no longer active, click on . When

historic plans are displayed, this button

reads . Click on it to view only current plans.

• To view the plan of a student listed on the My plans page, click on the student’s name. To create a new plan for a student not listed, click on . To change your password , scroll down the page and click on the

button.

The Change your password screen will display.

Show Historic Create new plan

Change password

Filter

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Part of the My Plans page with an open Plan type list box in the Filter area.

Filters You may have created many plans or have many plans delegated to you. If that is the case, use the filter fields and button to narrow your selection. For example, you might have IEP, IIIP and 504 plans, but want to display only your IEP plans. Select Annual IEP in

the Plan type list box and click on . Only IEP plans will display. If you don’t use the Filter feature, all plans display. To turn off

the Filter, click on it again with all of the filter fields blank.

Plans will be sorted alphabetically. For example, if Plan manager is your filter, the plan manager’s plans will display sorted alphabetically by student. Once you have used the filter you can click on a heading above the columns to sort the filtered plans. For example, to sort the plans by Student ID, click on the heading Student ID.

Click here to sort by Student ID.

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Create a New Plan

Select the My Plans page from the menu.

1. Click on .

Search For a Student page. This page displays when you select Create new plan. ‘Adams’

has been entered in the Last Name field. TSIS users may search for any student, whether that student currently has a plan or not.

2. Search for a Student i-Plan displays the pages the order you need to use them. When you select

on the My plans page, the Search for a student page displays. If your district uses TSIS Census, you can use this page to find the student and automatically fill in his or her demographic information. Do the following:

a. Click once on . A list of students will display in the Search Results section of the page.

b. If you know the Last name, First name, Student ID or School, type the information in the Search fields. It is necessary to type only the first three letters of the student’s name. The field is case sensitive, so enter the characters in the same format used to enter them in

TSIS. Again, click once on .

When the search is completed, scroll down to view Search results. Students whose names begin with the character(s) entered in the Search field will be listed. See the following page for example Search Results.

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Search Results for the example search.

Search results are on the same page as Search for a student. All enrolled students will display, not just those who have plans. Scroll down the page to view Search results. Click once on to navigate to the chosen student’s Student information page.

To view additional search results, click once

on the button at the bottom of the page.

To return to your My Plans page where you can choose a different plan, click on

.

Next Results

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3. Student and Family Information

Top section of the Stu

Student information page

When you click on the Search page, the Student Information page (illustrated above and on the following page),

displays. Notice the Include student on team check box. To include the student in team meetings, etc., select this check box.

Include student on team

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Primary family information from the Student Information page. If all of a primary family’s information could be displayed at once, it would look like this illustration. Scroll down the page to add as many as three additional families. Any or all of the families may be included on the student’s team.

The Family section of the Student Information page is illustrated above. In addition to the Primary Family information, you can enter information for three more families. (Only the Primary Family is illustrated.)

The Student Information page data is extracted from TSIS if your district uses the TSIS Student and Census modules.

Note the Include family on team check box. When this box is checked, the family will be included for all team meetings and notifications. The check box is checked automatically for all families. To exclude a family, de-select the check box by clicking on it.

Include family on team (automatically checked for primarily family)

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Example 1: If the student has no plans, the bottom of his or her Student Information screen resembles the

above illustration.

Example 2: Once the student has plans, Active, Draft and Historic plans all display in this area of the page.

This Student’s Plans If you have accessed the Student Information screen by clicking on , information about the student’s current plans displays at the bottom of the page.1.

Scroll to the end of the Family information section to view the student’s plans. If the student has no existing Individualized education plans, that information displays instead of the Student Plans. At this point, Example a has no plans.

To create one, click once on .

1 Note that if you access Student Information by choosing IEP/Manage/Student from the blue menu bar instead of through the “Create a new plan” process, Student Information will display without this listing at the bottom. The listing only displays when you are creating a new plan.

Example 2 shows the plan list of a student who has several plans, one active plan, one draft and several historic. Notice that the

button is missing. If a student already has a draft plan, a new draft plan is not allowed. To create a new draft, first change the status of the old draft to Active or Historic. To change a plan’s status, Click on and choose the draft plan from the list, or contact the district administrator or case manager for access to the draft plan.

Create new plan

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4. Create a Plan page

This page will display once you have clicked on the button in the This Student’s Plans area of the Student and Family information Screen.

• Case manager/ID will be prefilled with your own name and ID. You can’t create a plan for someone else and no one can create one for you. To transfer a plan to another case manager, navigate to the Manage Plan Status screen.

• The default Plan type is Annual IEP. To change the plan type, click on the List box and highlight another plan type. The open list box is shown in the inset.

• Fill in the Annual IEP Date. If you do not know the date, you can leave it blank and fill it in later.

• Click once on to actually create the IEP plan draft. The plan is always a draft when first created. While i-Plan is creating the plan, a message screen will display the message Creating a new plan. Please wait.

• When the Save process is completed, the My plans page displays again. On My plans, select the new plan (or any other plan you want to edit) by clicking on the student’s name in the plan listing.

Open Plan type list box

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5. Add Forms and Reports or Edit the Created Plan

When your My Plans page displays, the new plan will be included in the list. To view or edit pages related to a listed plan, point to the

student’s name and click on it. Remember to click just once.

Added plan

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An Edit plan page such as the one above will display. Use it to access the various plan pages and forms that are available. Initially, the menu in the purple menu bar shows only major categories, such as Manage or Evaluate. To view specific pages, click on the category. For example, to view such topics as Notice of team meeting, Evaluation report or Progress report, click on Evaluate.

The Plan type, Annual Plan date and Case manager displayed on the top line are extracted from the Create a plan page. The student’s personal information, displayed in the center of the page, is extracted from the Student information pages.

To display the available plan pages and forms, click on a topic in the menu bar.

Edit Plan Options The menu bar on the Edit plan page is found on all pages except My plans. See the descriptions for each of these pages for further details on its use.

My Plans : This option will bring you back to the My plans page where you can choose another plan to view or update.

Manage

• Plan status: Change the plan to an Active or Historic plan; or copy it to a new Draft plan; or delegate access to other case managers. See the Manage plan status page description for more details.

• Case manager: Add or update case manager contact information.

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• Student: Student and family information page. Add families. Add the student and/or families to the student’s IEP team. Refresh demographic data.

• Team: The student’s IEP team members and their contact information.

• Plan index For a particular student, view a list of information and completed forms, including the dates last edited. Navigate directly to the appropriate pages.

Evaluate

• Team meeting: Create a notice of a team meeting for the purpose of evaluation.

• Notice of evaluation: Notice of education evaluation/ reevaluation. This is a notice of a professional evaluation of the student’s eligibility for special education.

• Evaluation report I or II: The complete evaluation of the student, including the statement of eligibility and disabilities.

Plan

• Team meeting: Notice of a team meeting regarding the creation of the student’s plan once the evaluation is complete.

• Eligibility criteria: A list of forms that can be accessed and completed to document the student’s eligibility for special education.

• Adaptations: Student’s participation in assessment programs and/or adaptations of those programs.

• Primary standards:

High Standards chart for Primary level.

• Intermediate standards: High Standards chart for Intermediate level.

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• Middle school standards: High Standards chart for middle school level.

High school standards: High Standards chart for high school level.

• Program goals: Goals and objectives: program page. Select performance area and describe present level of performance, student’s needs and annual objectives.

• Transition goals: Goals/objectives: transition page. Select performance area and describe present level of performance, student’s needs and annual objectives for transition goals.

• Services: Services provided, service provider, frequency, location and duration.

• Service providers: Service providers and their contact information.

• Notice of action: Notice of Proposed Action or Denial to be sent to the student’s parents.

Progress

• Program goals: Progress report on student’s program goals.

• Transition goals: Progress report on student’s transition goals.

Other

• Transportation: Information relating to the student’s special transportation needs. Contact, medical, behavioral, communication, and emergency information for transportation provider.

• Manifestation: Manifestation determination steps.

• Due Process: Parent request for due process hearing.

• Transfer of rights: Notice of Transfer of Parent Rights. Notice to parents when a child becomes 18 and has the right to supervise his own plan.

• Addendum: Pages you may use to add addendums to forms.

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• Print other forms: TIES 5-page IEP. Print a TIES 5-page HTML or PDF style IEP form completed with the student’s IEP data to date.

• Private data: Consent to Release Private Data form to be signed by the student’s parents.

• Document Change: Documentation of Significant Change to Plan. Identifies the IEP changed, the changed plan elements and the meeting where changes were specified.

• Behavior Behavior Intervention Plan. Describes how student behaviors will be modified.

• Blank PDF forms: Choose a state recommended form that you may fill out by hand. You will need Acrobat reader to print these forms.

• Meeting Summary Gives reason for meeting, lists attendees and describes outcome.

• Conciliation Notice Notice to parents of scheduled conciliation conference.

• Conciliation Summary of conciliation conference results.

Summary

• Referral Review: Referral Review and Evaluation Determination.

• Review & Placement: IEP Review and Placement Decision

• Nonpublic Transfer Parent Notification of Transfer to a Nonpublic School

• Team Meeting: Notice of a team meeting.

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Manage Plan Plan Status Screen

To access Plan Status, select the plan from the My plans page. Now select the page from the Manage menu category. Select the Plan Status page to change the draft/active/historic status of the plan, to delegate access to additional case managers or to transfer the plan to another case manager.

The Plan type, Annual plan date and Case manager appear across the top of the page. The example plan is an Annual IEP Draft plan. The information in the header originates on the Create a Plan screen.

In the Plan Status area, you will see three buttons. Once your draft plan is ready to implement, you can convert it to an active plan by clicking on the button.

You can also deactivate a draft or active plan and give it an historic status by clicking on . Historic plans cannot be edited.

Active plan updates: Copy an active plan to a draft plan if you are in effect creating a new plan for the student. The objectives and goals of the plan, for example, cannot be changed on an active plan, but you can create a new draft with the changes you want. To copy an active plan, click on .

Some information can be changed on an active plan without creating a new one:

Student information Team member Case manager Progress toward program and transition goals Transportation

Only one draft plan can exist for a student at a time. If you attempt to copy a draft plan to another draft plan you will receive the error message, Draft plan already exists.

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Case manager section of the Plan Status page.

The illustration above is of the middle part of the Plan status page. You may change Plan type or Annual IEP date on a previously created draft plan. If you attempt to change these fields once the status has been changed to Active, however, you will not be allowed to do so.

Delegate an Additional Case Manager You may delegate an additional case manager(s) (or users) who will have:

• Full access rights. Full access will allow the delegated case manager to edit and update the IEP.

• Read only rights. Read only will allow the delegated case manager to refer to the plan, but not edit it.

Highlight the case manager (user) in the Select employee for new access rights list box. The user must be included in the list box. (You cannot type in a name not already included). A case manager is considered a user and is included in the list box when he or she has at least one IEP plan of his/her own.

In the above example, Annette Molina and Nancy Killian are designated as delegates. Their names and ID numbers display. They both have full access, meaning they can change information as well as view it. Only the case manager who created the plan may delegate access. A delegate may not delegate the plan to a third party.

Access also may be revoked. With the user’s name highlighted in the list box, select the Revoke access radio button.

Delegated users

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Illustration of the bottom of Plan Status page. The Transfer this plan to a new case manager list box is open.

You may transfer the plan to a new case manager. In this case, you are retained as a delegated user of the plan only. Transferring the plan to another case manager cannot be undone unless that case manager transfers it back to you.

When you have made the necessary changes to this page, click once on . To navigate to another page, choose one from the purple menu bar.

Case manager information To access another plan, select it from the My plans page. Now select Case manager from the Manage menu category in the purple menu bar.

Case manager information may be edited on either a draft or an active plan. Scroll down the page to view or edit Alternate contact information.

When you have finished updating the

information, click once on .

Open Case Manager list box

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Top section of the Case Manager page

Primary contact information and Alternate contact information from the Case Manager page.

When the information has been saved, the message, The form has been saved at (time, date) will display at the top of the page in red.

Contact Information Default You may designate the contact information on this page as a default. It then will be added automatically to all of your plans.

Once you have completed and saved the page, click on Set as default for all new plans. By creating a default you will avoid having to fill out this information again. The information will be automatically filled in for all new plans. i-Plan will overwrite any previous default, but will not change existing plans.

New plan default

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Top section of the Student information page for a student who has an i-Plan.

If you aren’t already viewing the plan you want, select it from the My plans page. Now select Student from the Manage menu category in the purple menu bar.

The Student page is filled in with TSIS Census information at the time the plan is created. TSIS and i-Plan do not update each other automatically. You have the option to update i-Plan records by clicking on the Refresh

demographic information from TSIS Census link on this page to update i-Plan.

The Student page example included in the Create a New Plan section of this manual, (with gold background) includes most of the same information as this page. Once the plan is created, however, the page includes disability information as shown below, and an i-Plan family section.

Refresh demographic information

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Disability section of the Student page.

IEP page 1 family information fields

Also, the Student page of an existing plan includes two family sections. The first is titled IEP page 1 family information fields. This

section includes information to be included in the i-Plan. It is initially extracted from TSIS. Any changes you make to it will update the i-Plan, but will not update TSIS.

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The Family information section shown above contains information extracted from TSIS. It is exactly like the Student page you saw as you were creating the plan except that no This Student’s Plans information is recorded at the bottom of the page.

Be sure to click on .

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Team Page

Parents (primary head of household of the student’s residence) are automatically included in the IEP team. On the Student Information page, you may edit their information or add parents who are not currently team members. Just select the Include family on team check box. To include the student on his or her own team, select the Include student on team check box, also on the Student information page.

Add team members other than the parents or the student on the Team page, shown above. There are two ways to add a team member.

1. Choose a team member from your personal or district Team Member List. To access the list, click on Open district/personal team list. See the following page for Team Member List instructions.

2. Type the information into a blank set of team member fields on the Team page. To add a team member to your district or personal list at the same time you are adding him or her to the current plan, see Page 31 of this document.

When the Team page has been updated, click

once on . When the information is saved you will see the message, The form has been saved at (date, time and user name).

To navigate to another plan page, select it from the menu in the purple menu bar.

To navigate to a different plan, click on My Plans at the top of the purple menu bar.

Open team lists

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Team Member Lists. To access this screen, select IEP/Manage/Team on the blue menu bar

and then click on Open district/personal team list.

To access the Team Member Lists page, click on Open district/personal team list on the Team page. Team Member List displays the My team member list and District team member list, like the ones illustrated above.

To view possible team members in a particular category, enter the category in the Search field and click on .

To add a team member to your current plan, click on the button to the right of the team member’s name. The current plan information displays at the top of the screen.

The page illustrated includes two personal team members. See the following page to add a personal or district team member.

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Add a District or Personal Team Member To add either a personal or district team member –

1. On the Team page, position the cursor in a blank field and click on Save to district/personal team list.

2. A page called Team Members: Save to District/ Personal Team List like the one above will display.

3. Fill in the requested information that you have available.

4. Save the new team member to either your personal list, (for your use only), or to the district team list (available to all district system users), by selecting the appropriate

radio button. Only managers may add to the District Team List.

5. Click on . The team member will be added to the member list you requested. The Team page for the current plan will display.

6. To add the new team member to your current plan, click on Open district/ personal team list. Your team member lists will display with the new member

added. Select the button of the team member.

7. Click on .

Save to personal or district list.

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Plan Index

Plan Index shows each of the plan pages and the last date and time each was updated. If the plan page or form is completed, X displays under the Form complete column. As you complete each page, select the This form is complete check box.

You can click on any of the underlined page titles and navigate directly to it. You can also print the page by clicking on the printer icon

at the bottom of the page.

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Evaluation Notice of team meeting

Top section of Notice of Team Meeting page

Select the plan from the My plans page. Now select Team meeting from the Evaluate menu category in the purple menu bar.

Use this form to invite and inform parents of an evaluation meeting proposed by the school district. Key in the time, date and location of the meeting and select the subject areas.

Scroll down the page to view the list of team members. The team members listed on this example are the parents and the student (extracted from the Student information page), and Andy Zimmerman, Psychologist. Mr. Zimmerman was added to the team on the Team page. After the meeting, you can indicate which team members attended by selecting the YES check box next to their names.

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Team attendance section of the Notice of Team Meeting: Evaluation page.

To save the Notice of Team Meeting, click on the button.

You can now print the form. Click on to view the form in a printer-friendly layout. If you have not saved it, the preview form will be blank or will not be updated. In this case, close the form and save the plan, then reopen the form and print it.

To print the notice(s) on your default printer, click on the printer icon at the top of the form.

Once the HTML form is printed, click on at the upper right corner of the form to close it.

To print a blank Notice of team meeting form, see Blank forms.

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Notice of education evaluation/reevaluation

Top section of Notice of Educational Evaluation/Reevaluation

Select the plan from the My plans page if you haven’t already accessed it. Now select Notice of eval from the Evaluate menu category in the purple menu bar.

Use this page to create a notice to parents of an evaluation or reevaluation that determines the child’s eligibility for special education. There are several sections. Scroll down to view or update. The sections are illustrated on the next several pages.

• Other options and factors

• Interventions

• Adaptations

• Areas of Evaluation. Areas of evaluation included are Intellectual functioning; Academic performance; Social, emotional, behavioral; communication, behavioral; Communication; Motor ability; Functional skills; Physical status; Sensory status; Transitional, including vocational; Observations; and Other.

• Parent Action section. The parent indicates permission and agreement, dates and signs the notice.

To save the Notice of evaluation, click on

the button.

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Options or factors, interventions and adaptations section of the Notice of Education Evaluation page.

First of several Areas of evaluation on the Notice of Education Evaluation page.

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Parent action section of the Notice of education evaluation/reevaluation page. Print the report and send it to the parents, who complete this section and return it.

The bottom of the Notice of education evaluation/reevaluation page.

Print the form To Check your spelling, just click

on . See Page 5 for more about the Check Spelling feature. Then click

on . Print the form. Click on

to view it in a printer-friendly layout. If you have not saved it, the preview form will be blank or will not be updated. In this case, close the form, save the plan, then reopen the form and print it. To print the notice(s) on your

default printer, click on the printer icon at the top of the form.

Once the form is printed, click on at the upper right corner of the HTML or PDF form to close it.

For Notice of evaluation or reevaluation blank form, see Blank forms page.

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Evaluation report

Illustration of Areas being evaluated and Information reported by parents

Select the plan from the My plans page. Now select Evaluation Report I (full evaluation) or Evaluation Report II (simple evaluation) from the Evaluate menu category in the purple menu bar.

This report is an evaluation of the student’s special needs, prepared once the student has been evaluated. The full Evaluation Report includes

• Area being evaluated

• Information reported by parents

• Test or procedure and results (10 possible tests)

• Present level of performance

• Evaluation results

• Interpretation of test results and determination of eligibility

• SLD written report components

• Educational needs of the child

• Eligibility

• Disability, primary and secondary

• Team agreement/ disagreement and signatures.

The Simple evaluation report includes

• Evaluation results

• Eligibility

• Disability

• Team agreement/disagreement and signatures.

Scroll down the page to view the report components.

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Test or procedure and results section of the Evaluation Report

Present level of performance section of the Evaluation report.

Evaluation results of the Evaluation report.

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Interpretation of results and determination of eligibility section of the Evaluation report.

SLD written report components section of the Evaluation report.

Educational needs of the child section of the Evaluation report.

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Eligibility section, Primary and Secondary disabilities.

This is an illustration of the lower part of both the Evaluation Report and the Simple Evaluation Report

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Save and Print Evaluation Report To check your spelling, just click

on . See Page 5 for more about the Check Spelling feature.

Click on the This form is complete check box if the report is complete. The report completion status will be indicated on the Plan Index page.

To save the Evaluation Report, click on

.

You can now print the report. Click on to view it in a printer-friendly layout. If you have not saved it, the preview form will be blank or will not be updated. In this case, close the form, save the plan, then re-open the form again and print it.



In the purple menu bar-

• Choose another page of the student’s plan; or

• Choose My plans to view or update another plan; or

• Click on Log Out to quit i-Plan.

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08/15/03 Page 43

Planning

Once the student has been evaluated and the evaluation has been approved by the team, the next step is to create the student’s IEP, IIIP or 504 plan.

Notice of team meeting: plan Select the plan from the My plans page if you haven’t already accessed it. Now select Team meeting from the Plan menu category in the purple menu bar.

Use this form to invite parents to a meeting to create a plan once the evaluation indicates that a plan is required, or any of the other purposes proposed on the Notice of Team Meeting. Key in the time, date and location of the meeting and select the subject areas.

Scroll down the screen to view the list of team members. All team members are listed. Included in the example are the parents (extracted from the Student information page), and the Psychologist Andy Zimmerman, added to the team on the Team page. The meeting in the example has taken place and all team members were present.

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Persons expected to attend the team planning meeting.

Save and Print Notice of Team Meeting: Plan To check your spelling, just click on

. See Page 5 for more about the Check Spelling feature.


Then click on . You can now

print the report. Click on to view it in a printer-friendly layout. If you have not saved it, the preview form will be blank or will not be updated. In this case, close the form, save the plan, then re-open the form and print it.







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Eligibility criteria forms

Select the plan from the My plans page if you haven’t already accessed it. Now select Eligibility Criteria from the Plan menu category in the purple menu bar.

Above is the Eligibility criteria forms page. The student’s name and ID, the Plan Type, Plan start date and Case manager display across the top of the page.

Students need to qualify for services regarding certain disorders or impairments. Use this screen to choose and display an Eligibility criteria form for a specific disorder or disability. Click on a form title in the list to display the form. See the following page for an example of the 3.4.4 Emotional or behavioral disorders eligibility criteria form.

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Above is an example of an Eligibility criteria form for Emotional or Behavioral Disorders.

The student’s name and ID, the Plan Type, Plan start date and Case manager display across the top of the form.

Scroll down the page, selecting the appropriate check boxes until all items have been considered.


Then click on .

Bottom of an Eligibility Criteria form.

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3.4.4 Emotional or Behavioral Disorders form.

Print the form

You can now print the report. Click on to view it in a printer-friendly layout. If you have not saved it, the preview form will be blank or will not be updated. In this case, close the form and save the plan, then re-open the form and print it.

To print the plan on your default printer, click on the printer icon at the top of the form.

Once the plan is printed, click on at the upper right corner of the form page to close the form.





Printer icon

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Adaptations/Assessments

Select the plan from the My plans page if you haven’t already accessed it. Now select Adaptations from the Plan menu category in the purple menu bar.

Above is an example of the top section of an Adaptations/Assessments page. The student’s name and ID, the Plan Type, Plan start date and Case manager display across the top of the page.

Use this screen to describe adaptations and assessments regarding the student’s participation in high standards, basic standards and special education.

Select the appropriate check boxes and complete the description fields, scrolling down the page until all items have been considered. This page allows you to specify modified goals for assessments such as Grad Standards.

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Minnesota Assessment section of the Adaptations/Assessments page.

Basic standards assessment section of the Adaptations/Assessments page.

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District initiated system assessment section of the Plan page.

The student’s required Graduation Standard scores.

Save and Print the Form

To save the form, click on . You must save the form before printing it.

Click on to open the form and view it in a printer-friendly layout. If it isn’t saved, the preview form will be blank or will not be updated. Close the form and save the plan, then re-open the form and print it.

To print the plan on your default printer, click on the printer icon in the Command line at the top of the screen.

Once the form is printed, click on at the upper right corner of the form page to close the form. In the purple menu bar -

• Choose another page from the purple menu bar; or


• Click on Log Out to log out of i-Plan.

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High standards chart for education level: (primary, intermediate, middle school, high school).

Select the plan from the My plans page if you haven’t already accessed it. Now select Primary Standards, Intermediate Standards, Middle School Standards, or High School Standards from the Plan menu category in the purple menu bar.

Use this screen to indicate the student’s participation in high standards and to access the Content Standards Worksheets. Above is an example of the top of a High standards Chart page for the high school level. Select the appropriate check boxes, scrolling down the page until all items have been considered.

Note that where Individual or Exempt have been selected on this page a Content standard worksheet may be completed. See the following page for an example.


Click on to open the form and view it in a printer-friendly layout. If you have not

saved it, the preview form will be blank or will not be updated. Close the form and save the plan, then re-open the form and print it.


To print a blank Content Standard for IEP Planning Worksheet, see Blank forms.

To print Directions for use of the high standards form, see Blank Forms.

Once the plan is printed, click on at the upper right corner of the form page to close the form. In the purple menu bar -

• Choose another plan page; or



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Display and Complete a Content standard worksheet

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Bottom section of the Content Standard Worksheet.

Select the plan from the My plans page if you haven’t already accessed it. Now select the high standards page for the student’s academic level, such as High School Standards, from the Plan menu category in the purple menu bar. Click once on an underlined standard to display the Content standard worksheet for that standard.

If the student is exempt from the High Standard, scroll down the page to check Exempt and explain the exemption. Save the form before printing it. If the team selected another standard, select the check box in Item #3 and specify the goal where it is described.

Save and Print the form


Print the report. Click on to open the form and view it in a printer-friendly layout. If you have not saved it, the preview form

will be blank or will not be updated. Close the form and save the plan, then re-open the form and print it.

To print the plan on your default printer, click on the printer icon in the Command line at the top of the screen.

Once the plan is printed, click on at the upper right corner of the form page to close the form.

Then -

• Choose another plan page from the purple menu bar

• Choose My plans to view or update another plan.

Click on Log Out to quit i-Plan.

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Goals and objectives: program and transition

Select the plan from the My plans page. Now select Program goals or Transition goals from the Plan menu category in the purple menu bar.

Program Goals and Transition Goals are used in exactly the same way, so instructions for goals and objectives will be given only once. Check to see that you are using the goal type you intend to use.

There are two ways to add a goal to a student program.

• Write the entire goal and objectives yourself, or choose a goal from the Goal bank.

• Modify Goal bank goals once they are added to your plan.

Create a New Goal A student’s goals are set up like pages in a document with each goal on a separate page. On a new, blank goal page, New goal entry displays to the right of the page title. This message appears when the student has no goals or when you have paged through all of the existing goals and have reached a blank page.

The student in the example has acquired three goals. The Goal 1 page would look like the one above. Instead of New goal entry you see

.

“New” or Goal sequence

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Student-based need and Annual goal from Goals and objectives: Program page.

You can click on 2 to view Goal 2 or Next . From Goal 2, click on 1 to view Goal 1 or Previous. Click on New to enter a new goal. The new page will have the New goal entry message, indicating that you may use this page to add a new goal.

Select one or more Performance area check boxes. Scroll down the page to view and/or add Present level of performance, Student based need, Annual goal and Objectives. Fill out the form.

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Objectives from Goals and objectives: program. There are 10 possible objectives.

Save and Print the Form


Click on to open the form and view it in a printer-friendly layout. If you have not saved it, the preview form will be blank or will not be updated. Close the form and save the plan, then open the form again and print it.


Once the plan is printed, click on at the upper right corner of the form to close it.

Then -

• Choose another plan page from the purple menu bar

• Choose Select plan to view or update another plan.

• Click on Log Out to quit of i-Plan.

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08/15/03 Page 57

Goal bank Instead of creating a goal statement from “scratch,” you may use a goal from your district’s goal bank or your own. Use it as it exists or assign it to the student and then modify it.

Look at the Goals and Objectives page on the facing page. You will see the four phrases View the goal bank, Save this to the goal bank and (if the student already has at least one goal) Manage goals for this plan and Progress report.

Choose a Banked Goal Click on View the goal bank to display the list of available goals. An example of a Goal bank page is shown above. Language has been entered in the Search field to limit the list to those in the Language category. To view the text of a specific goal, click on its

button. To add the goal to

the student’s plan click on .

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This illustration shows the text of a District 0987 Goal bank goal and its objectives. From the Goal bank page, the operator clicked on the View this goal button for Goal Category Language, Goal Title Oral language skills.

Bottom of the View this goal page.

View this goal

When you click on , a screen like the one above will display. Notice that the name of the student whose plan you are updating is inserted automatically in the goal objectives.

Once you have reviewed the goal and objectives and decided that the goal basically

fits your needs, click on .

If it doesn’t, click on Return to list without selecting this goal. Regardless of which option you choose, the Goal bank page will display. If you selected Use this goal the Goal bank page will include a Selected Goals box with the new goal added to it. See the example on Page 59.

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08/15/03 Page 59

Two goals from My goal bank have been selected for Alverna. Once you have selected one or more

goals, they display in the Selected goals box on the Goal Bank page.

Goals and objectives: program page showing top of the first page of a five-goal plan.

Once you have selected a goal or goals from the goal bank, either from the goal description (View this goal) page or from the Goal bank page, the Goal bank page returns with the goal(s) displayed in the Selected goals box. When you are finished adding goals, click on

the button.

The goals will be added to the student’s plan. Goals and Objectives Page 1 of (total number of goals) will display. The new goal will be on the last page of Goals and objectives. For example, the new goal on the above example would be 4 of 4.

Goals selected from the View this goal page or the Goal

Bank page.

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This page displays when you click on Manage goals for this plan.

Save the plan to make sure you have retained the goal(s). Now you can modify the goals copied from the Goal bank for your current plan. Don’t forget to save the revised plan!

Modify or Update a Goal To change the text of a student’s program or transition goal, performance level, or objectives, simply go to the appropriate goal page, key in the changes and re-save the plan.

View a Student’s Program Goals From any Goals and objectives: program page, click on Manage goals for this plan. The option Manage goals for this plan does not display unless the student has a plan with defined goals.

To number goals in a different sequence, enter the changed order in the New order field.

Now click on . When the changes have been made, Page 1 of Goals and objectives will display. In the above example, Goal 2 becomes Goal 3, Goal 3 becomes Goal 2, and Goals 1 and 4 retain their sequence order. Page 61 shows the goals in their new order.

Click on My Plans in the menu bar to navigate to a different plan.

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Steve’s All Program Goals list after the goals were renumbered. In this example, a duplicated goal

(Goal 5) will be deleted when the plan is saved.

Delete a Goal from a Student’s Program From one of the student’s Goals and objectives: program pages, click on Manage goals for this plan. The All Program Goals page will display. Select the goal you want to delete. In the example, the administrator is

deleting a duplicated goal. Click on to update the goals.

If Manage goals for this plan does not appear on the Goals and Objectives page, no goals currently exist for this plan.

Duplicate Goal (Goal 5) has been deleted.

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Add a Plan to the goal bank You may have written a goal and objectives that you want to use for other students’ plans in the future. First, make sure the goal is saved to the original student’s plan. Then, on the Goals and objectives screen, click on Save this to the goal bank. A screen like the one illustrated above will display. Complete the Goal bank category and Goal bank title fields. You may use whatever categories and titles you wish, but you will probably want to agree upon a district-wide goal naming system that makes sense to everyone. Once you have saved the goal to the Goal bank, the Goal bank category and Goal bank title you enter here will display in the list on the Goal bank page.

In the text of the goal and objectives, delete any references to the specific plan or student. Use {FNAME} in place of the student’s name. When the banked goal is selected for another student, that student’s first name will be substituted automatically.

When you have finished making generic changes to the goal and objectives, scroll to the bottom of the page, illustrated below. Choose Save to my goal bank or Save to district goal bank. Save to my goal bank makes the goal available for your use only. Save to district goal bank makes it available for use by anyone in the district. Now click

on . The goal has now been added to the Goal bank.

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Services

Select the plan from the My plans page if you haven’t already accessed it. Now select Services from the Plan menu category in the purple menu bar.

The Services page is illustrated above. Use it to describe the student’s scheduled services. Six services may be described per plan.

Scroll down the page to enter:

• Inter-agency services

• Least restrictive environment explanation

• Extended school year

• Progress reporting and

• Transfer of rights at age of majority. For a blank Notice of Parental Transfer of Rights form, see Blank forms.

Examples of these topics are shown on the following pages.


When finished, click on .

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Interagency services section of the Services page.

Least restrictive environment explanation and Extended school year from Services page.

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Progress reporting and Transfer of rights at age of majority from Services page.

You can now print the report. Click on to view it in a printer-friendly format. If you have not saved it, the preview form will be blank or will not be updated. In this case, close the form, save the plan, then re-open the form and print it.

To print the report on your default printer, click on the printer icon at the top of the form.

To navigate to another page of the student’s plan, select one from the purple menu bar.

To navigate to a different plan, click on My Plans at the top of the menu bar.

To quit i-Plan, click on Log Out.

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Service providers

Select the plan from the My plans page if you haven’t already accessed it. Now select Service Providers from the Plan menu category in the purple menu bar.

The Services page is illustrated above. The student’s name and ID, the Plan Type, Plan start date and Case manager display across the top of the page.

Use this screen to specify the service providing entity, its address, contact name, phone number, payment terms and the name and signature of the district person authorizing payment to the service provider.

To save the data, click on . You can now print a list of providers. Click on

to view the information in a printer-friendly format. If you have not saved the page, the preview form will be blank or will not be updated. To print the list on your default printer, click on the printer icon in the Command line at the top of the screen.

To navigate to another page of the student’s plan, select one from the purple menu bar.

To navigate to a different plan, click on My Plans at the top of the menu bar.

To quit i-Plan, click on Log Out.

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Notice of Proposed Action or Denial Select the plan from the My plans page if you haven’t already accessed it. Now select Notice of Action from the Plan menu category in the purple menu bar.

A Notice of Proposed Action or Denial is illustrated above. The student’s name and ID, the Plan Type, Plan start date and Case manager display across the top of the page.

Use this screen to notify the parent(s) that the student will begin special education, that his or her plan has changed or that special education will be discontinued. There is a field where factors relevant to the district’s decision may be discussed.

To save the notice, click on .

Click on to view the information in a

printer-friendly format or as a PDF. If you have not saved the page, the preview form will be blank or will not be updated. Close the form, save the plan, re-open the form and print it.

To print the notice(s) on your default printer, click on the printer icon in the Command line at the top of the screen.

Once the form is printed, click on at the upper right corner of the form to close it.

To navigate to another page in the student’s plan, select it from the purple menu bar.

Click on My Plans in the menu bar to navigate to a different plan.

To quit i-Plan, click on Log Out .

For Notice of district’s proposed action or denial, see Blank forms.

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Parent action section of Notice of Proposed Action or Denial.

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Progress Reporting

Progress report: program goals

Select the plan from the My plans page if you haven’t already accessed it. Now select Program goals from the Progress menu category in the purple menu bar.

Use this form to report on the student’s progress on each goal and the related

objectives. Scroll down the screen to view the goal’s objectives.

To save the report, click on .


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Objective section of the first Goal.

The bottom section of the Progress Report page.

Save and Print the Report


Click on to view the information in a printer-friendly format. If you have not saved the page, the preview form will be blank or will not be updated. In this case, close the form, save the plan, re-open the form and print it.


To navigate to one of the plan’s other pages, select it from the purple menu bar.

Click on My Plans in the purple menu bar to navigate to a different plan.

To quite i-Plan, click on Log out.

To print a blank Progress report form, see Blank forms.

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Progress Report: Transition Goals page.

Progress Report Transition goals

Select the plan from the My plans page if you haven’t already accessed it. Now select Transition goals from the Plan menu category in the purple menu bar.

Use this form to report on the student’s progress on each goal and the related objectives. Scroll down the screen to view additional goals.

To save the Progress report, click on . You must save the report before

printing it. If you have not saved it, the report will be blank or will not be updated.


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If the student has no program or transition goals, no progress report can be made. Therefore, the message

“You must enter goals on the transition goals and objectives form before you can enter progress” displays. To enter transition goals, point to Plan/Transition goals and click on it. The TransitionGoals screen will display.

Save and Print the Report


Click on to view the information in a printer-friendly format. If you have not saved the page, the preview form will be blank or will not be updated. In this case, close the form, save the plan, then re-open the form and print it.


To navigate to one of the student’s other pages, click on a category and then a page title.


Click on Log out to log out of i-Plan. To print a blank Progress report form, see Blank forms.

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Other Transportation Plan

In the Other category you will find a variety of forms to help you with your individual plans.

1. To access these forms, first select Other from the blue menu bar.

2. Now select Transportation.

3. To save the report, click

on . Click on to view the information in a printer-friendly format. If you have not saved the page, the preview form will be blank or will not be updated. Close the form, save the plan, then re-open the form and print it.

4. To print the report on your default printer, click on the printer icon at the top of the form.

5. Once the form is printed, click on at the upper right corner of the form to close it.

To navigate to one of the student’s other pages, click on a category and then a page title in the purple menu bar.


To quit i-Plan, click on Log out.

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Manifestation Determination

Manifestation Determination page

Select the plan from the My plans page. Now select Manifestation from the Plan menu category in the purple menu bar.

A Manifestation Determination meeting is held when an incident occurs involving the

student. The team determines whether or not the student’s behavior was a manifestation of his or her disability.

The Manifestation Determination page is illustrated above and on the facing page.

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Team member attendance section of the Manifestation Determination page.

Save and Print the Report To save the form, click on .

Click on to view the information in a printer-friendly format. If you have not saved the page, the preview form will be blank or will not be updated. If the form isn’t updated, close the form, save the plan, then re-open and print the form.

To print the report on your default printer, click on the printer icon in the Command line at the top of the screen.

Once the form is printed, click on at the upper right corner of the form to close it.

To view and/or update another page of the student’s plan, click on a page title in the purple menu bar.


Click on Log out to log out of i-Plan.

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Parent Request for Due Process Hearing

Parent Request for Due Process Hearing

Parents complete this form to request a Due Process Hearing when they have a disagreement .

Select the plan from the My plans page. Now select Due Process from the Other menu category in the purple menu bar.

Click on

Use this screen to summarize the results of a meeting.

Select the student’s plan from the My plans page. Now select Other, then Meeting Summary from the purple menu bar.

Complete the form by typing each field and tabbing to the next field, or print the blank form and complete it by hand.

Click on to view the information in a printer-friendly format. If you have not saved the page, the preview form will be blank or will not be updated. If the form isn’t updated, close the form, save the plan, then re-open and print the form.

To view and/or update another page of the student’s plan, click on a category and then a page title in the purple menu bar.


Click on Log Out to quit i-Plan. Forms

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Description of disagreement and possible solution section of the Parent Request for Due Process Hearing.

Signature and Action area of Parent Request for Due Process Hearing

i-Plan Notice of Transfer of Parent Rights

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Notice of Transfer of Parent Rights .

Top of the Other/Notice of Transfer of Parent Rights page

Select the plan from the My plans page. Now select Transfer of rights from the Plan menu category in the purple menu bar.

Students can supervise their own education plans once they become 18 years old. Use this page create a notice to parents and students.

Click on .

Click on to view the notice in a printer-friendly format. If you have not saved the

page, the preview form will be blank or will not be updated. In this case, close the form, save the plan, re-open the form and print it.

To print the notice on your default printer, click on the printer icon at the top of the

form. Once the form is printed, click on at the upper right corner of the form to close it.


Click on Log Out to log out of i-Plan. Forms

Addendum Pages i-Plan

Page 80 08/15/03

Addendum pages

Select the plan from the My plans page. Now select Addendum from the Other menu category in the purple menu bar.

Use an addendum when additional notes are required regarding any of the student’s plan pages.

In the Addendum title field, enter a title that identifies the page that the addendum applies to. The sample Addendum explains a Notice of Proposed Action. You may add up to three addendums to a plan. The Check Spelling feature is available on the Addendum page.

Click on to save the Addendum.

Click on to view it in a printer-friendly format. If you have not saved the page, the preview form will be blank or will not be updated. In this case, close the form, save the plan, then re-open the form and print it.

To print the notice on your default printer, click on the printer icon in the Command line at the top of the screen.


Click on Log out to quit i-Plan.

i-Plan Forms

08/15/03 Page 81

Print Other Forms

TIES IEP Page by Page Use this screen to print IEP information in the old TIES File Maker format. You will not be able to update the form. Do all of your IEP maintenance on the other pages and forms. Information is extracted from them to complete this form.

Select the plan from the My plans page if you haven’t already accessed it. Now select Print other forms from the Plan menu category in the purple menu bar.

When TIES IEP page by page displays, click once on the page you want to view.

You may choose to display and print the information in an HTML format or the Adobe PDF format.

• The fields on the HTML pages will expand to whatever size is necessary to accommodate the information entered.

This means the information on page one may print on two pages, for example.

• The PDF format will retain all of the page one information on just one page, all of the information on page two on one page, and so forth. If you choose an Adobe PDF page, Adobe Acrobat will open automatically if it isn’t already open.

Content Standard Worksheets (HTML) You can navigate directly to a student’s High standards charts for primary, intermediate, middle school or high school by clicking on one of the choices at the bottom of the screen. To return to Other forms, select it from the purple menu bar.

Forms i-Plan

Page 82 08/15/03

Print the form Click on the printer icon in the Command line at the top of the displayed form. When the Print screen displays, click on OK to print the form to your default printer.

Once you have printed the form, click on at the top right corner of the form to close it. The Print other forms page will again display.

Then -

Choose another IEP page or

• Choose another page in the student’s plan.

Or

Choose My Plans to view or update another plan.

If you click on FILE/CLOSE you will close i-Plan.

Information on TIES IEP page by page originates on the following i-Plan pages.

Page 1: Student information and family information; Case manager information

Page 2: Goals and objectives: program

Page 3: Goals and objectives: transition

Page 4: Adaptations/assessments

Page 5: Services and Service provider

Printer icon

Selecting this X will close i-Plan, not just the form.

Close form

i-Plan Consent to Release Private Data

08/15/03 Page 83

Consent to Release Private Data

Top of the Consent to Release Private Data page

Entity that will release or receive information

Select the plan from the My plans page. Now select Private data from the Other menu category in the purple menu bar.

Use Private data to release information to another entity or to obtain information from another school or district.

Click on to save the form.

Consent to Release Private Data i-Plan

Page 84 08/15/03

Purpose of the request and parent’s signature


To print the notice on your default printer, click on the printer icon in the Command line at the top of the screen.


Click on Log out to quit i-Plan. Forms

i-Plan Document Changes

08/15/03 Page 85

Documentation of Significant Changes to Plan

Use Documentation of Significant Change to Plan to make major changes to the IEP. This page identifies the IEP changed, the changed plan elements and the meeting where changes were specified.

Select the plan from the My plans page. Now select Document Change from the Other menu category in the purple menu bar.

Document Changes i-Plan

Page 86 08/15/03



To print the page on your default printer, click on the printer icon in the Command line at the top of the screen.



i-Plan Behavior Intervention

08/15/03 Page 87

Behavior Intervention Plan

Top of the Behavior Intervention Plan page

Behavior change implementation section of the page

Use Behavior Intervention Plan to identify desired behavior changes and the persons who are responsible for implementing them. This page also includes the student’s environment, whether the behavior change is

associated with a specific subject, whether the student has evacuation/emergency, health or behavior plans.

Behavior Intervention i-Plan

Page 88 08/15/03

Environment, health and behavior plans, and other selections.

Select the plan from the My plans page. Now select Document Change from the Other menu category in the purple menu bar.


Click on to view it in a printer-friendly format. If you have not saved the page, the preview form will be blank or will not be

updated. In this case, close the form, save the plan, then re-open the form and print it.

To print the page on your default printer, click on the printer icon in the Command line at the top of the screen.



i-Plan Forms

08/15/03 Page 89

Blank PDF forms

Use this screen to print blank state forms that can be filled out on the screen or printed first and completed by hand.

Select the plan from the My plans page if you haven’t already accessed it. Now select Blank PDF forms from the Plan menu category in the purple menu bar.

Click once on the blank form you want to print. Adobe Acrobat will open if it isn’t already open. The form will display.


To print the form on your default printer, click on the printer icon in the Command line at the top of the screen.

To return to the Blank forms page, select Blank PDF forms in the purple menu bar.




Forms i-Plan

Page 90 08/15/03

Consent to Release Private Data with Printer icon highlighted.

Printer icon

i-Plan Meeting Summary

08/15/03 Page 91

Meeting Summary

Use this page to summarize the results of a meeting.

Select the student’s plan from the My plans page. Now select Other, then Meeting Summary from the purple menu bar.


To print the form on your default printer, click on the printer icon in the Command line at the top of the screen.




Printer icon

Notice of Conciliation i-Plan

Page 92 08/15/03

Notice of Conciliation Conference .

Top of Notice of Conciliation Conference page

Conciliation Conference Attendees

Print this page and mail to the conciliation conference attendees.

Select the student’s plan from the My plans page. Now select Other, then Conciliation Notice from the purple menu bar.



To print the form on your default printer, click on the printer icon in the Command line at the top of the form window.




i-Plan Summary of Conciliation

08/15/03 Page 93

Bottom of the Conciliation Notice page. Click on the printer icon to view the form in a printer-friendly format.

Summary of Conciliation Conference

Results of the Conciliation Conference.

Print this page and mail to the attendees after the conciliation conference for their endorsement

Select the student’s plan from the My plans page. Now select Other, then Conciliation from the purple menu bar.


Summary of Conciliation i-Plan

Page 94 08/15/03

Parents’ response area of the form.





Click on Log Out to quit i-Plan.

i-Plan Summary

08/15/03 Page 95

Summary Referral Review and Evaluation Determination

Top of the Referral Review and Evaluation Determination form.

Reason for Referral and areas of need assessment.

Summary i-Plan

Page 96 08/15/03

Assessment determination and person who reviewed the referral.

Use this form to report on an outside party’s assessment of the student’s needs. Also, record the names of those persons reviewing the results of the referral.

Select the student’s plan from the My plans page. Now select Summary, then Referral Review from the purple menu bar.


Click on to view it in a printer-friendly format. If you have not saved the page, the preview form will be blank or will not be

updated. In this case, close the form, save the plan, then re-open the form and print it.





i-Plan Summary

08/15/03 Page 97

IEP Review and Placement Decision

Assessment Data and Previous Special Ed Placement.

State Criteria for placement and Team Recommendation.

Use this form to report on the review of the assessment and the decision on how the student’s educational needs will be handled.

Select the student’s plan from the My plans page. Now select Summary, then Review and Placement from the purple menu bar.


Summary i-Plan

Page 98 08/15/03

Signatures of Review Team Members and their titles






Parent Notification of Transfer to a Nonpublic School

Top of Parent Notification of Transfer to a Non-Public School.

i-Plan Summary

08/15/03 Page 99

Parental signature section of Transfer to Non-Public School.

Use this form to inform the parents of the decision to transfer the student to a non-public school.

Select the student’s plan from the My plans page. Now select Summary, then Nonpublic Transfer from the purple menu bar.




Summary i-Plan

Page 100 08/15/03

Notice of Team Meeting

Date, place and time of the Team Meeting.

Those invited to the Team Meeting and attendance indicator.

i-Plan Summary

08/15/03 Page 101

Bottom of the Team Meeting Notice.

Use this form to inform the team members of a scheduled meeting.

Select the student’s plan from the My plans page. Now select Summary, then Team Meeting from the purple menu bar.




Appendix i-Plan

Page 102 08/15/03

Appendix Security setup i-Plan can have two user type: “users” or “managers”. Assign the user type on SY230 in TSIS.

Users have rights to create plans and edit plans that they have created or have been delegated to them. Users have the ability to specify other users to view and/or edit plans they have created.

Managers can access, edit and delegate all plans created by in a district. Managers can also define new plan fields, forms and field-level documentation.

Users should have access to the following TSIS screens:

CE010 CE220 CE420 ST210 EP710* EP711 EP715* EP740* EP741* EP742* EP743*

EP744* EP745* EP790 EP791 SY001 SY004 SY010 SY075 SY230

* = add, change delete required; otherwise read access only Managers should have access to these additional TSIS screens:

EP714* EP720* EP721* EP722* EP724*

EP725* EP730* EP742* EP743*

*= add, change, delete required

i-Plan Appendix

08/15/03 Page 103

THIS PAGE INTENTIONALLY LEFT BLANK

Index i-Plan

Page 104 08/15/03

Index • Active plan

copy to new draft, 22 updates, 22

• Adaptations, 36 • Adaptations/Assessments, 48 • Areas of evaluation, 36 • Assessment

Basic standards, 49 District, 50

• Assessments MN assessments, 49

• Assumptions, skill and knowledge, 1 • Behavior Intervention Plan, 87 • Button

New plan, 15 Next results, 12 Save plan, 5

• Case manager Create a Plan field, 16

• Case manager information page, 24

• Conciliation Conference Summary, 93 • Consent to release private data. See

Blank forms • Content standard

worksheet, 52 • Content Standard for IEP Planning

Worksheet. See Blank forms • Create a new plan

steps, 11 • Create a plan

page, 16 • Delegate or transfer a case, 23 • Directions for use of the high

standards. See Blank forms • Document change, 85 • Double clicking, 3 • Edit plan

options, 18 page, 18

• Educational needs. See Evaluation • Eligibility criteria forms, 45 • Evaluation

Eligibility, 41

Present level of performance, 39 Results, 39 SLD written report, 40 Test or procedure, 39

• Evaluation pages, 33 • Evaluation report

page, 38 • Family Information, 13 • Filter, 10 • Forms, 77, 79, 80, 84, 86, 88, 89, 91, 92,

94, 96, 98 • Forms, blank, 89 • Goal

Create a new goal, 54 • Goal bank, 57

add a Plan to the goal bank, 62 choose a goal, 57 view this goal, 58

• Goal management Delete a goal from a plan, 61

• Goal, modify or update, 60 • Goals and objectives

annual goal, 55 Annual goal, 55 Objectives, 56 Present level of performance, 55 program, 54 Student based need, 55 Student-based needs, 55 transition, 54

• Goals, view a student’s goals, 60 • Grad Standards

adaptations/ assessments, 48 • Graduation Standard

Required scores, 50 • High standards

Content Standard Worksheets, 81 exemption, 51

• High Standards adaptions/assessments, 48 individual standards, 51

• High standards chart:, 51 • IEP Review and Placement Decision,

97

i-Plan Index

08/15/03 Page 105

• Indicator bar, 3 • Internet address of I-Plan, 7 • Interventions, 36 • Log out, 8 • Logging In, 7 • Logging Out, 8 • Manifestation Determination

page description, 75 • My plans, 8, 9, 11, 16

screen description, 18 • Navigating from page to page, 5 • New plan

steps to create, 11 • Next

goal, 55 • Notice of Conciliation Conference, 92 • Notice of district's proposed action or

denial. See Blank forms • Notice of education

evaluation/reevaluation page, 35

• Notice of evaluation or reevaluation form. See Blank forms

• Notice of Parental Transfer of Rights. See Blank forms

• Notice of Proposed Action or Denial, 67

• Notice of team meeting. See Blank forms

evaluation form, 33 plan page, 43

• Notice of Team Meeting, 100 • Notice of Transfer of Parent Rights

page description, 79 • Notice of transfer to a non-public

school. See Blank forms • Options or factors, 36 • Other, 73

Addendum pages, 80 Meeting Summary, 91

• Parent action, 37 • Parent Notification of Transfer to Non-

Public School, 98 • Parent Request for Due Process

Hearing page description, 77

• Parent request for due processing hearing. See Blank forms

• Password, 9 • Plan

notice of meeting, 43 pages, 43

• Plan categories, 4 • Plan Index, 32 • Plan start date, 16 • Plan status

active, 22 draft, 22 historic, 22

• Plan Status screen description, 22 • Plan type, 16 • Plans

accessing, 9 • Print Other Forms, 81 • Printing Pages and forms, 6 • Private data, Consent to release, 83 • Progress report. See Blank forms. See

Blank forms • Progress report transition goals

page, 71 • Progress report/program goals

page, 69 • Progress reporting

pages, 69 • Record review checklist. See Blank

forms • Referral Review and Evaluation

Determination, 95 • Save function, 5 • Screen background, 6 • Screen Use, 3 • Search

for a student, 11 specific page or report of a student, 4

• Security category, 1

• Service providers, 66 • Services

extended school year, 63 inter-agency, 63 least restrictive environment, 63 page, 63 progress reporting, 63

Index i-Plan

Page 106 08/15/03

transfer of rights at age of majority, 63 • Status line, 3 • Student Information, 13 • Student’s plans, 15 • Team

notice of meeting, 33 page, 29 parents, 29

• Transfer Manage Plan Status, 16

• Transfer of rights. See Services • Transportation Plan

page description, 73 • Web

Applications, 2 Browser Settings, 2

iplan directions

Documents