Special Education:Workflow & Compliances

Amy B. Luchans

Agenda• Enrolling a Student in Special Education

‐ Updating Selection Query‐ Reviewing Special Education Status

• Phases, Outcomes and Forms‐ Unconsecutive Phases‐ Adding Form to Outcome

• Workflow Compliance

Enroll in Special Education

Options > Enroll...Phase

Workflow Selection Query

Query

Exercise 1(Optional: On Own District Database)• Update selection query• Update field set with desired information

Student > Sped Status

Status

Exercise 2(Test Database)

• Update Special Education status of student

• Override IEP status• Convert workflow from review to

reevaluation (or reverse)

Phases, Outcomes and Forms

Phases

Outcomes

Add Form to Outcome

Update team & take attendance

Exercise 3(Optional: On Own District Database)

• For Reevaluation workflow: Add Educational Assessment Form A and Educational Assessment Form B to Administer tests phase.

Initial Referral Workflow

Unconsecutive Phases

Unconsecutive PhasesYes

Workflow Compliance

Workflow Compliance

Due Date Column• Column on the workflow checklist allows users

to easily track when items are due.• Error icon appears next to due date if it has

passed. • Warning icon appears if due date is

approaching.

Workflow Compliance

Due dates are defined by specifying:• Trigger• Number of days• Workflow phase that must be

completed on or before due date.

Exercise 4(Optional: On Own District Database)

• Add one compliance to workflow.

Reports• Student tab• IEP Meeting Schedule• Special Education Register

• IEP tab• Workflow Compliance Report• Progress Reports• Progress Report post verification• Service Delivery Report

Thank you.

aluchans@x2dev.com