EXCEED Training IEP Chairs 2012
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Transcript of EXCEED Training IEP Chairs 2012
Slide 2
Workshop Agenda
• Group Norms• Introduction to EXCEED• Completing an IEP• Amendment/Correction
procedures• EXCEED Resources• Independent Practice
Slide 3
Workshop Objectives
• Login to and Navigate in EXCEED• Search for students• Navigate the Student Profile• View / Print locked documents• Understand the use of Product
Screens• Complete an IEP• Understand the
Amendment/Correction procedure
Upon completion of this workshop you will be able to:
Slide 4
Group Norms
• Please! Stay with the presenter as we move through the information
• Minimize side conversations• Direct questions to the presenter only as needed
• Save situation-specific questions for the “parking lot”• A training monitor is available to assist you through the
workshop
• Place cell phones on silent or vibrate
Slide 6
Technical Requirements
• Works on many browsers (Safari, Internet Explorer, Firefox)
• Flash Player is required• Adobe Reader is required• Current versions are best!
• Adobe Reader 10 and Safari 5.1 do not work with Encore
• All SSD computers are configured to support EXCEED
Slide 7
Icons & Symbols You’ll See Today
Options MenuCustom/Edit
Meeting Manager
Lock Event
CheckCompliance
Save
Event Overview Navigation Menu – Viewable only in an unlocked Event.
Events Panel Icons
Back
Slide 8
Icons – cont.
Add – In this caseAdd a New Service or Disability
Help – Access to EXCEED Help built into the program
Smile Icon – used to assign yourself as Case Manager or Provider
Slide 9
To Do List
The To Do List is built by the system. You can view all items or filter using the drop down.
You can see all the “To Dos” for a particular student by entering the last name and (if needed) first name in the filter field.
Slide 10
Let’s get started!
• Please log in to exctrain.ssdmo.org• Use your SSD email/network username and password• When you get to the Dashboard – STOP!
Slide 12
IEP Amendment Procedure• Has an IEP been completed in EXCEED?
• NO• Only Product screens (goals, services) will be filled in when the
Amendment is created• The IEP Chair will complete only the Amendment Form and the
forms/screens to be changed plus Placement Considerations form• Print only those forms, attach them to the original IEP and send to parent
• YES• All forms completed in the IEP or previous Amendment will copy into the
Amendment event • The IEP Chair will make the changes• Print the entire event and send to the parents• The Amendment replaces the IEP as the current Plan.
Slide 13
Create the Amendment/Correction Event
• Must wait until the Initiation Date of the IEP to create Amendment/Correction Event
• View last locked IEP – even if Addendum/Amendment completed since• Note 3 Dates on Front Page: Meeting, Annual Review and Initiation
• Click Schedule New Meeting
Slide 15
Amendment/Correction Event
Dates entered in this window come from IEP being amended – neither the date the event is created nor the Amendment Date are used here.
1. Enter Due Date – the Projected Date of Annual Review for the IEP being amended/corrected – the Due Date of the next IEP
2. Enter Scheduled Date – the Meeting Date of the IEP being amended/corrected
3. Assign event to yourself by clicking the smile icon
4. Enter “Amendment (Date)” or “Correction (Date)” in Event Title Detail field
5. Click Save
Dates on Front Page of Original IEP
Slide 16
IEP Amendment/Correction Event
• IEP completed in Encore – all forms are “Blank”
IEP Completed in Encore
Slide 17
Amendment/Correction Procedure
• The first form is the Amendment/Correction Decision form.
• Choose which event you are completing• Correction is to CORRECT a clerical error in the original IEP
or Amendment.• Amendment is to make a CHANGE the team did not discuss at
the original IEP meeting
• When the Decision Form is completed the appropriate form(s) will be created
Slide 18
Plan Dates
• Plan Dates are based on dates of original IEP – not the Amendment
• Revise Initiation Date and Service/Goal Start Date to match Initiation Date of IEP being amended
Slide 19
IEP Amendment Form
• Click IEP Amendment tab• Complete Amendment Form – enter date of Amendment• Be sure to mark Areas Amended• Save
Slide 20
Amendment – Make Changes
• Make changes as agreed to by the parent/18+ student, Component District Representative and SSD Representative
• No need to open any form or screen where no changes are being made• Must say “Have” on Accommodations• Must complete Placement Considerations• If student’s placement is not based on General Education
percent (ECSE, SSD Schools, Homebound) must go to Services Screen, click LRE tab and Manually Override placement
Slide 21
Prior to locking the Amendment
• Click Accommodations section on Event Overview
• Click “Have” to confirm all accommodations have been entered
• Click “Yes” to continue• Save Assessments• Return to Event Overview to check compliance, proofread
and lock
Slide 22
Correcting Service Date Errors
• Error message-means the start or end date of a service is either before the IEP begins or after it ends based on the Plan Dates
• It is usually the End Date that is the problem• Go to the Plan Date screen and note the end date• All of the service end dates must be on or before that date• Return to Services screen and revise dates as needed• LRE will need to be recalculated
Slide 23
Amendment/Correction Reminders • Cannot correct an IEP completed in Encore
• Must enter new IEP
• Amendment process is very different than it was in Encore• Amendment Date is not used when creating the event• Dates must match the original IEP being amended/corrected
• Highly recommended to view the Mini-lessons on EXCEED News for the Amendment Process• Amending IEPs Completed in Encore• Amending IEPs Completed in EXCEED
• Use Amendment/Correction Quick Start Card for reference
Slide 25
Progress Report Reminders
• Progress Reports will be completed in Encore until an IEP or Amendment is locked in EXCEED
• Once you have locked an IEP or Amendment in EXCEED, you will enter progress on goals for that student in EXCEED
• More information about completing Progress Reports will be provided
Slide 26
EXCEED Roll-Out
• EXCEED web address: exceed.ssdmo.org• Link is available on SSD Life Home Page• Add to your Favorites / Bookmarks
• Your User Name and Password is the same as your SSD email/Network User Name and Password. • Do not use ssdco when entering your user name
Slide 27
EXCEED Support1. EXCEED Help found within the site – click the Help Icon
2. Resources found on SSD Life>EXCEED News
a. Quick Start Cards – Revised for Fall 2012
b. Training Mini Lessons – Revised for Fall 2012
c. Power Points from today’s training
3. EXCEED Field Trainer assigned to your building
4. EXCEED Open Labs for IEP Chairs and Evaluation Chairs
5. EXCEED Facilitator assigned to your district
6. EXCEED Help Desk
a. Email sent to [email protected] creates a ticket
b. Phone calls are entered into ticket system by Help Desk Staff as they are received
Slide 28
Before you leave today
• Please complete and return the Plus/Delta sheet
• If you were unable to log in using your User Name and Password please • Return the training login card you used• Use the SSD Email shortcut on your desktop to send an
email to Exceed Help including The User Name you tried to use today Any previous names you may have used in Encore or SSD Email
system Your location (school/schools)
Slide 32
Independent Practice
• Explore the area covered during the workshop that interests you the most.• Use one of your students
• Use information from your experience with actual students to complete the events you wish to explore
• Ask the instructors if you have questions or run into a problem.