Ohio OP-1 Functional Behavior Assessment Form Instructions ... FBA.pdf · OP-1 Functional Behavior...

Ohio: OP-1 FBA

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Last Updated 9/17/2014

Ohio

OP-1 Functional Behavior Assessment

Form Instructions and User Guide

IEPPLUS

© 1990 - 2014 SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written

permission of SunGard Public Sector Inc., with the exception of copies made for your internal use.

SunGard, the SunGard logo, PLUS 360, eSchoolPLUS, IEPPLUS, PerformancePLUS, eFinancePLUS, and BusinessPLUS are trademarks or

registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks

or registered trademarks of their respective holders.

Ohio: OP-1 FBA



TABLE OF CONTENTS

OVERVIEW ....................................................................................................................................................................................... 3

FORM INSTRUCTIONS .................................................................................................................................................................... 3

FORM CREATION ...................................................................................................................................................................................... 3

Step 1 – Select a Student .................................................................................................................................................................. 3

Step 2 – Create an FBA form ............................................................................................................................................................ 4

NAVIGATION/TOOL BAR ........................................................................................................................................................................... 4

SETUP AND CONFIGURATION ....................................................................................................................................................... 6

CODE TABLE SETUP .................................................................................................................................................................................. 6

DATA MAPPING .............................................................................................................................................................................. 6

MAIN ...................................................................................................................................................................................................... 7

SECURITY ...................................................................................................................................................................................... 10

REVISION HISTORY ...................................................................................................................................................................... 12

Ohio: OP-1 FBA



OVERVIEW

A Functional Behavioral Assessment (FBA) must be conducted when the IEP team determines that the student’s

behavior is a manifestation of the student’s disability. An FBA may be conducted, as determined appropriate by the

student’s IEP team, if the student’s behavior results in disciplinary action that changes the child’s placement on the

continuum of alternate placement options.

FORM INSTRUCTIONS

FORM CREATION

The form creation process includes 2 steps (all are optional):

Step 1: Select a Student

Step 2: Select a Meeting, attach a Form, and select a Letterhead

STEP 1 – SELECT A STUDENT

1. Click Student Management > Manage an Existing Student.

2. Use the Search window to find the student based on either, Last Name, First Name or Student ID.

3. Click Search. Then click the appropriate Name to select a student.

4. Once a student has been selected, the student’s Name, ID, Birth date and Age will display. The Forms that

can be created for a student will be listed. Click on the Functional Behavior Assessment link.

The Functional Behavioral Assessment Summary screen will display, listing any prior forms created for the

student. The most recent form will display at the top of the list. To review an existing form, click the appropriate

link. To create a new form, click the ‘New’ icon.

Ohio: OP-1 FBA



STEP 2 – CREATE AN FBA FORM

1. The user has the ability to create a new Meeting, select an existing one from the drop-down list, or choose

not to select a Meeting at the time the form is being created. The user can select a meeting at a later time.

2. The user may choose to attach an existing form (BIP, and/or IEP) from the drop-down list as well.

3. If a Letterhead already exists, choose it from the drop-down list. If the Letterhead is already set in ‘Options

> Set Systemwide Options > Main Letterhead’ or ‘Options > Set My Options > Main Letterhead’, then it will

automatically show first in the drop-down (but the user may change it at this point if necessary).

**All items in the above screen are not mandatory fields because they may be selected after the form is created.

NAVIGATION/TOOL BAR

After the FBA has been created it will display to the screen. A tool bar will display on the left side of the screen,

divided into the following areas:

1. Sections

Main – there is only one section for the FBA.

2. Maintenance

These options will maintain Form Information, such as Form Name, Form Date Range, Letterhead, Meeting,

and link other forms to the FBA.

Ohio: OP-1 FBA



Delete functionality is available depending on user security.

3. Validation

These options will change the status (i.e., Locked, Ready for Review, Finalized) or validate the form. The

validation option will check to see if all necessary information has been entered and display messages

relating to any errors found (see Help\ Forms\Form Validation for more information).

4. File Attachments

Click the plus icon (+) to add an attachment. Click the minus icon to delete an attachment.

5. Archives

Archives are permanent PDF copies of the form. Click Finalize in the Validation section to create an

Archived copy. The form should be finalized and archived only after it has been fully completed and a copy

has been sent home to the student’s parents or guardians.

Archives will display the form Meeting Date or Form Start Date (if no meeting exists) and the actual date

and time the record was created when hovering over the PDF icon. Archives will display in descending

order by date created.

*Note: Archives may only display the date created and not the meeting/form date, depending on district

settings maintained under Options > Set System Options > Form:

The following options will also display at the top and bottom of the form (see screenshot below).

• Save

Information from each section should be saved before moving to another section.

• Return

Click the Return icon to return to the Form Summary screen.

• Print Preview

Print Preview will display the form in Adobe Acrobat. Mouse over the bottom of the form preview to see the

toolbar illustrated below. Select the Print icon or click the Save icon to save a copy of the form to your

computer. The plus (+) icon will enlarge the preview for ease of viewing.

Ohio: OP-1 FBA



SETUP AND CONFIGURATION

CODE TABLE SETUP

1. Navigate to Maintenance > Manage Code Tables.

2. Select the name of the table from the drop down list (ex: ‘Important Date’):

3. To add a code: choose ‘New’ from the top menu.

4. Enter the Code in the yellow box, and then click on Update. Remember to ‘Save’ the record when finished:

5. To add or edit an Alternate Code, first click ‘Show Alternate Codes’ at the top of the page. Then click Edit on

the applicable Code record to open the record for changes.

Once the record is open, click the appropriate link to add a new Alt Code or Edit an existing one. Clicking delete will

remove an existing Alternate Code. When finished with the changes, click the ‘Save’ icon.

DATA MAPPING

This section provides data source and destination information, where applicable, for all fields on the form. If

source or destination data is missing or incorrect, follow the navigation indicated in this section to add or correct

the data. Also included is a description of necessary Alternate Codes, if required. To add, edit or lookup a code,

navigate to Maintenance > Manage Code Tables. Select the name of the table from the drop down list. Then click

the ‘Show Alternate Codes’ link at the top of the screen to see the applicable codes (see section on Code Table Setup

for more information).

Ohio: OP-1 FBA



MAIN

1

2 3 4

5 6

7

Ohio: OP-1 FBA



7

Ohio: OP-1 FBA



IEPPLUS Mapping

(Note: Alternate Codes are maintained in Maintenance, Manage Code Tables in the tables indicated below)

1 Letterhead/District Logo Logo & Letterhead, maintained under Form Information.

Maintenance > Manage Letterheads

2 Student Name Automatically fills in from Basic Information > Demographics > Student

Name.

3 Student ID Automatically fills in from Basic Information > Demographics > Student ID.

4 Grade Displays the Enrollment Grade as of the Meeting date.

5 Meeting Date Displays Meeting date chosen or created during the form creation.

6 Implementation Date

This field uses the latest Important Date with Alternate Code Type =

Alternate Code & Description = “FBAC”

7 Behaviors assessed

(Questions #1-8)

This is a collection of 8 textboxes in which the user may describe the

assessment of the behavior.

**Note – the user must create a new form for each behavior that is being

assessed.

8

9

Ohio: OP-1 FBA



8 Functional Assessment

Information

When the user clicks on the “Add Functional Behavior Assessment

Information” button, a row with 3 text boxes appears:

• Behavior History Interventions Attempted

• Primary Mode of Communication

• Other Relevant Information (e.g., medical)

The user may add as many rows of information as necessary by clicking on

the button.

9 Team Meeting Participants

Displays all meetings associated to the linked meeting.

The user can click the + icon to add additional participants as well as to

check the Invited and Attended check boxes, Attended/Excusal Reason

drop down and to edit or delete the participant.

SECURITY

User or group level security permissions will control access and functionality based on least restrictive settings

(group or user level security). In other words, a user assigned to a group (or groups) will have both user and group

level permissions, and the least restrictive settings will take precedence. Since all users are assigned to the

SPIPUBLIC group, it is best practice to uncheck all permissions for this group, as well as all permissions at the user

level. This will ensure the group level permissions are the least restrictive. Administrators would have all

permissions by default.

To view or maintain security permissions for an existing user or group, navigate as follows: Security > Manage

Groups or Manage Users. Select the group or user and click on the Permissions tab. Scroll down to the section

illustrated below and select the applicable check boxes.

The permissions check boxes will control access and functionality as follows:

Permission Checked On Not Checked On

View

Links providing access to existing forms (or

archives) active. User will have the ability to

access existing forms (or archives) but cannot

change any data.

Links providing access to the form inactive.

User will not have the ability to view the form.

Add User will have the ability to create new forms. User will not have the icon to create a new

form.

Edit

Entire form – User will have the ability to edit

any field in the entire form.

Section – User can only edit fields in the

specified sections.

If granting the ability to edit the entire form,

ALL the section permissions must be checked

on.

Entire form – All fields read only.

Section – Fields within section read only.

Delete User will have active ‘Delete’ link in the form

tool bar providing the ability to delete a form.

Delete link in form tool bar inactive. User will

not have the ability to delete a form.

Lock User will have active ‘Lock’ link in the form

tool bar providing the ability to lock a form.

Lock link in the form tool bar inactive. User will

not have the ability to lock a form.

Unlock User will have active ‘Unlock’ link in the form

tool bar providing the ability to lock a form.

Unlock link in the form tool bar inactive. User

will not have the ability to unlock a form.

Ohio: OP-1 FBA



Permission Checked On Not Checked On

Finalize

User will have active ‘Finalize’ link in the form

tool bar providing the ability to finalize and

create an archive copy of a form.

‘Finalize’ link in the form tool bar inactive. User

will not have the ability to finalize and create an

archive copy of a form.

Revise Not applicable for this form. Not applicable for this form.

Refresh Not applicable for this form. Not applicable for this form.

Reset Dates Not applicable for this form. Not applicable for this form.

Ohio: OP-1 FBA



REVISION HISTORY

9/17/2014:

• Original document creation.

Ohio OP-1 Functional Behavior Assessment Form Instructions ... FBA.pdf · OP-1 Functional Behavior...

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