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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.

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Special Education: Workflow & Compliances Amy B. Luchans

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Special education workflow compliances amy b luchans

Special Education:Workflow & CompliancesAmy B. Luchans


Agenda

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

    Enroll in Special Education

    Phase

    Options > Enroll...


    Workflow selection query

    Workflow Selection Query

    Query


    Exercise 1 optional on own district database

    Exercise 1(Optional: On Own District Database)

    • Update selection query

    • Update field set with desired information


    Student sped status

    Student > Sped Status

    Status


    Exercise 2 test database

    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 and Forms

    Phases

    Outcomes


    Add form to outcome

    Add Form to Outcome

    Update team & take attendance


    Exercise 3 optional on own district database

    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

    Initial Referral Workflow

    Unconsecutive Phases


    Unconsecutive phases

    Unconsecutive Phases

    Yes


    Workflow compliance

    Workflow Compliance

    Workflow Compliance


    Due date column

    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 compliance1

    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

    Exercise 4(Optional: On Own District Database)

    • Add one compliance to workflow.


    Reports

    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

    Thank you.aluchans@x2dev.com


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