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2. Slide 2 Dashboard Quicklink Open/Close Look Back Look Ahead Expand/ Collapse Refresh Student List Filter

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4. Slide 4 Using the Student List Panel Filter The Student List Panel can be filtered using the drop down. Choose the Student List you wish to view. My Caseload: all students on your My Watch List: students added to your Watch List by your or another user My Progress Monitoring (not in use at this time) My Services: all students for which you provide a service My Programs>Special Ed: all students for which you are the Case Manager

5. Slide 5 Searching for Students Not on your My Caseload Panel Choose “Student Search” from Student List Panel Filter Expand Search panel directly below “Student Search” Enter student’s Last Name, First Name or Student ID (best choice if known) Click Search Results will display in panel directly below the Search panel

6. Slide 6 Locate a Student for training Choose My Programs > Special Ed Students you case managed as of April 9, 2012 should appear on panel If you used a training login, or no students appear, choose Student Search and Search for one of your students Click the name of the student you would like to use

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8. Slide 8 Student Profile Navigation Navigation Panel

9. Slide 9 IEP Snapshot IEP Snapshot

10. Slide 10 Open Events Panel Click Events on the Student Navigation Panel No Events are available on Invited Events Remember – Always click All Events

11. Slide 11 Viewing Ended and Locked Events Click on Options Menu Icon (the blue cog) next to the event you wish to view Select View from drop down options Entire document appears as PDF in separate window or tab depending on browser

12. Slide 12 Questions

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14. Slide 14 Notification of Meeting – Annual IEP Notification of Meeting is linked to Annual IEP Click Meeting Manager to open NOM After clicking “All Events” both Current and Upcoming Events, & Ended and Locked Events are visible

15. Slide 15 Notification of Meeting To view form, click Notice of Meeting on Event Sections panel Can be backdated Click Save Click Event Overview

16. Slide 16 Notification of Meeting Check Compliance Form Status is “Blank” until Compliance is checked Click Compliance Message appears indicating event is compliant Click OK

17. Slide 17 When Notification is Compliant click Send Invite Choose Invitation Attempt Reason and click Save Notification of Meeting Send Invite

18. Slide 18 Notification of Meeting Printing Click OK PDF of Notification opens Use PDF controls to print

19. Slide 19 Viewing Saved NOMs Open Notification of Meeting Click Previous Invites Click Custom/Edit icon PDF opens

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21. Slide 21 Annual IEP – Event Click the Meeting Manager icon next to the Annual IEP event to begin completing the forms. The Annual IEP has several sections. To view forms click on the name of the section on the Event Sections panel.

22. Slide 22 Using EXCEED Help To open EXCEED Help click the Help Icon (the question mark) Choose Event Help or Form Help – can only choose Event Help when on Event Overview

23. Slide 23 Event Help Event Help page – links to all form and screen help Screen Help only available from Event Help page

24. Slide 24 Front Page Section – Plan Dates Plan Dates are effective dates of the IEP (the Plan) Automatically calculated based on Meeting Date from Notification of Meeting Critically important that these dates are correct IEP cannot be locked with incorrect Plan Dates

25. Slide 25 Front Page Section – Plan Dates Dates must follow rules on the screen Initiation Date must match Service/Goal Start Date and must be the same as or later than the Meeting Date IEP/SP End Date and Service/Goal End Date must match the Projected Annual Due Date (calculated from Meeting Date)

26. Slide 26 Form Help Form Help page – use anchors on left to navigate Choose Form Help

27. Slide 27 Front Page Section – Front Page IEP Some fields previously autofilled must be completed by the user If additional space is needed choose “Additional Participants” at the bottom for new page

28. Slide 28 PLAAFP Section – PLAAFP Text fields expand Can type or copy/paste All providers enter information on the PLAAFP

29. Slide 29 Special Considerations If Yes is chosen for section requiring a form – the form is created as a tab at the top of the page (i.e. Form D)

30. Slide 30 Special Considerations-Form A This form will be completed by a Teacher of the Visually Impaired.

31. Slide 31 Special Considerations-BIP Complete required fields. Click Save. Questions about the content or use of this form should be directed to the SSD Administrator

32. Slide 32 Special Considerations – Form B Can only select “The student is eligible”. ESY Services are entered on Services Screen and print on Form B.

33. Slide 33 Special Considerations – Form C Can choose more than one Responsible Person using checkboxes. Text fields are expandable.

34. Slide 34 Special Considerations – Form D – Part 1 (Grades 3-8) Used for MAP, NAEP and WIDA-ACCESS Indicate which tests will be taken or enter MAP-A information Accommodations are entered on Accommodations screen and print with Form D-Part 1

35. Slide 35 Special Considerations – Form D – Part 1 (High School) Used for EOC, NAEP and WIDA-ACCESS Indicate which tests will be taken or enter MAP-A information Accommodations are entered on Accommodations screen and print with Form D-Part 1

36. Slide 36 Special Considerations-Form E If “The student WILL..” participate in district testing, complete top section. Accommodations are user entered (no drop downs). If “The student WILL NOT... “ participate, complete bottom section.

37. Slide 37 Accommodations – State/National Assessments – MAP For MAP leave Testing Decision as “Will Take” For MAP-A choose “MAP-A” from drop down Choose “Refer to Form D” from Justification Drop Down For all students, click the box under “Accom” Accommodations window opens For MAP-A only “No accommodations needed is available.

38. Slide 38 Accommodations – State/National Assessments – EOC No assessments appear automatically for EOC. User must add them one at a time.

39. Slide 39 Accommodations – State/National Assessments – EOC Choose the specific assessment the student will take Click OK

40. Slide 40 Accommodations – State/National Assessments – EOC For EOC leave Testing Decision as “Will Take” For MAP-A choose “MAP-A” from drop down Choose “Refer to Form D” from Justification Drop Down For all students, click the box under “Accom” Accommodations window opens For MAP-A only “No accommodations needed... “ is available

41. Slide 41 State/National Assessments Choosing Accommodations Choose the accommodations needed To view only those selected, click “Show Selected” When finished, click OK

42. Slide 42 Accommodations – State/National Assessments – MAP-A Do not add MAP-A to the Assessment panel Choose MAP-A from Testing Decision menu Choose “Refer to Form D” from Justification menu Click box under “Accom” - Choose “No Accommodations needed” Save Assessments Click green “Have” button to indicate accommodations have been entered

43. Slide 43 Accommodations – State/National Assessments – NAEP / WIDA The National Assessment of Educational Progress (NAEP) – the national assessment – and the WIDA- ACCESS – for English Language Learners – must be added to the Assessment panel by the user when needed These assessments are not administered in every district If your student will be participating in one of these assessments, follow instructions for adding an End of Course (EOC) Assessment to add the appropriate assessment

44. Slide 44 State/National Assessments No Accommodations Needed Must complete Accommodations screen even if the student is not using any accommodations for assessments After clicking the box under Accomm, choose “No accommodations needed... “ Click OK Save Assessments “No Accommodations...” prints on Form D-Part 2 or Part 3

45. Slide 45 Goals – Using a Goal Bank Choose Domain Choose a Goal Bank Choose Area of Concern Choose Goal in Search Results panel When all goals have been selected, click Add Selected Goals

46. Slide 46 Goals – Entering Goal Details Click a goal on the Plan Goals panel to enter goal details When using a goal bank complete the direction, action, condition, measurement and duration fields. The information will fill in the goal text as it is entered. To edit the goal text click the Custom button.

47. Slide 47 Goals – Measurement & Monitoring Assign provider (Primary Staff) Click smile face icon to assign to yourself Click Custom/Edit (pencil) icon to assign someone else If needed, choose or edit measure Edit begin/end dates if necessary Enter Baseline and Target scores – whole numbers only! Enter Baseline Narrative Click Progress Reporting tab

48. Slide 48 Goals – Progress Reporting Tab Do not make changes to Progress Reporting panel Enter Evaluation Criteria Must choose one – can choose multiple May need to scroll or collapse the Progress Reporting section to view all options

49. Slide 49 Goals – Goal Details Tab If goal supports a post-secondary goal/expectation check the box and choose from the drop down If the student is eligible for ESY and this goal will be addressed, click the box

50. Slide 50 Goals – Objectives/Benchmarks If the student is participating in an alternative assessment click Objectives tab to enter objectives/benchmarks Enter a title for the objective/benchmark Title cannot be edited after Add Custom Objective is chosen Click Add Custom Objective to expand the section and enter details

51. Slide 51 Goals – Objectives/Benchmarks Details Enter text in the Objective/Benchmark text box. Benchmark and Target scores fill from Goal Can be edited Edit dates if necessary Do not click Active for Progress Monitoring

52. Slide 52 Services Screen Choose the student’s Servicing School – this is the current school Check that the Regular tab is chosen Click Add New

53. Slide 53 Services Screen – Service Group The Service Details window opens Dates are prefilled from the Plan Date screen but can be edited here At least one service must end on the IEP End Date Choose the Service Group – the type of service you are entering

54. Slide 54 Services Screen – Service Type Choose specific service from Service type menu Services appear on the screen in alphabetical order but print in the order entered

55. Slide 55 Services Screen – Service Details Enter Duration, choose Frequency, Servicing School and Setting Enter the Provider if known

56. Slide 56 Completing Service Details To remove this service click Delete To add additional services click Add & New To finish click Add & Close To remove all services entered click Cancel Use “Previous” or “Next” to navigate between open service windows

57. Slide 57 Edit Services To edit the details of a service click the pencil icon To remove a service click the red X to the right Edit service details Delete service

58. Slide 58 Least Restrictive Environment (LRE) Each time period on Services Screen displays a line on the Least Restrictive Environment screen An LRE Placement category is listed based on the General Education percent Can be changed for SSD Schools, Homebound, Early Childhood placements, etc. using the Manual Override

59. Slide 59 Manually Updating the LRE Placement  After clicking Manual Override  click the LRE Placement dropdown and  choose the correct category  Hover over choice to view complete category name  Do not change any other information unless student attends school part time.  Click Save LRE when placement is correct  Note the placements to enter on Placement Considerations page

60. Slide 60 Services Screen – ESY Services ESY Services are entered on Services Screen and print on Form B Click the ESY tab Click Add New

61. Slide 61 Services Screen – ESY Details Enter Service Details Edit Start and End Dates to match ESY dates When all services have been added click Add & Close Save Services

62. Slide 62 Annual IEP – Services Summary Services entered on Services Screen print on Services Summary If EC Placement page is required choose Yes at top If “Documented on Alternate Form F” is chosen, accommodations must be entered on Accommodations Screen

63. Slide 63 Alternate Form F Decision Used to indicate that Alternate Form F should be printed Do not mark until after meeting when you’re sure you need the Alternate Form – it cannot be unmarked

64. Slide 64 Transportation Decision Form Indicates who is providing transportation If SSD or Partner is chosen Transportation Form is created Does not print

65. Slide 65 Transportation Form Use “Add” only for student who is not currently receiving transportation Accommodations no longer appear on form Must enter secretary’s email address – email only sent when IEP is locked Need to call secretary when form is completed in EXCEED – before locking! Does not print with IEP – has its own print layout

66. Slide 66 Accommodations – Alternate Form F Accommodations for Alternate Form F are entered on the Accommodations Screen DO NOT click the Accommodations tab!! Click the Custom/Edit (pencil) icon

67. Slide 67 Select Accommodations Click to choose each accommodation required For “Other” enter details in text box

68. Slide 68 Enter Accommodation Details Choose “Frequency” from drop down Edit Start and End Dates if necessary Click Custom/Edit icon to choose Instructional areas

69. Slide 69 Choose Instructional Areas Select the Instructional Areas for the accommodation Do not choose “All” at the top Choose “All Subjects” to indicate use in all areas Do not choose any listed as MAP, NAEP or WIDA Click OK

70. Slide 70 Close Accommodations Window After all details have been entered, click “OK”

71. Slide 71 Save Accommodations Accommodations appear in Classroom Accommodations panel To view or edit the list click the Custom/Edit icon Save Assessments

72. Slide 72 Accommodations – The Final Step Before locking the event Click “Have” to confirm all accommodations have been entered Click “Yes” to continue Save Assessments Return to Event Overview

73. Slide 73 Annual IEP - Placement (ECSE) When “No” is selected for services provided with non- disabled peers, statements autofill Only first statement requires completion Third statement can be edited if necessary Physical Education section is printed on form Be sure category at bottom matches LRE Screen

74. Slide 74 Annual IEP – Placement (K12) When “No” is selected for 100% participation, statements autofill but are incomplete – must be completed – percentages come from LRE Screen Be sure category selected at bottom matches LRE Screen

75. Slide 75 Annual IEP – Notice of Action The Notice of Action in all IEP events is specifically for IEPs. The options for proposed and refused actions are limited but “Other” is an option. Only one option can be chosen. The text boxes expand. Five forms available inside IEP. Additional forms can be created in Notice Of Action Event.

76. Slide 76 Notes About Locking the IEP Events cannot be unlocked in EXCEED. This is the Form toolbar No Compliance icon is available Never click Lock when on a form Always return to Event Overview to check compliance before locking

77. Slide 77 Prior to locking the IEP 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

78. Slide 78 Locking the IEP Status is “Blank” because Compliance has not been checked Click Compliance

79. Slide 79 Meeting is Compliant If all forms are compliant, the message will display Click OK to continue

80. Slide 80 Meeting is Not Compliant If meeting is not compliant “Errors” window opens Resolve errors Contact Help Desk for assistance Return to Event Overview and check Compliance When meeting is compliant, continue

81. Slide 81 Print and Proofread When meeting is compliant, click Print PDF will open – view on screen or print PROOFREAD Double check dates – Initiation, Goal and Service Start/End Make any necessary corrections or changes Return to Event Overview

82. Slide 82 Lock Click Lock Confirmation window appears Click Cancel if you aren’t ready to lock To lock, click OK

83. Slide 83 Locked IEP Locked IEP moves to Ended and Locked Events panel Future Annual IEP appears in Current and Upcoming Events Locked IEP and Notification of Meeting Future IEP and Notification of Meeting

84. Slide 84 View or Print Locked IEP To view or print the locked IEP Click the Options Menu Choose View Choose specific print layout from list

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86. Slide 86 Creating a Staff Favorites List Click the pencil icon next to any event or a Notification of Meeting to open the Staff Search window or inside an event. 1.Enter the staff member’s last name 2.Choose a School if desired – do not change any other fields 3.Click Search for Staff 4.Click the box under Fav 5.Click Save Favorites 6.Click Cancel to save Favorite without changing the Case Manager

87. Slide 87 Changing Case Manager Case Manager can be changed on the IEP panel of the Student Profile Click the smile icon to assign yourself or the pencil icon to open the Staff Search window and assign someone else.

88. Slide 88 Changing Providers To change service providers (including Case Manager) Click IEP on Student Navigation panel Click the Goal and Objectives or Services tab

89. Slide 89 Changing Providers Click Staff Assignment

90. Slide 90 Changing Providers 1.Click the tab for Case Manager, Services or Goals. 2.Check the box in front of the service you want to change (or choose All at the top). 3.Click the smile icon to assign yourself or the pencil to assign someone else. 4.Click Assign and Save

91. Slide 91 Questions