1. Special Education: Workflow & Compliances Amy B. Luchans

2. 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

3. Enroll in Special Education Options > Enroll... Phase

4. Workflow Selection Query Query

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

6. Student > Sped Status Status

7. Exercise 2 (Test Database) Update Special Education status of student Override IEP status Convert workflow from review to reevaluation (or reverse)

8. Phases, Outcomes and Forms Phases Outcomes

9. Add Form to Outcome Update team & take attendance

10. Exercise 3 (Optional: On Own District Database) For Reevaluation workflow: Add Educational Assessment Form A and Educational Assessment Form B to Administer tests phase.

11. Initial Referral Workflow Unconsecutive Phases

12. Yes

13. Workflow Compliance

14. 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.

15. Workflow Compliance Due dates are defined by specifying: Trigger Number of days Workflow phase that must be completed on or before due date.

17. Exercise 4 (Optional: On Own District Database) Add one compliance to workflow.

18. Reports Student tab IEP Meeting Schedule Special Education Register IEP tab Workflow Compliance Report Progress Reports Progress Report post verification Service Delivery Report

19. Thank you. aluchans@x2dev.com