EasyIEPTM Step-By-Step Help

Initial Phase - Adding Parent Information

The Parent/Guardian Information section of the Students Area provides a means of recording the parent/guardian Name, Address, Phone Numbers, and other pertinent information for future reference and the creation and/or printing of documents.  The Parent/Guardian are the person(s) who are legally responsible for the student in question.

Note: Other significant persons (doctor, other relative, therapist, etc.) may also be added using the Add Parent Page.  The Relationship dropdown box has these and other selections.  If you would like these selections to be part of the IEP Team, indicate that by checking the Include on IEP Team box on the Add Parent Page.

Most fields will have an asterisk or a question mark beside them. You may click once on these symbols to access the help for that field. All fields with an asterisk ( * ) to the right MUST HAVE INFORMATION ENTERED before the data can be entered into the EasyIEPTM database. All fields with a question mark ( ? ) to the right do not require information to be entered at this time, and, can be edited or updated at any time.

Accessing the Students Area

To add information for a selected student's parent(s), you must access the Students area.  This area will appear after you click once on the Students Button on the Main Menu Bar.  The Main Menu Bar will be at the top of the Main Page after you log-in. The words "Main Menu" will be darkened to distinguish it.

NOTE: If you have been working in another area of EasyIEP TM(i.e. Schools, School System, Users), and the Main Menu Bar is not at the top of the browser Page, click once on the Main Menu Button of the existing menu bar at the top of the browser Page.  This will take you to the Main Page.  The Main Menu Bar will be at the top.  Click once on the Students Button to access the Studentsarea.

Adding Parent/Guardian Information

Step 1 - Criteria for Selecting a Student

  • Clicking on the Students Button will take you to theCriteria for Selecting Students Page. 
  • Select Criteria to provide a listing of students
  • You will be taken to the Select a Student Page. Click on a student name (link) and you will be taken to the Students Personal Information Page.

    Step 2 - Parent/Guardian Page

  • The Personal Information Page will appear with the Students Menu Bar at the top.
  • Click once on the Parents Button on the Students Menu Bar.
  • You will be taken to the Parent(s)/Guardian Page.

    • If no Parent/Guardian information has been entered for the selected student, go to Step 3

    If Parent/Guardian information has been entered for the selected student and needs to be edited, go to Step 4

    Step 3 - No Parent/Guardian Information Entered into the Database

  • Click once on the Add new parent/guardian Button.
  • The Add Parent(s)/Guardian Page will appear.

  • Go to Step 5.

    • Step 4 - If Parent/Guardian Information has already been entered into the Database

  • A chart with the name of the Parent(s)/Guardian will appear.
  • Some fields on this page may be edited on this page. For all others. click on the Details Button to the right of the name.
  • You will be taken to the Edit Parent/Guardian Information Page.

  • All fields may be edited on this page.
  • After making any changes, click on the Update the Database Button.
  • You will be returned to the Parent/Guardian Page.
  • If another parent/guardian (or other significant person or persons) needs to be added to the database, click once on the Add new parent/guardian Button.
  • The Add Parent(s)/Guardian Page will appear (see above).
  • Go to Step 5.

    • Step 5 - Full Name

  • Click once in the white text field next to Full Name.
  • If entering for two parents/guardians, type-in both names as follows: John R. and Mary J. Doe.
  • If entering a single, separated, divorced or widowed parent/guardian, type-in as follows: John R. Doe or Mary J. Doe.

    • NOTE: This is a required field and must have data entered in this field for data to be entered into the database.

    Step 6 - Relationship (Parents/Guardian/Doctor/Relative/etc.)

  • Click once on the arrow to the right in the dropdown box.
  • Click once on the correct relationship.

    • Note: Other significant persons (Doctor, other relative, Therapist, etc.) may also be added.  The Relationship dropdown box has these and other selections.  If you would like these selections to be part of the IEP Team, indicate that by checking the "Include on IEP Team"box.

    NOTE: This is a required field and must have data entered in this field for data to be entered into the database.

    Step 7 - Address

  • Click once in the white text field next to Address.
  • Type-in the full street address, including apartment number.

    • Step 8 - City/State/Zip Code

  • Click once in the first white text field next to City/State/Zip Code.
  • Type-in the City name.
  • Click once in the second white text field next to City/State/Zip Code.
  • Type-in the State two-letter abbreviation (i.e. VA, MD)
  • Click once in the third white text field next to City/State/Zip Code.
  • Type-in the Zip Code.

    • Step 9 - Student Lives Here

    Click once in the Checkbox to the left of "Student Lives Here" to record that the selected student lives at the above address.

    Step 10 - E-Mail (If the parent/guardian has an E-Mail address)

  • Click once in the white text field next to E-Mail.
  • Type-in the parent/guardian E-Mail address.
  • Be sure to type it in EXACTLY as given; E-Mail addresses are case-sensitive.

    • Step 11 - Home Phone

  • Click once in the white text field next to Home Phone.
  • Type-in the home phone number, including Area Code (### - ### - ####).

    • Step 12 - Work Phone  

  • Click once in the first white text field next to Work Phone.
  • Type-in the Father's work phone number, including Area Code, in the first text field (### - ### - ####).
  • Click once in the second white text field next to Work Phone.
  • Type-in the Mother's work phone number, including Area Code (### - ### - ####).

    • Step 13 - Include on IEP Team

    Click once in the Checkbox to the left of "Include on IEP Team" if the parent(s)/guardian(s) are members of the student's IEP Team.

    NOTE: The parent /guardian /other will NOT appear on the IEP Team list if this box is not checked.

    Step 14 - Comments

  • Click once in the white text field next to Comments.
  • Type-in any comments or notes about the parent(s)/guardian(s) that you feel are necessary.

    • Step 15 - Update the Database Button

    When you have completed entering all of the data you wish to enter at this time, click once on the Update the Database Button.

    The Adding Parent/Guardian Information part of the initial phase is now complete for the selected student.  If you wish to continue the initial phase for the selected student, click once on the EligibilityButton in the Students Menu Bar at the top of the Page.

    If you prefer to go to another area to enter IEP data, click on that Button in the Students Menu Bar at the top of the Page.

    If you prefer to access another part of the database (i.e. Schools, Users, etc.), click once on the Main Menu Button of the Students Menu Bar to access the Main Page and the Main Menu Bar.