EasyIEPTM
Administrative "How To....." Help

Managing EasyIEPTM Database Dropdown Lists

The EasyIEPTM database has many dropdown lists (contained in dropdown boxes) throughout the program.  Although the current lists were developed and imported by PCG, Inc. and your School System, additions and corrections are needed periodically.

You may perform one of two major functions:
 

  • Edit the items on a list (the items themselves and their order)
  • View and/or print out a copy of the existing items in a list


    • Note: You must have permission to perform these administrative tasks.  Permissions are assigned by the School System Administration according to user types.  If your user type does not have this permission, contact your System Administrator for an explanation.

    To Edit or View the program dropdown lists, follow the steps below.

    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 EasyIEP TM 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 Correct Administrative Area

    To manage dropdown lists, you must access the School System area.  This area will appear after you click once on the School SystemButton 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.  Click once on the School System Button of the Main Menu Bar.

    The School System Menu Bar will appear.  Click once on the Lists button.  This will take you to the Manage Lists Page.

    NOTE: If you have been working in the Students area of EasyIEP TM 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.

    Managing Lists

    Step 1 - Selecting the List to Edit or View
     

  • Look in the Chart of List Names.
  • Find the name of the dropdown list you want to Edit or View.
  • If you want to Edit the list, click once on the Edit link.
  • If you want to View and/or print out the list, click once on the View link.  This will allow you to View and/or print out a PDF document that will list the items in the dropdown box.


    • Note:  Viewing and Editing permissions are assigned by theSchool System administration.  Some users will have Viewing access. Some will have Editing access.  Some will have both.


     

    Step 2 - Editing a Specific Dropdown List

    After clicking on the Edit link, you will be taken to the Editing List Page.  You will find a chart that will have each item in the dropdown list in a separate area.  Each item will have the following:
     

  • The item's Identification Number.
  • The item's position in the list.
  • A text field to type-in a new position for each item.
  • A checkbox to allow the selection to be shown on the list (selected - with a check) or removed from the list (de-selected - no check)
  • The actual list item (as it is worded in the list)


    • At the bottom of the chart will be a text field for entering new dropdown list items.

    Step 3 - Changing the Position of an Item on a Dropdown List

    At times, you may want a specific item(s) to appear at the front or top of a dropdown list to eliminate confusion or to allow the most-chosen items to appear first.  To accomplish a change in the order of list items:
     

  • Choose which item you want to be first.
  • In the text field named New Position, type-in the number one (1).
  • Repeat the process for as many items as you wish until all are in the order you want them to be (2, 3, 4, etc.).


    • Step 4 - Showing Items on the Dropdown List

    If you would like to remove an item from appearing on the list, but NOTfrom the list permanently:
     

  • Choose the item on the list you want to temporarily remove.
  • Click once in the checkbox in the Show on List column.
  • If the item is not checked, it has been removed from being Viewed on the list.
  • If the item is checked, it will appear on the list.


    • Step 5 - Entering New List Items

    If a new item needs to be added to the existing list:
     

  • Go to the bottom of the page to the Enter New Items Below text field.
  • Click once inside the text field.
  • Type-in the new item to be added to the list.  Be sure to put only one item per line.  When finished, press Enter to go to the next line (if you want to add a second or more items).
  • Repeat the process until all new items have been added.


    • Step 6 - Clicking the Update Database Button

    None of the information you have entered will go into the database unless you click once on the Update Database Button.  After entering all necessary information, click once on the Update Database Button to enter and save the information.

    If you prefer to go to another area to enter data, You must first get back to the Main Menu Bar.

    To return to the Main Menu Bar, click once on the Main Menu button of the School System Menu Bar.

    The Main Menu Bar will appear at the top of the page.

    If you wish to continue to perform administrative tasks in the School System area, click once on one of the buttons on the School System Menu Bar.