Step-By-Step Help
How to do an IEP
This page contains all of the steps you need to take in order to complete an IEP for a selected student using EasyIEPTM. It is a complete guide as to how to enter the necessary information needed to fulfill all database fields used by the EasyIEP program. It isin text form with minimal graphics.
If you would like to have a hard copy to access as a "user guide",this document can be printed for your personal needs using the print functionon your Browser.
You may start at the beginning of the document and work your way (step-by-step) through an entire IEP. You may also access any section of the IEPfor specific help on a specific section. To access a section, clickon the link for the section found in the Table of Contents. You can return to the Table of Contents by clicking the Return to Tableof Contents link at the end of each section.
Below the Table of Contents is a list of links to individual How To... Help pages with full graphics and text. These pages will have the section graphics added. You may access any of these pagesby clicking once on the page title. Each of these pages may alsobe printed using the print function on your Browser.
If you would like to go immediately to the How to Do an IEP page that has complete graphics, click once on the link below. You will be taken to the Step-By-Step Help Table of Contents . (Individual pages of the How to Do an IEP - complete graphics - can alsobe accessed from this page.)
How to Do an IEP - Step-By-Step Table of Contents (complete graphics)
There is also a reference link in every section to the NICHCYIDEA 97 document, covering major areas, questions and answers dealingwith IEP compliance and development.
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
To access any of this How to Do an IEP document, click once onany
of the topic pages listed below.
Table of Contents
(1) Adding Student Information
(2) Adding Parent Information
(3) Adding Eligibility Information
(4) Adding IEP Team Information
(5) Adding Assessment Information from anExisting
List
(6) Adding Custom Assessment Information
(7) Adding Narrative Information
(8) Adding Annual Goals
(9) Adding Objectives to an Annual Goal froman Existing
List
(10) Adding Customized Objectives to AnnualGoals
(11) Editing Participation Information
(12) Adding Accommodation Information fromExisting
Lists
(13) Adding Custom Accommodations
(14) Adding Special Education Service Information
(15) Adding Transition Plan Information - Education
(16) Adding Transition Plan Information -Employment
(17) Adding Transition Plan Information - Community
Living
(18) Adding Transition Service Information
(19) Generating Documents
How To... Help Pages
For an individual page explanation with complete graphics, go to theindividual
Step-by-Step Phase Pages by clicking once on any of the linksbelow.
1. Installing Adobe Acrobat Reader
2. Select a Student Information
3. Adding Student Information
4. Adding Parent Information
5. Adding Eligibility Information
6. Adding IEP Team Information
7. Adding Assessment Informationfrom
an Existing List
8. Adding Custom AssessmentInformation
9. Adding Narrative Information
10. Adding Annual Goals
11. Adding Objectives toAnnual
Goals from Existing Lists
12. Adding Customized Objectives
to Annual Goals
13. Editing Participation Information
14. Adding Accommodation Information
from Lists
15. Adding Custom Accommodations
16. Adding Special EducationService
Information
17. Adding Transition PlanInformation:
Education
18. Adding TransitionPlan Information:
Employment
19. Adding Transition PlanInformation:
Community Living
20. Adding Transition Service Information
21. Generating Documents
Most fields will have an asterisk or a questionmark beside them. You may click once on these symbols to access thehelp for that field. All fields with an asterisk ( * ) to the rightMUST HAVE INFORMATION ENTERED before the data can be entered into the EasyIEPTM database. All fields with a questionmark ( ? ) to the right do not require information to be entered at thistime, and, can be edited or updated at any time.
Accessing the Students Area
To add information for a selected student or students, 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 notat the top of the browser page, click once on the Main Menu Buttonof the existing menu bar at the top of the browser page. This willtake you to the Main Page. The Main Menu Bar will be at thetop. Click once on the Students Button to access the Students area.
Criteria for Selecting Students
Click on the Students Button of the Main Menu Bar to goto the Criteria for Selecting Students to View Page. The number ofstudents in the list will depend upon the User's selection of criteria.User's may select Grade Level, School, Student Last name, or Student IDNumber.
Generally, Teachers see only the students that are assigned to them.
School System Administrators can see every student in the entire School System. Thus, an Administrator's list could be very long.
After selecting Criteria to Select from, Click on View Students Button. You will be taken to Select a Student Page. To go to aparticular student, click on the student's name. This will transfer youto the student's Personal Information Page.
NOTE: Samuel Forbes is the Student the Test Drive is set up for.
Click on the "Criteria Selection Information" link below for page and field help.
Criteria Selection Information
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
The Students Menu Bar will be at the top of the browser page. Under it will be a chart with the names of your students inside.
Click once on the Personal Button.
Click once on the student's name whose data you wish to enter. The student's Personal Information Page will appear.
Unless you have visited this page at an earlier time, there will beno data entered in the fields.
Click on the "Student Personal Information" link below for page and field help.
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Parent/GuardianInformation
Click once on the Parents Button.
You will be taken to the Parent(s)/Guardian(s) Page.
NOTE: The Add new parent/guardian Page also allows for the addition and tracking of other responsible, affiliated adults thatmay be outside of the immediate family, and, should be a part of theIEP Team. The Relationship Dropdown Box has the list ofentries from which to choose. Therapists, Counselors, Other Relatives, Doctors, etc. may be added as significant others needed by the selectedstudent as part of the IEP process.
Click on the "Parent/Guardian Information" link below for page and field help.
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Eligibility Information
The Referral Date is the date the selected student has been referred to the Child Study Team (or other appropriate team).
The Eligibility Date is the date the decision for eligibility was made.
The Eligibility Date is used by EasyIEPTM to track the eligibility of the students, and, to allow the notificationof deadlines in the IEP compliance process.
Evaluation Components used in the eligibility process are collected from the list used by the School System. Other components can beadded or deleted as needed by School System administrators.
Click once on the Eligibility Button.
You will be taken to the Eligibility Page.
Click on the "Eligibility Information" link below for page and field help.
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
NOTE: It is important to remember that other members of the IEP Teamcan be designated by entering their information on the Add Parents Page. Look in the "Relationship" dropdown box on the Add Parents Pageto make the selection for Doctor, Therapist, or other significant person.
Be sure to select the checkbox "Include on IEP Team" (found on theAdd Parents Page).
Parent Information should be completed before selection of the IEPTeam Members. If other members of the IEP Team must be added, it will bedone in this area.
Click once on the IEP Team Button.
You will be taken to the IEP Team Page.
Click on the "IEP Team Information" link below for page and field help.
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Assessment Information from an Existing List
Assessment Information relates to the testing instruments used to determine the placement, condition and/or progress of a selected student. Assessments can be entered from an existing list provided by the School System orcustomized to meet the student's specific needs.
Click once on the Assessments Button.
You will be taken to the Assessments Page.
Click on the "Assessments Information" link below for page and field help.
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Click once on the Assessments Button.
You will be taken to the Assessments Page.
Click on the Add Custom Assessments" Button.
You will be taken to the Custom Assessments Page.
Click on the "Custom Assessments Information" link below for page and field help.
Custom Assessments Information
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Narrative Information is the data that has been collected from observations, assessments and/or performance of the selected student. They areessential to the tracking and understanding of the student's progress inthe areas of goals, objectives, behavior and ability.
Click once on the Narratives Button.
You will be taken to the Narratives Page.
Click on the "Narratives Information" link below for page and field help.
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
When you enter the Annual Goals Page for the first time for the selected student, no annual goals will be assigned. You will havethe choice of adding an annual goal from a predetermined list or creatinga customized annual goal.
Click once on the Goals & Objectives Button.
You will be taken to the Goals & Objectives Page.
Click on the "Goals Information" link below for page and field help.
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Objectives to Annual Goals from Existing Lists
On the Annual Goals Page, find the Annual Goal where youwant to add objectives.
Click once on the Details Button. It is a link that will takeyou to the Objectives Page.On the Objectives Page, you will be able to add objectives for theselected annual goal.
Click on the "Objective Information" link below for page and field help.
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Custom Objectives to Annual Goals
If you are already in the Goals & Objectives section of the Students area, look in the chart and find the Annual Goal where you wantto add objectives.
Click once on the Details Button. It is a link that will takeyou to the Objectives Page.
On the Objectives Page, you will be able to add Custom Objectives for theselected annual goal.
Click once on the Add Custom Objective Button.
You will be taken to the Add Custom Objective Page.
Click on the "Custom Objectives Information" link below for page and field help.
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Editing ParticipationInformation (recommended as the first step)
This section describes how to edit participations for the aspectsof standardized assessments the student will participate in.
Click once on the Accommodations Button.
You will be taken to the Accommodations Page.
Go to the bottom of the page and click on the Edit Participation Button (recommended as the first step).
You will be taken to the Edit Participation Page.
Click on the "Edit Participation Information" link below for page and field help.
Edit Participation Information
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Accommodation Information from an Existing List
This section describes how to add Accommodations for General, FamilyLife, SOL, Literacy Passport Test (LPT), Physical Education, or any other categories deemedappropriate by your School System. Accommodations in this area canbe selected from existing lists.
Click once on the Accommodations Button.
You will be taken to the Accommodations Page.
Click on the Add Accommodations from List Button.
You will be taken to the Add Accommodations Page.
Click on the "Add Accommodations Information" link below for page and field help.
Add Accommodations Information
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
This section describes how to add Custom Accommodations for General, Family Life, SOL, Literacy Passport Test (LPT), Physical Education, or any other categories deemedappropriate by your School System. Accommodations in this area canbe selected from existing lists.
Click once on the Accommodations Button.
You will be taken to the Accommodations Page.
Click on the Add Custom Accommodations Button.
You will be taken to the Custom Accommodations Page.
Click on the "Custom Accommodations Information" link below for page and field help.
Custom Accommodations Information
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Special EducationService Information
The Special Education and Related Services area allows the user to add classes, extra-curricular activities, and special education services(tutoring, therapy, etc.) either from a list or Custom Services forthe selected student.
Click once on the Special Ed Services Button.
You will be taken to the Special Ed Services Page.
Click on the Special Ed Services Button.
You will be taken to the Add Special Ed Services Page.
Click on the " Special Ed Services Information" link below for page and field help.
Special Ed Services Information
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Transition Plan Information: Education
Transition Plan Information is used to chart the future needs of thestudent in the areas of education, employment, and community living.
Click once on the Transition Plan Button.
You will be taken to the Transition Plan Page.
Click on the Post Secondary Education Transition Plan Area.
You will be taken to the Post Secondary Education Transition Plan Page.
Click on the "Post Secondary Education Transition Plan Information" link below for page and field help.
Post Secondary Education Transition Plan Information
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Transition PlanInformation: Employment
Click once on the Transition Plan Button.
You will be taken to the Transition Plan Page.
Click on the Post Secondary Employment Transition Plan Area.
You will be taken to the Post Secondary Employment Transition Plan Page.
Click on the "Post Secondary Employment Transition Plan Information" link below for page and field help.
Post Secondary Employment Transition Plan Information
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Transition Plan Information: Community Living
Click once on the Transition Plan Button.
You will be taken to the Transition Plan Page.
Click on the Post Secondary Community Living Transition Plan Area.
You will be taken to the Post Secondary Community Living Transition Plan Page.
Click on the "Post Secondary Community Living Transition Plan Information" link below for page and field help.
Post Secondary Community Living Transition Plan Information
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
Adding Transition Service Information
Transition Services are those assisting services, agencies, and specialty groups that should be enlisted to help guarantee the successful transition of the Special Education student into a post-secondary life. Theymay be selected from an existing list or customized to fit their specificneeds.
Click once on the Transition Services Button.
You will be taken to the Transition Services Page.
Click on the "Transition Services Information" link below for page and field help.
Transition Services Information
Click on the Add Transition Services Button.
You will be taken to the Add Transition Services Page.
Click on the "Add Transition Services Information" link below for page and field help.
Add Transition Services Information
NICHCY IDEA 97 Issues, Compliance, Questionsand Answers
EasyIEPTM uses your School System data andthe student data teachers enter to Generate (Final) IEPs, letters, IEP Amendments, and the IEP Report Card. Each piece of data is placed on the letter or report in the order, font, and size that was determined by your School System. Therefore, you only need to enter information once for itto appear on many letters and reports.
Click on the Documents Button.
You will be taken to the Documents Page.
Click on the "Documents Information" link below for page and field help.
