Define or edit the details of an IEP form

To begin using an IEPClosed Individualized Education Program form in a Special Education workflowClosed a method of coordinating multi-step processes involving one or more users, the details of the IEP need to be defined. Or if you need to make changes to the form, you can edit it.

You may need to edit or create a new field on a form, which is used in Special Education workflows.

Note: You can also modify and view IEPClosed Individualized Education Program forms and fields in the District view, on the Admin tab.

To define or edit the IEP form:

  1. Log on to the Special Education view.
  2. Click the Admin tab.
  3. Click the Forms side-tab. A list of existing special education forms appears.
  4. Do one of the following:
    • To create a new IEP form: On the Options menu, click Add.
    • To edit an existing IEP form: Select the checkbox next to the form you need to edit, and click Details on the Forms side-tab.

    • The Form Definition page appears:

  1. Use the following table to enter or edit information in the fields:

  2. Field

    Description

    ID

    Type an ID.

    Name

    Type a name.

    Category

    Select the form category from the drop-down.

    Sequence Number

    Type the number that determines the order in which this form appears in the Forms Manager.

    Report ID

    Click Search icon. to select the associated report, if applicable.

    Window width/ Window height

    Type the number of pixels to determine the size of the window in which the form appears.

    Special Ed?

    Select this checkbox if this is a special education form.

    PDClosed Professional Development?

    Select this checkbox if this is a professional development form.

    Student?

    Note: This field applies to templates that are not for special education use. Typically, if you select the Special Ed field above, you would not select this checkbox.

    Select this checkbox to make this form available from the Forms Manager in all views with the Student tab, Documents side-tab, Forms.

    To have this form listed on the Forms Manager, the following two conditions must be met:

    • Set this field to Y; and
    • In the form’s details (Admin > Forms > Details), the Owner Table must be Student.

    Discontinued?

    Select this checkbox if this form is not currently in use.

    Owner Table > Name

    Click Search icon. to select the table that provides the main subject for the form. For example, for a conduct workflow form, the Student table would be the owner table.

    Storage Table > Name

    Click Search icon. to select the table that provides the data storage for the form.

    Creation type

    Select one of the following creation types, which determines if the records already exist in the storage table, or if the record is new each instance of the form:

    • Insert (new)
    • Update (pulls from existing)

    Scale type

    Select if a user can create One or Many forms in the Forms Manager.

    Advanced

    The Post mapping, Storage queryClosed a request to find a group of records that match specific criteria at a particular time, and Storage values fields let you use XMLClosed eXtensible Markup Language to expand the capabilities of the form. Click Filter icon. to edit. Click Upload icon. to upload a file.

    Note: Use the Post mapping feature to pre-populate the form from or post data to other tables in the database. For example, you can use this feature to pre-populate a staff credentials update form with a staff member’s existing credentials.

    The Detail action field is used by the Aspen Development team.
  3. Click Save.

    4. Note: You can also modify and view IEP forms and fields in the District view, on the Admin tab.