9/9/2014 Slide 1. 9/9/2014 Slide 2 Specialized Data Management Support (SDMS) >Debra Hill, Manager...

9/9/2014Slide 1

Navigatingthrough

Exceed IEP

Student Achievement Manager

9/9/2014Slide 2

Specialized Data Management Support (SDMS)> Debra Hill, Manager> Rene Gonzalez, Systems Analyst

> Alicia McDonnold, Systems Analyst

> Donald Bayer, Database Analyst

> Dayner Brashear, Quality Assurance Specialist

> Vonda Thomas, Quality Assurance Specialist

> Ley Rita Propes, Data Technician

> Maryann Troiano, Data Technician

SDMS2909 N. Buckner BoulevardSuite 507Dallas, TX 75228Box 158 (Interoffice Mail)Main: 972.794.3550Fax: 972.794.3551Email: [email protected]

SDMS Help Desk (972) 794-3550

9/9/2014Slide 3

Objectives

> Describe the EXCEED Student Achievement Manager and how it relates to the district’s data and ARD/IEP

> Identify the Dashboard and how to navigate the different areas of EXCEED

> Access information from a student’s profile> Add and manage student ARD/IEP information in EXCEED> Summarize the ARD/IEP process

9/9/2014Slide 4

Table of Contents> SAM: Student Achievement Manager> Access Information> Dashboard/Navigation> Icons and Symbols> Student Profile/Special Ed Snapshot

• Status• Changing Service Provider

> Watch List> Event Sections> Special Education Process – IEP

• Prior Written Notice of ARD• ARD/IEP Meeting

> Resource(s)• Progress Monitoring• Progress Reports• Student Transfers from Out-of-DISD

9/9/2014Slide 5

Access

Within Dallas ISD Network:

http://exceed.dallasisd.org

Outside the Dallas ISD Network:

https://exceed.dallasisd.org

Your User Name and Password is the same as your EAD Domain login (i.e. Outlook).

Example == Username: daduck Password: 1n3abcDe

Always use the Logout button in order to completely exit EXCEED. FYI: The Exceed Menu Bar is available throughout the application.

Exceed Menu Bar:

http://exceed.dallasisd.org/

https://exceed.dallasisd.org/

9/9/2014Slide 6

Dashboard

9/9/2014Slide 7

The Dashboard will be the first screen you see after logging into EXCEED. Notice the location of the Exceed Menu Bar (see red box).

9/9/2014Slide 8

User Capability

The Educator dashboard is the most common user capability.

Dependent on the user’s scope of responsibilities, the word Educatormay be replaced with Dashboard.

Both levels of capability allow the user to access student data in EXCEED.

9/9/2014Slide 9

Dashboard – Educator

PANE 2PANE 1

9/9/2014Slide 10

Dashboard – Educator (Cont’d)

Window Shades

9/9/2014Slide 11

Screen Navigation

Window Shades

Navigator

9/9/2014Slide 12

Screen Navigation (Cont’d)

COLLAPSE NAVIGATORWhen user clicks on the magnifying glass in the upper left bar or in the gray bar (see red box on the left), the Navigator will collapse allowing the main screen to expand.

See the horizontal scroll bar?Navigator

9/9/2014Slide 13

Screen Navigation (Cont’d)

COLLAPSE NAVIGATORIn its expanded version, the horizontal scroll bar willbe eliminated or its length will be reduced.

Clicking on the magnifying glass or gray bar asecond time will return screen to its original position.

9/9/2014Slide 14

Dashboard – EducatorQuicklink

Click on Quicklink to openseparate menu

Look AheadUser can see activityfor next thirty daysStudent

Groups By clicking on arrow, user can categorize students Into groups such as MyMeetings or My Watch List

Look Back

Click on Show Past Due to

view past activity

CalendarDisplays user’sactivity in daily,

weekly, or monthly format

9/9/2014Slide 15

Icons & Symbols

Student Options Menu

Custom/EditMeeting Manager

9/9/2014Slide 16

Icons & Symbols (Cont’d)

Lock Event Check

ComplianceSave

9/9/2014Slide 17

Remember to Save Changes!

• The EXCEED program does not save any changes until the user tells it to do so. This is accomplished by clicking Save (or a similar term) in the lower right corner of an EXCEED screen (or window). If you try to leave a screen without saving your changes, EXCEED displays a dialog similar to the one shown below:

• Clicking Ignore Changes & Continue leaves the screen or window, abandoning any information you may have entered.

• Clicking Let Me Save Changes returns you to the screen so you can click Save or a similar term (i.e. Save Assessments, Save Services, Add Selected Goals, etc.) to commit your changes.

9/9/2014Slide 18

Student Profile

9/9/2014Slide 19

Student Profile: General Education Student

NavigationPanel

A1 STUDENT NAME

School name is here. Name of guardian is here.123XXXX

MM/DD/YYYY(xYrs yMonths)

A1 STUDENT NAME

Name of School

Name of School

Name of School

Name of Guardian(s)

9/9/2014Slide 20

Student Profile: Special Education Student

Name of School

Name of School

Name of Guardian(s)

Name of School

A1 STUDENT NAME

9/9/2014Slide 21

Special Ed Snapshot

9/9/2014Slide 22

Once the Special Education process has started, the Special Ed (Education) Snapshot will be available. Clicking on Special Ed will display the snapshot view.

Special Ed Snapshot

9/9/2014Slide 23

Special Ed Snapshot (Cont’d)• Current Status displays the student’s current status in special education.

• The various status categories include: Active, Consent for Eval Denied, Consent for Eval Not Obtained, Consent for Eval Revoked, Consent for Placement Denied, Consent for Placement No Response, Graduation: Special Education, Not Eligible, Pending, Placement Revocation, Referred, Special Education: Dismissed, Withdrawn: Special Education, and Withdrawn: Referred.

9/9/2014Slide 24

• Once an ARD is locked, a user can change the service provider for goals and/or services.• From the Special Ed Snapshot, click the tab for which the assignment will be changed. In this example, Services was selected. The user can view the services for this student.• Click on Staff Assignment.

Special Ed: Changing Service Provider

9/9/2014Slide 25

After selecting Staff Assignment, you will see the Staff Assignment Central dialog box.

Special Ed: Changing Service Provider (Cont’d)

9/9/2014Slide 26

• Check the box next to each item for which you want to edit assigned staff.

• Another option is to select all boxes by clicking the All button.

• To clear all boxes, click the None button.


9/9/2014Slide 27

• Edit the staff assignment by choosing one of the following:

to assign staff using the staff search window, click the pencil icon. Refer to slides 38-39.

to assign yourself as the responsible staff, click the smiley face. to change your selection, click the red X.

FYI: Your change will affect all selected items.

• Click Assign and Save.

• Click Close.


9/9/2014Slide 28

You have now returned to the Services screen of the Special Ed Snapshot.


9/9/2014Slide 29

Special Ed: Monitoring FrequencyUnder the Goals and Objectives tab within the Special Ed Snapshot: users can view the Monitoring Frequency selected in a locked ARD (Exceed versions 14 and later).

• Click the Goals Detail icon.

• From the Student Goal Detail screen, the user can view progress monitoring selections and other information.

9/9/2014Slide 30

Watch List

9/9/2014Slide 31

Creating a Watch List

• Creating a Watch List is synonymous with establishing one’s caseload.

• The next three slides will detail how to create a watch list by adding a student.

9/9/2014Slide 32

Add a Student to Your Watch List

• Click anywhere in the Search dropdown area.

• Enter parameters such as student identification number, last name comma first name, or initial of last name comma initial of first name (i.e. 0123456 or Williams, Andy or w, a).

• Click Search.

Search for a Student

9/9/2014Slide 33

Add a Student to Your Watch List (Cont’d)

Open Student Options Menu

• Click on a student’s name.

• Click the Student Options Menu icon (blue gear).

• Click Add to My Watch List.

9/9/2014Slide 34

Add a Student to Your Watch List (Cont’d)

View Watch List

To view the students on your watch list:

• Click on the dropdown symbol in front of Search Results.

• Click on My Watch List.

• Navigator panel will display My Watch List and students that were added to the list.

FYI: Search results for My Progress Monitoring, My Services, and My Evaluations originate from Goals, Services and IE Evaluations

assigned to the user.

9/9/2014Slide 35

Watch List

• Another feature of the Watch List is that a user can add a student to someone else’s watch list.

• For a case manager, this feature may be useful when one would like for a particular staff member to review information for certain student(s).

• For instance, a case manager can add a student to the watch list of the diagnostician assigned to his/her campus.

• The following slides will detail how to add a student to another user’s watch list.

9/9/2014Slide 36

Add a Student to Someone Else’s Watch List

• Hover the mouse over a student’s name.

• Click on the student’s name. This action opens the student’s profile.

• Click on Watch List in the gray navigation panel.

• Click Add Staff.

The Watchlist Assignment screen appears.

9/9/2014Slide 37

Add a Student to Someone Else’s Watch List (Cont’d)

• Click the Edit icon (pencil).

• Now you are in the Staff Search screen.

9/9/2014Slide 38


• Provide last name, first name, and/or school.

FYI: You can also search by initials.

• Click .

• Highlight the appropriate name.

• Click OK.

9/9/2014Slide 39


• Enter a reason for the assignment.• Enter an expiration date, if different from default date.

FYI: Default date is end of the current school year.

• You may type the date or you can click on the calendar to select a date.• Click Save.

9/9/2014Slide 40


Now this student is on the Watch List of two different users.

9/9/2014Slide 41

View Events

9/9/2014Slide 42

• After opening a student’s profile, click on Events in the navigation panel.• Click on All Events (if it is not already highlighted).• Note events listed under Current and Upcoming Events and Ended and

Locked Events.

View Events

9/9/2014Slide 43

View Events (Cont’d)

• Access items under Ended and Locked Events by clicking on the Locked Event Options icon (blue gear) next to the appropriate event.

9/9/2014Slide 44


• Click View. FYI: View Latest may also be available. Click it to see the most recent document.

• Click the name of the form you would like to view and/or print. In this example, the form is ARD.

9/9/2014Slide 45


• A read-only (pdf) file is now available.

• Pdf files can be printed, saved, and/or emailed, if applicable.

• FYI: This document contains 32 pages.

9/9/2014Slide 46


• If applicable, access attachments by clicking on View Attachments.

• EXCEED displays the following dialog, showing upload information for the attachment. FYI: Creator is the individual who uploaded the attachment, not the individual who created the attached document.

• To view the attachment, click the open icon. EXCEED downloads the attachment to your computer.

9/9/2014Slide 47


Access items under Current and Upcoming Events by clicking on the Meeting Manager icon (blue folder) next to the appropriate event.

9/9/2014Slide 48

Event OverviewNow the user has access to the Event Overview (1) and the corresponding Event Sections (2) wherein student information can be entered, saved, printed, and locked at the appropriate time.

1 2

9/9/2014Slide 49

Event Overview (Cont’d)• Status – Before you start entering data, the status of the screens will display as blank.• After a user has entered data on a student, clicking on Event Overview under the

Event Sections panel returns the user to the event overview window.

9/9/2014Slide 50

Event Overview (Cont’d)

• The Back icon will access the previous screen.

• By clicking on Profile, the user will access a screen containing a read-only version of the Student

Profile.

• If a user would like to write something specific about a student, Notes is the appropriate icon. FYI: All notes can be viewed by anyone who opens a student’s profile.

• The Attachments icon is used to attach documents to the ARD. Remember to refer to the Special

Education File Attachment Approved List.

• The Print command allows a user to view and/or print a PDF document of an event.

• Reload Event Data allows a user to refresh entered data, especially if two users entered data simultaneously in a student’s event.

• Lock allows a user to lock an event.

• Compliance reviews the user’s completion of required fields in EXCEED. Required fields are signified by pink shading OR a red asterisk, a red triangle in a table display, or a red outline of a textbox.

FYI: In Exceed, Compliance means that information has been typed in the required field. It does not verify the accuracy and validity of the information.

From Event Overview, the user will have access to the following menu bar:

9/9/2014Slide 51

Event Overview (Cont’d)

1. The name of the event and the student’s name will be listed at the top of the screen. (In this example, the student’s name is blanked out.)

2. Event Overview and Tasks/Contacts are the first and last categories under Event Sections.

3. A pink diamond means the screen is a required portion of the event that has to be completed in order for the event to be locked.

4. To open an event section, click on its title under Event Sections (the left-hand panel).

2

1

3

4

9/9/2014Slide 52

Event SectionAfter opening an Event Section, the user will be able to record information about the student and about the meeting (event).

9/9/2014Slide 53

Event Section (Cont’d)An Event Section may contain one screen or multiple screens. Each screen is labeled with a tab at the top of the event section window (see numbers 1 thru 4 below).

In the example, there are four tabs, which means there are four screens in which data will be entered.

FYI: The tab that is the lighter color denotes the screen in which the user is currently entering information. In the above example, it is the fourth tab titled Signatures/5-day Implementation Waiver.

1 2 3 4

9/9/2014Slide 54

Event Section (Cont’d)• Within each screen or tab are fields to be completed in the event.

• A pink color means the field is required and must be addressed in order for the event to be compliant and locked.

9/9/2014Slide 55

Event Section (Cont’d)A black asterisk (*) within a tab means the user has not saved recent changes.

Changes can be saved after each screen is completed or at the end of the entire event section or even while the user is entering information within a screen.

9/9/2014Slide 56

Prior Written Noticeof ARD

9/9/2014Slide 57

Prior Written Notice of ARD• Click the Meeting Manager icon to complete/send the Prior Written Notice of ARD.

The PWN of ARD contains one section with a two-page Prior Written Notice. Both pages are required.

Select the PWN ARD section.

9/9/2014Slide 58

Prior Written Notice of ARD (Cont’d)• PWN ARD pg 1 displays. All required fields on each screen must be completed in order

for the form to be compliant. FYI: The ARD meeting date is used to calculate all future ARD dates.

Meeting Date

• Complete all required fields in tab titled PWN ARD pg 1. • Click Save.• Complete all required fields in tab titled PWN pg 2.• Click Save. Click Send Invite.

9/9/2014Slide 59

Prior Written Notice of ARD (Cont’d)

• Selections for Attempt Reason include Initial Attempt, Second Attempt, Third Attempt, and Fourth Attempt.

• Enter appropriate Invitation Attempt.

• Click Save.

Forms that are available in Spanish

will be listed under the Print Layout

Chooser screen.• Select print layout option.• Click OK.

9/9/2014Slide 60

The Invitation is displayed in a separate window to be viewed/printed. Close or minimize the PDF file window to return to the event screen.

Prior Written Notice of ARD (Cont’d)

9/9/2014Slide 61

PWN Options: Additional AttemptsIf you need to send additional attempts for the same date:

• Click the Meeting Manager icon to open the Prior Written Notice for the appropriate ARD/IEP Meeting. (In this example, it is an Initial ARD.)

• Select the PWN ARD section. Scroll down to the bottom of pg 1 and update the date in the Date Sent/Mailed: field.

• Go to PWN ARD pg 2. Scroll down to the bottom and check the appropriate notice (in this example, it is 2nd Notice). Fill in the date. Select Written and/or Verbal Notice.

• Click Save. Click Send Invite. Repeat steps on slide 60.

9/9/2014Slide 62

PWN Options: Due Diligence

• Select the Meeting Manager icon to open the Prior Written Notice of ARD.

• Select checkbox Check to restart due diligence attempts for meeting notification. This allows you to restart your due diligence attempts by clearing out the previous date information.

Important: You MUST uncheck the checkbox after the form data clears.

If you need to change the meeting date (restart due diligence):

• Re-enter all required fields on PWN pg 1 and PWN pg 2.

• Click Save. • Click Send Invite.• Repeat steps on slide 57.

9/9/2014Slide 63

PWN Options: Due Diligence (Cont’d)

After restarting due diligence, you may view a history of the due diligence efforts by clicking on Previous Invites at the bottom of PWN Page 1 or 2 and/or the Event Overview screen.

9/9/2014Slide 64

ARD/IEP Meeting

9/9/2014Slide 65

ARD/IEP Meeting • Click on the Meeting Manager icon next to the ARD/IEP event to begin the ARD. (In this

example, it is an Initial ARD/IEP Meeting.)

• The ARD contains many sections. The first section addresses eligibility.

• Click ARD – Eligibility in the Event Section.

9/9/2014Slide 66

Meeting Purpose/Compliance (Cont’d)

• Complete required fields in the Meeting Purpose/Compliance tab. • When this screen is complete, click Save and move to the next tab.

9/9/2014Slide 67

Review of Data/Determination of Eligibility Complete required fields on the Review of Data/Determination of Eligibility screen.

9/9/2014Slide 68

Review of Data/Determination of Eligibility (Cont’d)

DETERMINATION OF ELIGIBILITY FOR SPECIAL EDUCATIONNotice the directive: If the statements below are checked “No”, a child must not be determined to be a child with a disability.

9/9/2014Slide 69

Review of Data/Determination of Eligibility (Cont’d)

• Address remaining items.• For the statements Additional evaluation/re-evaluation is needed. If yes, plan

evaluation by completing the Review of Existing Evaluation Data (REED): refer to an evaluator/diagnostician (Individual Evaluation staff).

• When this screen is complete, click Save and move to the next section titled ARD Trans/PLAAFP. FYI: Disabilities section is addressed as needed. REED section is completed by an evaluator and/or diagnostician as needed.

• The user will return to the Attending Campus/Assurances/Minutes and Signatures/5-day Implementation Waiver tabs later.

9/9/2014Slide 70

Disabilities SectionComplete the Disabilities section as part of the following events:

• Student Transfers from Out-of-DISD• Initial ARD/IEP Meeting• Annual ARD/IEP Meeting, following a Re-Eval FIE

9/9/2014Slide 71

Disabilities• Select Disabilities from the Event Section.

• The screen will open to display Order, Disabilities, Status, and Eligibility Date.

9/9/2014Slide 72

Disabilities (Cont’d)• Click on the Add New button.

9/9/2014Slide 73

Disabilities (Cont’d)

• Now Order populates as 1-Primary. • Select the appropriate disability from the drop-down box.

• For the first disability, the number 1 pre-populates under the Order category. • Press the Tab key or double-click within the Disabilities section.

9/9/2014Slide 74

Disabilities (Cont’d)• If applicable, repeat the steps for additional disabilities.• Enter the appropriate number under the Order category (2 = Secondary; 3 = 3rd; 4 = 4th; etc.).• Click Save.

9/9/2014Slide 75

ARD Trans/PLAAFP Section• Click ARD Trans/PLAAFP in the Event Section.• There are four required screens in this section. FYI: An additional screen titled Course of Study will display for students in 8 th-12th grade.

• Complete all required fields in the first three tabs. • Click Save.• Click the last tab titled Intensive Program of Instruction.

9/9/2014Slide 76

ARD Trans/PLAAFP (Cont’d)

• Complete the appropriate fields of the Intensive Program of Instruction tab.• Click Save.

9/9/2014Slide 77

Goals• Select the Goals section.

9/9/2014Slide 78

• Select the appropriate domain. Example: select Mathematics.

• Select the

corresponding goal bank. In this case it is Mathematics Goal Bank.

• Select the appropriate grade level.

Note: To see all Areas of Concern, select All Grades.

Goals (Cont’d)

9/9/2014Slide 79

• Select the appropriate Area of Concern (AOC).

NOTE:The AOCs with an asterisk contain the TEKS goals, which include the Timeframe, Condition, Criteria, and Unit of Measure parameters in the goal text.

The AOCs without an asterisk contain SMART goals. These goals do NOT include the parameters; however the user can add the parameters to the goal text.

Goals (Cont’d)

TEKS Goal

SMART Goal

9/9/2014Slide 80

Goals (Cont’d)Under Search Results, you will see the goals associated with the selected Area of Concern.

Below are the Measurement goals for third grade.

9/9/2014Slide 81

Goals (Cont’d)

• Selections will appear in the column titled Selected Goals.• Click Add Selected Goals to save the goals.

Select any of the goals listed under Search Results by clicking on the box next to the corresponding goal.

9/9/2014Slide 82

Goals (Cont’d)

• Under the Plan Goals tab, click on a specific goal.

FYI: The goal highlighted in gray is the selected item.

• Enter the Timeframe, Condition, Criteria, and Unit of Measure.

Note: The information entered in the fields will populate in the gray Goal textbox.

9/9/2014Slide 83

Goals (Cont’d)

If User Wants To Edit Goal Text:

• Click on the word Custom in the top right-hand corner.

• Click YES to the message.

• Delete and/or revise information in the gray textbox.

Edit Goal Text

9/9/2014Slide 84

Goals (Cont’d)• Assign Primary Staff by clicking on the smiley face to assign yourself or click the pencil to

search for and assign another staff member.

• Select the Measure that will be used to monitor progress toward the goal. (See Notes for information about Cross AOC.)

• Unit of Measure will display type of measurement, such as Percent or % sign.

• Enter Baseline and Target. FYI: Baseline = student’s current performance in the goal area Target = desired student performance at the end of the goal timeframe

9/9/2014Slide 85

Goals (Cont’d)• Click Active to activate Progress Monitoring.

FYI: Active turns red after it has been selected.

• Select frequency of monitoring.

• Dependent on frequency selection, select day(s) or date of month to monitor progress.

• Allow System to Schedule is the default. User can de-select this option by clicking the checkbox.

FYI: Allow System to Schedule will place reminders on the Progress Monitoring window shade located on user’s Dashboard.

• Click Progress Reporting tab (see red arrow).

9/9/2014Slide 86

• Under the statement “Parents will be informed by”, select Progress Summary.

• Click the Frequency dropdown and select the appropriate time frame.

• Under Evaluation Criteria, select the appropriate item(s).

• Click the Goal Details tab (see red arrow).

Goals (Cont’d)

9/9/2014Slide 87

• Click the appropriate checkbox(es) to signify “Who is Responsible?”.• Click the checkbox under “Additional Goal Information” if applicable. • Click the Objectives tab (see red arrow).

Goals (Cont’d)

9/9/2014Slide 88

• Follow steps as outlined for goals in slides 80-82. • Sync with Goal will populate the same measure selected for the goal. FYI: See Notes for pertinent information.• Revise dates as needed.

Goals: Objective Tab

9/9/2014Slide 89

Goals: Objective Tab (Cont’d)

A user may elect to monitor objectives by following these steps:

• Click Active to activate Progress Monitoring. FYI: Active turns red after it has been selected.

9/9/2014Slide 90

Goals: Objective Tab (Cont’d)• Retain progress monitoring selections that were chosen for goals or revise as needed.

• Assign Primary Staff by clicking on the smiley face to assign yourself or click the pencil to search for and assign another staff member.

• Click OK.

Now the Objectives screen displays the monitoring information.

9/9/2014Slide 91

Goals (Cont’d)• Click Save Goal (see red arrow).

9/9/2014Slide 92

Goals: Order• Under the Plan Goals tab, clicking on this icon allows user to change the order

of the goals.

9/9/2014Slide 93

Goals: Order (Cont’d)

• Highlight the goal and use the up and/or down arrow to move it.

• Repeat steps as needed.

• Click Ok.

9/9/2014Slide 94

Goals: Delete a Goal

• Click on the name of the goal to be deleted. The title will be high-lighted in gray.

• Click Make Inactive at top right of screen.

• Click Save Goal at bottom right of screen.

9/9/2014Slide 95

Goals: Delete an Objective Click the red X next to the objective to be deleted. Click Save Goal.

Note: Any unused objective that has not been deleted will prevent locking of the ARD.

9/9/2014Slide 96

• Select a Domain.• Click Add a Custom Goal.

Goals: Add a Custom Goal

• Enter the Goal Name.• Select an Area of Concern.• Click Save.

9/9/2014Slide 97

• The name of the custom goal will appear under Selected Goals.

• Click Add Selected Goals.

Goals: Add a Custom Goal (Cont’d)

Type Custom Goal Text Here.

Under the Plan Goals tab:• Click on the name of the custom goal.• Type custom goal text in the white textbox. • Complete remaining information. FYI: Custom goal(s) will not contain objective(s). See next slide to create a custom objective.

9/9/2014Slide 98

Goals: Add Custom Objective• From the Objectives tab, provide an Objective Title.• Click Add Custom Objective.

• Type objective text in the white textbox. • Complete remaining information.

Type Custom Objective Text Here.

9/9/2014Slide 99

• Now that you have set up your goals, select ARD Accomm Supports to continue the ARD.• Complete all required fields. • Select ‘The ARD committee has determined…’ as shown below.

ARD Accommodations/Supports

9/9/2014Slide 100

• This screen also has fields for entering information related to:

Assistive Technology Autism Spectrum

Disorder State/District-Wide

Assessments

• Complete all required fields on this screen.

• Click Save.• Click the Assessments

event section.

ARD Accomm/Supports (Cont’d)

9/9/2014Slide 101

AssessmentsOpen the Assessments section:1. Assessments and Accommodations are listed under separate tabs.

2. Classroom Accommodations will list any selected accommodations for the classroom.

3. All Assessment and Accommodation Selections Have / Have Not Been Made located at the bottom of the screen verifies that the user has addressed this section.

1

3

2

9/9/2014Slide 102

Assessments (Cont’d) Required assessments for the student’s current grade level will display on the

Assessments tab.

9/9/2014Slide 103

Assessments (Cont’d)

• Each assessment has dropdowns for School Year and Testing Decision.

9/9/2014Slide 104


• The Justification category contains commonly used explanations in its dropdown.

Note: The scroll bar at the right means additional information is available.

9/9/2014Slide 105

Assessments (Cont’d)• Will Take is the default selection under Testing Decision. • If a different assessment is required such as STAAR Modified, select it in the Testing

Decision dropdown.

9/9/2014Slide 106


• A Justification will be required when an alternative assessment is selected.

• Choose a justification statement from the drop down selections

or• Select Other to type a justification statement.

9/9/2014Slide 107

Additional Assessments• To select additional assessments such as those required for the next school year,

select Add Assessment at the top right of the screen.

9/9/2014Slide 108

Additional Assessments (Cont’d)

• Open Grade Level

drop down.

• Select student’s grade for the next school year.

FYI: If the student’s current grade

is 3rd, select 4th.

or

• Open Assessment Type

drop down to choose the

test to be addressed.

Note: For the most accurate results, choose only one parameter.

9/9/2014Slide 109

Additional Assessments (Cont’d)

Click Search.

• Click box next to appropriate assessments for the next school year.

• Click OK.

9/9/2014Slide 110

Additional Assessments (Cont’d)• Notice the “added” assessments populated below the current year’s assessments

and are signified by a red X.

9/9/2014Slide 111

Additional Assessments (Cont’d)• Be sure to change the School Year for each additional assessment.

• Open the School Year drop down.• Select appropriate school year.

• If applicable, repeat steps for Testing Decision and Justification.

9/9/2014Slide 112

Additional Assessments: DeleteOnly assessments that have been “added” can be deleted.• Click red X next to assessment that needs to be deleted, i.e. STAAR-4th – Writing.

• Click Yes to question.

STAAR-4th - Writing has been deleted and is no longer listed as an assessment.

9/9/2014Slide 113

Accommodations• To add accommodations to an assessment, the user selects the Accommodations box next to the corresponding assessment.

• Only accommodations for the selected assessment will be available.

Note: C/R = classroom accommodations Asses = assessment accommodations

• Make selection(s).

• Click OK to return to the previous screen.

9/9/2014Slide 114

Accommodations (Cont’d)• After the Assessments and Accommodations screens are addressed, click Save

Assessments.

• Click Have for statement “All Assessment and Accommodation Selections Have/Have Not Been Made.”

Click Yes to verify the assessment section has been reviewed.

9/9/2014Slide 115

Assessments: DNQ

For a student who is identified as DNQ (Do Not Qualify), Assessments will need to be reviewed.

• Open the Assessments section.

• Click Have (Been Made) for the statement “All Assessment and Accommodation Selections Have/Have Not Been Made.”

• Click Yes to verify the assessment section has been reviewed.

• Event can then be locked.

FYI: The Assessments page does not print in a DNQ ARD.

9/9/2014Slide 116

• Click ARD Considerations in the event section, which includes Consideration of LRE and Justification for Removal from General Ed.

• The Justification for Removal from General Ed is not required unless you specify the student will receive part or all instruction in a special education instructional setting.

ARD Considerations

• Complete all required fields on the Consideration of LRE tab and Justification for Removal from General Ed tab (if required).

• Click Save. Click Services in the event section.

9/9/2014Slide 117

ServicesSelect the Services section.

9/9/2014Slide 118

Services• Select appropriate category for Service School/Location.• Click Add New at bottom left of screen.

9/9/2014Slide 119

Services (Cont’d)• Click the Service Group dropdown.

• Select Special Education Instructional Area/Support, Related Services, Supplementary Aids and Services, or PEIMS Codes.

• Select the Service Type.

9/9/2014Slide 120

Services (Cont’d)• Drop downs for Service Type (Related Services, Supplementary Aids and Services, and PEIMS Codes).

PPCD SERVICE LOCATION CODES 1, 3-8 will be used by PPCD teachers/ staff to document data for the PEIMS submission.

9/9/2014Slide 121

Services (Cont’d)

If your student meets all of the following criteria, you will assign him/her a code:

Is currently enrolled in Dallas ISDHas a special education status of active/eligibleIs between the ages of 3-5 yrs. OldIs enrolled in grades Early Childhood (EC),

Pre-Kindergarten (PK), or Kindergarten (KN)

Does My Student Require a PPCD Service Location Code?

9/9/2014Slide 122

Services (Cont’d)

• Red x next to Service Type allows user to change selection.• The Sessions field is pre-filled and unavailable to the user.• Complete the Duration, Units, and Frequency fields. FYI: Defaults are 0, Minutes, and Weekly.• Service School/Location defaults to category selected on previous screen. In

this example, it is Public School.

9/9/2014Slide 123

Services (Cont’d)

• The Setting will populate dependent on the service type.

• Click the smiley face to assign yourself as the Provider or assign another staff member by clicking on the pencil icon.

• Select the appropriate Delivery Method if applicable.

• Click Mod. (Modified) Curriculum if applicable.

• Select a Reporting Category.

• Link to Goals allows a user to link a service with a related goal.

9/9/2014Slide 124

Services (Cont’d)• If applicable, maximize the Service Details screen by clicking on the icon in the

upper right corner to access the save options.

9/9/2014Slide 125

Services (Cont’d)• Click Add & New to save changes and to add a new service. A blank Service Details

screen will become available.

• Click Add & Close to return to the Services tab.

9/9/2014Slide 126

Services: Review/Edit Existing Service• To review and/or edit an existing service: click the pencil icon.

9/9/2014Slide 127

Services: Review/Edit Existing Service (Cont’d)• Revise appropriate categories. • The Previous or Next button allows access to other services for the student.• Select Update & New to save changes and to add a new service. A blank Service Details screen will become available.• Select Update & Close to save changes and return to the Services tab.

9/9/2014Slide 128

LRE Calculation• Click Save Services. “Services Successfully Saved” message will briefly appear in upper left corner of screen.

• Click LRE needs to be recalculated.

9/9/2014Slide 129

LRE Calculation (Cont’d)• Click Save LRE.

9/9/2014Slide 130

LRE PlacementNOTE: Please verify with Special Education representative before changing LRE Placement.

• To assign a different LRE Placement, click Manual Override. • Select the appropriate LRE Placement from the drop-down selections.• Click Save LRE.

9/9/2014Slide 131

• Click on Dys/Trans/ESY/Grad section and complete the required fields.• The determination for transportation is populated based upon adding transportation as a

Related Service in the Services section. If transportation has been added, “ … does need special education transportation …” will populate. If the user did NOT add transportation, the statement will read “… does not need special education transportation…”

Dys/Trans/ESY/Grad

9/9/2014Slide 132

• Complete the remainder of the DYS/Transportation/ESY/Graduation section.• Click Save.

Dys/Trans/ESY/Grad (Cont’d)

9/9/2014Slide 133

• If transportation is required, the user must complete the Transportation Supplement.• Complete all required fields of both tabs.

Supplements - Transportation

9/9/2014Slide 134

Supplements – Transportation (Cont’d)

• Add is selected when the student does not currently ride the bus and needs transportation services. FYI: The information will be submitted to Dallas County Schools (DCS).

• Continue Eligibility is selected when the student currently rides the bus and NO changes are being made. FYI: The information will NOT be submitted to Dallas County Schools.

• Change is selected when a change is being made to any information within the transportation supplement. FYI: The information will be submitted to Dallas County Schools.

• Drop is selected to discontinue transportation services.

Select the appropriate transportation request. If you are requesting transportation for the regular school year, select Special Education. If you are requesting transportation for Extended School Year Services, select ESY.

These are the transportation options: Add, Continue Eligibility, Change, and Drop.

9/9/2014Slide 135

Supplements – Transportation (Cont’d)

• If a student is eligible for transportation services, but the parent prefers to bring him/her before and/or pick up after school, users now have the option to select the checkbox(es) “Pick-up not needed per parent….” and/or “Delivery not needed per parent…”

• If either or both are selected, the address becomes blank and read-only. If both are selected, the information will NOT be submitted to DCS.

• If in the future the parent cannot bring or retrieve the student to/from school, the campus will only need to create and lock a Stand-Alone Student Information for Transportation Services event.

9/9/2014Slide 136

ARD – EligibilityThe last two tabs of the ARD – Eligibility section (Attending Campus/Assurances/ Minutes and Signatures/5-day Implementation Waiver) must be completed after all other sections have been addressed.

9/9/2014Slide 137

ARD – Eligibility: Signature Page

• Signatures/5-day Implementation Waiver: Complete all required fields.

• Select ‘The committee mutually agreed…’

• If applicable, a statement for the 5-day waiver for implementation of the IEP is on the Signature Page tab also.

• Select ‘I give permission …‘, then set the IEP implementation date. Note: If waiver option is selected, parent signature is required in the appropriate textbox.

9/9/2014Slide 138

ARD – Eligibility: Signature Page (cont’d)

• In cases where mutual agreement was not reached, other options are available.• If any of these options are selected in error, the correction may be made in an Annual

or Revision ARD.

Refer to ARD 101 training manual and/or contact campus Compliance Specialist.

9/9/2014Slide 139

• At this point all required forms should be complete.• Click Compliance and then Lock.

Completing ARD/IEP Meeting

9/9/2014Slide 140

Hidden Screens

• Review Of Existing Evaluation Data (REED)

• Supplements – BIP/Behavior Review/Screen pg. 1 and pg. 2

• Supplements – AI

• Supplements – VI

• Supplements – ESY

• Supplements – Transition

• Supplements – Transportation

• Supplements – Graduation Option

• Supplements – LPAC

• STAAR ALT Requirements

• DB Census

• VI Census

• Supplement – Personal Care

• Supplement – School Health

Most forms that were previously optional are now hidden in the Event Sections panel of Annual and Initial ARD events.

9/9/2014Slide 141

Hidden Screens: Available based on Age/Grade

• Supplements – Transition is available and required for students who are 13 years old or older.

• Supplements – Graduation Option is available and required for 8th through 12th grade students.

• ARD Trans/PLAAFP - Course of Study/Transition is available and required for 8th through 12th

grade students.

9/9/2014Slide 142

Optional Forms

In example below, Supplements-Transition

is not available.

After selecting “Transition planning is needed” in PLAAFP section, now Supplements-Transition is available and required (note the pink triangles in each tab).

How does Optional Forms work?

9/9/2014Slide 143

Optional Forms (Cont’d)

After selecting “Transition planning is not needed at this time” in PLAAFP section, the Transition supplement is now hidden.

How does Optional Forms work?

9/9/2014Slide 144


Return to Event Overview. Click Reload Event Data. Click Compliance.Note: Transition screens are optional and marked Not Complete.

How to Hide Optional Forms

9/9/2014Slide 145


Click Reset optional forms.

How to Hide Optional Forms

• Select check box next to the form(s) that should be hidden.

• Select Reset.

• The following message will display in upper left hand corner:

9/9/2014Slide 146

Optional Forms (Cont’d)How to Hide Optional Forms

Click Reload Event Data. Click Compliance.Note: Transition screens are now marked Blank.

9/9/2014Slide 147

Resources

9/9/2014Slide 148

Resources

Help Feature in ExceedClick on the Help icon in the upper

right-hand corner of the Exceed screen.

FYI: This document does NOT address district policy nor Special Education Legal Framework regulations .

Specialized Data Management Support Websitehttp://www.dallasisd.org/sdms

Click on User Manual.

9/9/2014Slide 149

Documenting Progress Monitoring

In Exceed

9/9/2014Slide 150

Progress MonitoringSearch for a Student

• Click the Search dropdown button.

• Enter parameters such as student identification number, last name comma first name, or initial of last name comma initial of first name (i.e. 0123456 or Smith, Albert or s,a).

• Click Search.

9/9/2014Slide 151

Progress Monitoring (Cont’d)Open Student Options Menu

• Click on a student’s name.

• Click the Options Menu icon (blue gear).

• Click Add Scores/Progress.

• The user will be directed to a Progress Monitoring Scores screen.

9/9/2014Slide 152

Progress Monitoring (Cont’d)Progress Monitoring Scores dialog contains existing scores that have already been entered and the option to add additional scores.

9/9/2014Slide 153

Progress Monitoring (Cont’d)

To add an assessment score:

• Click the Domain for which you want to enter a score.

• The dialog’s title will include the measure you are scoring and name of the student. • .

9/9/2014Slide 154

Progress Monitoring (Cont’d)To add an assessment score:

• In the Score Date field, specify the date you entered the score. Note that the value defaults to the current date. If you want to enter a new date, either enter it directly into the field, or click the calendar icon and specify the date using the date picker tool.

• Enter the score in the field immediately to the right of the scoring date. FYI: The name of this field varies depending on the type of scoring used for the measure.

• If the score is an untested score, check the Not Tested box.• Specify the remaining score information as desired.• Enter any notes pertaining to the score in the Narrative box.

FYI: This field holds fifty (50) characters including spaces.

• Click Save to record the score and close the dialog box.

9/9/2014Slide 155

Progress Monitoring (Cont’d)To edit an existing score:

Click the progress score you want to edit.

EXCEED displays the score window for the selected score.

Edit the score as described on the previous slide.

9/9/2014Slide 156


To delete a progress score:

• Click the Delete icon (X) to the right of the score you want to delete.

• Exceed will ask you to confirm

the deletion.

• Click Yes to delete the score.

9/9/2014Slide 157

Progress Monitoring (Cont’d)The Monitoring section of the Student Profile allows you to view graphical and tabular views of the student’s progress in his or her plans. You can also add progress scores from the Monitoring section.

9/9/2014Slide 158


Hover over each button to highlight the line on the graph it describes. Click the button to toggle that line’s visibility on the graph.

Progress data point: Hover the pointer over it to see more detailed information.

9/9/2014Slide 159

Progress Monitoring (Cont’d)• Select the measure you want to view scores for using the Measure/Goal drop-down. • Click Current to have the drop-down display only measures for current plans. • Click All to have the drop-down display measures for all plans.

9/9/2014Slide 160

Progress Monitoring (Cont’d)To view the scores in tabular as opposed to graphical view, click the data button.

9/9/2014Slide 161


• To print scores for a measure, click the Print icon.

9/9/2014Slide 162


Student’s name

9/9/2014Slide 163


9/9/2014Slide 164

Documenting Progress Reporting

In Exceed

9/9/2014Slide 165

Progress ReportsThe Progress Reports portion of the Student Profile allows you to add, view, and edit progress reports for the student. Progress reports track a student’s progress toward a goal and/or objective. You can view both pending and completed progress reports.

9/9/2014Slide 166

Progress Reports (Cont’d)Below is an example of activity documented under the Pending and Complete sections.

9/9/2014Slide 167

Progress Reports (Cont’d)To ADD a new progress report

• Click the Add/Assign button.

• EXCEED displays the following dialog:

FYI: Program will pre-fill.

9/9/2014Slide 168

Progress Reports (Cont’d)To ADD a new progress report, continued

Specify the progress report information as follows:• Goal – The goal to which the report pertains.

• Progress Report for Objective – Indicates the

progress report is for an objective.

• Staff – Staff assigned to update the goal. Click the smiley face to assign yourself. Click the pencil icon to assign a staff member.

• Progress Report Date – The date of the progress report. Either enter the date directly into the field in dd/mm/yyyy format or click the calendar icon to select a date. FYI: Each migrated goal from Encore must have a different progress report date.

• Due Date – The date the progress report is due.

Either enter the date directly into the field in dd/mm/yyyy format or click the calendar icon to select a date.

9/9/2014Slide 169

Progress Reports (Cont’d)

To ADD a new progress report, continued

Click Create Progress Report Entry.

EXCEED closes the dialog and opens the Progress Report Detail dialog.

9/9/2014Slide 170


EXCEED displays the Progress Report Detail dialog:

9/9/2014Slide 171


To ADD a new progress report, continued

Specify the progress report details as follows:• Progress – The student’s progress in

the goal/objective.

• Staff – Staff assigned to the goal/ objective.

• Progress Level – The student’s level of progress for the goal/objective.

• Reason Goal Not Met – The reason the

student failed to meet the goal/objective target.

• Supervision Level – The level or degree

of supervision the student received while working toward the goal/objective target.

• Data Collection Method – How data for

scoring the goal/objective is collected.

9/9/2014Slide 172


Examples of the drop down items:

9/9/2014Slide 173

Progress Reports (Cont’d)To ADD a new progress report, continued• Enter Progress Notes. FYI: Progress notes are required.• When you are finished viewing/editing the progress report, click Save to commit your changes.• To indicate the progress report is complete, refer to slides 158-159.

Progress notes are required.

Refer to next slide

9/9/2014Slide 174

Progress Reports (Cont’d)To COMPLETE a progress report,

• To indicate that the progress report is Complete, select Progress Was Shown – indicates student showed progress during the reporting period. Maintained Current Progress Level – indicates student maintained current progress during

the reporting period. Student Showed Regression – indicates student regressed during the reporting period.

• This is the final progress report – If applicable, check this box to indicate the current

report is the final report for the goal.

9/9/2014Slide 175

Progress Reports (Cont’d)To COMPLETE a new progress report, continued

• Select Complete.

• Click Save to commit your changes and close the window.

• Completed reports appear in the Complete window shade.

A check indicates the score is the final progress report for the goal.

9/9/2014Slide 176


Repeat the ADD process

for each goal.

Reminder: Ensure each migrated goal has a different progress date.

9/9/2014Slide 177

Progress Reports (Cont’d)To REVIEW AND/OR EDIT an existing progress report, click on the pencil icon next to the respective entry. You will return to the Progress Report Details dialog (see slide 154).

9/9/2014Slide 178

Progress Reports (Cont’d)To PRINT an existing progress report, click on the printer icon next to the respective entry.

9/9/2014Slide 179

Progress Reports (Cont’d) Example of an IEP Progress Report in pdf format. Click on the printer icon to print.

9/9/2014Slide 180

Progress Reports (Cont’d)To VIEW progress report(s) from a PREVIOUS school year, search for a student.

Click on the student’s name to open student profile.

9/9/2014Slide 181

Progress Reports (Cont’d)To VIEW progress report(s) from a PREVIOUS school year, continued• From gray navigation panel, select Special Ed.• Select Plan History.

9/9/2014Slide 182

Progress Reports (Cont’d)To VIEW progress report(s) from a PREVIOUS school year, continued• Select the date of the ARD for the progress report user would like to view.

9/9/2014Slide 183

Progress Reports (Cont’d)To VIEW progress report(s) from a PREVIOUS school year, continued• Select Print Progress Reports.

FYI: If the case manager/provider did NOT complete any progress reports, the Print Progress

Reports icon will not be available.

9/9/2014Slide 184

Progress Reports (Cont’d)To VIEW progress report(s) from a PREVIOUS school year, continued

The progress report for the selected plan can be viewed and/or printed.

9/9/2014Slide 185

Student Transfers from

Out-of-DISD(Annual ARD = Info Is Not Needed)

9/9/2014Slide 186

Student Transfers from Out-of-DISDChoose a student.

Select Events.

9/9/2014Slide 187

Schedule New Meeting

• Click on All Events. FYI: This will ensure a duplicate event has not already been scheduled.

• Select Schedule New Meeting.

9/9/2014Slide 188

Select Event Type

• Select Event Type – Student Transfers from Out-of-DISD.

9/9/2014Slide 189

• Select a Due Date and a Scheduled Date by clicking on the small calendar icon.

Select Dates

• If the scheduled date is greater than the due date, the following message will display. Click OK.

9/9/2014Slide 190

• Select a Scheduled Time by clicking on the arrows or clock icon.

• Select the Smiley Face icon to assign yourself to this student.

• Click Save.

Select Time/Staff

9/9/2014Slide 191

• EXCEED generates the Student Transfers from Out-of-DISD event and it appears in the Current and Upcoming Events panel.

• The next step is to open the Meeting Manager and complete the event.

Student Transfers from Out-of-DISD

• Click the Meeting Manager Icon.

9/9/2014Slide 192

• There are two event sections under the Event Sections panel: Procedural Safeguards-Transfer and Disabilities. Event Overview and Tasks/Contacts are always the first and last categories under Event Sections.

Procedural Safeguards – Transfer

• Select Procedural Safeguards – Transfer from the Event Sections panel.

9/9/2014Slide 193

Procedural Safeguards – Transfer

• Complete all the required fields on the form.

• Select “Student’s active status has been verified and information is not needed”.

• Select “No” from the dropdown for Multiple disability.• Click Save.

9/9/2014Slide 194

Disabilities• Select Disabilities from the Event Section.

• The screen will open to display Order, Disabilities, Status, and Eligibility Date.

9/9/2014Slide 195

Disabilities (Cont’d)• Click on the Add New button.

9/9/2014Slide 196

Disabilities (Cont’d)

• Now Order populates as 1-Primary. • Select the appropriate disability from the drop-down box.

• For the first disability, the number 1 pre-populates under the Order category. • Press the Tab key or double-click within the Disabilities section.

9/9/2014Slide 197

Disabilities (Cont’d)• If applicable, repeat the steps for additional disabilities.• Enter the appropriate number under the Order category (2 = Secondary; 3 = 3rd; 4 = 4th; etc.).• Click Save.

9/9/2014Slide 198

• Click on Event Overview.• The Student Transfers from Out-of-DISD Overview displays.

Event Overview: Student Transfers from Out-of-DISD

• Click Compliance, and if the meeting is compliant, click OK to the pop-up message.• Click Lock, and if you are ready to lock the meeting, click OK to the pop-up message.

9/9/2014Slide 199

• The following events have been generated and placed in the Current and Upcoming Events panel:

Events Generated by Student Transfer

Student Transfers from Out-of-DISD is now listed in the Ended and Locked Events panel.

Review of Outside LEA Data

Prior Written Notice of ARD – Annual

Annual ARD/IEP Meeting

9/9/2014Slide 200

Student Transfers from

Out-of-DISD(Student Transfer Meeting = Info

IS Needed)

9/9/2014Slide 201

The Student Transfer Meeting is the former Temp ARD.

To access information on completing the Student Transfer Meeting, please follow these instructions:

• Go to the Dallas ISD website.• Click on Departments in the top menu bar.• Search for Specialized Data Management Support and click on the

name.• You are now in the SDMS Website.• From the left-hand panel, click on FAQs.• Scroll down the page to EXCEED IEP.• Click on “How do I complete a Student Transfer Meeting in Exceed IEP?”

Need assistance? Contact the SDMS Help Desk at (972) 794-3550.

Student Transfer Meeting

9/9/2014Slide 202

Final Questions

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