General Student Information

Navigation

1. IEP > IEP List > (choose IEP) > IEP Section > General Student Information

Basic Information

1. The gray fields are automatically populated based on eScholar records and the type of IEP that was created. 

   • Type of IEP

   • Team Meeting Date

   • Current Grade

   • Home Based School

   • Other School Location

2. To edit these fields, click the Check Out button. The dropdowns then offer these options:

   • Type of IEP

     • • Category

         1. Regular

         2. Gifted/Talented

         3. Services Plan

     • Type

       • 1. Interim

         2. Initial

         3. Review

   • Home Based School and Other School Location

     • The options shown will be different for each user since they are based on the student's jurisdiction. 

3. The checkboxes for Age of Majority and Education Rights of Children with Disabilities do not have to be chosen for the IEP to be saved at this point. 

4. Click Save to exit this section, or click on the next tab. If you are finished editing, click Save, then Check In to exit out of this section.

   • However, if you intend to edit or make changes in the other tabs in this subsection, you can stay checked out until all these tabs are completed. Then click Check In when finished.

   • If you make changes but do not click Save, then attempt to Check Out, the system will produce an Unsaved Changes popup to confirm that you do not want to save any changed data. Clicking Yes will Check In and return all sections to their previous state.

5. Click the Evaluation tab, to the right of the Basic Information tab, to continue.

Evaluation

1. The Evaluation or Waiver Date field should be edited via the Evaluation section. From there, it will populate automatically in this Evaluation tab.

   • This field can be changed later using the "Update Evaluation" feature. (See below: Visual Guides >  Update Evaluation.)

   • "Evaluation or Waiver Date" is also labeled as "Report Disseminated Date" in different sections of eSER. (See below: Visual Guides >  Similarities.)

2. In the Evaluation table, the Exceptionality, Primary Exceptionality, and Exceptionality Detail columns are populated based on what is entered in the Evaluation section.

Participants

1. The IEP Participants table shows columns for IEP Member and Participant Name. 

2. If not already checked out, click the Check Out button to add or edit participants. This will produce a "+" button, which can be clicked to add a participant.

3. The Add/Edit Participant popup will appear with this dropdown:

   • IEP Participant Type

     • Adapted P.E. Teacher

     • Advocate

     • Assistant Principal

     • Audiologist

     • Board Certified Behavior Analyst

     • Certified School Psychologist

     • Educational Diagnostician

     • IEP Facilitator

     • Licensed Behavior Analyst

     • Occupational Therapist

     • ODR

     • Parent

     • Physical Therapist

     • Principal

     • Qualified School Social Worker

     • Regular Education Teacher

     • School Counselor

     • School Nurse

     • SPED Coordinator

     • Special Education Teacher

     • Speech/Language Pathologist Student

     • Other

   • The IEP Participant Name field can be entered manually.

4. Click Save Changes to commit and return to the subsection.

5. Click the pencil icon to edit, or the trash can to delete a participant.

General Student Information 

1. There are two questions regarding verbal skills and impairments at the top of this subsection. These must be completed. Click in the desired bubble, and then click the gray Save button. 

   • The section must be checked out for the gray Save button to appear and edits to be made. 

2. In the text boxes, narratives can be added regarding the student's strengths, evaluation results and the like.

   • The small box at the bottom right of each text box contains three tiny diagonal lines. Clicking and holding on these lines allows the box to be dragged to a larger size. This modification may make it easier when typing longer narratives.

   • Text boxes throughout eSER have limitations on word count. Depending on the section or text box, the limit is between 2,000 and 8,000 words. If you experience problems, please contact system support.

3. The narratives can be edited by clicking the pencil icon at the right of each text box. Enter the narrative in the resulting popup, then click Save to commit and return to the subsection.

4. Click Check In when finished, or go to the next tab.

Special Factors

1. Similar to General Student Information, this subsection allows for narrative about further student data, including behaviors, communication and health needs, and the like.

2. The Transition Courses of Study - Attach plan to IEP dropdown offers these options:

   • Individual

   • Prescription for Instruction

   • Individual Graduation Plan

   • Individual Graduation Plan for LEAP Connect Students

   • Educational/Career Plan for LEAP Connect Students

3. The Educational Needs boxes correlate to the next subsection, Instructional Plan. Unless these boxes are checked, those tabs will not appear in Instructional Plan. 

   • Academic (Cognitive or Enrichment)

   • Behavior

   • Communication

   • Motor

   • Self-Help

   • Social and/or Emotional

   • Other

4. Click Save to commit.

5. Click Check In if finished. If not, then stay checked out, and go to the next dropdown item, Instructional Plan.