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This article assists users with completing progress reports.

Progress Reports can be completed for multiple students or for an individual student or for multiple students. More than one report can be completed at a time.

Information about accessing, completing, and printing Progress Reports can be found on the Progress Reports Quick Start


Completing Progress Reports for

Multiple Students

a Single Student

After accessing the progress reports from the Dashboard either Program Summary>Special Ed or Summary>Hot Tasks, the Progress Reports Details window opens.,

  1. All reports assigned to you appear. If you selected reports that

are
  1. were not assigned to you, uncheck "Assigned to Me" to display all

of your selected reports
  1. selected reports.

    1. NOTE: This box can be difficult to uncheck due to its size. Move your cursor slowly over the box until it changes to a hand, or zoom the page to increase the box size. Click to remove the check mark. This step can be avoided by reassigning the report to yourself before opening it. This does not change the Responsible Staff for the goal, only the person completing this report.

  2. Select Last Report

 to
  1.  if you would like to see the details from the last completed progress report.

  2. Enter the Progress Date. 

Be sure this date is correct as it is not editable once the report is saved.
  1. Enter the Progress Score.

  2. Select the Progress Level.

  3. Click Enter Text to add your notes in the Summary window.

    1. NOTE regarding copying and pasting in this field: Information pasted into the Summary window must be plain text to avoid printing issues. It should not include formatting such as bold, underline, or color. You can save the original document as plain text and then copy that text, or you can right-click in the Summary window

.Save the Report
    1. and select "Paste as plain text" (Chrome/Windows) or "Paste and Match Style" (Mac). If your browser does not have one of those options, change browsers or type your notes directly into the box. Please contact the Service Desk if you have questions or issues copying/pasting in Phoenix.

    2. Click here for further information about copying and pasting.

  1. Click Update.

  2. When your report is complete, select the Complete check box.

  3. Save

 the Report
  1. .

  2. If there are multiple reports for this student scroll down to complete the rest.. Be sure to save after each report.

  3. When all reports

for the first student
  1. are complete,

use the drop down menu to select the next student.When all reports are complete, select InfoWhen a Progress Report is
  1. select Close.

  • Print the reports.

    1. Image Added
    2. Reports marked "Complete"

    it no longer appears on the Dashboard. It can be viewed, edited, printed, or deleted on the student's Profile>Program Summary>Special Ed>Progress Reports
    1. move to the Complete panel. 
      Note: Only reports on the Complete panel are saved and moved to Plan History when a new IEP is locked. Reports on the Pending Panel are deleted.

    2. Print the reports.


    Completing Progress Reports for

    a Single Student

    Multiple Students

    After accessing the progress reports from either Program Summary>Special Ed or Summary>Hot Tasks the Dashboard, the Progress Reports Details window opens,.

    1. All reports assigned to you appear. If you selected reports that

    are
    1. were not assigned to you, uncheck "Assigned to Me" to display all

    of your
    1. selected reports

    .NOTE: This box can be difficult to uncheck due to its size. Move your cursor slowly over the box until it changes to a hand. Then click to remove the check mark. This step can be avoided by reassigning the report to yourself before opening it. This does not change the Responsible Staff for the goal, only the person completing this report
    1. .

    2. Select Last Report

     to
    1.  if you would like to see the details from the last

    completed
    1. progress report.

    2. Enter the Progress Date. 

    Be sure this date is correct as it is not editable once the report is saved.
    1. Enter the Progress Score.

    2. Select the Progress Level.

    3. Click Enter Text to add your notes in the Summary window.

      1. NOTE regarding copying and pasting in this field:

    To avoid printing issues, information
      1. Information pasted into the Summary window must be plain text to avoid printing issues. It should not include formatting such as bold, underline, or color. You can save the original document as plain text and then copy that text, or you can right-click in the Summary window and select "Paste as plain text" (Chrome/Windows) or "Paste and Match Style" (Mac). If your browser does not have one of those options

    it is best to either
      1. , change browsers or type your notes directly

    in
      1. into the box. Please contact the Service Desk if you have questions or issues

    with copy
      1. copying/

    paste
      1. pasting in Phoenix.

      2. Click here for further information about copying and pasting.

    Save the Report
    1. Click Update.

    2. When your report is complete, select the Complete check box.

    3. Save

     the Report
    1. .

    2. If there are multiple reports for this student, scroll down to complete the rest

    .
    1. . Be sure to save after each report.

    2. When all reports for the first student are complete, use the drop-down menu to select the next student.

      Image Added
    3. When all reports are complete,

    select Reports
    1. select Close.

    Image Removed
    1. Print the reports.

    Info

    When a Progress Report is marked "Complete

    " move to the Complete panel. Print the reports

    ," it no longer appears on the Dashboard. It can be viewed, edited, printed, or deleted on the student's Profile>Program Summary>Special Ed>Progress Reports.


    Editing a Completed Progress Report

    A progress report that has been marked "Complete" ‘Complete’ moves to the Completed panel. The fields in a completed report are not editable while the Complete box is checked.

    To edit a completed report

    Open
    1. Choose the report, then select Go to Progress Reports.

    2. Uncheck Complete. The fields become editable.

    3. Make the needed changes to Progress Date, Progress

     
    1. , Progress Level, or the Summary

    .At this time the Progress Date is not editable
    1. .

    If the date is incorrect the report must be deleted, recreated and completed again with the correct date.
    1. Mark the report Complete.

    2. Save.

    3. Close.

    Info

    If the report is saved when the Complete box is not checked, it will move to the Pending panel. Reopen it, check Complete, Save, and Close. It will move back to Complete.

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    Info

    Only reports on the Complete panel are saved and moved to Plan History when a new IEP is locked. Reports on the Pending Panel are deleted.

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