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This article assists users with creating a progress report.
Progress reports are created automatically ten days prior to the due date. Reports can also be created by a user at any time on either Program Summary>Special Ed or Summary>Hot Tasks.
Information about accessing, completing, and printing Progress Reports can be found on the Progress Reports Quick Start.
Creating a Progress Report on Program Summary > Special Ed
Progress Reports can be created in the Progress Reports section of the Program Summary>Special Ed page.
Open the student's profile.
Select Program Summary>Special Ed.
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Use the airplane icon or scroll to the Progress Reports panel.
In the Pending section, select the + Add Progress Report button.
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Select the Goal for the report.
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Use the Staff Editor to assign the goal to a staff member. This name prints on the Progress Report but does not change the Goal Responsible Staff.
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Edit the dates if necessary. The Progress Report Date
is printed on the report
.
NOTE: If reports are created for multiple goals, they should all have the same Due Date. This will group them together on the student’s Progress Reports Pending
and Completed panels.
Save.
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The report appears on the Pending panel under the Due Date. Select the Due Date to view the list of reports due on that date.
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Continue to Completing Progress Reports.
Creating a Progress Report from Summary > Hot Tasks
Progress Reports can be created from the student's profile in the Hot Tasks section of the Summary page.
Note |
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Reports appear on Hot Tasks when they are due within 7 days. Before creating a report from Hot Tasks, be sure to check Program Summary>Special Ed>Progress Reports to see if the report has been created. |
Open the student's profile.
If the Summary page is not open
, select the Summary link.
Click the plus sign next to Progress Reports on the Hot Tasks panel.
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Select the Goal for the report.
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Use the Staff Editor to assign the goal to a staff member. This name prints on the Progress Report but does not change the Goal Responsible Staff.
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Edit the dates if necessary. The Progress Report Date
is printed on the report
.
NOTE: If reports are created for multiple goals, they should all have the same Due Date. This will group them together on the student’s Progress Reports Pending panel.
Save.
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The report appears
in the Progress Reports section of Program Summary>Special Ed. It also appears on the Hot Tasks panel if the Due Date is within the next seven days or in the past (the report is overdue).
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To open the report, check the box to the left of the goal name.
Select Go To Progress Reports.
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Continue to Completing Progress Reports.
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