This article assists users with completing progress reports.
Progress Reports can be completed for multiple students or for an individual student. 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
After accessing the progress reports from the Dashboard the Progress Reports Details window opens.
All reports assigned to you appear. If you selected reports that are not assigned to you uncheck "Assigned to Me" to display all of your selected reports.
Select Last Report to see the details from the last progress report.
Enter the Progress Date. Be sure this date is correct as it is not editable once the report is saved.
Enter the Progress Score.
Select the Progress Level.
Click Enter Text to add your notes in the Summary window.
Save the Report.
When your report is complete, select the Complete check box.
Save the Report.
If there are multiple reports for this student scroll down to complete the rest.. Be sure to save after each report.
When all reports for the first student are complete, use the drop down menu to select the next student.
When all reports are complete, select Close.
Print the reports.
When a Progress Report is 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.
Completing Progress Reports for a Single Student
After accessing the progress reports from either Program Summary>Special Ed or Summary>Hot Tasks the Progress Reports Details window opens,
All reports assigned to you appear. If you selected reports that are not assigned to you uncheck "Assigned to Me" to display all of your 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.
Select Last Report to see the details from the last completed progress report.
Enter the Progress Date. Be sure this date is correct as it is not editable once the report is saved.
Enter the Progress Score.
Select the Progress Level.
Click Enter Text to add your notes in the Summary window.
NOTE regarding copying and pasting in this field: To avoid printing issues, information pasted into the Summary window must be plain text. It should not include formatting such as bold, underline or color. You can save the original document as plain text 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 change browsers or type your notes directly in the box. Please contact the Service Desk if you have questions or issues with copy/paste in Phoenix.
Save the Report.
When your report is complete, select the Complete check box.
Save the Report.
If there are multiple reports for this student scroll down to complete the rest.. Be sure to save after each report.
When all reports are complete, select Close.
Reports marked "Complete" move to the Complete panel.
Print the reports.
Editing a Completed Progress Report
A progress report that has been marked "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 the report.
Uncheck Complete. The fields become editable.
Make the needed changes to Progress ,Progress Level or the Summary.
At this time the Progress Date is not editable. If the date is incorrect the report must be deleted, recreated and completed again with the correct date.
Mark the report Complete.
Save.
Close.
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.