This article assists users with completing progress reports.

Progress Reports can be completed 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 a Single Student

After accessing the progress reports from 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 were not assigned to you, uncheck "Assigned to Me" to display all 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 if you would like to see the details from the last completed progress report.

3. Enter the Progress Date. 

4. Enter the Progress Score.

5. Select the Progress Level.

6. 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 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.

7. Click Update.

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

9. Save.

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

11. When all reports are complete, select Close.

    Open

    

12. Reports marked "Complete" 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.

13. Print the reports.

Completing Progress Reports for Multiple Students

After accessing the progress reports from the Dashboard, the Progress Reports Details window opens.

1. All reports assigned to you appear. If you selected reports that were not assigned to you, uncheck "Assigned to Me" to display all selected reports.

2. Select Last Report if you would like to see the details from the last progress report.

3. Enter the Progress Date. 

4. Enter the Progress Score.

5. Select the Progress Level.

6. 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 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.

7. Click Update.

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

9. Save.

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

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

    Open

    

12. When all reports are complete, select Close.

13. 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

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, Progress Level, or the Summary.

4. Mark the report Complete.

5. Save.

6. Close.

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