Progress Reports - Creating a Progress Report

Owned by Mary Spires, created
Last updated: Aug 21, 2024 by Mary Spires
4 min read

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.

  1. Open the student's profile.

  2. Select Program Summary>Special Ed.

  3. Use the airplane icon or scroll to the Progress Reports panel.

  4. In the Pending section, select the + Add Progress Report button.

  5. Select the Goal for the report.

  6. 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.

  7. Edit the dates if necessary. The Progress Report Date is printed on the report.

    1. 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.

  8. Save.

  9. 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.

  10. 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.

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.

  1. Open the student's profile. If the Summary page is not open, select the Summary link.

  2. Click the plus sign next to Progress Reports on the Hot Tasks panel.

  3. Select the Goal for the report.

  4. 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.

  5. Edit the dates if necessary. The Progress Report Date is printed on the report.

    1. 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.

  6. Save.

  7. 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).

  8. To open the report, check the box to the left of the goal name.

  9. Select Go To Progress Reports.

  10. Continue to Completing Progress Reports.