IEP at a Glance

IEP at a Glance summarizes key information for educators and support staff.

Get started

To access the IEP at a Glance document:

Complete the IEP document and change the status to Final.
Navigate to Documents within the Student's profile.
Locate the IEP at a Glance document. The IEP at a glance is automatically created and available as a Draft.

Overview

Field Name	Description	Data Flow	Source
Student’s Name	Name of the student for which the IEP at a glance report is being generated.	In	Pre-populated from the student record at page load.
Date of Birth	Student’s date of birth, as picked from the profile	In	Pre-populated from the student record at page load.
School Year	The academic program year from which the report is fetching date.	In	Pre-populated from the student record at page load.
Grade	The academic grade the student is currently in.	In	Pre-populated from the student record at page load.
Student ID	The student’s personal ID is as per the school record.	In	Pre-populated from the student record at page load.
Home School	This is the school the student would normally attend based on their residential address. Even if the student receives special education services elsewhere, this is their designated school based on district boundaries.	In	Pre-populated from the student record at page load.
School	This could refer to the actual school the student is currently attending, which might be different from their home school. If a student is placed in a specialized program at another school, the "School" field may list that program's location. If a student is attending a private or charter school through an IEP placement, this field may list that institution. If the student remains in their home school for services, both fields might have the same name.	In	Pre-populated from the student record at page load.
IEP Initiation or Duration Dates (From)	The date on which the IEP or Special Education Program began.	In	Pre-populated from the student record at page load.
IEP Initiation or Duration Dates (To)	The date on which the IEP or Special Education program ended or will end.	In	Pre-populated from the student record at page load.

For all of the following sections, the long descriptive text under the heading Service Details can be captured either as

Written text in the space provided alongside the field, or
Recorded as voice-over narration by clicking the icon

You can also do a thorough spell check on the inserted text.

Special Education

Field Name	Description	Data Flow	Source
Service Type	The options in the Services drop-down are based on Keyword tables.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Anticipated Frequency of Service(s)	Refers to the expected regularity with which a particular service will be provided. Services may be scheduled regularly. Select one of the following frequencies from the drop-down, and give a repetition count for each recursion. Daily Weekly Monthly Yearly Others	Out	Chosen and filled by a Case Manager or Special Education Admin.
Amount of time	The duration of time expected to be spent per session.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Beginning/Ending Duration Dates	The Start and End dates of the selected Special Education sessions. If there are multiple sessions requested, each specific session may have its own Start and End date.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Location of Service(s)	From the given list, select the location where the service will be delivered. General Education Classroom Resources Room School Bus Councellor’s Office Homeroom	Out	Chosen and filled by a Case Manager or Special Education Admin.
Service Details	Give your response in a descriptive text.	Out	Filled by a Case Manager or Special Education Admin.

When the page loads, the sections are disabled by default. To enable a section, select Needed.

When disabled or if Not Needed is selected, the following fields will not appear and cannot be filed.

Related Services

Field Name	Description	Data Flow	Source
Service Type	The options in the Services drop-down are based on Keyword tables.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Anticipated Frequency of Service(s)	Refers to the expected regularity with which a particular service will be provided. Services may be scheduled regularly. Select one of the following frequencies from the drop-down, and give a repetition count for each recursion. Daily Weekly Monthly Yearly Others	Out	Chosen and filled by a Case Manager or Special Education Admin.
Amount of time	The duration of time expected to be spent per session.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Beginning/Ending Duration Dates	The Start and End dates of the selected Special Education sessions. If there are multiple sessions requested, each specific session may have its own Start and End date.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Location of Service(s)	From the given list, select the location where the service will be delivered. General Education Classroom Resources Room School Bus Councellor’s Office Homeroom	Out	Chosen and filled by a Case Manager or Special Education Admin.
Service Details	Give your response in a descriptive text.	Out	Filled by a Case Manager or Special Education Admin.

Supplementary Aids and Services

Field Name	Description	Data Flow	Source
Service Type	The options in the Services drop-down are based on Keyword tables.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Anticipated Frequency of Service(s)	Refers to the expected regularity with which a particular service will be provided. Services may be scheduled regularly. Select one of the following frequencies from the drop-down, and give a repetition count for each recursion. Daily Weekly Monthly Yearly Others	Out	Chosen and filled by a Case Manager or Special Education Admin.
Amount of time	The duration of time expected to be spent per session.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Beginning/Ending Duration Dates	The Start and End dates of the selected Special Education sessions. If there are multiple sessions requested, each specific session may have its own Start and End date.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Location of Service(s)	From the given list, select the location where the service will be delivered. General Education Classroom Resources Room School Bus Councellor’s Office Homeroom	Out	Chosen and filled by a Case Manager or Special Education Admin.
Service Details	Give your response in a descriptive text.	Out	Filled by a Case Manager or Special Education Admin.

Program Modifications or Support for Personnel

Field Name	Description	Data Flow	Source
Service Type	The options in the Services drop-down are based on Keyword tables.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Anticipated Frequency of Service(s)	Refers to the expected regularity with which a particular service will be provided. Services may be scheduled regularly. Select one of the following frequencies from the drop-down, and give a repetition count for each recursion. Daily Weekly Monthly Yearly Others	Out	Chosen and filled by a Case Manager or Special Education Admin.
Amount of time	The duration of time expected to be spent per session.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Beginning/Ending Duration Dates	The Start and End dates of the selected Special Education sessions. If there are multiple sessions requested, each specific session may have its own Start and End date.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Location of Service(s)	From the given list, select the location where the service will be delivered. General Education Classroom Resources Room School Bus Councellor’s Office Homeroom	Out	Chosen and filled by a Case Manager or Special Education Admin.
Service Details	Give your response in a descriptive text.	Out	Filled by a Case Manager or Special Education Admin.

Accommodations Needed for Assessments

Field Name	Description	Data Flow	Source
Service Type	The options in the Services drop-down are based on Keyword tables.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Anticipated Frequency of Service(s)	Refers to the expected regularity with which a particular service will be provided. Services may be scheduled regularly. Select one of the following frequencies from the drop-down, and give a repetition count for each recursion. Daily Weekly Monthly Yearly Others	Out	Chosen and filled by a Case Manager or Special Education Admin.
Amount of time	The duration of time expected to be spent per session.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Beginning/Ending Duration Dates	The Start and End dates of the selected Special Education sessions. If there are multiple sessions requested, each specific session may have its own Start and End date.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Location of Service(s)	From the given list, select the location where the service will be delivered. General Education Classroom Resources Room School Bus Councellor’s Office Homeroom	Out	Chosen and filled by a Case Manager or Special Education Admin.
Service Details	Give your response in a descriptive text.	Out	Filled by a Case Manager or Special Education Admin.

Assistive Technology

Field Name	Description	Data Flow	Source
Service Type	The options in the Services drop-down are based on Keyword tables.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Anticipated Frequency of Service(s)	Refers to the expected regularity with which a particular service will be provided. Services may be scheduled regularly. Select one of the following frequencies from the drop-down, and give a repetition count for each recursion. Daily Weekly Monthly Yearly Others	Out	Chosen and filled by a Case Manager or Special Education Admin.
Amount of time	The duration of time expected to be spent per session.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Beginning/Ending Duration Dates	The Start and End dates of the selected Special Education sessions. If there are multiple sessions requested, each specific session may have its own Start and End date.	Out	Chosen and filled by a Case Manager or Special Education Admin.
Location of Service(s)	From the given list, select the location where the service will be delivered. General Education Classroom Resources Room School Bus Councellor’s Office Homeroom	Out	Chosen and filled by a Case Manager or Special Education Admin.
Service Details	Give your response in a descriptive text.	Out	Filled by a Case Manager or Special Education Admin.