SPSM-MI_25.9.0.0 Release Notes

SPEDSM-9337

IEP – Progress Report Page Enhancement

The Progress Report page of the IEP has been updated in response to a customer request. The “Progress on Short-Term Instructional Objectives” section now uses a repeating row format, allowing users to add as many lines as needed.

SPEDSM-91186

CEPI Report - Special Education:Section 52 FTE Column

The formula has been updated to include a new criterion for students who have exited. If a student has an EnrollmentExitDate, the DistFTE will now return a value of zero. This change has been applied to the live site report.

SPEDSM-118754

City Field Length Increased

• The City field length has been increased, as some values were exceeding the previous 20-character limit.

• The team reviewed and updated all relevant areas where the City field is used, including:

  • Profiles

  • Documents

  • Update Scripts

  • Reports

This update helps prevent data truncation and ensures smoother execution of scripts and processes involving the City field.

SPEDSM-120793

IFSP – Participants Table Validation Update

A new validation has been added to the Participants Table in the Cover Sheet section of the IFSP to support proper meeting documentation.

• The Service Coordinator and at least one Parent are now required participants in the meeting process.

• The system will now prevent users from proceeding if:

  • The Service Coordinator is not listed, or

  • At least one Parent is not included in the Participants Table.

SPEDSM-120794

Document Action Update – Clear Active504Status

A trigger condition has been added to the "Clear Active504Status" document action to ensure it only runs when appropriate.

• The action will now only be triggered when IEPEligible = True.

Note: This condition ensures that the Active status of a 504 Plan remains unchanged if a student is found not eligible for Special Education after an Initial IEP evaluation. It prevents the action from clearing the 504 status unless the student is confirmed to be IEP eligible.

SPEDSM-120796

Agreement to Extend Evaluation Timeline From Changes

• The School Lookup field at the bottom of the document is now required.

• In the Office Use Only section:

  • Person Receiving Consent is now required.

  • Date Received is now required.

• When Document Purpose is Initial:

  • The fields Date Consent was Received and 30 School Day Timeline are automatically pulled from the student profile.

• When Document Purpose is Reevaluation:

  • Staff must manually enter both the Date Consent was Received and 30 School Day Timeline fields.

• A new field has been added to the student profile under:
  Special Education Eligibility > Compliance Dates, just below REED IEP Compliance Due Date:

  • New field: REED Evaluation Consent Date

• This new field is used when the document purpose is PurposeChange or PurposeOngoing, similar to how the existing SetConsentEvaluate action works in the REED document.

SPEDSM-121262

 IEP Meeting Criteria Table – Column Header Update

The IEP Meeting Criteria Table has been updated to improve clarity for users.

• The column header "IFSP_Other" has been renamed to "IFSP_Annual".

• This change is now visible to all users accessing the table.

• There is no impact on existing data—only the label has been updated for better understanding.

SPEDSM-121586

Subtest Dropdown for PSAT and SAT Assessments

An update has been made to the Accommodations and Alternate Assessments page in the IEP to improve functionality when selecting PSAT or SAT.

• A Subtest dropdown menu is now available when either PSAT or SAT is selected under
  “Use this for WIDA, PSAT, SAT, and District Developed assessments.”

• Previously, the subtest field would disappear when PSAT or SAT was selected, preventing staff from entering subtest details.

• With this update, staff can now select appropriate subtest options for both assessments.

SPEDSM-122527

New Report – IEP Historical Data

A new report titled "IEP – Historical Data" is now available in the Historical Data category of Advanced Reports.

• The report displays the following columns:

  • Reporting Year

  • Speech and Language

  • Occupational Therapy

  • Physical Therapy

• If a student has a finalized IEP document for a school year, and the Programs and Services section includes any of the following services:

  • Speech and Language (Speech)

  • Occupational Therapy (OT)

  • Physical Therapy (PT)
    — then the student will be counted for that school year.

• The student count is available for the following school years: 2022, 2023, 2024, and 2025.

• Clicking on a count number for a specific school year and service will display a student details table, including:

  • Student ID

  • Name

  • District

  • Grade

• The report only considers the latest finalized IEP for each school year.

• The student is included in the count if the IEP contains at least one of the three services or all of them.

SPEDSM-122582

Signature Line Update – K-12 Nonpublic Service Plan

The Eligibility and Present Level 1/4 sections of the K-12 Nonpublic Service Plan have been updated to display participant signature lines correctly, similar to the IEP – Participant and Profile sections.

• When the Digital Signature (DS) is OFF, manual signature lines will appear.

• When DS is ON, the signature section is shown in a tabular format.

• A toggle option may be used to control the display based on the digital signature setting.

SPEDSM-122584

Updated “Notice” Section – Resources for Parents

The Notice section under Resources for Parents has been updated across multiple special education documents to ensure clarity, accuracy, and consistency.

Revised text to clearly explain Procedural Safeguards under IDEA.

• Updated the list of support resources for parents, including:

  • Michigan Alliance for Families

  • Michigan Department of Education – Office of Special Education

  • Disability Rights Michigan

  • Family Matters online resource center

• Corrected and standardized contact information and links.

• These changes have been applied to the following documents:

  • Prior Written Notice (PWN)

  • Revocation and Notice of Cessation (RNOC)

  • REED and Consent to Evaluate (REEEVAL)

  • Individualized Education Program (IEP)

  • Transfer of Student with Disability – Part B (TSD)

  • Manifestation Determination (MDR)

  • Interim Alternative Educational Setting (IAES)

  • Determination of Services to Deliver FAPE (DSFAPE)

  • Notice of a Change in Placement

  • Invitation to Attend a Meeting [INVITE] document

SPEDSM-123022

 New Report – Overlapping Programs

A new report called “Overlapping Programs” is now available under the Public Program Reports category in Standard Reports.

The report is fully accessible to users without any issues.

• It displays the following columns as expected:

  • Student ID

  • Student Name

  • District

  • School

  • Program

  • Start Date

  • End Date

Report Logic:

Students are listed based on defined selection criteria, specifically when program dates overlap. A program is considered overlapping if:

• One program’s start or end date falls within the date range of another program.

• One program’s start and end dates are entirely within another program’s date range.

• Both programs have the same start and end dates.

• A program’s start or end date matches the start or end date of another.

If a student has multiple overlapping programs, all those programs will appear in the report.
If a student has a mix of overlapping and non-overlapping programs, only the overlapping programs are included.

SPEDSM-123088

New Monitoring Report – Student Transfers

A new monitoring report has been developed to support the Michigan (MI) State Model in tracking and managing student transfers, especially for students with disabilities. This report consolidates data from both Transfer of Student with Disability (TSD) documents and student profile fields.

• Comprehensive Data Fields:

  • Student identifiers: UIC, Local ID, Name

  • School at time of TSD creation and current school

  • Current enrollment date and TSD enrollment start date

  • Program start/end dates from both TSD and IEP

  • Specialized transportation, parent/guardian input, and more

• Compliance Tracking:

  • Flags cases where:

    • A REED or IEP was not completed within 30 school days of transfer

    • Enrollment start date does not match the TSD start date

    • Student transferred from an out-of-district or in-state school without timely documentation

  • Includes logic to check if an IEP was held after REED and track compliance timelines

• Additional Details:

  • Shows TSD document status (Draft/Review/Final)

  • Includes document creator’s email for follow-up

  • Tracks parent/guardian consultation and offer of FAPE date

This report helps ensure accurate documentation, improves compliance visibility, and supports timely IEP and REED processing following student transfers.

SPEDSM-123259

IEP – Community Agency Involvement Section Now Editable in Revisions

An update has been made to the Individualized Education Program (IEP) document to address a reported issue.

• The Community Agency Involvement section, located under Transition Considerations, is now editable in revision IEPs.

• Users can now modify this section as needed during a revision.

SPEDSM-123304

New Report – Functional Assessment & Behavior Plan Sequence

A new report titled “Functional Assessment & Behavior Plan Sequence” is now available under the Behavior Support category in Standard Reports.

The report is accessible without any issues and displays all required columns as expected.

• It lists students who have:

  • A finalized Functional Assessment document,

  • A finalized Behavior Plan document, or

  • Both documents.

• The report pulls the Date of FBA and Date of PBSP from the Discipline section of the student profile.

Logic & Functionality:

• The Status/Sequence column accurately reflects the document status based on the dates of the Functional Assessment and Behavior Plan.

• Users can filter the report by Grade and Date Range.

• The report supports data export in both CSV and PDF formats.

SPEDSM-123306

Eligibility Profile Cleanup on Eligibility Change

In the Eligibility section of the document, when the student is marked as Not Eligible, the system will now:

• Clear the Primary Disability and Qualifying Criteria from the Early On Eligibility profile.

• Ensure the CEPI Birth to 3 profile does not show a Primary Disability or Special Education program.

• Remove any programs listed under the Programs and Services profile

SPEDSM-124282

New Report – Transition Plan Compliance Check

A new report has been added to help districts monitor compliance with transition planning for students aged 14 and older.

• Identifies currently enrolled students who are 14 years or older.

• Checks if the student's active IEP includes a Transition Plan section.

• Displays the following details for each eligible student:

  • Student Name, ID, Age

  • School and Grade

  • Date of Active IEP

  • Transition Plan Included – Yes/No

  • Filter by School, Grade, or Case Manager.

  • Export the report in CSV or PDF format.

SPEDSM-124354

City Field Character Limit Increased for Parent/Person Records

The city fields for parent/person records have been updated to support up to 100 characters, ensuring consistency with the StudentContactCity field and preventing data from being cut off.

The following fields now support 100 characters:

• Person1City

• Person2City

• Person3City

• Person4City

SPEDSM-124745

Signature Validation Before Document Finalization

• The system now prevents the finalization of specific documents if a required signature is missing.

• Users will see a clear message if they attempt to finalize without a signature:
  “This document cannot be finalized without a signed signature attached.”

• The system checks for either a signed signature file or a digital signature before allowing finalization.

Documents Affected:

• Plan of Care Medical Signature Form

• Parent Notification and Consent for Medicaid

• Consent to Invite Community Agencies

SPEDSM-124753

Service Record Enhancements

Several updates have been made to the Service Record UI and logic to improve usability, accuracy, and alignment with billing and documentation requirements.

Key Updates:

• Label Changes:

  • Service Types is now Service Provided.

  • Service is now Service Provider Role – This will auto-fill from staff profile roles, but remains editable.

• New Fields and Logic:

  • Added Additional Service Type (checkboxes as per screenshot).
    Note: Only one of Habilitative or Rehabilitative can be selected.

  • Added the Type of plan with 2 checkboxes for IEP and IFSP.

  • Added Type of Service Record (checkboxes as per screenshot).
    At least one checkbox is required; only one can be selected.

  • Added a Monthly Summary long-text field.
    Appears only if the Monthly Summary checkbox is selected in the Additional Service Type.
    Has this service been completed? is also checked, two records will be created – one for the Monthly Summary and one for Service Provided.

  • Early ON Service Component dropdown appears if:

    • The staff profile has Early On Service Component Billing checked.

    • Student is EO Eligible,

    • EO SpEd Rules is true, and

    • EO Special Ed Exit Date is before or on the Service Date.

  • Uses EarlyOnServiceCodes keyword table.

• Data Flow:

  • Has this service been completed? is checked, an EO Service Component record will be created and mapped from the Service Record to the Early On profile.

• Removed Fields:

  • Areas Covered and Progress Reports are no longer shown on the UI.

• Keyword Table Update:

  • ServiceTypeTable now includes admin-editable columns:

    • Code_Treatment, Code_Evaluation, Code_REED, Code_IEP, Code_IFSP, Code_PC, Code_EarlyOn, and others.

• Dropdown Filtering:

  • The Service Provided dropdown is filtered based on the selected Type of Service Record checkbox.

  • Each checkbox will display matching codes (e.g., Code_Evaluation for Evaluation/Testing).

  • For Early ON Only, the dropdown will show values only if staff profile has Early ON Billing checked.

• Provider Notes Requirement:

  • Provider Notes is now a required field for all Type of Service Record selections except:

    • Record-Keeping

    • Personal Care

SPEDSM-124760

Staff Profile Enhancements

Updates have been made to the Staff Profile screen to support Early On services, Medicaid billing, and multiple role assignments.

• Early On Checkboxes:

  • Added two new checkboxes:

    • Early On Billing

    • Early On Service Component

• Medicaid Billing:

  • Added a "Bill Medicaid" checkbox with Start Date and End Date fields to define the billing period.

• Multiple Role Assignment:

  • Staff can now be assigned two different roles by copying role details into the profile, allowing more flexibility in staff assignments.

  • In the Service Capture profile screen, staff or users are now required to select roles manually from the dropdown. Due to an application limitation, auto-population of roles is not supported for this screen.

SPEDSM-124762

Medicaid Information Profile – Monthly Filter and Script Update

Updates have been made to the Medicaid Information profile of the student to improve monthly tracking and data submission.

• A new section has been added below the "Medicaid Information" header to support monthly filtering.

• The update script has been modified to:

  • Pull only service records that fall within the months selected.

  • Set the Billing Submission Date to the current date.

SPEDSM-125858

Individualized Education Program (IEP)

Section - Special Factors / Supplementary Aids / Assessments

In the State assessment:

• Question Updates:

  • Modified existing Questions 2 and 4 by updating wording.

  • Added a new Question 3 (AssessmentCI) as a Yes/No field with a red guidance message and a clickable guidance link:

    • “Should My Student Take the Alternate Assessment?”

• Validation Rules:

  • If Question 3 = No and Question 4 = Yes, users will be prevented from moving forward.

  • A validation message will explain the conflict: “According to Michigan Guidance, students should take the M-STEP/MME if they do not have a significant cognitive disability AND instruction most closely aligned to the alternate standards in at least one content area. Check the selections for alternate assessment participation“.

• Data Flow:

  • Document action added, upon finalization, the answer to Question 3 will flow to the Special Education Eligibility student profile.

SPEDSM-125859

Transfer of Student with Disability – Part B (TSD)

1. State Assessments Section:

   • A new State Assessments section has been added between Special Transportation Provision and Assessment Provisions.

2. Assessment Provisions Logic:

   • The Assessment Provisions section will now only appear if “Yes” is selected for Question 2 from the state assessment.

3. Validation Rule:

   • If Question 3 = No and Question 4 = Yes, users will not be able to continue.

   • An error message will appear on the UI: “According to Michigan Guidance, students should take the M-STEP/MME if they do not have a significant cognitive disability AND instruction most closely aligned to the alternate standards in at least one content area. Check the selections for alternate assessment participation”.

4. Data Flow:

   • When the document is finalized, the value from Question 3 will be sent to the Special Education Eligibility profile.

5. Minor Text Fix:

   • Removed the period after the sentence: “Use this for M-Step and MI-Access assessments.”

SPEDSM-125860

Updates to Special Education Eligibility & Demographics for CEPI Compliance

Enhancements have been made to the Special Education Eligibility and Demographics/Enrollment/Contact Info profile sections to support CEPI reporting requirements.

Special Education Eligibility Profile:

• Added a new field: Significant Cognitive Disability

  • Located under the Disability Characteristics header

  • This field is auto-populated upon finalization of IEP or Transfer documents

Demographics/Enrollment/Contact Info:

• Added two new CEPI-required fields (highlighted in yellow in design mockups):

  • Tribal Affiliation Status

  • Tribal Affiliation Characteristic

These additions help meet state reporting requirements and ensure accurate tribal data tracking.

New Keyword Table: TribalCode

• Created a new keyword table: TribalCode

  • Codes follow the format: T01, T02, etc.

SPEDSM-125861

CEPI Profile & Report Enhancements – Significant Cognitive Disability and Tribal Affiliation

To support updated state reporting requirements, enhancements have been made to the CEPI profile screen and the PowerSchool CEPI report.

Profile Updates:

• Added a new field: Significant Cognitive Disability.

• The value from this field now flows to the Most Significant Cognitive Disability field on the CEPI profile screen.

CEPI Report Updates (PowerSchool CEPI):

1. Significant Cognitive Disability Column:

   • Added a new column: Special Education: SignificantCognitiveDisability.

   • Placed between: Special Education: Secondary Disability and Special Education: IEP Date.

   • Data values:

     • Yes = True

     • No = False

     • Null (empty) = False

2. Tribal Affiliation Columns:

   • Added two new columns:

     • Tribal Affiliation Status

     • Tribal Affiliation Characteristic

   • Placed between: Personal Demographics: Ethnicity and Contacts1: AddressTypeDescriptor.

   • Data flows from new fields added to the Demographics screen.

SPEDSM-126467

Paper Signature Option Added to Consent to Invite Community Agency Form

An enhancement has been made to the Consent to Invite Community Agency form to support documentation of paper-signed consent.

• A new option, "Document will be signed via paper copy," has been added to the Consent Signature Date section.

• A calendar field is available to enter the date when the document is signed on paper.

• This option becomes available when both of the following questions are answered "Yes":

  • Was there a need to invite a community agency representative likely to provide current or future services?

  • Did the parent/guardian give written consent for the agency to attend?

SPEDSM-127647

Parent Notification AND Consent for Medicaid and IFSP Documents

• Parent Notification and Consent for Medicaid document: When the School field is empty and the option "EO Attending School" is enabled, the letterhead will now display the EO Attending School details.

• Birth of IFSP document: On the cover sheet section in view mode, the colon (😃 has been replaced with a comma (,).

SPEDSM-127660

Doc Update: Update Mode of Delivery

The document action in UpdateModeofDelivery has been updated. A new condition has been added to the Data Modification Properties so that when DS/DocuSign is off, the system will use the District Superintendent Designee signature date if the parent signature date is not available.

SPEDSM-127949

IEP Document - reevaluation Changes

When “No, not eligible for special ed” is selected:

• Only the Cover Page and Notice Page will be displayed.

• All other sections will be hidden, except for Participant, Profile, and Notice sections.

SPEDSM-127975

Keyword tables Changes

The ‘Mention the Keyword’ table has been enhanced with the following updates:

• Auto-sort is now applied for:

  • ServiceCoordAgenciesType

  • EOEligibilityReason

  • EarlyOnServiceCodes

• In EarlyOnServiceCodes, a new column ‘Already in Use’ has been added.

SPEDSM-128065

GenderTable keyword Table Changes

A new column description_es (Spanish description) has been added to the GenderTable Keyword table.

When creating or editing a Spanish-translated version of the Birth to 3 IFSP document, the Gender field on the cover page will now pull its value from the description_es column and display it correctly.

SPEDSM-128181

IFSP - Early Intervention Services/Other Services section

The IFSP Services (IFSPServ) and IFSP Programs (IFSProg) tables have been removed. The IFSP Early Intervention Services/Other Services (EarlyInter) table has been updated according to the new requirements.

These changes are now implemented in the Early Intervention Services/Other Services ~2025 section of the Birth to 3 IFSP document.

SPEDSM-128182

EIServices Student Profile

We have made updates to how Early Intervention Services (EIServices) are managed in the system:

1. EIServices Profile Update

   • The old EIServices student profile has been retired.

   • A new EIServices profile has been created with additional columns for:

     • Part C Only

     • MMSE Service (shows Code value)

     • MMSE Program (shows EarlyOnProg value)

     • Service (shows Description from the EarlyOnServiceCodes keyword table)

   • When an IFSP is finalized, these fields will automatically flow into the new profile.

2. EIServices History Profile

   • A new EIServices History profile has been created to track all finalized Early Intervention Services and Michigan Special Education Services.

   • When a new IFSP is finalized, any unmatched services from the previous IFSP will automatically be ended with the new IFSP’s End Date.

3. System Enhancements

   • A new update script, “Maintain EIServices Histories,” has been added to transfer data into the EIServices History profile.

   • Relevant keyword tables and document structures (EarlyInter, IFSPServ, IFSPProg, EIService, EOService, EOProgram) have been modified to support this new process.

SPEDSM-129117

Enhancements to Type of Plan and Service Types Management

We have introduced updates related to Type of Plan and Service Types management:

1. Type of Plan Enhancements

   • A new field “Type of Plan” has been added.

   • When the Type of Plan is selected as IEP or IFSP, and both the Type of Service Record and Additional Service Type checkboxes are checked, the values will now populate in the Service Provider dropdown.

   • If the Type of Plan is not IEP or IFSP, the Service Provider dropdown will not be displayed.

2. New Keyword Table

   • A new keyword table, ServiceTypesTable, has been created to manage service type references.

3. Staff Position Update

   • A new column, NewServiceCanProvided, has been added for Staff Position in the keyword table. This column references the ServiceTypesTable.

4. Field Replacement

   • The old field ServiceType_old has been retired and replaced with a new field called ServiceTypes.

   • During this replacement, only constraints were updated—no functional changes were introduced.

SPEDSM-129124

Staff Profile Changes - Service Capture

We have added the ability to assign two different roles to a staff member:

1. A second role can now be assigned by copying all details from Role #1 into a new column, Role #2.

2. The update script has been modified to ensure that when staff members have multiple roles, both roles are properly accommodated when they are assigned to a service.

SPEDSM-129156

Service Capture Profile Constraints

The Service Capture profile screen has been updated with new fields. As part of this change, some constraints have also been reviewed and enhanced:

1. Provider Notes Requirement

   • The Provider Notes text field is now required for all options under Type of Service Record, except for Record-Keeping and Personal Care.

2. Staff Role Constraint

   • A new constraint has been added: when Role and Role1 are selected, their values must match the Service Provider Role.

   • If they do not match, the system will trigger a warning when the staff member logs in:
     “Selected service provider role is invalid. Please select a role that matches the staff role.”

SPEDSM-129327

ServiceFrequency, EarlyOnServiceCodes, SupportServiceCodes, and ProgramServiceCodes keyword table changes

We have updated keyword tables to streamline service data management:

1. ServiceFrequency keyword values have been copied from the HowOften keyword table.

2. EarlyOnServiceCodes keyword values have been consolidated by combining entries from the SupportServiceCodes and ProgramServiceCodes keyword tables.

ServiceFrequency is used in below areas.

If we add IEP, IFSP columns - these extra ( PerWeek, Per2Weeks, PerMonth, Per2Months, Per6Months) would show up.

• Services.Frequency

• EOServices.Frequency

• EOPrograms.Frequency

• POCGoals .Sessions

• POCServices .Frequency

• Individualized Education Program [IEP].Services.Frequency

• Transfer of Student with Disability - Part B [TSD].TSDService.Frequency

• Birth to 3 IFSP [IFSP].IFSPServ.Frequency

• Birth to 3 IFSP [IFSP].IFSPProg.Frequency

• Plan of Care (Behavioral Services) [POC].Goals.Sessions

• Plan of Care (Behavioral Services) [POC].POCService.Frequency

• Determination of Services to Deliver FAPE [DSFAPE].Services.Frequency

• K-12 Nonpublic Service Plan [NPSP_ELIG].NP_Service.Frequency

HowOften is used in below areas - we need to point it to ServiceFrequency

• EIServices.HowOften

• EIServices Histories.HowOften

• Birth to 3 Transition Plan [B3TransPla].expectedOften

• Birth to 3 Transition Plan [B3TransPla].TransServ.howOften

• Birth to 3 IFSP [IFSP].expectedOften

• Birth to 3 IFSP [IFSP].EarlyInter.HowOften

SPEDSM-128152

Early On Consent to Evaluate Document

In the Early On Consent to Evaluate document, the *Parent Date field ({ConsentEvaluationDate})* is now required only when:

• The option “Document will be signed via paper copy” is enabled (even if DS is enabled), or

• Digital Signature is disabled.

Additionally, when the document is finalized in the above scenarios, the data will correctly flow to the Early On Eligibility profile field – “Early On Date of Consent or Date of Refusal for Evaluation.”

SPEDSM-128160

Birth to 3 IFSP - Populate the Case Type in the Profile

The document action scenarios for CaseType have been merged to ensure all conditions are properly handled in the flow to the profile.

Key scenarios include combinations of:

• EarlyOn

• SpEdRulesEligible

• SpEdRules

• IFSPIEPType

• Parent Consent

• MeetingCriteria

These determine whether the CaseType is set as EOC or EOS.

With this code fix, the CaseType fields now flow correctly to the profile when the IFSP is finalized.