Download User`s Manual

Forms Tab ............................................................................................................................... 20 Batch and Forms Listings Overview ...................................................................................................20 Student Status Log .............................................................................................................................21 Parent Information ..............................................................................................................................21 Using a Batch .......................................................................................................................... 22 Adding a Batch ...................................................................................................................................22 Locking a Batch ..................................................................................................................................22 Refreshing a Batch .............................................................................................................................23 Print a Batch .......................................................................................................................................24 Email a Batch......................................................................................................................................24 Create a Batch PDF............................................................................................................................24 Delete a Batch ....................................................................................................................................24 Additional Batch Functionality.............................................................................................................25 IEP/Eval Batch Date Population .........................................................................................................................................25 Editing Batch Date – Setting the IEP or Eval Dates for Forms in Batches ........................................................................25 Moving Forms from One Batch to Another........................................................................................................................25 Duplicating a Batch.............................................................................................................................................................26 Using a Form........................................................................................................................... 28 Adding a Form ....................................................................................................................................28 Emailing a Form..................................................................................................................................28 Printing a Form ...................................................................................................................................28 Accessing an Individual Form.............................................................................................................29 Form Navigation Bar...........................................................................................................................29 Additional Form Functionality .............................................................................................................30 Viewing Forms Side By Side..............................................................................................................................................30 Find & Replace Text in a Form...........................................................................................................................................30 Duplicating a Form .............................................................................................................................................................31 Additional Information Field ..............................................................................................................................................32 Using Form Help.................................................................................................................................................................33 Formatting Text on Forms ..................................................................................................................................................33 Displaying the Formatting Toolbar.....................................................................................................................................34 Using the Text Ruler ...........................................................................................................................................................34 Using the Text Library ........................................................................................................................................................36 Features for Special Forms ..................................................................................................... 37 Individual Report - Form #28 ..............................................................................................................37 Staff Label for Title.............................................................................................................................................................37 ‘EALR/GLE’ button............................................................................................................................................................37 Guidance for IEP.................................................................................................................................................................39 Insert Test button.................................................................................................................................................................40 Evaluation Report - Form #4.5............................................................................................................40 Insert Individual Summaries ...............................................................................................................................................40 Insert Adverse Impacts from Individual Evaluations..........................................................................................................41 Area of Service Compliance ...............................................................................................................................................41 IEP Measurable Annual Goal - Form #12.4; 12.7...............................................................................42 Area of Service Compliance ...............................................................................................................................................42 Set Goal Button ...................................................................................................................................................................42 Summary of Services Matrix - Form #14.1 .........................................................................................44 Add Areas of Service Button ..............................................................................................................................................44 Other Documents - Form #90 .............................................................................................................45 Spanish Language Forms...................................................................................................................45 Notes Tab................................................................................................................................ 47 Copyright © 2000-2013, Portage Bay Solutions, Inc.
http://www.portagebay.com
Page 3
Printed: 05/30/13