Good morning.
All attendees are in "Listen Only Mode."
Hello and welcome to the Accelify Webinar.
This Webinar will be about IEP Status of Goals.
On the long end, we will see the global home page, so that's where we will begin.
On the top left, you will see a navigation icon or a waffle grid.
And when hovering over this waffle grid, you will see icons that will allow you to easily
navigate through the system.
You will see the home icon which will take you back to the global home page, the calendar
icon which will take you into the calendar section, the settings icon which will allow
you to edit your profile information, the orange plan icons which will direct you to
the plan home pages and the blue TRACK icon.
Here you see that we are on the TRACK section of the system.
At the right you will see a question mark.
When clicking on this question mark, you will see a variety of supporting materials available
to you.
You'll see the MDCPS-Training Materials which include the quick reference guide that
was given to staff over the summer trainings.
You will see a Frequently Asked Questions Document as well as the Workarounds Document.
Please access these documents if you have any questions or, are experiencing some issues
on navigating through your meeting.
Here, you will also see the Webinar listing where you can register for future Webinars.
Next to the question mark, you will see the inbox icon which will provide for you some
emails or any updates from Accelify.
You will see a live chat feature which will be available to you in a few weeks.
A support icon which will display the Accelify helpdesk phone number and the Accelify helpdesk
email.
If you choose to email, please include your employee ID, student ID as well as the form
and field so that we can investigate the issue.
In the settings icon you can edit your profile information.
Underneath, you will see Miami-Dade County Public Schools, your name and your role.
You will also see a logout action button.
Please logout of the system using the logout action button.
Okay.
If you click on the X icon at the top right of the screen, it will simply close the window.
It will not log you out of the system.
So if you are someone who uses different computers or travels from schools and uses staff computers
then please click on the logout action button so that someone else who uses that computer
will not see that student's information.
Below you will see a blue bar that will change according to where you are in the system.
By now we are in the AcceliTRACK section so you'll see AcceliTRACK and its component
as well as reports.
At the very right you will see an announcement symbol so you can view announcements from
Accelify.
Below you will those orange plan icons again and the TRACK icon so you can click on these
icons here on this page so to you easily go through the plan home page.
So that just gives you another way to quickly go to the plan home page.
Below you will see important announcements from Accelify.
So please read these announcements before you move on in the system.
If you don't want to view the announcements anymore and you read them, you can always
click on that X, to remove those announcements.
Here, you'll see several tabs in the global home page.
You will see the My Students tab which will list students that you've added to the My
Students list.
You'll see their ID, their student name, birth dates, status, school, grade, upcoming
events and due the number of days until that event is due.
In the upcoming event section, you will see blue links that will take you right into that
event.
In the due section, you will see a color coded calendars with the number inside the calendar.
Green means you have a lot of time to finish this event, okay, more than 60 days.
Yellow means you need to start completing this event, okay, within 60 days.
And red means you need to start finishing and completing this event, okay, this event
is due within 10 days you need to start completing that event.
You need to go into those forms and start filling them out.
Here you can also see that the student name has a hyperlink so we could click on the student
name that will direct you to the student pages.
When clicking on the check box next to all the student, you can filter through all the
students in the district and type in their student name or ID, select the student and
then that student will appear below.
You can also filter through all the students in the district by clicking on that check
box next to all students, clicking on the filter icon and making your selections.
For example, I can choose a certain school and then I can choose an upcoming event so
if I want to say IEP Status of Goals and then filter.
Okay, then I'll, I guess I don't have access to seeing this or there are no IEP Status
of Goals in the school.
Okay.
So let's see what school.
I'm going to close.
You know, I had to reset.
Okay.
So, you're on Non-MDCPS Child, so let's say, I select all the students and I really
want to see the student's IEP's Status of Goals or who has their status of goals
coming up.
So, you can choose their status if you know what the student status is, you can choose
their school and you can type in this upcoming section and filter.
In here you could see all of the students will have an upcoming IEP status of goals
for that certain school, have appeared.
Okay, that's just one way.
In And that way, you can just click on to this link and it will take you directly into
that event.
My Caseload tab are students who you are servicing.
My Calendar tab are, is a section where you can add services to your calendar and you
can actually log against those services so here you go.
You can click on an empty cell, create service, et cetera.
You can copy and paste your weeks.
You can view your calendar by day, work week, week and month.
Here in the My Services section, you can create a service by clicking on the plus sign, filtering
through your services by clicking on the funnel icon and exporting your service page to a
CSV file.
You can also quickly view past due, due and upcoming services as well.
In my evaluation tab, similarly you can create one by clicking on the plus sign, filter through
your evaluations by clicking on the funnel icon and export your evaluations to a CSV
file.
My Student Activities are none billable activities.
And here you go, you have similar actions as well.
You can also add these student activities directly into the calendar and you can also
add a service and evaluation directly into the calendar as well.
My Activities, you can create an, your own activity such as a lunch duty or a recess
duty.
You can also add that right into your calendar so that you really have an organized, professional
work week.
You can really easily SCHEDULE your services for, you know, the month or few months as
well as your activities and student activities.
In the My Groups tab, you can create a group of students who you will be servicing so you
would actually create the group here by clicking on the plus sign.
You know, you would color code that group or you can, you don't have to add that group
name, select those students into that group and then add that group service through the
My Calendar tab.
Here in my dashboard, you will see a pie graph of scheduled, delivered, none billable and
canceled services.
For our purposes today, we are going to go right into the IEP icon.
We are going to go into the IEP home page.
Okay.
If I don't want to go there, I can go directly into the IEP status of goals link.
Okay.
But I just want to show you what this looks like when I enter into the IEP homepage.
Here you'll see all those students with IEPs and their upcoming events.
Okay.
Here you'll see a filter section that I can filter through all the students with IEP's
and I can even, here filter for a certain school if I know all these students have IEP's.
Okay.
And you will see upcoming, I can select upcoming status of goals, filter and I will see all
those students with upcoming status of goals.
Okay.
They can even like I said filter through a school, type in my school here, filter and
now I can get my students.
Okay, reset, to reset your filters.
Okay.
Here, I'm going to go right into that student's name.
I'm showing you how the breadcrumbs are forming.
Okay.
That is just how our system is a workflow driven system.
And here you can see these play buttons.
These are videos that you can watch in every form.
Here you'll see the student pages.
You will have already created a team because you will have filled out your meeting, okay,
and you, you'll notice you will have invited them already, assessments you will have created
your assessments already, attachments.
So this section, it should be filled out for you if you already are at the status of goal
section, okay, or at the status of goals form.
But I do want to reiterate the IEP team does have to be filled completed before you create
that notice and completely fill out that notice as these members will be populated into those
drop downs in the notice of meeting.
And the assessment section has to be completed here in order to then select it in your meeting.
So now we're going to go into events and access our IEP status of goals.
Here, on my last locked meeting, I locked it and so now we created that IEP status of
goals in the upcoming event section.
I'm going to click on the right event with the right due date.
Okay.
Here you can see I have an event to overview so my left navigation mirrors my right navigation.
I see that in my event overview, I have my forms listed as well as color coded circles.
The red circle means that it is incomplete.
Yellow means, it is in the process of completion.
Green means it is completed and validated.
Here I will see the student information section which has information migrated over from ISIS.
You will see that demographic section, disabilities as well as the ESOL level, medical authorization
form or not form but section.
Okay.
So this information should be populated over from ISIS.
And here I should see my contacts information.
Here you will see my distribution manager.
So once I filled out my status of goals, I will go into distribution manager to select
my status of goals and distribute.
Here I will see my status of goals.
I will see my goal codes and the list of my goals.
Here you'll see the plan dates.
Okay.
So you should see the, the information here.
Okay.
I would select the date of the notice.
Here you'll see that grading period two, grading period three and grading four are greyed out
because right now I should only be filling out grading period one and making my selections.
Okay.
So here, I want to make sure that I select the appropriate goal code and that they've
mastered and made adequate progress or some progress or insufficient progress.
In here I can type in my comments and then click on save to save your information.
Okay.
This form if needed, you could fill up this form.
But right now this is the status of goals form with that red circle and this is the
only form that you need to fill out, okay, when filling out status of goals.
Now, I would like to distribute my status of goals.
I'm going to select my student contact.
I clicked on that plus student contact, plus student contact section and I'm going to select
my method I had an in-person conversation.
Let say I had a meeting, okay, make sure to select the correct language.
Check the include check box, the IEP status of goals check box and distribute.
And now my IEP status of goals will appear as a PDF on the bottom left if I'm using Chrome.
I will open that PDF and print it out and hand to the parent.
Here I will see contact log and notes so if you would like to add a note, you can by clicking
on the create action button.
You can create a contacts also in this section.
If you to contacted the parent several times to come in for a meeting.
Okay.
I will click on create, fill out your information and would have fill out that response and
then save.
Here you can add additional attachments.
Okay.
And then once I am done I can click on my event compliance.
My compliance passed successfully and I will lock this event.
Once I lock the event, the system will take me to the IEP events page and I will see the
next status of goals appear in my upcoming events.
So here you can see that next status of goals appear in my upcoming events.
Okay.
Here, I locked this status of goals.
Now I am going to see that next status of goals appear in upcoming events.
Okay.
Just to reiterate.
There is the question mark at the top of the page which will provide support materials
available to you.
Okay.
So please review these if you need further assistance.
You have the support icon which will provide for you the phone number as well as the email
for Accelify helpdesk.
And in each form you will see a play button, okay, and that will provide you with a video
that will take you through the process of filling out the form and navigating through
the form.
Okay.
So that will be very helpful to you.
I want to thank you all for joining this Webinar.
Have a wonderful day.
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