Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. Texas Education Agency ESC PEIMS Coordinator Training for PEIMS EDIT+ Fall/Mid-Year Release* August 2, 2007 * For release October 8, 2007

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 2 Fall/Mid-Year * * For release on October 8, 2007  EDIT+ Hot Topics!  EDIT+ Enhancements  PET Enhancements  SAF Enhancements  PID Maintenance  EDIT+ Reports  Enhanced  PET Reports  Enhanced  Welcome! Today’s Topics are…

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 3 Fall/Mid-Year * * For release on October 8, 2007  EDIT+ Hot Topics!

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 4 Hot Topics! File Submissions / PID Updates PID Updates for PEIMS Data Files. Effective with this release (10/08/07), PID updates sent via PEIMS data files (batch process) will follow the same 14-day business rule as PID Maintenance (online), i.e., updates can only be made to a specific PID record every 14 days File Submissions. The final week before 1 st Submission closes, EDIT+ experiences an extremely high volume of file transfers. Due to the impact this high volume has on statewide processing, please do not wait until the final week to submit your files. The EDIT+ Release Letter provides this type of important information regarding each current EDIT+ release. Please have your districts and campuses check the Home page of the EDIT+ external website at. each Fall and Spring for a copy of the Release Letter. Figure 1. EDIT+ External Website – Home Page

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 5 Fall/Mid-Year * * For release on October 8, 2007  EDIT+ Enhancements

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 6 EDIT+ Standard Reports Page: New ‘Look’ and Function for Columns Collapsible Report Categories – Arrowheads in the left margin of each report category header indicate the category is collapsible; up arrows, the category is expanded; down arrows, the category is collapsed. Last Accessed – The ‘Last Accessed’ column replaces the ‘Date Run’ column and displays the date the report was last generated (accessed). The information formerly displayed in the ‘Date Run’ column is no longer displayed on the page however it is stored in the report history and accessible to EDIT+ Customer Support. Accessed By – The ‘Accessed By’ column replaces the ‘Run By’ column and displays who the last person was to generate the report. Action – The ‘Action’ column is a new column and provides the interface for generating reports on demand. The old ‘On Demand’ button has been replaced with a green triangle button indicating when a report is available to run. Once a report is complete and available for viewing, a PDF icon displays in this column (replacing the underlined report name as an indication that the report is available for viewing). The ‘Action’ column also displays the ‘Create Bundle’ button; currently, the bundle functionality remains the same. Details – The ‘Details’ column is a new column and provides the interface for generating reports by campus; currently, the campus-level reports functionality remains the same. Other pages – There are development plans to make similar changes to the PET Reports, PET Error Reports, and PET Error Reports by Campus pages. Note: For illustration purposes only. This page is in development and could change slightly by release in October. Figure 2. Standard Reports Page – New ‘Look’ and Function

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 7 EDIT+ Users Activity Page An Agent ID column has been added to the Users Activity page (accessed from the User Administration link). Additionally, the search feature has been enhanced to display the logon Agent ID and all Agent IDs within the hierarchy. The user can then select the Name hyperlink to display a specific User Activity page. The new Agent ID column is sortable in ascending or descending order. This enhancement makes the search results for the Users Activity page consistent with the User Directory page. Figure 3. Users Activity Page – Agent ID column Added

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 8 EDIT+ District Turnaround Report Bundles for ESC Users Figure 4. Bundled District Report Options for ESC Users Figure 5. Turnaround Reports Bundle Option The Region-Wide Reports and Table Downloads page displays a new link for Bundled District Turnaround Reports. (Note: The link for Bundled District Reports has been renamed, Bundled District Standard Reports). Selecting the link takes the ESC user to a new Bundled District Turnaround Reports page. Currently, this link enables ESCs to generate a bundle for the district-only PRF3D022-Special Education Maintenance of Effort (MOE) report.

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 9 Fall/Mid-Year * * For release on October 8, 2007  PET Enhancements

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 10 PET: Reason for Dual Event Dates (C and V) A new field, Event Reason, has been added to the PET Event Maintenance and PET Event History pages to aid in the identification and verification of dual event dates (enrollment or withdrawal). The new field contains two values:  These values also display in a new column added to PET3D001-PET Presumed Duplicate Report for Enrollment. Figure 6. PET Event Maintenance – Event Reason Figure 7. PET Event History – Event Reason Calendar (C) – Indicating research has confirmed that dual event dates are due to conflicting district calendars. Verified (V) – Indicating dual event dates have been verified or validated by other means of documentation.

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 11 PET Reports Pages: New ‘Look’ and Function for Columns Collapsible Report Categories – Arrowheads in the left margin of each report category header indicate the category is collapsible; up arrows, the category is expanded; down arrows, the category is collapsed. Last Accessed – The ‘Last Accessed’ column replaces the ‘Date Run’ column and displays the date the report was last generated (accessed). The information formerly displayed in the ‘Date Run’ column is no longer displayed on the page however it is stored in the report history and accessible to EDIT+ Customer Support. Accessed By – The ‘Accessed By’ column replaces the ‘Run By’ column and displays who the last person was to generate the report. Action – The ‘Action’ column is a new column and provides the interface for generating reports on demand. The old ‘On Demand’ button has been replaced with a green triangle button indicating when a report is available to run. Once a report is complete and available for viewing, a PDF icon displays in this column (replacing the underlined report name as an indication that the report is available for viewing). Details – The ‘Details’ column is a new column and provides the interface for generating reports by campus; currently, the campus-level reports functionality remains the same. In Development – The PET Reports, PET Error Reports, and PET Error Reports by Campus pages are in development and will be enhanced to have a similar look and functionality as the changes to the EDIT+ Standard Reports Page. Among the changes will be the following (see slide 6 for visual details):

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 12 PET Parameter-Driven Reports: Report Request Similar to EDIT+, PET users can now create custom report output from a selected list of PET reports. If users have access to certain reports on the PET reports page, they have access to those same reports with parameter-driven functionality. Reports are generated and saved based on your user login ID, therefore visible only to you. Parameter-driven reports are school year-specific. Determine that you are in the correct school year for which you want to create a report request. Note: is the first school year for which selected PET parameter-driven reports are available. To generate, select My Report Requests from the Contents List on the PET home page. The My Report Requests page displays. Notice the page initially launches with no reports listed. Select the Create Report Request button to create your first report. Figure 8. PET Home Page – My Report Requests Link Figure 9. PET Report Request – Initial Launch Note: For illustration purposes only. These pages are in development and could change slightly by release in October.

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 13 PET Parameter-Driven Reports: Create Report Figure 10. Create Report Request – Categories and Reports Figure 11. My Report Requests – Reports Generated The Create Report Request page displays the PET Report groups. If the page displays only report names with no filter or sort selections, then the only parameter option is the export parameter, i.e., the Save As type (.pdf,.xls, or.csv/report download, dependent upon report design). Selecting a different report group (and/or category) displays additional report selections. Select Save to generate report at a later time from the PET Report Request page. Select Save & Run to immediately generate report. Once the report starts to process, details of the report request display on the My Report Requests page. The page automatically refreshes every 5 seconds. When no reports are processing, the page refreshes every 5 minutes. When report processing is complete, an icon representing the output format displays in the View column. Selecting the icon enables you to open the report for viewing or save the report to your local machine. Note: For illustration purposes only. These pages are in development and could change slightly by release in October.

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 14 Fall/Mid-Year * * For release on October 8, 2007  SAF Enhancements

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 15 SAF0A001: ESC Approval Letter The ESC Roman numeral identifier now displays in capitals in both the header and signature lines. Figure 12. SAF0A001

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 16 Fall/Mid-Year * * For release on October 8, 2007  EDIT+ PID Maintenance

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 17 PID Maintenance Search: ‘T’ and ‘G’ Searches on Student IDs The PID Maintenance Search process has been enhanced to allow for Student IDs that begin with a leading T or G to return search results. Previously, only numerical Student IDs and those with a leading S were included in the search process and results. Figure 13. PID Maintenance Search – T and G Searches

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 18 Fall/Mid-Year * * For release on October 8, 2007  EDIT+ Reports: Enhanced for Fall/Mid-Year

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 19 (Enhanced) PRF0B031 – Interim List to Assist Districts in Leaver Record Submission New parameter added that, when selected, generates PRF0B031 with a list of only students who are not school year movers or prior Texas graduates, i.e., only include those students who do not have a ‘Yes’ flag in either of these two columns on the report. Figure 14. PRF0B031 – Parameter Page

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 20 (Enhanced) PRF0B032 – Presumed Underreported Students List Figure 15. PRF0B032 – Parameter Page Figure 16. PRF0B032 – Sample Summary If the Presumed Underreported Students checkbox is selected in the Only Include list, the last page of the report displays a summary that includes a count of Prior Year students, Current Year students, and the percent differential. The summary displays only when the Presumed Underreported Students checkbox is selected.

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 21 (Enhanced) PRF0B033 – Preliminary Presumed Underreported Students List Figure 17. PRF0B033 – Parameter Page Figure 18. PRF0B033 – Sample Summary If the Presumed Underreported Students checkbox is selected in the Only Include list, the last page of the report displays a summary that includes a count of Prior Year students, Current Year students, and the percent differential. The summary displays only when the Presumed Underreported Students checkbox is selected.

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 22 Enhanced EDIT+ Reports for Fall/Mid-Year Please refer to the pre-Release Letter handout for a detailed list of enhanced EDIT+ reports for Fall/Mid-Year. A final Release Letter reflecting any updates since the ESC PEIMS Coordinator Training is always posted on the Home page of the EDIT+ external website on the day of the new release (i.e., for FMY 07/08, October 8). Please use the Release Letter to keep your ESC and district staff trained and up-to-date with new release information. Figure 19. EDIT+ External Website – Release Letter Link on Home Page

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved School Year* * For release on October 8, 2007  PET Reports: Enhanced for

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 24 (Enhanced) PRF3D001 – PET Presumed Duplicate Student Report for Enrollment Availability: District Only Note: For illustration purposes only. This report is in development and could change slightly by release in October. This report has been enhanced to include a new column entitled Reason. The column displays the Event Reason values entered on the PET Event Maintenance page (and also displayed in the student’s PET Event History). The new Event Reason values are: (C) indicating that research has confirmed the dual event dates are due to conflicting district calendars or (V) indicating dual event dates have been verified or validated by some other means of documentation.

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 25 (Enhanced) PRF7D001 – Fall Enrollment Status of Prior Year PET Potential Leavers Availability: District and Campus Note: For illustration purposes only. This report is in development and could change slightly by release in October. Previously, only enrollment events displayed on this report; withdrawal events are now displayed. Two new columns, Event Type and Event Date have been added to the report to accommodate this information.

Version: Copyright ©2007 by Texas Education Agency. All Rights Reserved. 26 The screen captures exhibited in this presentation are samples only and could be slightly different by release in October. For details regarding the features and functionality of PEIMS EDIT+, SAF, PID, and PET, please refer to the PEIMS EDIT+ User Reference Guide * and the PEIMS EDIT+ Administrator Reference Guide. * For details regarding reports, please refer to the PEIMS Data Standards and EDIT+ and PET online ReportsHelp. * * For release on October 8, 2007