2. Agenda Access EDplan™ Login to EasyPEP™ Set Forgotten Password View Caseload View Student Profile Develop a PEP Resources

3. EDplan™ URL https://go8.easyiep.com/nccharlotteiep http://j.mp/CMS-PEP Accessible on any computer Not behind CMS firewall, but a secure system Pre-determined user types defines what you may and may not access on the system

4. Log into EasyPEP™ Type in name and password. Remember to leave a space between your first and last name. Remember that this is case sensitive! Click here

5. After Log In… You may see one or more of the following screens: –PCG End-User Agreement –CMS Confidentiality Policy Agreement –Forgotten Password Question Otherwise, you will see the Main Menu screen

6. Type in the answer you will provide. It’s case sensitive! Type in the question you want the system to ask you. Click here Forgotten Password Question

7. If you forget your password… Click the Forgot Your Password link Follow the steps Do not need to type your name Click here

8. Main Menu Page The name of this system is EDplan™ Although you see EasyIEP™, you are in EDplan™ Here is the information to the EasyPEP™ Help Desk. Please contact your PEP Administrator BEFORE contacting the Help Desk. EDplan Houses: EasyIEP™, EasyPEP™, and BehaviorPlus™ DO NOT send messages from this link. Please check messages the EasyPEP™ Team may send you.

9. Update Account Click My Info tab.

10. Last used to log on password 8 character minimum 1 uppercase 1 lowercase 1 number 1 symbol Do not make any changes to the sections under this green box. Click here

11. Update Account Confirmation Click on any tab from Main Menu Navigation Bar to exit page.

12. Accessing Students’ Portfolios I Click the Students tab from the Main Menu Toolbar

13. Accessing Students’ Portfolios II PEP Administrators can add new students to your account.

14. View Portfolios Click student’s name to open his/her EasyPEP™ portfolio and EDplan Documents (i.e., IEP and PEP). Ignore this section

15. Student’s Tab Bar There are 8 tabs on this bar. Returns to the Criteria for Selecting Students Page Returns to Main Menu page Returns to the Student Profile page Please do not use this tab. Communicate with other team members on student’s needs and progress. View all of student’s past and current PEPs, IEPs, and faxed documents. Log out of EDplan™

16. Student Profile Page I Review student’s demographic and assessment date.

17. Demographic Page Entries I If student has been retained, teacher should indicate in what grade on the School Information table

18. Demographic Page Entries II Users SHOULD NOT enter information in the Services Received table this school year.

19. Assessment I Previous years’ assessments (2009…) and grades (2010…) can be viewed.

20. Assessment II Data is still being imported.

21. PEP Process Flow The New PEP Process button enters the PEP Process flow for the student.

22. PEP Process Flow Page PEP Process Flow page will appear Same navigation flow at bottom of pages

23. Develop a PEP– All Let’s work through one. Please take notes on the next few pages.

24. Team Case manager –May only be one –Must be the same one throughout the year –Associated with all plans Teachers –All current teachers automatically appear as option for each plan Except: Changed schedule or New to the school) –Only teachers selected in last step of process will be associated with plan Parent(s)/Guardian(s) –Imported from NC Wise –Any change in parent info must be processed with registrar Other Team Members –May be added using Add/Remove Team Member button

25. Team Page PEP Administrators need to instruct teachers regarding Case Manager assignments To Add/Remove team members, select Add/Remove Team Members

26. Team Page Click checkbox to select or deselect a team member. Scroll to bottom of page and click Save & Continue>>

27. General Area(s) of Need I General Area of Need –Click check box Click Save Specific Area of Need –Click check box to remove last year’s if necessary –Click check box to add current year’s Click Save and Continue

28. General Area(s) of Need Page II Click Save at bottom of Specific Areas of Need table. –Click Save & Continue>>

29. Define & Hypothesize Confirm Specific Area of Need –Dropdown Define the Problem –Begin statement with student’s name –Concrete, observable, measurable Hypothesize the Problem –Begin statement with student’s name

30. Differentiated Strategies I Select at least 1 differentiated strategy method –How will you ensure student’s access to core curriculum given academic problem defined in plan? Select delivery method

31. Differentiated Strategies II Do not click Create Differentiation Strategies Plan button Scroll to bottom of page for Save & Continue button

32. Planning I

33. Planning II Identify no more than two (2) academic targeted skills from list at a time Identify intervention tool(s) and details –Duration (Input minute increments only) –Frequency (How many times per week) –Begin Date & Review Date (20-30 instructional days from Begin Date) Identify progress monitoring tool(s) and details –Subject Domain –Score Type Click Save and Continue

34. Create Plan - Dates Notification Date –Parent first notified that plan would be developed Plan Begin Date –First date of first intervention implementation Plan End Date (Plan Review Date) –02/07/12 Semester Course –06/15/12 Year-long Course Copy of Plan –Parent received (will receive) copy of final plan

35. Create Plan – Plan’s Team Parent –Ignore statement on screen regarding parent attending meeting. –Must select the parent/guardian to include parent on team Implementing Teachers Case Manager automatically associated with each plan

36. Create Plan – Team Notes Date all notes Include initial of first name and full last name at beginning of all notes Recommendation for use –State what other subject area teachers are implementing/supporting intervention strategies –State if interventions started before official parent notification date –Strategies for parents/guardians to implement at home –Document if review of plan with parent was conducted by phone

37. Create Plan – Create Document Create Draft of Plan first –P–Proof and confirm with all team members –R–Review with parent if possible before creating a Final Document Create Final Document - BARCODE –T–The EDplan™ system does not record student as having a plan until the plan is finalized –O–Official document –C–Case manager and all teachers on plan must sign signature page –P–Parent signature not required, but recommended –S–Student signature not required –P–Parent must receive a copy of the plan with school staff’s signature SAVE THE SIGNATURE PAGE FOR FUTURE FAX USE!!!!!

38. Resources PEP Intranet Link –http://j.mp/pepintranet http://j.mp/pepintranet RtI Behavior Plan Questions –Edwin Wilson, RtI Behavior Coordinator edwin.wilson@cms.k12.nc.us