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The Special Education Data Plan in Campus is used to capture student special education plan information and match the required documentation provided by the state of Utah. This document describes each editor, a description of each field on the editor, and any special considerations and instructions for using the editor and fields.

The current format of this document is the UT Data Plan. Plan formats are selected in Plan Types.

Editor Home

The Editor Home lists the editors available on the student's Individual Education Plan. Available editors include:

Image of the Editor Home of the UT Data Plan Image 1: Editor Home for the Utah Data Plan

Header	Description
Name	The name of the editor.
Status	The state of the editor. Statuses can be: In Progress: indicates a user has entered and saved data in that editor. Not Started: is the default status for all editors. Complete: indicates a user has clicked the Complete button on the editor. This does not lock the editor from further editing, but indicates the user considers the editor to be finished. Not Needed: indicates a user has clicked the Not Needed button on the editor. This is usually done for editors that do not apply to the student.
Modified By	The date and the user by whom the editor was last edited.
Completed By	The date and the user who clicked the Complete button for that editor.

General Plan Information

The following table lists the buttons available for the editors:

Button	Description
Save	Different editors have different save options. Click the arrow next to the Save & Stay button to view all saving options for any given editor. Save captures progress and navigates the user to the Editor Home or to the Master Screen for List editors. See the Editor Types section for additional information. Save & Stay captures progress and keeps the user on the current editor. This save button is the default save option and usually found within the detail screen of List editors, such as Goals and Objectives. Save & Next captures progress and navigates the user to the next editor. Save & New captures progress and creates a new record. This save button is usually found within the detail screen of a list editor, such as Goals and Objectives. See the Editor Types section for additional information.
Refresh	Retrieves a new copy of data from the student's record. This includes enrollment, student, parent/guardian, and team member information. This also returns any accidentally deleted people records. Manually entered fields will not change when the refresh button is clicked. The user must Save after clicking Refresh to capture changes. A side panel displays listing all applicable Enrollment records for the student. See the Enrollments tool documentation for additional information.
Cancel	Navigates the user to the Editor Home screen or to the Master Screen for List editors.
Status i.e. Complete, Not Needed, etc.	Changes the status of the editor. Complete indicates the editor is finished. This makes the editor read-only. However, this does not lock the editor from further editing. To further edit after an editor is marked Complete, the user will have to click In Progress. Not Needed indicates the editor does not apply to the student's plan. This makes the editor read only. However, this does not lock the editor from further editing. To further edit after an editor is marked Not Needed, click the In Progress button. In Progress only displays when the editor is in the Complete or Not Needed status and allows additional edits to be made.
Print	Prints the entire plan.
Editors	Opens a side panel listing all the available editors and their status. Select an editor from this list to navigate to that editor or click Close to collapse the side panel.
Previous	Navigates the user to the previous editor.
Next	Navigates the user to the next editor.

Editor Types

There are two types of editors available: List or Basic editors. When navigating to a Basic editor, the list of fields within the editor display. List editors display a master list of all records within that editor. Clicking an existing record or the New button will open the detail view for an individual record. An example list editor is the Special Ed Services editor.

Padlock Icon

Only one user at a time can actively work on an editor. A person with a padlock icondisplays in the Editors side pane, Editor Home, and Master Screen of list editors indicating which editors currently have users working on them. Hovering over the icon displays the name of the user who has checked out the editor, including the current user (you).

Editors that are currently being edited are read only for all other users. The name of the person working on the editor displays in the header.

Image of the Padlock Icon on the Editors Side panel Image 2: Padlock Icon on the Editors Side-panel

Once the editing user navigates away from an editor, that editor becomes available to work on.

Template Banks

Certain fields within several editors have a paper icon next to their name. When the icon is clicked, a side panel displays with the available library of predetermined text for that field. See the Template Banks documentation for additional information.

Editors

The following section lists each editor and describes each field on the editor. Available editors include:

Education Plan

The Education Plan editor includes the various dates associated with the plan, why the IEP meeting was held, and how student progress is reported.

This editor must be saved before entering data into other editors.

Image of the Education Plan editor Image 3: Education Plan Editor

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Field Name	Description	Ad Hoc or Database Name	Validation
Plan Type	The purpose of the meeting.	N/A	Initial or Review
Meeting Date Required	The day the team met.	Learner Planning > Learning Plans > meetingDate	N/A
Start Date Required	The day on which the plan begins for the student.	Learner Planning > Learning Plans > planStartDate	When a Meeting Date is selected or entered, the Start Date auto-populates to the same date.
End Date Required	The day when the plan ends for the student.	Learner Planning > Learning Plans > planEndDate	When a Meeting Date is selected or entered, the End Date auto-populates to a year from the Meeting Date minus one day.
Eval Date	The date the student was evaluated to determine if they require special ed services.	N/A	N/A
Time Required	The amount of time the student will spend in special ed services. Field options include: A: 1-59 minutes for grades 1-12 or full day kindergarten. 1-29 minutes for half day kindergarten. B: 60-179 minutes for grades 1-12 or full day kindergarten. 30-89 minutes for half day kindergarten. C: 180 minutes or more for grades 1-12 or full day kindergarten. 90 minutes or more for half day kindergarten. N/A: The student is enrolled in pre-k.	N/A	Options available in this dropdown are in a locked Attribute/Dictionary at System Administration > Custom > Attribute/Dictionary > Plan > Time. See the Attribute/Dictionary documentation for additional information.
Regular Percent Required	The percentage of time the student will spend in regular education classes. Field options include: 1: At least 80% of the day 2: 40 to 79% of the day 3: Less than 40% of the day N/A: The student is 5 or younger and enrolled in pre-k	N/A	Options available in this dropdown are in a locked Attribute/Dictionary at System Administration > Custom > Attribute/Dictionary > Plan > Regular Percent. See the Attribute/Dictionary documentation for additional information.
DLM 1% Required	Indicates the student has a significant cognitive disability (SCD).	N/A	Yes or No

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Enrollment Information

The Enrollment Information editor reports Special Education information from the student's Enrollment. See the Enrollments tool documentation for additional information.

The Refresh button retrieves a fresh copy of data from the student's Enrollment record. See the General Plan Information section or the Enrollments tool documentation for additional information.

Image of the Enrollment Information editor Image 4: Enrollment Information Editor

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Field	Description	Ad Hoc or Database Name	Validation
Primary Disability Required	The primary disability of the student.	Learner Planning > Learning Plans > disability1	Disabilities are set up at System Administration > Custom > Custom Attribute> Enrollment > Disability 1. This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Secondary Disability	The second disability of the student, if applicable.	Learner Planning > Learning Plans > disability2	This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Third Disability	The third disability of the student, if applicable.	Learner Planning > Learning Plans > disability3	This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Fourth Disability	The fourth disability of the student, if applicable.	Learner Planning > Learning Plans > disability4	This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Fifth Disability	The fifth disability of the student, if applicable.	Learner Planning > Learning Plans > disability5	This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Special Ed Status	The student's special ed status. Option is either Yes or No.	Learner Planning > Learning Plans > specialEdStatus	Special Ed Status is set up at System Administration > Custom > Custom Attribute> Enrollment > Special Ed Status. This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Special Ed Setting/Environment Required	The student's special ed educational environment.	Learner Planning > Learning Plans > specialEdSetting	Special Ed Setting is set up at System Administration > Custom > Custom Attribute> Enrollment > Special Ed Setting. This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
Extended School Year	Indicates if the student will participate in an extended year program.	N/A	Yes or No
Resident District	The resident district of the student associated with the student's Enrollment record.	N/A	This field is read only. This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
School Name	The name of the school associated with the student's Enrollment record.	N/A	This field is read only. This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
School Phone	The phone number of the school associated with the student's Enrollment record.	N/A	This field is read only.
Grade	The student's current grade.	Enrollment > Grade enrollment.grade	This field is read only. This field is pulled from the Enrollment record. See the Enrollments tool documentation for additional information.
District Number	The district number associated with the Enrolled school.	System Administration > Resources > District Information > State District Number	This field is read only.
District Name	The district name associated with the Enrolled school.	System Administration > Resources > District Information > Name	This field is read only.
District Address	The district address associated with the Enrolled school.	System Administration > Resources > District Information > Address	This field is read only.
District Phone	The district phone number associated with the Enrolled school.	System Administration > Resources > District Information > Phone	This field is read only.
District SPED Address	The district special education address associated with the Enrolled school.	System Administration > Resources > District Information > SPED Address	This field is read only.
District SPED Phone	The district special ed phone number associated with the Enrolled school.	System Administration > Resources > District Information > SPED Phone	This field is read only.

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Student Information

The Student Information editor displays basic information about the student such as demographic information. This is a read-only editor.

The Refresh button retrieves a fresh copy of data from the student's record. See the General Plan Information section for additional information. This editor is read-only except the Home Primary Language and/or Address fields.

Image of the Student Information editor Image 5: Student Information Editor

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Field Name	Description	Ad Hoc or Database Name	Validation
Last Name	The student's last name.	Census > People > Demographics > Last Name identity.lastName	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
First Name	The student's first name.	Census > People > Demographics > First Name identity.firstName	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Middle Name	The student's middle name.	Census > People > Demographics > Middle Name identity.middleName	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Suffix	The student's suffix.	Census > People > Demographics > Suffix Name identity.suffix	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Age	The age of the student.	Census > People > Demographics > Age	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Birthdate	The student's birthdate.	Census > People > Demographics > Birth Date identity.birthDate	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Gender	The student's gender.	Census > People > Demographics > Gender identity.gender	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Home Primary Language	The student's home primary language.	Census > People > Demographics > Home Primary Language	This field pulls from the Demographics tool. See the Demographics documentation for additional information. This field can be modified.
Address	The student's address.	Census > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip	This field pulls from the Households tool. See the Households documentation for additional information. This field becomes a dropdown if more than one address exists for the student. The primary household displays by default.
Student Number	The student's identification number.	Census > People > Demographics > Student Number	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
State ID	The student's state identification number.	Census > People > Demographics > State ID	This field pulls from the Demographics tool. See the Demographics documentation for additional information.

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Parent/Guardian Information

The Parent/Guardian Information editor populates based on the guardian checkbox on the student's Relationships tool. The editor includes Demographics information for the student's guardian.

The Delete button next to each parent/guardian can be used to remove a parent/guardian from the Plan.

The Refresh button retrieves a new copy of parent/guardians' data. This will also return any accidentally deleted people. Manually entered fields will not change when the refresh button is clicked. The user must Save after clicking Refresh to capture changes.

Image of the Parent/Guardian Information editor Image 6: Parent/Guardian Information Editor

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Field Name	Description	Ad Hoc or Database Name	Validation
Last Name	The last name of the parent/guardian.	Census > People > Demographics > Last Name identity.lastName	This field pulls from the Demographics tool. See the Demographics documentation for additional information. This is part of the header for the parent/guardian.
First Name	The first name of the parent/guardian.	Census > People > Demographics > First Name identity.firstName	This field pulls from the Demographics tool. See the Demographics documentation for additional information. This is part of the header for the parent/guardian.
Middle Name	The middle name of the parent/guardian.	Census > People > Demographics > Middle Name identity.middleName	This field pulls from the Demographics tool. See the Demographics documentation for additional information. This is part of the header for the parent/guardian.
Suffix	The suffix of the parent/guardian.	Census > People > Demographics > Suffix Name identity.suffix	This field pulls from the Demographics tool. See the Demogra phics documentation for additional information. This is part of the header for the parent/guardian.
Relationship	The type of relationship between the parent/guardian and the student.	Census > People > Relationships > Relationship	This field populates from the Relationship tool. See the Relationships documentation for additional information. This is part of the header for the parent/guardian.
Print Sequence	The print order of the parent/guardian(s) on the IEP.	N/A	If no Sequence is selected, parent/guardian(s) print in the order displayed in the UI. If any Sequences are selected, only parent/guardian(s) with a sequence number will print in the order defined.
Address	The parent/guardians' address.	Census > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip	This field pulls from the Households tool. See the Households documentation for additional information. If there are multiple addresses for a person, they will have a drop down with an option to select which address. If there is only one address, the drop down will only hold one option. The populated address will be the one marked "Primary."
Home Phone	The home phone number of the parent/guardian.	Census > People > Demographics > Household Phone	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Work Phone	The work phone of the parent/guardian.	Census > People > Demographics > Work Phone	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Cell Phone	The cell phone of the parent/guardian.	Census > People > Demographics > Cell Phone	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Email	The primary email address for the parent/guardian.	Census > People > Demographics > Email	This field pulls from the Demographics tool. See the Demographics documentation for additional information.
Home Primary Language	The home primary language of the parent/guardian.	Census > People > Demographics > Home Primary Language identity.homePrimaryLanguage	This field pulls from the Demographics tool. See the Demographics documentation for additional information. The dropdown options are pulled from the Home Primary Language Attribute/Dictionary list. See the Attribute/Dictionary documentation for additional information.
Interpreter Required	Indicates an interpreter is needed to communicate with the parent/guardian.	N/A	N/A

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Special Ed Services

The Special Ed Services editor indicates services, both inside and outside the general education setting, that were considered for the student and why those services were rejected.

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List Screen

Image of the Special Ed Services List Screen Image 7: Special Ed Services List Screen

Field	Description	Validation
Padlock Icon	The person currently working on the service record.	See the Padlock Icon section of this document for additional information.
Service Name	The name of the service to be provided to the student.	This is a read only field and pulls from the Service field in the Services Inside General Ed Classroom detail screen.
Duration/Frequency	The number of minutes, sessions, and session frequency of the services administered.	This is a read only field and pulls from the Duration, Session Frequency, and Service Frequency fields on the Services Inside General Ed Classroom detail screen.
Start Date	The first day services will be administered to the student.	This is a read only field and pulls from the Start Date field in the Services Inside General Ed Classroom detail screen.
End Date	The last day services will be administered to the student.	This is a read only field and pulls from the End Date field in the Services Inside General Ed Classroom detail screen.

Detail Screen

Image 8: Special Ed Services Detail Screen

Field	Description	Ad Hoc or Database Name	Validation
Service Required	The name of the service to be provided to the student.	Student > Learner Planning > Learning Plans > Services > serviceID/serviceName	The values available are set up at System Administration > Special Ed > Services. See the Services documentation for additional information.
Provider	The name of the person administering services to the student.	Student > Learner Planning > Learning Plans > Services > providerID/providerName	The values available are set up at System Administration > Special Ed > Service Providers. See the Service Providers documentation for additional information.
Provider Position	The title or position name of the person administering services to the student.	Student > Learner Planning > Learning Plans > Services > positionID	The values available are set up at System Administration > Special Ed > Service Positions. See the Service Positions documentation for additional information.
Location	The physical area where the student will receive services.	Student > Learner Planning > Learning Plans > Services > locationSPED	The list of values are pulled from Attribute/Dictionary at System Administration > Custom > Attribute/Dictionary > planServiceProvided > Location. See the Attribute/Dictionary documentation for additional information.
Duration and Frequency
Start Date Required	The first day services will be administered to the student.	Student > Learner Planning > Learning Plans > Services > serviceStartDate	The date must be between or on the plan start and end dates and before or on the Service end date. This date defaults to the plan start date.
End Date Required	The last day services will be administered to the student.	Student > Learner Planning > Learning Plans > Services > serviceEndDate	The date must be between or on the plan start and end dates and after or on the Service start date. This date defaults to the plan end date.
Duration (in minutes)	The number of minutes spent administering the service per session.	Student > Learner Planning > Learning Plans > Services > serviceDirect	N/A
Session Frequency	The number of sessions per service frequency.	Student > Learner Planning > Learning Plans > Services > serviceFrequency	N/A
Service Frequency	The frequency designation, i.e. month, year, week, etc.	Student > Learner Planning > Learning Plans > Services > serviceFreqPeriod	The Specify Other field only displays when the "Other" option is selected for the Service Frequency.

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Related Services

The Related Services editor lists developmental, corrective, or other supportive services required to assist the student.

Only active Services with a Type of Related can be included in this editor.

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List Screen

Image of the Related Services List Screen Image 9: Related Services List Screen

Field	Description	Validation
Padlock Icon	The person currently working on the service record.	See the Padlock Icon section of this document for additional information.
Service Name	The name of the service to be provided to the student.	This is a read only field and pulls from the Service field in the Services Inside General Ed Classroom detail screen.
Duration/Frequency	The number of minutes, sessions, and session frequency of the services administered.	This is a read only field and pulls from the Duration, Session Frequency, and Service Frequency fields on the Services Inside General Ed Classroom detail screen.
Start Date	The first day services will be administered to the student.	This is a read only field and pulls from the Start Date field in the Services Inside General Ed Classroom detail screen.
End Date	The last day services will be administered to the student.	This is a read only field and pulls from the End Date field in the Services Inside General Ed Classroom detail screen.

Detail Screen

Image of the Related Services Detail Screen Image 10: Related Services Detail Screen

Field	Description	Ad Hoc or Database Name	Validation
Service Required	The name of the service to be provided to the student.	Student > Learner Planning > Learning Plans > Services > serviceID/serviceName	The values available are set up at System Administration > Special Ed > Services. See the Services documentation for additional information.
Provider	The name of the person administering services to the student.	Student > Learner Planning > Learning Plans > Services > providerID/providerName	The values available are set up at System Administration > Special Ed > Service Providers. See the Service Providers documentation for additional information.
Provider Position	The title or position name of the person administering services to the student.	Student > Learner Planning > Learning Plans > Services > positionID	The values available are set up at System Administration > Special Ed > Service Positions. See the Service Positions documentation for additional information.
Location	The physical area where the student will receive services.	Student > Learner Planning > Learning Plans > Services > locationSPED	The list of values are pulled from Attribute/Dictionary at System Administration > Custom > Attribute/Dictionary > planServiceProvided > Location. See the Attribute/Dictionary documentation for additional information.
Duration and Frequency
Start Date Required	The first day services will be administered to the student.	Student > Learner Planning > Learning Plans > Services > serviceStartDate	The date must be between or on the plan start and end dates and before or on the Service end date. This date defaults to the plan start date.
End Date Required	The last day services will be administered to the student.	Student > Learner Planning > Learning Plans > Services > serviceEndDate	The date must be between or on the plan start and end dates and after or on the Service start date. This date defaults to the plan end date.
Duration (in minutes)	The number of minutes spent administering the service per session.	Student > Learner Planning > Learning Plans > Services > serviceDirect	N/A
Session Frequency	The number of sessions per service frequency.	Student > Learner Planning > Learning Plans > Services > serviceFrequency	N/A
Service Frequency	The frequency designation, i.e. month, year, week, etc.	Student > Learner Planning > Learning Plans > Services > serviceFreqPeriod	The Specify Other field only displays when the "Other" option is selected for the Service Frequency.

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Other Services

The Other Services editor lists other supportive services required to assist the student.

Only active Services with a Type of Other can be included in this editor.

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List screen

Image of the Other Services List Screen Image 11: Other Services List Screen

Field	Description	Validation
Padlock Icon	The person currently working on the service record.	See the Padlock Icon section of this document for additional information.
Service Name	The name of the service to be provided to the student.	This is a read only field and pulls from the Service field in the Services Inside General Ed Classroom detail screen.
Duration/Frequency	The number of minutes, sessions, and session frequency of the services administered.	This is a read only field and pulls from the Duration, Session Frequency, and Service Frequency fields on the Services Inside General Ed Classroom detail screen.
Start Date	The first day services will be administered to the student.	This is a read only field and pulls from the Start Date field in the Services Inside General Ed Classroom detail screen.
End Date	The last day services will be administered to the student.	This is a read only field and pulls from the End Date field in the Services Inside General Ed Classroom detail screen.

Detail Screen

Image of the Other Services Detail Screen Image 12: Other Services Detail Screen

Field	Description	Ad Hoc or Database Name	Validation
Service Required	The name of the service to be provided to the student.	Student > Learner Planning > Learning Plans > Services > serviceID/serviceName	The values available are set up at System Administration > Special Ed > Services. See the Services documentation for additional information.
Provider	The name of the person administering services to the student.	Student > Learner Planning > Learning Plans > Services > providerID/providerName	The values available are set up at System Administration > Special Ed > Service Providers. See the Service Providers documentation for additional information.
Provider Position	The title or position name of the person administering services to the student.	Student > Learner Planning > Learning Plans > Services > positionID	The values available are set up at System Administration > Special Ed > Service Positions. See the Service Positions documentation for additional information.
Location	The physical area where the student will receive services.	Student > Learner Planning > Learning Plans > Services > locationSPED	The list of values are pulled from Attribute/Dictionary at System Administration > Custom > Attribute/Dictionary > planServiceProvided > Location. See the Attribute/Dictionary documentation for additional information.
Duration and Frequency
Start Date Required	The first day services will be administered to the student.	Student > Learner Planning > Learning Plans > Services > serviceStartDate	The date must be between or on the plan start and end dates and before or on the Service end date. This date defaults to the plan start date.
End Date Required	The last day services will be administered to the student.	Student > Learner Planning > Learning Plans > Services > serviceEndDate	The date must be between or on the plan start and end dates and after or on the Service start date. This date defaults to the plan end date.
Duration (in minutes)	The number of minutes spent administering the service per session.	Student > Learner Planning > Learning Plans > Services > serviceDirect	N/A
Session Frequency	The number of sessions per service frequency.	Student > Learner Planning > Learning Plans > Services > serviceFrequency	N/A
Service Frequency	The frequency designation, i.e. month, year, week, etc.	Student > Learner Planning > Learning Plans > Services > serviceFreqPeriod	The Specify Other field only displays when the "Other" option is selected for the Service Frequency.

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Data Plan (Utah)

Editor Home

General Plan Information

Editor Types

Padlock Icon

Template Banks

Editors

Education Plan

Enrollment Information

Student Information

Parent/Guardian Information

Special Ed Services

List Screen

Detail Screen

Related Services

List Screen

Detail Screen

Other Services

List screen

Detail Screen

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