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The Evaluation in Campus is used to document the student's educational needs and the student's determination of eligibility for special education. This document describes each editor, the section(s) of the print format that include the entered information, a description of each field on the editor, and any special considerations and instructions for using the editor and fields.

An evaluation must be created whether or not the student is determined to have a disability. A copy of the evaluation summary report, including the documentation of eligibility, is given to the student’s parents by the school district.

The current format of this document is the PA ER 2021. Evaluation formats are selected in Eval Types.

Editor Home

The Editor Home lists the editors available on the student's Evaluation and the Modification and Completion information.

Editor Home

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 Evaluation 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 List 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 do 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 List 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 must click In Progress. Not Needed indicates the editor does not apply to the student's evaluation. 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 evaluation.
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 list of all records within that editor. Clicking an existing record or the New button opens the detail view for an individual record. An example list editor is the Team Meeting 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 List 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. 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 icondisplays next to their name. When the icon is clicked, a side panel displays with the available library of predetermined text for that field. Template Banks are managed in System Administration.

Editors

The following section lists each editor and describes each field on the editor.

Evaluation Header

The Evaluation Header editor includes general information about the evaluation, including relevant dates, the type of evaluation, and basic student information.

This editor must be saved before continuing to other parts of the evaluation.

Evaluation Header Editor

Field	Description	Validation
Date of Report Required	The date the Evaluation was created.	This field auto-populates with today's date, but it can be modified.
Date report Provided to Parent/Guardian/Surrogate Required	The date the Evaluation report was given to the student's parent/guardian/surrogate.	N/A
Local Education Agency (LEA)	A public board of education or other public authority within a state that maintains administrative control of public elementary or secondary schools in a city, county, township, school district, or other political subdivision of a state.	N/A
Current Educational Program	The student's current educational program.	N/A
LEA Representative Name	The name of the LEA representative.	N/A
Phone Number	The phone number for the LEA representative.	N/A
Email Address	The email address for the LEA representative.	N/A
Other Information	Any other information regarding the LEA representative or the student's current education program.	N/A

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Enrollment Information

The Enrollment Information editor reports Special Education information from the student's Enrollment.

The Refresh button retrieves a fresh copy of data from the student's record. See the General Evaluation Information section for additional information.

This editor is read-only.

Enrollment Information Editor

Field	Description	Ad Hoc	Validation
Resident District	The student's district of residence.	Learner Planning > Learning Plans > residentDistrictNumber	This field is pulled from the Enrollment record and cannot be modified.
Grade	The student's current grade.	Enrollment > Grade enrollment.grade	This field is pulled from the Enrollment record. This field is read only.
School Name	The name of the school associated with the student's Enrollment record.	Learner Planning > Learning Plans > servingSchoolName	This field is pulled from the Enrollment record. This field is read only.
School Phone	The phone number of the school associated with the student's Enrollment record.	N/A	This field is pulled from the Enrollment record. This field is read only.
School Year	The school year associated with the student's Enrollment record.	N/A	This field is pulled from the Enrollment record. This field is read only.
District Information
District Number	The district number associated with the Enrolled school.	System Administration > Resources > District Information > State District Number	N/A
District Name	The district name associated with the Enrolled school.	System Administration > Resources > District Information > Name	N/A
District Address	The district address associated with the Enrolled school.	System Administration > Resources > District Information > Address	N/A
District Phone	The district phone number associated with the Enrolled school.	System Administration > Resources > District Information > Phone	N/A
District SPED Address	The district special education address associated with the Enrolled school.	System Administration > Resources > District Information > SPED Address	N/A
District SPED Phone	The district special ed phone number associated with the Enrolled school.	System Administration > Resources > District Information > SPED Phone	N/A

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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 Evaluation Information section for additional information.

This is a read-only editor.

Student Information Editor

Field Name	Description	Ad Hoc
Last Name	The student's last name.	Census > People > Demographics > Last Name identity.lastName
First Name	The student's first name.	Census > People > Demographics > First Name identity.firstName
Middle Name	The student's middle name.	Census > People > Demographics > Middle Name identity.middleName
Suffix	The student's suffix.	Census > People > Demographics > Suffix Name identity.suffix
Age	The age of the student.	Census > People > Demographics > Age
Birthdate	The student's birthdate.	Census > People > Demographics > Birth Date identity.birthDate
Gender	The student's gender.	Census > People > Demographics > Gender identity.gender
Federal Designation	The student's federally designated race/ethnicity.	Census > People > Demographics > Federal Designation identity.raceEthnicityFed
Federal Race(s)	The student's federal race(s).	Census > People > Demographics > Race(s) identity.raceEthnicityFed1, raceEthnicityFed2, raceEthnicityFed3, raceEthnicityFed4, raceEthnicityFed5
Race, Ethnicity (state)	The student's state race/ethnicity designation.	Census > People > Demographics > State Race/Ethnicity identity.raceEthnicity
Home Primary Language	The student's home primary language.	Census > People > Demographics > First Language identity.homePrimaryLanguage
Address	The student's address. This field becomes a dropdown when more than one address exists for the student. The primary household displays by default.	Census > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip
Student Number	The student's identification number.	Census > People > Demographics > Student Number
State ID	The student's state identification number.	Census > People > Demographics > State ID
Case Manager Information
Name	The name of the student's Case Manager.	Student Information > Special Ed > General > Team Members > Name
Title	The title of the staff member.	Student Information > Special Ed > General > Team Members > Caseload Role
Phone	The staff member's phone number.	Student Information > Special Ed > General > Team Members > Other Phone

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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 Evaluation.

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

Parent/Guardian Information Editor

Field Name	Description	Ad Hoc	Validation
Relationship	The relation of the parent/guardian to the student.	Census > People > Relationships	This field populates from Census. This is part of the header for the parent/guardian.
Last Name	The last name of the parent/guardian.	Census > People > Demographics > Last Name identity.lastName	This field populates from Census. 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 populates from Census. 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 populates from Census. 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 populates from Census. 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	When no Sequence is selected, parent/guardian(s) print in the order displayed in the UI. When any Sequences are selected, only parent/guardian(s) with a sequence number prints 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 populates from Census. When there are multiple addresses for a person, a drop down with an option to select which address displays. When there is only one address, the drop down only has one option. The populated address is the one marked "Primary."
Home Phone	The home phone number of the parent/guardian.	Census > People > Demographics > Household Phone	This field populates from Census.
Work Phone	The work phone of the parent/guardian.	Census > People > Demographics > Work Phone	This field populates from Census.
Cell Phone	The cell phone of the parent/guardian.	Census > People > Demographics > Cell Phone	This field populates from Census.
Email	The primary email address for the parent/guardian.	Census > People > Demographics > Email	This field populates from Census.
Home Primary Language	The home primary language of the parent/guardian.	Census > People > Demographics > Home Primary Language identity.homePrimaryLanguage	This field populates from Census. The dropdown options are pulled from the Home Primary Language Attribute/Dictionary list. See the Attribute/Dictionary documentation for additional information.

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Reason(s) for Referral

The Reason(s) for Referral editor is used to describe the reason the student is being referred to evaluation.

Reason(s) for Referral Editor

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Sources of Evaluation Data

The Sources of Evaluation Data editor is used to describe the variety of data sources used to consider in determining the student's eligibility.

Sources of Evaluation Data Editor

Field	Description
A. Evaluations and information provided by the parent of the student (or documentation of LEA's attempts to obtain parental input)	A description of the information given to the student's evaluation team by the parent/guardian(s) of the student.
B. Observations - include teacher observations and observations by related services providers, when appropriate	A description of the observations of the student's behavior(s) by teacher(s) and/or service providers.
C. Recommendations by teachers	A description of the teachers' recommendation for services.
D. The student's physical condition (include health, vision, hearing); social or cultural background; and adaptive behavior relevant to the student's suspected disability and potential need for special education	A description of the student's physical conditions, social/cultural background, and adaptive behaviors relevant to the student's suspected disability.
E. Assessments - include, when appropriate, current classroom based assessments; aptitude and achievement tests; local and/or state assessments; vocation technical education assessment results; interests, preference, aptitudes (for secondary transition); etc.	The assessments used to determine the student's condition(s), disabilities, and/or special education needs.

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Evaluation Conditions

The Evaluation Conditions editor is used to describe the extent to which the assessment conditions varied from the standard conditions.

Evaluation Conditions Editor

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Determining Factors

The Determining Factors editor is used to document the factors related to the student's instruction in reading and math.

Respond Yes or No to, and provide evidence for, each determining factor.

Determining Factors Editor

Ad Hoc	Description
Lack of appropriate instruction in reading, including the essential components of reading instruction	Indicates if the student is limited in their reading skills.
Lack of appropriate instruction in math	Indicates if the student is limited in their math skills.
Limited English Proficiency	Indicates if the student is limited in their English language skills.

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Summary of Findings

The Summary of Findings editor is used document the student's functional levels in academic achievement, functional performance, and behavioral information.

Summary of Findings Editor

Field	Description
A. PRESENT LEVELS OF ACADEMIC ACHIEVEMENT - Describe the student's present levels, strengths, and the resulting academic needs, when appropriate. Include communicative status, motor abilities, and transition needs as appropriate. For students with Limited English Proficiency (LEP), include current level(s) of English language proficiency in reading, writing, speaking and understanding/listening.	Describes the student's present academic level and associated academic needs, when applicable.
B. PRESENT LEVELS OF FUNCTIONAL PERFORMANCE - Describe the student's present levels, strengths, and the resulting functional needs, when appropriate.	Describes the student's present levels of functional performance with resulting functional needs, if applicable.
C. BEHAVIORAL INFORMATION - Include social and emotional status and behavioral strengths and needs, when appropriate.	Describes the student's behavioral strengths and needs, if applicable.
Additional Evaluation Information	Any other information related to the student's evaluation.

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Conclusion

The Conclusion editor is used to document the determination of eligibility based on the information entered into the previous editors.

Conclusion Editor

Field	Description	Validation
A. The student does not have a disability and therefore is NOT ELIGIBLE for special education.	Indicates the student does not have a disability and is not eligible for special ed services.	N/A
B. The student has a disability but does not need specially designed instruction, and therefore is NOT ELIGIBLE for special education.	Indicates the student has a disability, but does not need specially designed instruction.	N/A
C. The student has a disability AND is in need of specially designed instruction, and therefore IS ELIGIBLE for special education.	Indicates the student has a disability and is in need of special education services. Additional information is required when this option is selected.	*When C is marked, the following fields display.
Primary Disability Category Required	The student's primary disability.	N/A
Secondary Disability Category	The student's second disability, if applicable.	N/A
Tertiary Disability Category	The student's third disability, if applicable.	N/A
Disability Area 4	The student's fourth disability, if applicable.	N/A
Disability Area 5	The student's fifth disability, is applicable.	N/A
Recommendations for consideration by the IEP team to enable the student to participate as appropriate in the general education curriculum (including special considerations the IEP team must consider before developing the IEP, measurable annual goals, specially designed instruction and supplementary aids and services)	A description of the recommendation by the team for the student to participate in the general education curriculum.	N/A

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Team Meetings

The Team Meeting editor is used to document meeting information.

Field	Description
Padlock Icon	The user currently working on the record.
Meeting Date	The date of the meeting.
Meeting Location	The location of the meeting.
Print in Evaluation	Indicates this meeting information prints on the Evaluation.

Field	Description
Print in Evaluation	Indicates this meeting information prints on the Evaluation.
Meeting Date Required	The date of the evaluation meeting.
Meeting Time	The time of the meeting.
Meeting Location	The location of the meeting.
Invite Date	The date the team members were invited to the meeting.
Comments	Any comments related to the meeting.
Attendance
First Name Required	The first name of the team member.
Last Name Required	The last name of the team member.
Role Name	The role of the team member.
Agreed	Indicated this team member agrees with the evaluation conducted for the student.
Disagreed	Indicates this team member disagreed with the evaluation conducted for the student.

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Determination of SLD

The Determination of SLD (Specific Learning Disability) is used to document details related to the determination for eligibility.

This editor must be completed when determining eligibility for Specific Learning Disability.

Determination of SLD Editor

Field	Description
1. The student does not achieve adequately for the student's age or does not meet State-approved grade-level standards in one or more of the following areas when provided with learning experiences and scientifically based instruction appropriate for the student's age or State-approved grade level standards and level of English language proficiency: oral expression, listening comprehension, written expression, basic reading skill, reading fluency skills, reading comprehension, mathematics calculation, and mathematics problem-solving.	Describes if the student is not achieving an academic standard that complies with state-approved grade-level standards.
2. Check below to identify the process(es) used to determine eligibility.
Response to Scientific Research-Based Intervention (RtI). Document the criteria below.	Indicates that a scientific research based intervention was used to determine the student's special ed eligibility.
The student does not make sufficient progress to meet age or State-approved grade-level standards in one or more of these areas: oral expression, listening comprehension, written expression, basic reading skill, reading fluency skills, reading comprehension, mathematics calculation, and mathematics problem-solving.	Describes the areas the student is not meeting state approved grade-level standards.
Severe Discrepancy between Intellectual Ability and Achievement. Document the criteria below.	Indicates that an intellectual ability and achievement process was used to determine the student's special ed eligibility.
The student exhibits a pattern of strengths and weaknesses in performance, achievement or both relative to age, standards or intellectual development.	Describes the student's pattern of behaviors related to their academic achievement for their age and development.
3. The instructional strategies used and the student-centered data collected	Describes the instructional strategies used.
4. The educationally relevant medical findings, if any	Describes relevant medical findings.
5. The effects of the student's environment, culture, economic background	Describes the effects of the student's environment.
6. Data demonstrating that prior to referral or as part of the referral process for a specific learning disability, the student's regular education instruction was delivered by qualified personnel, including the English as a Second Language (ESL) program, if applicable	Describes the data collected prior to the student's referral or as part of the referral process indicating the student was taught by a qualified personnel.
7. Data based on documentation of repeated assessments of achievement at reasonable intervals, reflecting progress during instruction, which was provided to the parents	Describes data provided by the parent/guardian(s) of the student.
8. An observation in the student's learning environment (including the regular classroom setting) to document the student's academic performance and behavior in the areas of difficulty. Note the relationship of that behavior to the student's academic functioning.	Describes the student' academic performance and behaviors in the areas of difficulty.
9. Other data, if needed, as determined by the evaluation team	Describes any other data pertaining to the evaluation.
10. Include a statement for each item below to support the conclusions of the evaluation team that the findings are not primarily the result of
Visual, hearing, motor disability	A statement of the student's conclusion regarding the student's visual, hearing, motor disability.
Intellectual Disability	A statement of the student's conclusion regarding the student's intellectual disability.
Emotional Disturbance	A statement of the student's conclusion regarding the student's emotional disturbance.
Cultural factors	A statement of the student's conclusion regarding the student's cultural factors.
Environmental or economic disadvantage	A statement of the student's conclusion regarding the student's environmental or economic disadvantage.
Limited English proficiency	A statement of the student's conclusion regarding the student's limited English proficiency.

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Previous Versions

Evaluation Summary Report (Pennsylvania) [.2148 - .2219]

Pennsylvania Evaluation Summary Report

Editor Home

General Evaluation Information

Editor Types

Padlock Icon

Template Banks

Editors

Evaluation Header

Enrollment Information

Student Information

Parent/Guardian Information

Reason(s) for Referral

Sources of Evaluation Data

Evaluation Conditions

Determining Factors

Summary of Findings

Conclusion

Team Meetings

Team Meeting List Screen

Team Meeting Detail Screen

Team Meeting Detail Screen

Determination of SLD

Previous Versions

Pennsylvania Evaluation Summary Report

Editor Home

General Evaluation Information

Editor Types

Padlock Icon

Template Banks

Editors

Evaluation Header

Enrollment Information

Student Information

Parent/Guardian Information

Reason(s) for Referral

Sources of Evaluation Data

Evaluation Conditions

Determining Factors

Summary of Findings

Conclusion

Team Meetings

Team Meeting List Screen

Team Meeting Detail Screen

Team Meeting Detail Screen

Determination of SLD

Previous Versions

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