Enter the Document Date
(MMDDYY) or click and select date. This should
reflect the date the document was created.
The team members who participated will pull from the student’s
current Team List, however participant changes can be made directly
to this document.
Check Student to
include the student's name as a participant. If the checkbox is
left blank the name will not be included as a participant.
On the Parents section, check Participant,
to include each parent/guardian name as a participant. If these
are left blank, the names will not be included as participants.
The Staff section displays the staff members who have been added
to the student’s Team List. Names can be added or removed from the
staff section of this document without affecting the student’s Team
List. If a Staff name is added to this document, the name will display
on this document only and not on the student’s Team List. Staff Names
displaying will be included as participants, however changes may be
made including additional staff names added.
Change current staff names:
Click next to the Staff
Name to change. The Find: Staff screen displays.
Enter all or part of staff Last
Name, First Name.
Click or press ENTER. Search Results
displays a list of matching criteria.
Click line of staff name. Line highlights.
Click again or click .
Find: Staff screen closes and staff name displays.
Click the Role and select the staff role.
Add staff names:
Click on the Staff bar. A new line
is added to the grid.
Repeat the procedure above.
If needed, check
on the line of the staff name to remove. The row is removed.
The Other Specialists section will allow for participant names
that are not available in the Staff directory.
Click on the Other Specialists bar.
A new row will be added.
Enter the Name
and Job Title of the specialist.
If needed, check
on the line of the staff name to remove. The row is removed.
The Target Behavior is auto-populated from the Functional
Behavioral Assessment document. However, users may enter additional
information by typing in the box. Users may check to ensure that
the most current data has been imported from the FBA by clicking
.
CAUTION: Clicking
the Refresh buttons will overwrite information previously entered
into the textbox. Make sure to Refresh prior to adding any current
data.