Featured Guide Pages

Featured Guide Pages

Start of Year Advice

Helpful Advice

Password Advice

Student List Filters

Activity Log Time Entry

Exclusive Rights explanation

User Guides

Educator's Guide Contents

Getting Started

Getting Started

What browsers does SpEd Forms support? MN, WI
How do I set up Safari on a Mac? MN, WI
How do I set up Google Chrome? MN, WI
How do I set up Firefox? MN, WI
How do I access SpEd Forms? MN, WI
How do I change my password? MN, WI
How do I change things in my profile? MN, WI
How do I manage my personal team member list? MN, WI
How do I manage my personal credentials? MN, WI
How do I manage my personal drop down lists? MN, WI
How do I manage my custom materials and procedures list? MN, WI
How do I use my personal goal bank? MN, WI

Managing Students

Managing Students

How do I manage the Messages inbox? MN
How do I setup and add new students? MN, WI
How do I change a student's setup information? MN, WI
How do I "Exit" a student? MN, WI
How do I re-activate an "Exited" student? MN, WI
How do I work with my student list? MN, WI
How do I use the student list filters? MN, WI
How do I go to a student's forms? MN, WI
How do I check spelling? MN
How are "Exclusive Rights" used? MN, WI
How do I print forms? MN, WI
How do I work with a student's history forms? MN, WI
How do I request access to a student? MN, WI
How do I send a student to another user? MN, WI
How do I share a student with a local user? MN, WI
How do I pick up a student from another district? MN, WI

Managing Forms

Managing Forms

Evaluation Reports (ER's)

Evaluation Reports (ER's)

Known Issues with ER Forms MN, WI
How do I navigate to a student's Evaluation Report? MN, WI
How do I create a new Evaluation Report? MN, WI
How do I organize ER sections in the order I want? MN, WI
How do I add a new section to the Evaluation Report? MN, WI
How do I delete a section from an Evaluation Report? MN, WI
How do I add a test to an existing ER? MN, WI
How do I add criteria to an existing ER? MN, WI
How do I edit an ER section? MN, WI
How do I format text in an ER? MN, WI
How do I copy and paste from MS Word? MN, WI
How do I add a table or chart to an ER section? MN, WI
How do I delete a table or chart in an ER? MN, WI
How do I Finalize an ER? MN, WI
How do I use the ER Team Members / Signature page?
How do I print an ER? MN, WI

Enrollment and Attendance

Enrollment and Attendance

User Tools

User Tools

How do I use the Assessment Tracking tool? MN, WI
How do I use the Switch Students tool? MN, WI

Frequently asked questions (FAQ)

Administrator Guide Contents

Getting started

Getting started

Browser instructions:
How do I set up Safari on a Mac? MN, WI
How do I set up Google Chrome? MN, WI
Your account setup:
How do I access SpEd Forms? MN, WI
How do I change things in my profile? MN, WI
How do I change my password? MN, WI
How do I manage my personal credentials? MN, WI
How do I use the Admin Overview? MN, WI
Administration setup:
How do I setup and manage a cooperative? MN
How do I setup and manage a district? MN, WI
How do I setup and manage a school? MN, WI
How do I set up instructional calendars? MN, WI
How do I add new students? MN, WI
How do I copy instructional calendars? MN, WI
How do I set system preferences? MN, WI
Setting up users:
What are the levels of administrative access? MN, WI
How do I manage user accounts? MN, WI
How do I manage user categories? MN, WI
Program setup and customizations:
How do I work with ER templates? MN, WI
How do I manage drop down lists? MN, WI
How do I manage the services drop down list? MN, WI
How do I set the languages drop down list? MN, WI
Show me the Drop Down reference guide. MN, WI
How do I manage measures? MN, WI
How do I add a form letter? MN, WI
How do I share a form letter with all users? MN, WI
How do I share a file with all users? MN, WI

Administrative Features

Administrative Features

How does the search box work? MN, WI
How do I search for students? MN, WI
A user is trying to pick up a student from another district, but the student ID is already in use on our server. What do I do? MN, WI
How do I change an ID number? MN, WI
How do I reassign the case manager? MN, WI
How do I print reports? MN, WI
How do I save a report to Excel? MN, WI
What is the SQL statement in use all about? MN, WI
How do I send email notifications when a student's status changes? MN, WI

Searchable Administrative Reports

Searchable Administrative Reports

How do I use the "Child Count" report? MN, WI
How do I use the "Caseload / Access" report? MN, WI
How do I use the "Student List" report? MN, WI
How do I use the "Duplicate Students" report? MN, WI
How do I use the "Student Sharing" report? MN, WI
How do I use the "Teacher workload analysis" report? MN, WI
How do I use the "Combined report"? MN, WI
How do I use the "Timeline monitoring" report? MN, WI
How do I use the "Team meetings in the next 90 days" report? MN, WI
How do I use the "Active student count (by school)" report? MN, WI
How do I use the "Services" report? MN, WI

Enrollment and Attendance

Enrollment and Attendance

Administrative Reports
How do I use the "Attendance detail" and "Attendance summary" reports? MN
Educator Guide
Enrollment and Attendance MN

Built-in Reports

Built-in Reports

How do I get to the built-in reports? MN, WI
How do I use the Student Sharing report? MN, WI
How do I see a student's history? MN, WI
How do I reassign a student's history to another student? MN, WI
How do I do the grade rollover? MN, WI
How do I find student's outside my permissions? MN, WI
How do I use the Access Log? MN, WI
How do I use the Student Sharing Tracker? MN, WI

Custom Reports

Custom Reports

How do I make a custom report? MN, WI
How do I view a custom report? MN, WI
How do I use SQL to make a custom report? MN, WI
How do I delete a custom report? MN, WI

User Tools

User Tools

How do I use the Assessment Tracking tool? MN, WI
How do I use the Switch Students tool? MN, WI

Frequently Asked Questions (FAQ)

MA Guide Contents

MA Guide

MA Guide

MA Admin Guide

MA Admin Guide

MA Setup:
How do I setup a district for MA? MN
How do I set up MA billing rates? MN
Student MA Setup:
How do I enter or change student MA information? MN
How do I view and print Activity or Trip logs and AT Claims? MN
How do I exit a student from MA? MN
How do I delete a student from MA? MN
How does MN-ITS work? MN
Student MA Eligibility:
How do I submit 270 (X12) Eligibility test files in the new 5010 format? MN
How do I select students for a 270 (X12) eligibility transmission? MN
How do I send a 270 (X12) eligibility transmission? MN
How do I import a 271 (X12) response file from DHS into SpEd Forms? MN
Creating and sending 837 X12 files to DHS:
How do I submit 837 (X12) Claim test files in the new 5010 format? MN
How do I select logs for an 837 transmission? MN
How do I edit claim information? MN
How do I send an 837 claim transmission? MN
How do I import an 835 (X12) response file from DHS into SpEd Forms? MN
How do I view the batch file transaction history? MN
How do I view a transaction? MN
How do I replace or void an individual claim? MN
How do I bill Assistive Technology (AT) claims? MN

Submitting support requests

How do I import data?

The “Import Data” feature gives Super Administrators the ability to import student data directly into the SpEd Forms database from a “comma delimited” text file.

Navigate to the main administration “Reporting” menu.
Click the “Super Admin” tab.
Click the “Import data” report.

You must contact SpEd Forms to setup a transfer folder. The transfer folder will allow you to upload files containing the comma delimited data to be imported into your SpEd Forms database. Once the transfer folder has been setup, follow the instructions on this page for details about accessing your transfer folder: http://www.spedforms.com/guide/webfolders.asp

You can import two types of information:

Important rules for import files:

The import file must be a comma delimited text file.
Text fields should start and end with double quotes.
If a record in the import file already exists in SpEd Forms, the record will be updated with information contained in the import file.
If a record in the import file does not exist in SpEd Forms, the record will be added to SpEd Forms and assigned to the default IEP manager.
If an import field is empty, the corresponding field in SpEd Forms will not be updated.
If an import field contains the word “NULL”, the corresponding field in SpEd Forms will be set to null (erased).

sa_reports_import_data.txt · Last modified: 2021/03/03 11:36 by 127.0.0.1

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