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SIS 2000+ Special Programs Editor
Last update: 08/26/2000 jmm
Sec.
5, Define a 'Timeline'
This section only applies to special programs that have been designated
as 'Special Education" (in the 'General' tab).
Special Education programs are implemented through a sequence of events
called "Special Education Process" or "due process." This sequence is defined
in the 'Timeline' screen of the Special Programs Editor. The sequence can
rearranged, events can be designated as dependent on other events, and
a variety of other requirements and attributes can be set in this procedure.
Though the events in the due process are defined here, the fulfillment
of this due process is tracked on a per recipient basis in a separate SIS 2000+
program named Special Education
History.
5.1 View the Timeline list
The Special Education field in the 'General' screen must be
checked in order to view the 'Timeline' screen of the current program being
defined. Click on the 'Timeline' tab to bring the screen to the front.
The default view is a list of events in the read-only mode; signified by
the dark blue column headers (Fig. 15).
Fig. 15 - Timeline list
-
Seq.(uence) -
A number designating the sequence of the event in the Special Education
Procedure.
-
Description -
The name of the event.
-
Type of Date -
Completed events may be dated in a variety of ways when they appear
in the Special Education History 'Compliance Timeline'. The type of date
is defined here first, such as 'Effective Date', 'Expiration Date', 'Received'
date, and so on.
-
Req.(uired) -
A "Y" (Yes) will be displayed in this field if the event is required
by the school district. A "N" (No) indicates the event is optional.
-
Doc.(ument) -
A "Y" (Yes) will be displayed in this field if there is a document
associated with this event. A "N" (No) indicates that there is no associated
document.
-
Days -
The number of days allowed to complete the event in the due process.
-
from Seq.(uence) -
A number designating which event must be completed earlier in the sequence
(the parent event) before this event (the child event) is implemented.
Once set, this link will be maintained even if the overall order of sequence
is changed.
5.2 Add a Timeline event
5.2.1 Activate the first level edit mode
Click on the Edit command button at the bottom of the screen
to go into the first level edit mode; indicated when the column headers
and the small Add, Edit, and Delete buttons turn bright
blue (Fig. 16).
Fig. 16 - First-level edit mode
5.2.2 Open new event attributes form
Click on the blue-colored Add command button below the events
list to open a blank form for a new event (Fig. 17)
Fig. 17 - blank form
5.2.3 Define event attributes
Use the Tab key to move from field to field. Enter data as follows:
-
Sequence num.(ber) -
A read-only field displaying a number designating the sequence of this
event in the due process. This number is automatically generated at the
time this event is first added. This number can be changed only by following
the "Change the sequence of events" procedure (See Step 5.4).
-
Description -
Enter a descriptive name for the event.
-
Depends on Date -
This field will refer to another event (the parent) that has already
been defined in the sequence. Make a selection of previously defined
events from the drop-down list. If there are no previous events, the only
selection will be '<Unset>'. The link set up in this action will
be represented by a sequence number in the from Seq. field in the
Timeline list view. For example, if the current event being defined is
named "Event C" and "Event A" is selected in this field, then a parent/child
relationship will be set up between the two events. Consequently, the from
Seq. value will be equivalent to whatever the Seq.(uence) number
is for "Event A", the parent. If the sequence number for "Event A" changes,
the from Seq. value for "Event C" will automatically change accordingly
to maintain the link. If Depends on Date field is left unset then
a blank will appear in the from Seq. field in the list view.
-
Num. of Days to add -
Enter the number of days allowed to complete the event in the due process.
This value will be displayed in the Days field in the Timeline list.
The Special Education History application will use this value to calculate
actual calendar Due dates for each event in the the fulfillment of the
program once the sequence of events starts.
-
Count the Weekend -
Check this box to count weekends in the Number of days to add
field.
-
Count non School Days -
Check this box to count non-school days (such as holidays) in the Number
of days to add field.
-
Special Ed. Recalculate -
This field determines Timeline functions in the Special Education History
application. Special Ed. Recalc determines how the due date of an
entry is calculated from its parent event. If Special Ed. Recalc
is not checked, then the Due date is calculated as so many days
from the parent's Due date. If Special Ed. Recalc is
checked on, then the Due date is calculated as so many days from
the parent event's actual date.
-
Auto recalculate -
This field determines Timeline functions in the Special Education History
application. Auto Recalculate when set causes previously set Due
dates to be recalculated when a Due date of an ancestor record is
changed. When Auto Recalculate is not set a non-empty due date will
never be changed by the program but can be changed manually. For example,
if the due date of Event #2 is changed then the Due date of
Event #3 will also be changed if either #3 has no Due date or has
Auto Recalculate turned on.
-
Is required -
Check this field if the completion of this event is required
in by the school district before completing any subsequent child events.
If it is left unchecked, the event is optional.
-
Is documented -
Check this field if there is a document associated with this event.
-
Type of Date -
Completed events may be dated in a variety of ways when they appear
in SIS 2000+'s Special Education module. The type of date is defined here
first, such as 'Effective Date', 'Expiration Date', 'Received date', and
so on.
-
Document Type -
Select the type of document associated with this event.
-
Receiving entity type -
Select the type of person or institution that must receive the associated
document.
-
Originating doc -
Select the printed format that is required for the associated document.
-
Method delivery -
Select the method of delivery required for the associated document.
-
Comments -
A memo field for anecdotal comments.
Fig. 18 - sample data
5.2.4 Save data
Click on the Save Timeline command button to save the new event,
or Undo Changes to clear all changes since the last save, or Previous
Page to exit the form and return to the Timeline list if no changes
were made.


5.2.5 View the new event in the Timeline
After saving an event's attributes, the view will automatically revert
to the Timeline list, still in the first-level edit mode (Fig. 10). The
new event will be visible as an entry in the list in its automatically
assigned sequence.
Fig. 19
5.2.6 To add another event, repeat
Steps 5.2.2 - 5.2.4
5.2.7 To exit the edit mode, click
on the Done command button.
5.3 Edit a Timeline event
5.3.1 Activate the first level edit mode
by clicking on the Edit command button at the bottom of the screen.
5.3.2 Select the event in the Timeline list
until it is highlighted in dark gray.
5.3.3 Activate the second-level edit mode
by clicking on the blue-colored Edit command button.
This action will open the event's attribute form (Fig. 18).
5.3.4 Use the Tab key to move from field
to field. Modify data (See Step 5.2.3).
5.3.5 Save data by clicking on the Save
Timeline command button, or click on Undo Changes to cancel
all changes since the last save. If no changes were made, click on the
Previous Page command to exit the form and return to the Timeline
list.


5.3.6 After saving an event's attributes,
the view will automatically revert to the Timeline list in the first-level
edit mode (Fig. 19).
5.3.7 To exit the first level edit
mode click on the Done command button.
5.4 Change the sequence of events
Timeline events are automatically assigned a sequence number in the
new event attributes form according to the order in which they were added.
However, the sequence can be changed later, as follows:
5.4.1 In the Timeline information screen
activate the first level edit mode by clicking on the Edit command
button.
5.4.2 Select an event to move.
In the first level edit mode, each event in the timeline list will
have a small mover bar
in
the left hand Seq.(uence) column followed by a sequence number.
Fig. 20
Select an event to move by clicking on it until the line is highlighted
in dark gray and the mover bar becomes activated with small, black up/down
arrows (Fig. 20).
5.4.3 Drag and drop the activated mover
bar up or down to change the entry's sequence in the list. In the example
below, "Event C" has been moved from third in the list (a sequence
position of 003) to first in the list (the position of 001) (Fig.
21).
Fig. 21
5.4.4 Exit first level edit mode by clicking
on the Undo command button. The new sequence will be saved automatically.
5.5 Delete a Timeline event
5.5.1 Find the special program to edit
using the List command button (See Sec. 1)
5.5.2 Click on the "Timeline" information
screen
5.5.3 Activate the first level edit mode
by clicking on the Edit command button
5.5.4 Select an event to delete by clicking
on it until the line is highlighted in dark gray.
5.5.5 Click on the blue-colored Delete
command button.
5.5.6 In the dialog box that appears, answer
"Yes" to confirm or "No" to abort.
Fig. 22
5.5.7 Exit first level edit mode by clicking
on the Undo command button.
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