Welligent Users Manual
[Pages:24]Welligent Users Manual
Prepared for LAUSD Charter Schools by Bernard Yaklin and Quannah-Parker McGowen, Cross & Joftus, LLC September 1, 2011
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Table of Contents
I. Getting Started ...................................................................................................... 3 II. Using Welligent .................................................................................................... 4
Technical Requirements ........................................................................................ 5 Communication Center .......................................................................................... 8 Icons ...................................................................................................................... 9 Tips for printing Section K and Services............................................................... 10 III. Best Practices ................................................................................................... 11 Important Welligent Tips ...................................................................................... 12 IEP PROCESS .................................................................................................... 13 IEP Meeting Procedures and Follow-Up .............................................................. 18 Once an Assessment Plan is signed... ................................................................ 20 Sample IEP Agenda............................................................................................. 22 IV. Resources ......................................................................................................... 24 V. Important Contact Information: ........................................................................ 24
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I. Getting Started
Welligent is a web-based software system used by Los Angeles Unified School District to create online IEPs and track related services. Welligent enables administrators to ensure that all students are receiving appropriate services and the school remains in compliance with all relevant regulations and laws. This document is based on the version of Welligent in use on August 1, 2011. From time-to-time, the Welligent software is revised and the instructions and tips contained here may become obsolete.
In order for new charter school employees to gain access to Welligent they must first apply, using LAUSD's EZ Access system (see Resource Section for application). Below is a glossary to assist in completing the EZ Access Application
Domain Name/Email Site Administrator Site Administrator Designee
Make sure that all email addresses are not from anonymous accounts, such as Yahoo, Gmail, Hotmail, etc. Email addresses should be from the school (i.e. @) Each user must have their own account associated with this domain Each Charter school must have at least one, and up to three designees that are responsible for approving new user applications before forwarding to LAUSD. This is usually the Principal or his/her designee. The Site Administrator is responsible for ensuring that the level of access (User Role) is appropriate for each person who has Welligent Access Once the EZ Access account is established, the Site Administrator is able to identify up to three additional designees, who approve user requests prior to the new application being forwarded to LAUSD.
Steps in completing EZ Access Application
1. User completes and submits the EZ Access form online 2. EZ Access form is approved by Site Administrator 3. Site Administrator forwards EZ Access form to LAUSD 4. Upon approval, the user will receive notification via the provided email address
with instructions on how to activate their EZ Access Account. Please allow at
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least five business days for this process to occur. For assistance call 213-2412074
II. Using Welligent
Please see the Welligent 101 V7 Instruction Guide in the Resource section of this manual for explicit instructions on how to access the various pages and how to populate each field within an IEP. The following information is included to assist you in navigating Welligent
A. Technical Requirements for using Welligent B. Communication Center Information C. Icons Information D. Tips for Printing Section K and Services Pages
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Technical Requirements
Use the following Operating System and Browser combinations:
OPERATING SYSTEM
BROWSER
OS SERVICE
MEMORY
(OS)
PACK
Windows XP
IE 7.0 .X
2 or 3
128 MB
Macintosh OS X
Safari 4.0.3 or
N/A
256 MB
Higher
FireFox is not supported at this time.
Check your computer's Updates/Service Packs.
Windows users
Mac users
Quit all programs.
Quit all programs.
Start Internet Explorer On the Apple menu, click Software Update.
then goto Tools, then Install all Apple Updates. Windows Update.
and then click the Custom button to
start update search
Click Critical Updates
and Service Packs (
) at the left, to install
the number of
updates indicated.
Keep repeating the steps above until the
system has 0 critical
updates.
Clear the cache and remove security messages:
Windows users
Mac users
Open Internet Explorer.
Open Safari.
On the Tools menu, click Internet Click on Safari menu (OS X), click
Option.
Preferences, then select:
Select the General tab:
Security: Do not Block Pop-up windows.
Under Browsing History click
Security: Do Enable the three Java
Delete...
checkboxes.
Check (check ) the boxes next to: Temporary Internet files Cookies History
At the bottom Click the Delete
AutoFill: Unselect all three choices. Click on the Red button to close window Click on Safari menu (OS X), click Empty
Cache Click on the Empty button.
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button. Click Settings, select
Automatically. Disk space to use should be set above 125 MB.
Select the Advanced tab: Click Restore advanced settings Scroll to Security, check Empty
Temporary Internet Files and remove the check from Warn if changing between secure and Warn if POST t secure mode.
Click Apply, and then click OK.
Adjust screen resolution Use the preferred monitor resolution setting - 1024x768
pixels.
Windows users
Mac users
On the desktop, right-click on an
On the Apple menu, click System
empty space, and then click
Preferences (OS X), and then click
Properties.
Monitors/Display.
Select the Setting tab:
Change Colors to Millions and Resolutions
Change Color Quality to Medium
to 1024x768.
16 bit, and Screen resolution to
1024x768 pixels, and click OK.
Adjust printing Use a Laser Jet printer, preferably Lexmark or HP. Download and
install the postscript printer driver from the manufacturer's website. Note: If IEP pages
do not print on one sheet, adjust the settings in the browser:
Windows users
Mac users
Open Internet Explorer.
IEP's can be printed from a Mac running OS
On the File menu, click Page Setup.
X, but the print will be smaller than printing from MS Windows.
Delete any text in the Header and Test the printing to evaluate for your needs.
Footer fields.
Reset all Margins to 0.25 inches,
and then click OK.
Some printing problems may be
solved by downloading the latest
Post script (PS) printer driver from
the Printer's company website and
reinstalling the driver.
Pop-up Blocker To turn off the Pop-up blocker just for the Welligent web site.
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Windows users
Click Tools from the IE Menu along the top.
From Tools >> choose Pop-up Blocker.
From Pop-up Blocker choose Pop-up Blocker Settings...
Type in the thin long field the following.
Type: Iep. Click the Add button Type: Welligent. Click the Add button Click Close
Mac users
Open Safari. Click on Safari menu (OS X), Block
Pop-up windows should not have a checkmark in front of the choice. click Block Pop-up windows to remove the Checkmark if one is there..
Date and time settings on Mac computers must be accurate: If the date and time settings are inaccurate, security messages will continually appear while using Welligent. Follow the steps below to verify date and time:
OS X: On the Apple menu, click System Preferences, then Date & Time.
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Communication Center
Small box appears when you log in Overdue progress notes Unopened Messages
Announcements
Any notes past due multiple weeks will appear as overdue LAUSD staff may send you messages on a specific. When you complete a notification in Welligent an email is automatically sent to all participants involved in the IEP. Make sure to empty your inbox routinely. Updates to Welligent, Learning Zone, etc. will be posted here
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