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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