SDMS Resources

EasyIEP Manual  

EasyIEP Training Videos

ARD Sections in EasyIEP – Training Video 

Basic Navigation in EasyIEP – Training Video

Translation Feature Training Video & Manual

American Sign Language  Translated

ARD Sections in EasyIEP – Training Video – ASL

Basic Navigation in EasyIEP – Training Video – ASL

Translation Feature Training Video ASL

EdPlan Main Menu

Alerts in EasyIEP 

Caseload Management in EasyIEP

Dash Board & Widgets in EasyIEP

Finalizing Events in Order for EasyIEP 

Icons, Statuses and Eligibility in EasyIEP

Student Demographics and Viewing Migrated Documents in EasyIEPDeliberations Screen

Digital Signatures ARD/IEP 

Propose IEP for Initial ARDs

Recess/Reconvene and Suspend/Complete ARD Functionality in EasyIEP

Goals/Objectives Screen

Goals and Objectives in EasyIEP 

Instructional/Related Services

Service Providers – Related Service

Services – “To Be Removed” in EasyIEP

Notice of ARD Screen

Notice of ARD Committee Meeting-Functionality in EasyIEP 

Notice of ARD Committee Meeting-Reset Button in EasyIEP

Present Levels of Academic Achievement and Functional Performance

PLAAFP and Assessments – Adding Accommodation in EasyIEP

STAAR/State Accommodations in EdPlan/EasyIEP

Classroom Accommodation  in EdPlan EasyIEP

Placement Screen

Program Code Descriptions 

Instructional Setting Codes

Instructional Codes for Students in Residential Facilities & Therapeutic Foster Group Homes 

Child Outcome Summary (COSF) Functionality 

Revision ARD

Revision ARD – Functionality in EasyIEP 

State and Districtwide Assessments

STAAR/TELPAS Assessments in EasyIEP

District-wide Assessments in EasyIEP

Approved File Attachments for FIEs and ARDs  - Revised February 2024

Attaching Approved Files to FIEs and ARDs

Attaching Audio/Video Files in EdPlan - link to online training in Cornerstone

Attaching Audio/Video Files to ARDs -PDF

Distance Learning Plan  

How to Download an ARD Video from Teams

SB89 Prior Services Guide  

Special Services Transportation FAQ

Special Services Transportation FAQ -Spanish 

Special Transportation in EasyIEP rev October 2024 For students who do not currently have transportation as a service in EasyIEP. Complete an Annual or Revision ARD.

Standalone Transportation Form in EasyIEP rev July 2022 For students who have transportation as a related service in an ARD/IEP and a change is needed for Address, Phone Number, School Location, Reduced Instructional Day, MCMC or ESY.

Special Transportation Change Request  For students who are in the Transfer Process and need Transportation added before the Annual ARD can be held.

SHARS in EasyIEP ARD/IEP Process

SHARS Department

Transfer Process GuidesStudent Transfer Flow New Fall 2023

Transfer Process in EasyIEP Quick Guide

Transfer Process/ Student Transfer Meeting in EasyIEP

Transfer Process - Training Videos

 

Transfer Process - Overview

Student Transfers from Out-of-DISD

Student Transfer Meeting - Training Videos

Student Transfer Meeting - Invitation

Student Transfer Meeting - Documentation to Provide Comparable Services

Student Transfer Meeting - Considerations of Special Factors

Student Transfer Meeting - PLAAFP

Student Transfer Meeting - Behavior

Student Transfer Meeting - Goals and Objectives

Student Transfer Meeting - LRE

Student Transfer Meeting - Instructional Services

Student Transfer Meeting - Related Services

Student Transfer Meeting - State and District Assessments

Student Transfer Meeting - ESY, Manifestation Determination and Placement

Student Transfer Meeting - DeliberationsTransfer Process- Training Videos ASL

ASL Transfer Process Overview

ASL Student Transfers from Out of DISD

Student Transfer Meeting - Training Videos ASL

ASL Student Transfer Meeting Invitation

ASL Student Transfer Meeting Documentation to Provide Comparable Services

ASL Student Transfer Meeting Considerations of Special Factors

ASL Student Transfer Meeting PLAAFP

ASL Student Transfer Meeting Behavior

ASL Student Transfer Meeting Goals and Objectives

ASL Student Transfer Meeting LRE

ASL Student Transfer Meeting Instructional Services

ASL Student Transfer Meeting Related Services

ALS Student Transfer Meeting State and District Assessments

ASL Student Transfer Meeting ESY, Manifestation Determination and Placement

ASL Student Transfer Meeting Deliberations

Translation Feature Manual

Translation Feature Training Video

Translation Feature Training Video ASL

EasyTRAC - The mechanism for logging services provided through Wizards

EasyTRAC How to Guide PDF

EasyTRAC Training Video 

EasyTRAC Training Video - ASL Translation 

Progress Track - The mechanism for setting up and logging objective progress.

Progress Monitoring Entries Summary Report Guide

Progress Track How to Guide PDF  Revised May 2023

Progress Monitoring % Guide New March 2025

Video 1: Progress Track Set Up 

Video 1: Progress Track Set Up - ASL Translation 

Video 2: Progress Track Data Collection 

Video 2: Progress Track Data Collection - ASL Translation 

Video 3: Progress Monitoring Student Summary Document

Video 3: Progress Monitoring Student Summary Document - ASL Translation

Progress Report - A wizard that alows case managers

Progress Report How to Guide PDF

Progress Reports Training Video 

Progress Reports Training Video- ASL Translated 

Accessing "Missing Progress Reports" Report

Progress Monitoring Entries Summary Guide

Dyslexia Progress Monitoring Module

Dyslexia Progress Monitoring Errors

EdPlan Application Access Request Form

Professional Development is required for new Special Education Teachers, Service Providers, and Central staff to receive access to edit IEPs or FIEs.

Link to SDMS Professional Development Webpage 

Campus Support/Training

EdPlan Read-Only Manual 

Uploading an External Document in EdPlan 

Data Resources

Special Education Summary Data School Groups 

Special Education Summary Data Campus

Section 504 Summary Data

Access Troubleshooting for EdPlan & SpedReporter

Parent Portal Guide - English

Parent Portal Guide - Spanish

EdPlan Modifications/Enhancements revised 10/2/2024

FIE Writer Manual 

FIE Writer Digital Signatures  

PWN for Evaluations and Consent in EasyIEP 

PWN for Reevaluation No or No Response

REED - Functionality

REED - Reevaluation Referral Events 

Review of Outside LEA Data in EasyIEP

Set Status from Referral to Regular Ed 

Initial FIE Due Date Laserfiche Form Guide

Initial FIE Attendance Adjustment Report Guide

https://spedreporter.dallasisd.org (requires VPN outside Dallas ISD) 

Accessing Reports - EdPlan and SDMS Custom

SDMS Custom Report Descriptions

Custom Reports - LRE "NA" Scenarios

Correcting PEIMS Error Messages 

Correcting PEIMS Error Messages (updated April 2025)

EdPlan Reports

Accessing Missing Progress Reports