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Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved. Texas Education Agency ESC PEIMS Coordinator Training for PEIMS EDIT+ Fall/Mid-Year 2007-2008 Release* August 2, 2007 * For release October 8, 2007
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Page 1: Version: 8.02.07.1Copyright ©2007 by Texas Education Agency. All Rights Reserved. Texas Education Agency ESC PEIMS Coordinator Training for PEIMS EDIT+

Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

Texas Education AgencyESC PEIMS Coordinator Training

for PEIMS EDIT+ Fall/Mid-Year 2007-2008 Release*

August 2, 2007

* For release October 8, 2007

Page 2: Version: 8.02.07.1Copyright ©2007 by Texas Education Agency. All Rights Reserved. Texas Education Agency ESC PEIMS Coordinator Training for PEIMS EDIT+

2Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

Fall/Mid-Year 2007-2008* * For release on October 8, 2007

EDIT+ Hot Topics!

EDIT+ Enhancements

PET Enhancements

SAF Enhancements

PID Maintenance

EDIT+ Reports

Enhanced

PET Reports

Enhanced

Welcome!

Today’s Topics are…

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3Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

Fall/Mid-Year 2007-2008* * For release on October 8, 2007

EDIT+ Hot Topics!

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4Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

Hot Topics! File Submissions / PID Updates

• PID Updates for PEIMS Data Files. Effective with this

release (10/08/07), PID updates sent via PEIMS data

files (batch process) will follow the same 14-day

business rule as PID Maintenance (online), i.e.,

updates can only be made to a specific PID record

every 14 days

• File Submissions. The final week before 1st

Submission closes, EDIT+ experiences an extremely

high volume of file transfers. Due to the impact this

high volume has on statewide processing , please do

not wait until the final week to submit your files.

• The EDIT+ Release Letter provides this type of

important information regarding each current EDIT+

release. Please have your districts and campuses

check the Home page of the EDIT+ external website

at .www.tea.state.tx.us/peims/editplus/index.html each

Fall and Spring for a copy of the Release Letter.

Figure 1. EDIT+ External Website – Home Page

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5Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

Fall/Mid-Year 2007-2008* * For release on October 8, 2007

EDIT+ Enhancements

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6Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

EDIT+ Standard Reports Page: New ‘Look’ and Function for Columns

• Collapsible Report Categories – Arrowheads in the left margin of each report category header indicate the category is collapsible; up arrows, the category is expanded; down arrows, the category is collapsed.

• Last Accessed – The ‘Last Accessed’ column replaces the ‘Date Run’ column and displays the date the report was last generated (accessed). The information formerly displayed in the ‘Date Run’ column is no longer displayed on the page however it is stored in the report history and accessible to EDIT+ Customer Support.

• Accessed By – The ‘Accessed By’ column replaces the ‘Run By’ column and displays who the last person was to generate the report.

• Action – The ‘Action’ column is a new column and provides the interface for generating reports on demand. The old ‘On Demand’ button has been replaced with a green triangle button indicating when a report is available to run. Once a report is complete and available for viewing, a PDF icon displays in this column (replacing the underlined report name as an indication that the report is available for viewing). The ‘Action’ column also displays the ‘Create Bundle’ button; currently, the bundle functionality remains the same.

• Details – The ‘Details’ column is a new column and provides the interface for generating reports by campus; currently, the campus-level reports functionality remains the same.

• Other pages – There are development plans to make similar changes to the PET Reports, PET Error Reports, and PET Error Reports by Campus pages.

Note: For illustration purposes only. This page is in development and could change slightly by release in October.

Figure 2. Standard Reports Page – New ‘Look’ and Function

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7Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

EDIT+ Users Activity Page

• An Agent ID column has been added to the Users Activity page (accessed from the User

Administration link) .

• Additionally, the search feature has been enhanced to display the logon Agent ID and all Agent

IDs within the hierarchy. The user can then select the Name hyperlink to display a specific User

Activity page.

• The new Agent ID column is sortable in ascending or descending order.

• This enhancement makes the search results for the Users Activity page consistent with the

User Directory page.

Figure 3. Users Activity Page – Agent ID column Added

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8Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

EDIT+ District Turnaround Report Bundles for ESC Users

Figure 4. Bundled District Report Options for ESC Users

Figure 5. Turnaround Reports Bundle Option

• The Region-Wide Reports and Table

Downloads page displays a new link for

Bundled District Turnaround Reports.

(Note: The link for Bundled District

Reports has been renamed, Bundled

District Standard Reports).

• Selecting the link takes the ESC user to

a new Bundled District Turnaround

Reports page.

• Currently, this link enables ESCs to

generate a bundle for the district-only

PRF3D022-Special Education

Maintenance of Effort (MOE) report.

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9Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

Fall/Mid-Year 2007-2008* * For release on October 8, 2007

PET Enhancements

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10Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

PET: Reason for Dual Event Dates (C and V)

• A new field, Event Reason, has been

added to the PET Event Maintenance

and PET Event History pages to aid in

the identification and verification of dual

event dates (enrollment or withdrawal).

• The new field contains two values:

These values also display in a new

column added to PET3D001-PET

Presumed Duplicate Report for

Enrollment.

Figure 6. PET Event Maintenance – Event Reason

Figure 7. PET Event History – Event Reason

• Calendar (C) – Indicating research

has confirmed that dual event dates

are due to conflicting district calendars.

• Verified (V) – Indicating dual event

dates have been verified or validated

by other means of documentation.

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11Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

PET Reports Pages: New ‘Look’ and Function for Columns

• Collapsible Report Categories – Arrowheads in the left margin of each report category header indicate the

category is collapsible; up arrows, the category is expanded; down arrows, the category is collapsed.

• Last Accessed – The ‘Last Accessed’ column replaces the ‘Date Run’ column and displays the date the report

was last generated (accessed). The information formerly displayed in the ‘Date Run’ column is no longer

displayed on the page however it is stored in the report history and accessible to EDIT+ Customer Support.

• Accessed By – The ‘Accessed By’ column replaces the ‘Run By’ column and displays who the last person was

to generate the report.

• Action – The ‘Action’ column is a new column and provides the interface for generating reports on demand. The

old ‘On Demand’ button has been replaced with a green triangle button indicating when a report is available to

run. Once a report is complete and available for viewing, a PDF icon displays in this column (replacing the

underlined report name as an indication that the report is available for viewing).

• Details – The ‘Details’ column is a new column and provides the interface for generating reports by campus;

currently, the campus-level reports functionality remains the same.

• In Development – The PET Reports, PET Error Reports,

and PET Error Reports by Campus pages are in development

and will be enhanced to have a similar look and functionality

as the changes to the EDIT+ Standard Reports Page.

• Among the changes will be the following (see slide 6 for visual details):

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12Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

PET Parameter-Driven Reports: Report Request

• Similar to EDIT+, PET users can now create custom

report output from a selected list of PET reports.

• If users have access to certain reports on the PET

reports page, they have access to those same reports

with parameter-driven functionality.

• Reports are generated and saved based on your user

login ID, therefore visible only to you.

• Parameter-driven reports are school year-specific.

Determine that you are in the correct school year for

which you want to create a report request.

Note: 2007-2008 is the first school year for which

selected PET parameter-driven reports are available.

• To generate, select My Report Requests from the

Contents List on the PET home page.

• The My Report Requests page displays.

• Notice the page initially launches with no reports listed.

• Select the Create Report Request button to create

your first report.

Figure 8. PET Home Page – My Report Requests Link

Figure 9. PET Report Request – Initial Launch

Note: For illustration purposes only. These pages are in development and could change slightly by release in October.

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13Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

PET Parameter-Driven Reports: Create Report

Figure 10. Create Report Request – Categories and Reports

Figure 11. My Report Requests – Reports Generated

• The Create Report Request page displays

the PET Report groups.

• If the page displays only report names with no filter or sort selections, then the only parameter option is the export parameter, i.e., the Save As type (.pdf, .xls, or.csv/report download, dependent upon report design).

• Selecting a different report group (and/or category) displays additional report selections.

• Select Save to generate report at a later time from the PET Report Request page. Select Save & Run to immediately generate report.

• Once the report starts to process, details of the report request display on the My Report Requests page. The page automatically refreshes every 5 seconds. When no reports are processing, the page refreshes every 5 minutes.

• When report processing is complete, an icon representing the output format displays in the View column. Selecting the icon enables you to open the report for viewing or save the report to your local machine.

Note: For illustration purposes only. These pages are in development and could change slightly by release in October.

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14Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

Fall/Mid-Year 2007-2008* * For release on October 8, 2007

SAF Enhancements

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15Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

SAF0A001: ESC Approval Letter

• The ESC Roman numeral identifier now displays in capitals in both the header and signature lines.

Figure 12. SAF0A001

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16Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

Fall/Mid-Year 2007-2008* * For release on October 8, 2007

EDIT+ PID Maintenance

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17Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

PID Maintenance Search: ‘T’ and ‘G’ Searches on Student IDs

• The PID Maintenance Search process has been enhanced to allow for Student IDs that begin with a leading T or

G to return search results.

• Previously, only numerical Student IDs and those with a leading S were included in the search process and results.

Figure 13. PID Maintenance Search – T and G Searches

Page 18: Version: 8.02.07.1Copyright ©2007 by Texas Education Agency. All Rights Reserved. Texas Education Agency ESC PEIMS Coordinator Training for PEIMS EDIT+

18Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

Fall/Mid-Year 2007-2008* * For release on October 8, 2007

EDIT+ Reports: Enhanced for Fall/Mid-Year

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19Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

(Enhanced) PRF0B031 – Interim List to Assist Districts in

Leaver Record Submission

• New parameter added that, when selected, generates PRF0B031 with a list of only students who are not school

year movers or prior Texas graduates, i.e., only include those students who do not have a ‘Yes’ flag in either of

these two columns on the report.

Figure 14. PRF0B031 – Parameter Page

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20Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

(Enhanced) PRF0B032 – Presumed Underreported Students List

Figure 15. PRF0B032 – Parameter Page

Figure 16. PRF0B032 – Sample Summary

• If the Presumed Underreported Students checkbox is selected in the Only Include list, the last page of

the report displays a summary that includes a count of Prior Year students, Current Year students, and the

percent differential.

• The summary displays only when the Presumed Underreported Students checkbox is selected.

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21Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

(Enhanced) PRF0B033 – Preliminary Presumed

Underreported Students List

Figure 17. PRF0B033 – Parameter Page

Figure 18. PRF0B033 – Sample Summary

• If the Presumed Underreported Students checkbox is selected in the Only Include list, the last page of

the report displays a summary that includes a count of Prior Year students, Current Year students, and the

percent differential.

• The summary displays only when the Presumed Underreported Students checkbox is selected.

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22Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

Enhanced EDIT+ Reports for Fall/Mid-Year 2007-2008

• Please refer to the pre-Release Letter handout for a detailed list of enhanced EDIT+ reports for Fall/Mid-Year.

• A final Release Letter reflecting any updates since the ESC PEIMS Coordinator Training is always posted on the

Home page of the EDIT+ external website on the day of the new release (i.e., for FMY 07/08, October 8). Please

use the Release Letter to keep your ESC and district staff trained and up-to-date with new release information.

Figure 19. EDIT+ External Website – Release Letter Link on Home Page

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23Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

2007-2008 School Year* * For release on October 8, 2007

PET Reports: Enhanced for 2007-2008

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24Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

(Enhanced) PRF3D001 – PET Presumed Duplicate Student Report for Enrollment

Availability: District Only

Note: For illustration purposes only. This report is in development and could change slightly by release in October.

• This report has been enhanced to include a new column entitled Reason. The column displays the Event

Reason values entered on the PET Event Maintenance page (and also displayed in the student’s PET Event

History).

• The new Event Reason values are: (C) indicating that research has confirmed the dual event dates are due to

conflicting district calendars or (V) indicating dual event dates have been verified or validated by some other

means of documentation.

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25Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

(Enhanced) PRF7D001 – Fall Enrollment Status of Prior Year

PET Potential Leavers

Availability: District and Campus

Note: For illustration purposes only. This report is in development and could change slightly by release in October.

• Previously, only enrollment events displayed on this report; withdrawal events are now displayed.

• Two new columns, Event Type and Event Date have been added to the report to accommodate

this information.

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26Version: 8.02.07.1 Copyright ©2007 by Texas Education Agency. All Rights Reserved.

The screen captures exhibitedin this presentation are samples only and could be

slightly different by release in October.

For details regarding the features and functionalityof PEIMS EDIT+, SAF, PID, and PET, please refer to the

PEIMS EDIT+ User Reference Guide* and thePEIMS EDIT+ Administrator Reference Guide.*

For details regarding reports,please refer to the

PEIMS Data Standardsand EDIT+ and PET online ReportsHelp.*

* For release on October 8, 2007


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