Meetings

WHAT: Meetings allow you to quickly move from one student’s progress monitoring graph and intervention plan to another with one click. Decisions and rationale can be recorded at the click of a button and stored in the student’s history (e.g., why an intervention was continued, ended, or changed).

WHO: Data Facilitators, Interventionists, Special Education Teachers, Problem Solving Teams

WHEN: Meetings are used during building and grade level data meetings, SST meetings, and Problem Solving meetings.

WHY: Teams must review data periodically to determine if student(s) are responding to instruction and making adequate progress at both the individual and group level.

Creating a Meeting

1. Click the plus sign + in the upper left corner

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• Click “Create Meeting”

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• Title
• Description
• Recurring
• Days of the week
• Start/End Date & Start/End Time
• Frequency
• Use the gray sidebar to scroll down to Add Attendees

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• Click + Add Attendees
• Add attendees:
1. Search by Name, School/Grade
• Click Okay when finished
• You will see participants added where the + Add Attendees button was
• Click Next

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• Search for students by name to attach them
• ‘Advanced’ allows you to search for students by grade, teacher, course, or tag.
• Optional: Turn on ‘Use SmartFORM Agenda’
• Optional: Click drop down to search the list of SmartFORMS available for use
• Click ‘Save & Continue’

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• To add dates, click Add
• Click the - under Remove to remove any dates
• Click Save & Close

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Accessing a Meeting &

Using the Meeting Space

Accessing a Meeting

1. Click the ‘# Meetings Scheduled’ button.

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• Click on the Meetings icon from the left side bar menu

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The Meeting Dashboard

The “Schedule” tab shows the meetings you have upcoming for today and tomorrow. This will include both meetings you have created as well as meetings you have been added to as an attendee.

The “My Meetings” tab shows the current or upcoming meetings that you have created.

The “All Meetings” tab shows all meetings, including the past meetings, that you have created or been added to as an attendee.

1. You can search for meetings past, present, and future
2. You can create a meeting
3. Click the three dots on any meeting tile to edit the meeting details
4. Click anywhere on a meeting tile to enter that meeting

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Using the Meeting Space

• This shows the meeting you are in. The < button will take you back to the meeting dashboard.
• This is the current date you have selected - to change to another date, click the down arrow to bring up a drop down menu of dates attached to this meeting.
• Click the three dots to edit this meeting - here is where you can add dates and attendees.
• Agenda & Summary tab
• Here are the attendees attached to this meeting, to take attendance, click their name tile and it will turn light blue. Click it again to undo.
• Here is the meeting agenda, click add topic to add a topic
• Here is the SmartFORM attached to the meeting. Scroll through the notes and add to them as needed.
• Here are any additional notes attached to the meeting
• Here are any action items attached to this meeting

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• Students Tab
• You can search for students who have been attached to the meeting ( To attach students, go to edit meeting, click on 3 dots in upper right corner)
• Clicking on the three dots next to the student name allows you to add comments or a tag to the student
• Click through any of the tabs at the top to navigate through the areas
• If your screen doesn’t look like #1, click the three horizontal lines to open up the Students tab

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• This is the notes section. These notes are attached to this meeting only.
• Here is where you type in any notes you want to add. Click Submit when finished
• You can also attach a document by pasting in the URL
• Click on green checkmark, then Submit
• Your notes will appear in this area.

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• Last is the Action Items tab
• Across the top is a summary of your action items separated into four categories: To-Do, In Progress, On Hold, and Done
• Any action items will be listed in this area
• To add an action item click this blue + Add Action Item button.
• The assignee gets an email reminder of the task

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Using the

Decision Rationale Feature

1. Make a decision about the data on the graph and record it by selecting a button to click
2. Select Change (New Plan). Note: most recent intervention information will default in the fields, change each field as necessary

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• Then record the rationale for your decision by typing it into the Decision Rationale field.
• Click Save.

A record of all of the reviews and decisions is available through a smartForm called SCRED Test and Intervention History.