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Monitoring of
Academic Intervention
Services
Guide for
Commonly Used Functions
John Marallo/May 2016
Guide for
Commonly Used Functions
Table of Contents
Page #
1
2
4
5
7
9
10
12
Topic
Click on
Customer Login
On the Customer Login page, enter
your login credentials.
John Marallo/May 2016
Click on Add Funding to indicate the funding for the Academic Intervention
Services that you provide.
Choose Local for the Funding
Type, and enter 100 for the
Percentage.
Once all fields are entered, click Save & Return on this and subsequent screens to
create your template. You may receive a warning message referring to creating a
mass entry; click OK or Continue to finish creating your template.
John Marallo/May 2016
Check the box in front of each of your students to select
them. As you select your students, you will see the number
selected increase in the top-middle of the screen.
Once all of your students are selected, hover
over Mass Data Entry, and click on Create
Intervention.
The next screen you see will look like the screen you saw when you initially entered the data into
your template. Be sure to double-check each of the fields to ensure accuracy. In particular, if you
are adding a student after the start of the school year, be sure the Intervention Start Date is
accurate. Also, be sure to check the RTI Level, Frequency (Freq) of Service, and Classroom
Teacher. Once all data is accurate, click Next at the bottom of the screen, and on all subsequent
screens to finalize the intervention for the students you selected. You may receive a warning
message referring to creating a mass entry; click OK or Continue to finalize the intervention for
your students.
John Marallo/May 2016
Hover over Filters, and then hover
over Saved Filters.
Next, click Manage Saved Filters
To make your filter the default filter
so that only your students display
upon logging into the RTIm Direct
system, click the radio button in
front of the filter that you created.
Then, click Save.
Now, only your students will appear upon logging into the RTIm Direct system.
John Marallo/May 2016
Be careful to edit only the intervention that you are providing, and
not interventions provided by other staff members!
The next screen you see will look like the screen you saw when you initially entered the data into
your template. Change the End Date of the Intervention to match the last date of the intervention
before the changes went into effect.
Then, change the Status of the intervention to Inactive.
Finally, you will need to state a reason for discontinuing the intervention toward the bottom of the
screen, in the box titled, Reasons/Criteria for Discontinuance. You can type directly into the
box and/or use pre-made comments by clicking on the bottom icon.
When finished, click on Save & Return.
Continued on next page
John Marallo/May 2016
8
Step 2: Add New Intervention
To avoid having to re-enter every piece of information that you initially added when you created
your template, you can add a new intervention by using the process described in the Adding Your
Students section on Page 4 of this guide. Just be sure to alter the fields that reflect the changes
you need to make to the students intervention.
Now, when you click on a students name who you discontinued an intervention for and added a
new one, you will see a record of both interventions, creating a consistent historical record of all
interventions each student has received.
Repeat Steps 1 and 2 for each individual student whose intervention you need to change.
John Marallo/May 2016
Be careful to edit only the intervention that you are providing, and
not ones provided by other staff members!
The next screen you see will look like the screen you saw when you initially entered the data into
your template. Change the End Date of the Intervention to match the last date of the intervention
before the changes went into effect.
Then, change the Status of the intervention to Inactive.
Finally, you will need to state a reason for discontinuing the intervention toward the bottom of the
screen, in the box titled, Reasons/Criteria for Discontinuance. You can type directly into the
box and/or use pre-made comments by clicking on the bottom icon.
When finished, click on Save & Return.
John Marallo/May 2016
10
Be careful to edit only the intervention that you are providing, and
not ones provided by other staff members!
The information you see on the next screen will match the information you initially entered when
you created the intervention. At the bottom of the page, click Edit in the Progress Report section.
On the next screen, click Add to create a new Progress Report entry.
On the next screen, choose the quarter for which you are creating a Progress Report, the date of
the Progress Report, and enter the body of the Progress Report in the Progress Notes box.
Continued on next page
11
You can type the body of the Progress Report directly
in the Progress Notes box, or you can choose from
pre-entered prompts. You can access the bank of
pre-entered prompts by clicking on the icon located
below the spell-check icon to the right of the
Progress Notes box.
Once you have completed your Progress Report, click Return to Progress Reports, and then
Return to Edit Intervention to return to the screen that contains all intervention information for
the student you just created a Progress Report for.
You will now see the Progress Report that you just created listed under Progress Reports
labeled with the quarter that you created the Progress Report for.
John Marallo/May 2016
12
On the next screen, select the type of intervention under Intervention, the quarter for which you
are creating the Progress Report under Progress Report Name, and the Progress Report Date.
Once this information has been entered, click Add.
Continued on next page
John Marallo/May 2016
13
On the next screen, you can type the body of the Progress Report directly in the Progress Notes
box, or you can choose from pre-entered prompts. You can access the bank of pre-entered
prompts by clicking on the icon located below the spell-check icon to the right of the Progress
Notes box.
Click Next and enter your Progress Report for the next student. Repeat this process for as many
students as you checked off at the beginning. Once completed, you will receive a message that,
You will be creating the following progress report entries. You can view the details of each
students Progress Report by clicking the plus sign in front of their name.
To edit a Progress Report, click the Back button until you reach the student whose Progress
Report you wish to edit. Once all data is accurate, click Next at the bottom of the screen, and on all
subsequent screens to finalize the Progress Report for the students you selected. You may receive
a warning message referring to creating a mass entry; click OK or Continue to finalize the
intervention for your students.
You will then receive a confirmation for the Progress Report entries that you have created. Click
Finish to return to your home screen.