AEPSi™ Administrator Guide

Contents

Introduction

Welcome to AEPSi About the AEPSi™ Administrator Guide

Section 1: Managing Your AEPSi Account

Left Menu Navigation

Program Administration Home Page

Program Profile

• Classrooms
• Delete Child Profiles Setting
• Subscription Details
• Account Status
• Subscription Alert Messages

Section 2: Managing Users

Roles and Rights Management

Manage Administrators

• Creating a New Administrator
• Editing an Administrator Profile
• Deactivating/Reactivating/Deleting an Administrator

Manage Reviewers

• Creating a New Reviewer
• Editing a Reviewer Profile
• Deactivating/Reactivating/Deleting a Reviewer

Manage Providers

• Creating a New Provider
• Editing a Provider Profile
• Deactivating/Reactivating/Deleting a Provider
• Assigning Children to Providers
• Removing Children Assigned to a Provider
• Assigning User Dual Roles

Section 3: Managing Your Children

Creating a Child Record

Custom Fields

• Creating Custom Fields
• Custom Field Options
• Creating a Text Custom Field
• Creating a Number Custom Field
• Creating a Date Custom Field
• Creating a Yes/No Custom Field
• Creating a Dropdown Menu Custom Field
• Edit/Delete a Custom Field

Updating a Child’s Team

• Assigning Providers to Children
• Removing Providers from a Child’s Team
• Creating a Caregiver Profile
• Edit/Delete Caregiver Profile

Section 4: My Reports

Child Reports

• Score Summary
• Graphed Scores
• Child Progress Record
• Provider Notes
• IFSP/IEP Summary
• Eligibility Cutoff Scores Report
• Present Level of Functioning

Aggregate Reports

• Class Reports Page
• Program Reports Page
• Group Snapshot Reports
• Status of All Children Report
• Progress of All Children Report
• Child Profile List Report

Section 5: Broadcast Messages

Creating a Message

Viewing/Editing/Deleting a Message

Adding a Hyperlink to a Message

Section 6: Exporting Data

Export Child Data

Export Program Data

Section 7: Support and Training

Password Management

• Forgotten Passwords
• Forgotten Username
• Change Password
• Password Protection

Technical Support

My Toolkit

Online Help and Support

Training

• Customized On-Site Training

Managing Your AEPSi Account

When you log in to your AEPSi account, you will be taken to your My AEPSi page. From this page, you can see news and updates, access messages, and have quick links to reports.

The tabs along the top of the page allow you to navigate to different sections. The Admin tab takes you to the section specific to AEPSi Administrators, where you can access all features to manage your account.

Program Administration Home Page

The content on your Program Administration home page offers quick and easy access to manage your AEPSi account, including help documentation and subscription details. You can search for users and children in your account.

Program Profile

The Program Profile displays the number of licenses purchased, current number of active child records, archived records, deleted records, and subscription renewal date. You can create classrooms, prevent providers from deleting child profiles, and view your full program profile.

Subscription Details

Details about your AEPSi subscription include:

• Number of Licenses
• Current Number of Active Children
• Current Number of Archived Children
• Number of Deleted Children
• Subscription Renewal Date
• Subscription Start Date
• Account Status
• Your Program’s Enterprise ID
• Last Child Import
• Renewal Alert E-mailed

Account Status

• Inactive
• Easy IEP Export: enabled or disabled

Exceeding your number of child licenses purchased does not result in losing access or functionality.