With PAETEP, LEAs can create an unlimited number of prefilled SPMs, IEPs, and/or PGs Presets.    

For example, if a district wants all their special education teachers to complete a similar SPM.  The district can create and publish a preset called SPM - Special Education.  When special education teachers then start their SPM at the beginning of the school year, they are given the option to select and start the prefilled preset. Once started, the teacher can tweak/edit the content as needed. 

Table Of Contents

• Step-by-Step Guide
• Frequently Asked Questions (FAQs)

Step-by-Step Guide

Important Note - Only District Administrator users have the ability to create presets.

Step 1: From the Administration tab, select Preset Management

Step 2: On the Preset Management page, click + Create New Preset

Step 3: Name the preset and select the type of preset (SPM, IEP, or PG), then click Create

Step 4: Fill in the template with the desired content. When finished pre-filling in the desired content, publish the preset

Step 5: Once published, educators can start new SPMs / IEP / PGs and choose from the available presets

Frequently Asked Questions (FAQs)

• Q: Who can create a Preset for an SPM, IEP, or PG?
• Q: How many presets can my district create?
• Q: Why can't I select the preset just created when starting an SPM, IEP, or PG?
• Q: How do I remove a preset?

Q: Who can create a Preset for an SPM, IEP, or PG?

Only users with District Admin level access have the ability to create a preset. If you are a Principal, NTP Supervisor, or another type of non-admin user, you will not have the ability to create a preset.

If you still need support, please Submit a Ticket.

Q: How many presets can my district create?

There is no limit to the number of presets that a district can create for their portal. Keep in mind that all published presets will appear as options for your users when starting an SPM, IEP, or PG.

If you still need support, please Submit a Ticket.

Q: Why can't I select the preset just created when starting an SPM, IEP, or PG?

When starting an observation on an employee's user summary page, you have the option to choose any of the published presets.

If a preset is not appearing in the list on your create observation module, then the preset may have not been published. After finishing a preset, make sure to click "Publish" to give all users on your portal access to the template.

If you still need support, please Submit a Ticket.

Q: How do I remove a preset?

If a preset is no longer needed by your district, it can be unpublished from the preset management page. Navigate to Administration > Preset Management, Open/Edit the preset you wish to remove, and then click on the "Unpublished" button.

If you still need support, please Submit a Ticket.