1
Getting Started

Create Your Datability Web Account

Go to databilityweb.com to get started. Datability Web offers two account types — choose the one that fits your situation.

Account Type Individual Account

Best for solo teachers, therapists, or service providers managing their own caseload independently.

Account Type Company Account

Best for schools, districts, or multi-staff teams where an administrator manages access for everyone.

How to Create an Individual Account

  1. Go to databilityweb.com in your browser.
  2. Click New Account.
  3. Select Individual as your account type.
  4. Fill in your name, email address, and create a password.
  5. Click Create Account and log in with your credentials.
  6. Once inside, open the Profile section in the upper corner of the screen.
  7. Select your subscription type (1-year or 2-year plan).

Inside the Profile section you can also update your email address, password, and school information at any time.

How to Create a Company Account

  1. Go to databilityweb.com and click New Account.
  2. Select Company as your account type.
  3. Fill in your district or organization name and administrator details.
  4. Log in and open the Profile section in the upper right corner.
  5. Select your subscription type.

Purchase orders accepted. Company accounts can be set up using a purchase order. Contact Datability support at databilityweb.com if your district prefers this option.

Managing Staff Access (Company Accounts)

Once the Company account is set up, the administrator controls who has access:

  • Add staff email addresses to grant access
  • Delete staff email addresses to remove access
  • Manage access levels for all team members from one dashboard

When a staff member's email is added, they automatically receive an email prompting them to create their own login and access the system.


2
Free Trial

Start With the Free Trial

When you log in for the first time, Datability Web automatically begins a two-week free trial. No credit card is required — it activates on its own. Use this time to:

  • Add students to your roster
  • Create and test IEP goals
  • Explore the data collection workflow
  • Try the AI goal writing and analysis tools
  • Generate and preview sample reports

After the two-week trial ends, select either a 1-year or 2-year subscription plan from the Profile section to continue. Your data and setup are preserved.


3
Students

Add Students to Your Roster

Before you can attach goals, collect data, or run reports, you need to build your student roster. This is the foundation of everything in Datability Web.

Datability Web student roster and goals list The main Students view — your roster is on the left, with each student's goals, progress, and actions on the right.

How to Add a Student Manually

  1. From the main screen, click Add Student in the left sidebar.
  2. Fill in the student's information — name, grade, class assignment, and any other required fields.
  3. Click Save to add the student to your roster.

Why this matters: Once a student is added, you can attach goals, collect progress data, run assessments, and generate reports — everything ties back to the student record.


4
Organization

Organize Students Into Classes

Classes let you group students by caseload, service type, classroom, or any other category. This makes filtering and reporting by group much faster.

How to Create a Class

  1. Click Add Class at the top of the left sidebar.
  2. Enter a name — for example: "Speech Group A," "Resource Room," "Period 3."
  3. Click Save.

How to Assign a Student to a Class

  1. Select the student from your roster.
  2. Click the gear icon next to the student's name.
  3. Select the correct class from the dropdown menu.
  4. Save the change.

How to Delete a Class

  1. Select the class from the dropdown menu at the top of the student list.
  2. Click the gear icon next to the class name.
  3. Select Delete Class and confirm.

Once students are in classes, select a class from the dropdown to filter your view instantly — and export reports for the entire group at once.


5
Goals

Add Goals Manually

With students on your roster, attach IEP goals to each student. You can add them one at a time manually here, or import in bulk from IEP Direct (Step 6).

How to Add a Goal Manually

  1. Select the student from your roster.
  2. Click the plus (+) icon on the student's goals screen.
  3. Fill in all goal fields: goal text, heading/area, criteria, criteria period, method, and responsibility.
  4. Set the goal schedule — controls how often Datability sends pending update reminders (weekly, biweekly, monthly, etc.).
  5. Choose the notification date and time for when you want reminders sent.
  6. Click Save.

Why the goal schedule is critical: The schedule powers Datability's entire reminder system — it automatically generates pending updates and notifies staff on the schedule you set, so no progress monitoring deadline is ever missed.


6
Import

Import Rosters and Goals From IEP Direct

If your district uses IEP Direct, you can skip manual data entry entirely by setting up a permanent export listing called "Datability Web" and importing directly into Datability.

Step 1 — Set Up the Datability Listing in IEP Direct

  1. Log in to IEP Direct with your district credentials.
  2. Navigate to the Listing tab.
  3. Click Create New.
  4. Name the listing "Datability Web" so it is easy to find in the future.
IEP Direct listings page The IEP Direct Listings tab — find and create the Datability Web listing here. Once created, it stays permanently for future use.

Step 2 — Add the Required Fields

In the listing editor, move these 9 fields from Available Fields (left) into Selected Fields (right) in this exact order:

IEP Direct field selection Move all 9 required fields into the Selected Fields column using the Add button.
#Field NameWhat It Contains
1Student Last NameRequired for matching students in Datability
2Student First NameRequired for matching students in Datability
3AreaGoal subject area (e.g., Math, Reading, Speech)
4Student GoalThe full IEP goal text
5Goal CriteriaThe measurable target (e.g., 80% accuracy)
6Goal Criteria PeriodHow often the criteria is measured
7Goal ProcedureThe method of data collection
8Goal ScheduleFrequency of progress monitoring
9Goal ResponsibilityWho is responsible for collecting data

Step 3 — Configure and Process the Listing

  1. Set the Prompt for the current school year.
  2. Set the prompt responsibility to Includes or Contains.
  3. Select specific students to include — or leave all unselected to pull all students.
  4. Return to the Listing tab and select the Datability Web listing.
  5. Click Process.
  6. Save the output as an XLS file using the green tab next to the listing.
Datability Web listing in IEP Direct The Datability Web listing selected and ready to process in IEP Direct.

Step 4 — Upload Into Datability Web

  1. Log in to Datability Web at databilityweb.com.
  2. Click the Import Goals tab at the top of the screen.
  3. Drag and drop your XLS file into the upload area, or click Browse to locate it on your computer.
  4. Datability Web processes the file and imports all students and goals automatically.
Datability Web Import screen The Import Goals screen — drag and drop your XLS file or click Browse to upload.

Time saver: The "Datability Web" listing in IEP Direct stays permanently. At the start of each school year, simply process it again and re-import — no rebuilding required.


7
AI Tools

Use AI to Analyze and Improve Goals

Datability Web's built-in AI tools automatically evaluate the quality of existing goals and help you write new ones from scratch.

How Datability Checks Goal Measurability

Every goal is automatically analyzed when added or imported. The result shows in the Measurability column:

Green dot — The goal is measurable and structured correctly.
Red dot — The goal may not be measurable and needs revision.
Datability goals list with measurability indicators The Goals view — progress, criteria, last data point, pending update toggles, and measurability dots all visible at once.

How to Improve an Existing Goal With AI

  1. Select the student and locate the goal to improve.
  2. Click the pencil icon next to the goal.
  3. Click Edit Goal, then select Enhance with AI.
  4. Review the AI-suggested revision.
  5. Accept or continue editing manually, then click Save.

Most useful for older goals with vague language or any goal flagged with a red measurability dot.

How to Write a New Goal With AI

  1. Select the student and click the plus (+) icon.
  2. Select AI Assistant.
  3. Enter a detailed prompt — for example: "Create a 3rd grade spelling goal with measurable criteria and weekly progress monitoring."
  4. Review the generated goal, criteria, and schedule.
  5. Click Go To Goal, make final edits, and click Save.

Tip: Include the grade level, subject area, specific skill, and monitoring frequency in your prompt for the best output.


8
Goals

Edit or Delete Goals

IEP goals change throughout the year. Datability makes updating or removing goals quick and simple.

Action Edit a Goal
  1. Select the student.
  2. Click the pencil icon next to the goal.
  3. Make needed changes to any field.
  4. Click Save.
Action Delete a Goal
  1. Select the student.
  2. Click the X icon next to the goal.
  3. Confirm the deletion when prompted.

The dotted line feature: When you edit a goal, Datability places a dotted vertical line on the student's progress graph at the exact point the change was made — critical for accurately interpreting trends in IEP meetings. To see the full edit history, click the pencil icon and review the edit log at the top of the edit section.


9
Data Collection

Collect Data in Datability Web

There are two data collection methods — through the Goals List or through Pending Updates. Both let you record:

Data TypePercentages

Record a percentage score for the session.

Data TypeTrials

Log correct trials out of total attempts.

Data TypeNotes

Add written observations to any entry.

Data TypePictures

Attach photos of student work or data sheets.

Data TypePrompt Levels

Record the level of prompting required.

Data TypeProgress Indicator

Mark whether the student made progress.

1 Collect Data From the Goals List
  1. Select the student from your roster.
  2. Locate the goal and click the middle gear icon next to it.
  3. Enter your data — percentage, trials, prompt level, notes, or progress status.
  4. Upload or attach any supporting files (photos, PDFs, data sheets).
  5. Click Save.

File uploads: On mobile/tablet, use your camera or camera roll. On desktop, upload from local storage or connect to Google Drive or Dropbox. Accepted: JPEG and PDF. Data is time stamped with the date you enter it.

Datability Web Pending Updates The Pending Updates tab — every scheduled data entry organized by date, student, goal, criteria, period, method, and schedule.
2 Collect Data Through Pending Updates

Datability automatically generates Pending Updates based on each goal's schedule and delivers them by email and inside the Pending Updates tab.

  1. Click the Pending Updates tab at the top of the screen.
  2. Review the list — each row shows the due date, student, goal text, criteria, period, method, and schedule.
  3. Click the gear icon next to the update you want to record.
  4. Enter your data and attach any supporting files.
  5. Click Save.

Timestamp note: Data entered through Pending Updates is time stamped with the scheduled date — not the date you enter it. Your records stay accurate even if you log data a few days late.


10
Reports

View and Export Reports

Generate progress reports at any level — a single goal, a full student record, or an entire class. All reports export as PDFs sent directly to any email address you choose.

Goal Details with progress graph The Goal Details view — progress graph, criteria, schedule, method, date range filter, and assessments. Export as PDF in one click.

Export an Individual Goal Report

  1. Select the student and click on the goal to open Goal Details.
  2. Review the progress graph, criteria, schedule, and linked assessments.
  3. Optionally set a Start Date and End Date to filter the report range.
  4. Check Include Images and/or Include Assessments to add evidence to the PDF.
  5. Enter the destination email address and click Export Goal.

Export All Goals for One Student

  1. Select the student from your roster.
  2. Click the gear icon to the right of the student's name.
  3. Select Export All Goals, enter the email address, and send.

Export All Goals for an Entire Class

  1. Select the class from the dropdown menu at the top of the student list.
  2. Click the gear icon next to the class name.
  3. Select Export All Goals, enter the email address, and send.
  4. Datability generates a complete PDF for every student in the class at once.
Report LevelSingle Goal

Progress graph, criteria, schedule, images, assessments, and date range filtering.

Report LevelAll Goals — One Student

Every goal with all progress data in one PDF sent to any email.

Report LevelFull Class Export

All goals for every student in the selected class exported at once.