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RSMR - Summary

The Related Services Management Report (RSMR) – Summary is designed to compare the amount of time a related or consultation service is prescribed in a student’s IEP to the amount of time the service is actually delivered. The report uses service records entered by providers to track delivery against IEP commitments.

This report helps ensure that students receive services as outlined in their IEPs and supports compliance with federal and state requirements.

It enables school administrators and service coordinators to:

  • Monitor the accuracy and consistency of service delivery.

  • Evaluate whether students are receiving the services prescribed.

  • Manage staff workloads and address any gaps between planned and delivered services.

Submission requirements

This report includes students who received non-ESY consultation or related services during the specified reporting period. To be included, the service start and end dates must overlap with the reporting window, and the service type must be either Consultation or Related. Additionally, the service must have occurred while the student was still enrolled in the LEA or receiving special education services.

Generate report

  1. From the Reporting menu, choose Standard Reports.

  2. Click RSMR, then click RSMR - Summary.

  3. Use the lookup function to select a Staff name. However, this field is not mandatory.

  4. Enter a Start Date and End Date manually, or use the calendar icon to select the reporting duration.

  5. Click Update Report with Values.

To review the latest data, click Refresh after opening the report in the application.

Report field description and criteria

Data Element

Description

Data Source (Profile/Form, Field Name)

Database Field Name

Current Assigned Provider

Displays the service provider’s name.

IEP Services Part B profile

{@Staff.FirstName} {@Staff.MiddleName} {@Staff.LastName} {@Staff.Lineage.Description} {Staff:JN}

USI

Displays the student's USI number.

Profile: Student Info/Demo Part B, Child USI

{StateID}

Student Last Name

Displays the student’s Last name.

Profile: Student Info/Demo Part B, Student’s Name

{@CHARACTER(LastNam)}

Student First Name

Displays the student’s First name.

Profile: Student Info/Demo Part B, Student’s Name

{(FirstName+" ")}

Grade

Displays the student’s enrollment grade.

Profile: LEA Entry/Exit Part B, Grade

{EnrollmentGrade}

Date of Birth

Displays the student’s birth date.

Profile: Student Info/Demo Part B, Date of Birth

{BirthDate}

IEP Begin Date

The system displays the IEP date.

Profile: IEP Services Part B, IEP Date

{IEPDate:!}

IEP End Date

Displays the Part B IEP End Date.
It adds one year to the IEP begin date, and minus one day.

Profile: IEP Services Part B, IEP Date

{IEPDate:!}

Special Education Exit Date

Contains the date the student exited special education. When there is a date value, the student's IEP flag will not be displayed. The date flows from the Prior Written Notice Exit document.
The special education exit date is cleared when the student has a new Final Eligibility document (initial or out of state referrals) and the student is now eligible for special education.

Profile: IEP Services Part B

{SpecialEducationExitDate}

LEA Entry Date

The start date of the student’s enrollment overlaps with the IEP service period, based on RSMR reporting.

Profile: LEA Entry/Exit Part B, LEA Entry Date

{EnrollmentStartDateRSMR}

LEA Exit Date

The exit date of the student’s enrollment overlaps with the IEP service period, based on RSMR reporting.

Profile: LEA Entry/Exit Part B, LEA Exit Date

{EnrollmentExitDateRSMR}

Service Start Date

The system displays the IEP Service Begin Date.

Profile: IEP Services Part B, Begin Date

{SRVSStartDate:!}

Service End Date

The system displays the IEP Service End Date.

Profile: IEP Services Part B, End Date

{SRVSEndDate:!}

Location Per IEP

Displays if the service will be provided outside General Education or Inside General Education.

Profile: Part B IEP Services, Setting

{Setting}

Prescribed Service

Displays the Related and Consultation Service prescribed on the Student’s IEP.

For example: Occupational Therapy.

Only the services that have a service record linked to them.

Profile: Part B IEP Services, IEP Service

{PrescribedService)

Prescribed Amount (Min)

The system displays the IEP Service duration in Minutes per month.

Profile: IEP Services Part B, Duration Hours and Duration Minutes

Hours: {DurationHrs}
Minutes: {DurationMin}

Prescribed Amt per IEP Service Date Range (Min)

If Duration Hours or Duration Minutes is not empty, it multiplies 60 by Duration Hours and adds Duration Minutes. And it will add frequency minutes.

Profile: IEP Services Part B, Enrollment LEA Entry/Exit,
LEA Entry/Exit Part B

Calculated Field
{StudentSpedExitDate},
{SRVSStartDate}, {SRVSEndDate},
{EnrollmentStartDate}, {EnrollmentExitDate], {EnrollmentDistrict},
{RSMRStartDate}, {RSMREndDate}

Total Prescribed Minutes for SY

The system displays the total number of minutes the student can receive the services within the IEP service date range, considering the number of hours and minutes and the frequency of the service (daily or weekly).

Note: To calculate this field, the system will consider the LEA Calendar to deduct summer, weekends, and holidays from the numbers.

Profile: IEP Services Part B, Record that is linked to the service capture record

Calculated Field

{StudentSpedExitDate},
{SRVSStartDate}, {SRVSEndDate},
{EnrollmentStartDate}, {EnrollmentExitDate], {EnrollmentDistrict},

Delivered Services Minutes

This represents the total number of minutes allocated to the student for the specific IEP service record.

Profile: IEP Services Part B, Service Records Part B

{DurHrsPartBSC},
{DurMinsPartBSC},
{RSMRStartDate},
{RSMREndDate},
{ServiceDateTime},
{SessionTypePartB},
{Canceled},
{Completed}

Student Absent (Min)

The system displays the minutes for which the student was absent from the program.

Profile: IEP Services Part B, Service Records Part B

{DurHrsPartBSC},
{DurMinsPartBSC},
{RSMRStartDate},
{RSMREndDate},
{ServiceDateTime},
{SessionTypePartB},
{Canceled},
{Completed}

Student Unavailable (Min)

The system displays the minutes for which the student was unavailable to attend the program.

Profile: IEP Services Part B, Service Records Part B

{DurHrsPartBSC},
{DurMinsPartBSC},
{RSMRStartDate},
{RSMREndDate},
{ServiceDateTime},
{SessionTypePartB},
{Canceled},
{Completed}

School Closed (Min)

The system displays the minutes for which the school was closed during the program tenure.

Profile: IEP Services Part B, Service Records Part B

{DurHrsPartBSC},
{DurMinsPartBSC},
{RSMRStartDate},
{RSMREndDate},
{ServiceDateTime},
{SessionTypePartB},
{Canceled},
{Completed}

Provider Unavailable (Min)

The system displays the minutes for which the program provider was unavailable to conduct the program.

Profile: IEP Services Part B, Service Records Part B

{DurHrsPartBSC},
{DurMinsPartBSC},
{RSMRStartDate},
{RSMREndDate},
{ServiceDateTime},
{SessionTypePartB},
{Canceled},
{Completed}

% Services Completed

This value is equal to the Delivered Service Minutes divided by the total number of minutes a student was supposed to receive services per month.

Profile: IEP Services Part B, Completed

{Completed: M"SDX"}

% Productivity

The value is calculated as follows:
Delivered Services Minutes/
(Prescribed Amt Per IEP Service Date Range (Min) - (Student Absent (Min) + Student Unavailable (Min) + School Closed (Min) + Provider Unavailable (Min))

Profile: Service Records Part B

{StudentSpedExitDate},
{SRVSStartDate}, {SRVSEndDate},
{EnrollmentStartDate}, {EnrollmentExitDate}, {EnrollmentDistrict},
{DurHrsPartBSC},
{DurMinsPartBSC},
{RSMRStartDate},
{RSMREndDate},
{ServiceDateTime},
{SessionTypePartB},
{Canceled},
{Completed}

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