Skip to main content
Skip table of contents

First Step Transition Diagnostic Report

This report helps check the completeness and accuracy of transition-related data for students in the early stages of special education services. It focuses on identifying missing or incorrect information in key fields such as referral dates, reasons for referral, and transition planning details. The report is mainly used for data cleanup and compliance checks.

Submission requirements

To be included in the report, the referral date must fall within the APR reporting period, and the referral reason must be “3 – Referred for Special Education Evaluation.”

During submission for this report, the system omits the check for an empty referral date, so it assumes the date exists and only checks if it falls within the date range.

Generate report

  1. From the Reporting menu, choose Standard report.

  2. Click APR/SPPs Diagnostic Reports, then click First Step Transition Diagnostic Report.

  3. Enter a Start Date and End Date for the reporting duration.

  4. Click Update Report with Values.

Report Field Description and Criteria

Data Element

Description

Data Source

Database Field Name

District Name

District Name as per the student profile

LEA Profile

(District)

School

Name of the school where the student is attending

Profile: SDW Count Summary, School Name

{School}

STN/ID

Student Testing Number

Profile: Demographics Part B, USI

{STN}

Local ID

Local ID from LEA

Profile: SDW Count Summary, Student ID

{ID:L}

First Name

First name as mentioned in the student profile

Profile: Demographics Part B, First Name

{@CHARACTER(FirstName+" "+MiddleName+" "+LastName+" ")}{@Lineage.Keyword}

Middle Name

Middle name as mentioned in the student profile

Profile: Demographics Part B, Middle Name

{@CHARACTER(MiddleName)}

Last Name

Last name as mentioned in the student profile

Profile: Demographics Part B, Last Name

{@CHARACTER(LastName)}

Date of Birth

Date of birth as mentioned in the student profile

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

{BirthDate}

Gender

Gender as mentioned in the student profile

Profile: Demographics Part B, Gender

{Gender}

Referral Date

The system displays a student's referral date.

Referrals Part B

{ReferralDate}

Referral Type

Referral type/Code.

IFNULL(ReferralReason.Description, "Missing")

(ReferralReason)

Referral Source Type

Type of referral source.

IFNULL(ReferralSourceType.Description, "Missing")

(ReferralSourceType}

Parent Consent Date

Contains the date when LEA received consent.

IFNULL(Character(InitialConsentDate), "Missing")

{InitialConsentDate}

Eligibility Due Date

Date when the student becomes eligible for Initial Case Conference meeting.

IFNULL(Character(EligibilityDate), "Missing")

{EligibilityDate}

Initial Case Conference Date

Date of the Initial Case Conference meeting

IFELSE(InitialEvaluationDate IS EMPTY AND InitialConsentDate IS NOT EMPTY, "Missing", Character(InitialEvaluationDate))

{InitialEvaluationDate}

Initial Case Conference Outcome

Detailed outcome of the Initial Case Conference meeting

IFELSE(InitialEvaluationDate IS NOT EMPTY AND EvaluationOutcome IS EMPTY, "Missing", EvaluationOutcome.Description)

IEP Delay Reason

Reason/Reason Code why the IEP meeting is/was delayed.

IF(IEPBy3DelayReason IS NOT EMPTY AND PartBIEPby3Date > ThreeYears, IEPBy3DelayReason)

{IEPBy3DelayReason}

Number of Days Late if Untimely

NA

IF(PartBIEPby3Date > ThreeYears, DayDifference(ThreeYears, PartBIEPby3Date))

NA

@COLOR

IF(PartBIEPby3Date > ThreeYears, "red")

NA

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.