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IEP - Workflow Compliance

This report tracks compliance with the required timelines and procedural steps involved in the creation, review, and implementation of Individualized Education Programs (IEPs) for students with disabilities, as mandated by the Indiana Department of Education (IDOE) and the Individuals with Disabilities Education Act (IDEA). It helps school personnel monitor whether each IEP is completed within compliance windows—such as annual reviews, transition planning, and timely parental consent—ensuring students receive appropriate services without delay. This report supports accountability and continuous improvement in special education program delivery.

Submission requirements

This report includes students who have a finalized Individualized Education Program (IEP) within the current reporting window, as defined by the APR Start and APR End dates. It selects only those records where the IEP is marked as final and the student is actively receiving special education services (Is_IEP = TRUE). The rule further checks for compliance by ensuring at least one of the following conditions is met:

  • The current IEP was completed within 365 days of the previous IEP (on-time annual review),

  • The student is 16 years of age or older, and a Transition Plan has been completed, or

  • The IEP was completed within the federally or state-mandated timelines.

Generate report

  1. From the Reporting menu, choose Standard report.

  2. Click IDOE Public Students Report, then click IEP Workflow Compliance Report.

  3. From the drop-down list select the name of an Institution.

  4. Click Update Report with Values.

Report Field description and criteria

Data Element

Description

Data Source

Database Field Name

STN/ID

Contains the student's id number.

NA

{ID}

Local ID

Contains the Student Local ID

NA

{LocalID}

Student First Name

It contains the first name.

NA

{FirstName}

Student Middle Name

It contains the middle name.

NA

{MiddleName}

Student Last Name

It contains the last name.

NA

{LastName}

School

A derived field from the Enrollment Tracking History Profile that reflects the school based on calculated logic.

NA

{SchoolCalc}

Current Grade

The academic class/standard the student is currently studying in.

NA

{Grade}

Referral Date

NA

{DateofReferral:!}

# of days until Parental Consent to Initial Evaluation

Number of days until the Parent Consent Response Date from today.

IFELSE (EvalConsentDate IS NULL, DAYDIFFERENCE (CURRENTDATE(), ADDDAYS(15, ReferralDate)), NULL)

Custom Non-Datase Field

# of days until Eligibility Determination

Number of days until the Eligibility Determination Date from today.

IFELSE (EligDetermDate IS NULL, DAYDIFFERENCE (CURRENTDATE(), ADDDAYS(50, ReferralDate)), NULL)

Custom Non-Datase Field

# of days until Initial IEP Meeting

Number of days from today until the next annual review meeting.

IFELSE (InitIEPMeetingDate IS NULL, DAYDIFFERENCE (CURRENTDATE(), ADDDAYS(90, EvalConsentDate)), NULL)

Custom Non-Datase Field

IEP Date

The date on which the evaluation meeting is scheduled.

IFELSE(AnnualReviewDate IS NOT NULL, CHARACTER(AnnualReviewDate), 'NO IEP')

Custom Non-Datase Field

# of days until Next Annual Review

Number of days from today until the next annual review meeting.

DAYDIFFERENCE(CURRENTDATE(), AnnualReviewDueDate)

Custom Non-Datase Field

Most Recent Reeval Date

The date on which the most recent reevaluation meeting happened,

SELECTCASE(ReEvalDate IS NOT NULL : FORMATDATE(ReEvalDate, 'mm/dd/yyyy'), ReEvalDate IS NULL: 'NO IEP')

{ReEvalDate}

# of days until Next Reevaluation

Number of days from today until the Reevaluation Date.

DAYDIFFERENCE(CURRENTDATE(), ReEvalDueDate)

Custom Non-Datase Field

Primary Disability

The primary disability of the student, as per the record.

NA

{Disability:N}

Case Manager

The representative handling the student’s case.

NA

{Casemanager:N}

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