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Initial Evaluation Diagnostic Report

The Initial Evaluation Diagnostic Report helps identify missing or incomplete data related to the initial evaluation process for special education services. It checks fields like referral date, evaluation timelines, and eligibility decisions to support data accuracy and compliance.

Submission requirements

To be included in the report, the referral date must fall within the APR reporting period. In addition, the reason for referral must be either “1 – Initial Evaluation” or “5 – Other.” Records with a referral date in the reporting period will be included, but only those with referral reasons coded as 1 or 5 will be flagged for specific analysis.

Generate report

  1. From the Reporting menu, choose Standard report.

  2. Click APR/SPPs Diagnostic Reports, then click Initial Evaluation 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

The system displays the student's attending school name.

Profile: SDW Count Summary, School Name

{EnrollmentSchool}

STN/ID

The State ID.

Profile: Demographics Part B, USI

{StateID}

Local ID

The system displays the student's local ID number.

Profile: SDW Count Summary, Student ID

{ID:!}

First Name

First name as mentioned in the student profile

Profile: Demographics Part B, First Name

{@CHARACTER(FirstName)}

{@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

 

 

(DateOfReferral)

Referral Type

 

IFNULL(ReferralReason.Description, "Missing")

(ReferralReason)

Referral Source Type

 

IFNULL(ReferralSourceType.Description, "Missing")

(ReferralSourceType}

Parent Consent Date

Contains the date when LEA received consent.

IFELSE(ParConResponse = PCR1, IFNULL(Character(InitialConsentDate), "Missing"), 'Consent Not Granted'); IFNULL(Character(InitialConsentDate), "Missing")

{InitialConsentDate}

Eligibility Due Date

IFNULL(Character(EligibilityDate), "Missing")

{EligibilityDate}

Initial Case Conference Date

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

{InitialEvaluationDate}

Initial Case Conference Outcome

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

Initial Eligibility Days

InitialEligibilityDays

Initial Eligibility Delay Reason

IF(DelayReason IS NOT EMPTY AND ((ReferralReason = 1 AND InitialEligibilityDays > 50) OR (ReferralReason = 4 AND DayDifference(DateOfReferral, InitialEvaluationDate) > 50)), DelayReason)

Number of Days Late if Untimely

SELECTCASE( ReferralReason = 1: IF(InitialEligibilityDays > 50, InitialEligibilityDays - 50), ReferralReason = 4: IF(DayDifference(DateOfReferral, InitialEvaluationDate) > 50, DayDifference(DateOfReferral, InitialEvaluationDate) - 50) )

@COLOR

IF( (ReferralReason = 1 AND InitialEligibilityDays > 50) OR (ReferralReason = 4 AND DayDifference(DateOfReferral, InitialEvaluationDate) > 50), "red")

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