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Home > Support Center > Admin Procedures > Correct Previous Annual Review and Evaluation Dates
Correct Previous Annual Review and Evaluation Dates
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Previously Overdue list says a meeting was late, but the meeting was actually timely?
Check the student's Previous Annual Review and Previous Evaluation/Triennial dates before treating the record as historical noncompliance. Missing or incorrect Previous dates can create a false-positive Previously Overdue result.
Core rule: correct only the historical field that is actually wrong.
A blank Previous Evaluation field can be correct when there was no earlier qualifying evaluation. A single prior triennial can also be both the prior evaluation and prior plan review when the verified event actually served both purposes.

1. Find and Review the Previous IEP and Evaluation Dates

If you already have the student open, this is the direct path:
Student Info → Special Ed. Profile → Program → Review/Evaluation Dates

You do not have to start from a compliance report to review these dates. A provider may be checking the record because an IEP, scanned document, transfer paperwork, or other information shows a prior meeting date that should be compared with SIRAS.

  1. If the student is not already open, use Choose Student or your normal student-selection method to open the student record.
  2. From the student record, click Student Info.
  3. Open Special Ed. Profile.
  4. Select the Program tab.
  5. Scroll down to the Review/Evaluation Dates section.
  6. Review the displayed Previous Annual Review, Current/Last Annual Review, Previous Evaluation/Triennial, and Current/Last Evaluation dates.
Student Info Special Ed Profile Program area showing Review Evaluation Dates
Go to Student Info → Special Ed. Profile → Program, then scroll to Review/Evaluation Dates. This is where the Previous Annual Review and Previous Evaluation/Triennial dates can be reviewed.
Review first; do not change a date simply because it looks unusual.
Compare SIRAS with the student's verified meeting history. The purpose is to determine whether a historical Previous date is actually wrong—not to change an accurate date to make a warning or compliance item disappear.

If You Came Here From a Previously Overdue Result

Administrators and other staff reviewing compliance may also arrive here from the Home page Previously Overdue Annual or Triennial result.

Home Compliance Health showing a Previously Overdue Annual or Triennial population
A Previously Overdue compliance result is a signal to review the student's history. It is not proof by itself that the meeting was actually held late.
  1. Click the # students had late link for the applicable Previously Overdue Annual or Triennial result.
  2. Review the list, including Previous Annual, Last Annual, days between those dates, Previous Evaluation, Last Evaluation, and days between those dates.
  3. Click the student you want to investigate.
  4. Then use the same direct path above: Student Info → Special Ed. Profile → Program → Review/Evaluation Dates.
Previously Overdue Annual/Evaluation student list showing Previous and Last dates
The compliance list is one way to discover the problem, but it is not required in order to locate and review the Previous dates.

2. Verify What Actually Happened

Establish the student's real prior meeting history before editing the Special Ed Profile. The evidence may come from more than one source.

  • Signed or finalized IEP paperwork
  • Scanned documents or local electronic records
  • SIRAS meeting/history information
  • Records received from another district or program
  • CALPADS MEET history, when it helps confirm the reported event sequence
CALPADS is one verification source, not the only source.
Staff may already know a Previous date is incorrect because they have access to signed paperwork or other documentation that is not visible in CALPADS. Use the best available evidence to establish what actually occurred. If SIRAS, CALPADS, and the available paperwork disagree, investigate the discrepancy before changing the record.

Identify:

  • the most recent prior plan-review/Annual event;
  • the most recent prior evaluation/reevaluation event; and
  • whether one meeting legitimately served both purposes.
Do not backfill a Previous field simply because it is blank.
If the verified history shows that the Current Evaluation is the student's first evaluation in the available history, there may be no Previous Evaluation date to enter.

Example 1 — Only the Previous Annual Review Date Is Wrong

In this example, the Current Annual Review and Current Evaluation dates are believable. The problem is the older Previous Annual Review date.

What SIRAS Shows

Special Ed Profile Review and Evaluation Dates showing an older Previous Annual Review date
The Current dates are believable, but the Previous Annual Review date is too old.

What the Verified History Proves

CALPADS Special Education Meeting history showing a later plan review event
This example uses CALPADS MEET history to confirm a later plan-review event. The same conclusion could also be established from signed IEP paperwork or other reliable documentation.

The verified history shows a newer plan-review event. In the same example, the student's initial evaluation is the same date as the Last Evaluation. Because that initial evaluation started the current three-year evaluation timeline, there is no earlier qualifying evaluation date to enter.

Correction

Update the Previous Annual Review field to the verified prior plan-review date. Leave Previous Evaluation blank when the investigation does not establish an earlier qualifying evaluation.

Special Ed Profile Review and Evaluation Dates after correcting the Previous Annual Review date
After correction, only the inaccurate Previous Annual Review date has changed.
Result: Change Previous Annual Review only. Leave Previous Evaluation blank.

Example 2 — Both Previous Dates Need Correction

In this example, the Previous Annual Review is incorrect and the Previous Evaluation is blank. The verified history shows a later reevaluation/triennial that was also a plan review.

What SIRAS Shows

Special Ed Profile Review and Evaluation Dates showing an incorrect Previous Annual Review date and blank Previous Evaluation date
Both Previous fields require investigation.

What the Verified History Proves

CALPADS Special Education Meeting history showing a reevaluation that was also a plan review
The verified prior meeting was both a reevaluation/triennial and a plan review.

Because the same verified meeting served both purposes, the same date belongs in both appropriate Previous fields.

Correction

Special Ed Profile Review and Evaluation Dates after correcting both Previous Annual Review and Previous Evaluation
After correction, the verified prior triennial/plan-review date is used in both Previous fields.
Result: Enter the verified prior meeting date in both Previous Annual Review and Previous Evaluation/Triennial.

3. Make the Verified Correction

Providers can review these dates; correction access may vary.
If you can verify that a historical Previous date is wrong but you are not responsible or authorized to correct historical program data, send the verified date and supporting documentation to your SEDS Coordinator / administrator. Authorized staff can then make the correction using the steps below.
  1. Remain in Student Info → Special Ed. Profile → Program.
  2. In the Review/Evaluation Dates area, change only the inaccurate Previous field or fields established by the investigation.
  3. Do not change an accurate Current/Last date merely to make the monitoring result disappear.
  4. Save the correction.
Open meeting warning?
When SIRAS indicates an IEP meeting is open, use the meeting workflow for Current/Next dates. This Show Me is specifically for correcting verified historical Previous dates.

4. Verify the Correction

Return to the same Home compliance area or Previously Overdue query/list that exposed the issue and rerun it.

Home Compliance Health after false Previously Overdue results were removed
Rerun the original compliance view to verify that the false-positive Previously Overdue item is gone.

If the item disappears and the verified meeting history remains intact, the false-positive compliance result has been resolved.

If the item remains:
Return to Data Monitoring Help. Another date, event, enrollment period, archive, or reported transaction may be driving the result.

5. Do Not Continue Into Historical Delay Reconciliation Unless the Meeting Was Actually Late

If the Previous dates were wrong and correcting them removes the item, do not add a Meeting Delay Reason or create a CALPADS correction for noncompliance that did not occur.

If the verified dates show that the meeting truly was late, continue with DINC 1 Previously Overdue Meetings: Reconcile SIRAS with CALPADS 16.21.

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