What Do You Need to Find?

Predefined Compliance Concerns / Overdues provides repeatable searches for upcoming, current-overdue, previously-overdue, Initial Evaluation, transition, and other concerns.

DINC 1 — Find Meetings That Are Overdue Now

1. Open Search → Predefined Queries → Compliance Concerns / Overdues.
2. Choose the option that matches the population:
   • Overdue — broad current overdue view.
   • Overdue Annual — current Annual Plan Reviews that are overdue.
   • Overdue Evaluation — current reevaluation/triennial concerns.
   • Overdue Initial Eval — Initial Evaluation timeline concerns.
3. Run the search and Search to List.
4. Sort/group the result by Case Manager, school, or another locally useful responsibility field.
5. Work each record:
   • Confirm whether the meeting truly has not occurred.
   • Check for an open/unfinalized meeting.
   • Confirm that the dates creating the overdue status are accurate.
   • Identify the responsible staff member and next action.

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Find Meetings Coming Due Soon

1. Open Search → Predefined Queries → Compliance Concerns / Overdues.
2. Run Upcoming Next Annual/Triennial or the corresponding Upcoming Annual / Upcoming Evaluation option available in SIRAS.
3. Search to List.
4. Sort/group by Case Manager, school, psychologist, SLP, or the locally useful responsibility field.
5. Confirm every approaching meeting has an owner and enough lead time for scheduling/preparation.

The list reflects dates currently stored in SIRAS. A completed meeting, corrected date, transfer, or staff assignment can change the result.

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Find What Will Be Overdue As Of a Future Date

Use this when the question is “What must be completed by the end of the month?”, “What will be overdue before break?”, “What does the workload look like on Census Day?”, or “What remains by June 30?”

1. Open the Query Builder / custom search area.
2. Add Overdue Compliance Concerns.
3. Select the concern you want to project, such as Upcoming, Upcoming/Overdue, Overdue Annual, or Overdue Evaluation.
4. Enter the target as of date.
5. Run the search and Search to List.
6. Group by Case Manager, school, or responsible staff and identify meetings with no documented plan.
7. Rerun the same projection as the target date approaches to measure progress.

The Query Builder allows an Overdue Compliance Concerns selection to be paired with an optional as-of date.

Choose the current Overdue Compliance Concerns option that matches the planning question; exact labels can change over time.

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DINC 2 — Find Initial Evaluations Over 60 Days After Parent Consent

1. Open Search → Predefined Queries → Compliance Concerns / Overdues.
2. Select Init Eval > 60 days after Parent Consent (or the current equivalent label).
3. Run the search and Search to List.
4. Verify the Parent Consent Date, meeting status/date, and any applicable delay information.
5. Use CALPADS 16.25 when the question is how the Initial Part B timeline appears in CALPADS.
6. If the source dates or event history do not agree, use Data Monitoring Help.

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DINC 3 — Find Initial Evaluations After the 3rd Birthday

1. Open Search → Predefined Queries → Compliance Concerns / Overdues.
2. Select Init Eval > 3rd birthday (or the current equivalent label).
3. Run the search and Search to List.
4. Review the referral/consent/meeting dates and Part C-to-B transition context for each student.
5. If the dates or event sequence are unclear, use Data Monitoring Help before changing data.

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DINC 1 — Find Previously Overdue Meetings

1. Open Search → Predefined Queries → Compliance Concerns / Overdues.
2. Select Previously Overdue Annual/Eval (or the current equivalent label).
3. Run the search and Search to List.
4. Confirm the actual meeting date and whether the event was reported as intended.
5. Review supported delay information when applicable.
6. Use Previously Overdue Meeting History for the SIRAS historical review and CALPADS 16.21 for the CALPADS report view.

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Primary DINC Checkpoints

Need a Different Compliance Population?

1. Open the Query Builder / Search Help.
2. Add Overdue Compliance Concerns.
3. Choose the current option that best matches the question.
4. If needed, add an as of date or another criterion to narrow the population.
5. Run the search and Search to List.
6. Use Student List Help to sort/review records, or Statistical Reports Help when grouping/counting helps answer the question.

Predefined compliance lists provide additional repeatable work queues when a list better matches the question than a query.

After You Find the Records

Return to LEA Data Monitoring Tasks

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