New Referral List: SSID & Pending As Of Monitoring

Aug 17, 2026

New Referral Monitoring Use the New Referral List to find Initial Evaluation records that need an SSID, consent/reporting follow-up, or outcome resolution.

Data Monitoring Journey Learn · Plan

MonitorInvestigateCorrectSubmitVerifyReconcile & Repeat

You are here: Monitor → New Referral handoff.

What Do You Need to Find?

Referrals missing an SSIDSort the New Referral List by SSID and coordinate with the SIS/CALPADS team.

Referrals that may need Pending As Of reportingReview consent dates, reporting timing, and Archived Reporting Status.

Where did referral reporting stop?Use Archived Reporting Status to distinguish missing archive from unsubmitted or incomplete reporting.

The Initial Evaluation outcome is knownMove the record out of an indefinite referral/Pending state using the correct outcome workflow.

For the complete Initial Evaluation procedure, use Initial Evaluation Process – Part B / IEP. The New Referral List is the monitoring view, not the entire evaluation workflow.

On This Page

Open the List Missing SSID Pending As Of Archived Reporting Status Resolve the Referral Monitoring Routine

Open the New Referral List

Go to Reporting → Student Lists → Predefined Lists.
Open Data Monitoring.
Select New Referral List.
Review SSID, assessment permission, Parent Consent Date, expected meeting date, and Archived Reporting Status.

Predefined Lists area showing the New Referral List

Open the New Referral List from Data Monitoring.

New Referral List with referral monitoring columns

Review referral dates, SSID, and reporting-status fields together.

List versus Found Set:
The preset may select the referral population and load the recommended fields. After it loads, you can use Student Lists to customize the columns without changing the underlying referral workflow.

Find Referrals Missing an SSID

Sort the list by SSID so blank values appear together.
Identify records with assessment permission marked Yes and a Parent Consent Date.
Coordinate with the district SIS/CALPADS team to locate or obtain the SSID.

New Referral List sorted or reviewed for missing SSIDs

Use the SSID field to identify referrals that still need an SSID.

Referral monitoring view showing SSID and consent information

Review consent and SSID information together.

Do not delay the assessment while waiting for the SSID.
Enrollment mechanics are not determined by this SIRAS list. Use current CALPADS documentation and local SIS procedures to establish the enrollment information needed to obtain the SSID and report the evaluation outcome.

See CALPADS Update Flash 276 – Enrollment Information for Students Being Initially Evaluated.

Find Referrals That May Need Pending As Of Reporting

Use the New Referral List to identify Part B Initial Evaluations that may require a Pending As Of MEET archive after parental consent is received.

Need to interpret the MEET fields themselves? Use the New Referral workflow to identify the student/task; use the MEET reference when you need to understand Referral Date, Consent Date, Pending As Of, Meeting Date, or Evaluation Type. See MEET Component: Evaluation and Review Events.

For reporting-cycle timing, follow the applicable SIRAS/CALPADS workflow and the current CALPADS rule. A common reporting case is when parental consent occurred by the applicable reporting date and the Initial Evaluation meeting had not yet occurred. See Send the Pending As Of MEET Record.

Filter or sort for assessment permission = Yes.
Review records with a Parent Consent Date.
Confirm the SSID is available.
Review Archived Reporting Status.
Create the archive before the evaluation meeting occurs when required.

Referral record showing Pending As Of monitoring information

Use the referral dates and reporting status to identify missing Pending As Of work.

See Send the Pending As Of MEET Record.

Read Archived Reporting Status

Displayed status	Meaning
Unreported	No Pending As Of archive has been created for the current referral.
Unreported for MM/DD/YYYY	The Pending As Of archive exists but has not yet completed reporting.
Complete	The most recent applicable archive completed the reporting workflow.

Archived Reporting Status shown on the New Referral List

Archived Reporting Status shows where the reporting workflow stopped.

Follow up separately on missing Current data, a missing SSID, a missing archive, an unsubmitted transaction, or a CALPADS validation error.

Resolve the Referral After the Outcome Is Known

Outcome	Next step
Eligible and participating	Update to Active and finalize/report the applicable outcome.
Eligible but not participating	Use the appropriate NONPART outcome and Inactive/Pending follow-up workflow.
Not eligible	Finalize the meeting and make the record Inactive using the correct reason.
Consent not received or later rescinded	Document the field history, abandon the meeting, clear the Parent Consent Date when applicable, and reverse the Pending As Of MEET reporting.

The referral should not remain indefinitely Pending after the Initial Evaluation outcome is known.

Record still does not make sense?
Use Data Monitoring Help before changing dates or reporting history.

Recommended Monitoring Routine

Enter referral and consent information promptly.
Review the New Referral List regularly during Fall 1 and EOY preparation.
Resolve missing SSIDs and missing Pending As Of archives before the relevant census/reporting date.
Use Data Monitoring Tasks for recurring monitoring and Data Monitoring Investigation Guide when an individual record does not make sense.

Return to LEA Data Monitoring Tasks