Last updated: Oct 17, 2026
Predefined Queries / Meeting Related
Use the below queries to follow up on referral timeline tasks
Use the below queries to follow up on referral timeline tasks
Meeting Related
Find students with: Initial Eval. w/Assessment Plan Unsent
This finds students with a referral date in place but no evidence the AP has been sent to the family for approval.
Find students with: Open Meeting w/Assessment Plan Received
This finds students with an open meeting and assessment plan received date has been filled out.
If the permission to assess is yes, this becomes the parental consent date. If this student does not yet have an SSID, we are required by CDE to obtain one at this point.
Screenshot of Initial Eval. query button

Screenshot of what the query looks for, missing assessment plan sent date

Screenshot of Open Meeting query button

Screenshot of what Open Meeting query looks for


