Predefined Queries
Data Monitoring
Recent Initials: Eligible Not Participating
This query finds students who had their Initial Evaluation within the last year, but were not immediately participating so marked as Inactive (Eligible NOT Participating), but now the Plan Effective Date is upcoming (within 1 month) or has passed. For all students who are now Participating, go to the MIS Summary and click 'Update and Report with Status: Active, Eligible and Participating'
Use this query in Fall to find students that had end of year initials from the previous year where they were found eligible but were not going to start until the beginning of the next year.
Assuming you are reading this in Fall, we can use this query to find candidate records that should be returning.
Once we have confirmed they have returned and while the record is still 'inactive', we update the following fields.
Click Unlock
School Attending
District Enrollment Date
Providers
Once that has been updated click the Update and Report with Status: Active, Eligible and Participating button
Open up Data Monitoring and click the query button
Find student records that are confirmed returning and enrolled
Update/verify School Attending
Update District Enrollment date
Update Providers
Click the Update and Report ... button
Confirm district enrollment and participation start date are in alignment
Click 'Confirm Participation'
This will create an archived transaction that will report not only the PLAN the student has from the Initial, but SIRAS knows to automatically send a SWDS 1 record needed to update CALPADS with the new SWDS 1 effective date.