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ESI: Caselog - Introduction

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ESI Caselog is used as an in-process measure to monitor compliance of all initial evaluations and reevaluations where an eligibility report is required.

Caselog has 3 functions:

  • It uses real-time information from evaluation events in Phoenix and converts it to colorful badges and metrics so the user can use this information to correct mistakes before the event is locked in Phoenix. It is important to use Caselog while the event is still open in Phoenix.

  • Report requests are submitted to Word Processing using the Caselog process to send the evaluation report to parents.

  • Caselog is used to collect data required by DESE and SSD Administration.


There are four metrics in Caselog:

  1. Referral Accepted (initials) or Request/RED Date (reevals) to PWN Issued (30 days)

  2. Consent Received (PWN) to Eligibility Conference (60 days)

  3. Eligibility Determined to Ticket Submitted to Word Processing (10 days)

  4. Ticket Submitted to Word Processing to Report Sent to Parent (3 days) 

Click here to see explanation of badges and metrics.

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