Timeline Compliance Monitoring – Power BI Server Application

The Timeline Compliance Monitoring dashboard provides administrators with real-time insights into IEP and special education meeting compliance across the district. The goal is to help staff quickly identify potential issues, monitor trends, and support timely interventions.

Navigation & Pages

1. Summary

• Provides a high-level overview of compliance data across all filters.

• Displays key metrics such as the number of meetings held, overdue meetings, and upcoming deadlines.

• Use this page to quickly check overall compliance status before drilling into details.

2. By Attending District (ESI)

• Breaks down compliance data by partner district.

• Allows supervisors and central office leaders to compare compliance performance across districts.

• Helpful for identifying systemic issues at the district level.

3. By Attending School (ESI)

• Shows compliance data grouped by individual schools within a district.

• Useful for building-level administrators to review their compliance standing.

• Supports collaboration with principals and school teams for corrective action.

4. By Event Type (Phoenix)

• Categorizes compliance data based on event type (e.g., annual reviews, eligibility meetings, re-evaluations).

• Helps staff determine if certain types of meetings are more prone to delays or compliance concerns.

5. By Supervisor (ESI)

• Displays compliance outcomes organized by supervisory assignment.

• Supports supervisors in monitoring their assigned staff and identifying where coaching or support may be needed.

6. By Case Manager (Phoenix)

• Breaks down data by individual case managers.

• Allows direct monitoring of workload and compliance responsibility at the teacher/case manager level.

• Useful for tracking patterns in meeting management by individual staff.

7. By Program Status (Phoenix)

• Groups students by special education program status (e.g., active, exited, pending evaluation).

• Enables tracking of whether compliance risks are linked to certain program types or transitional stages.

8. Table View

• Provides a flat, detailed table of compliance records.

• Allows sorting, filtering, and exporting for custom reporting.

• Ideal for audit preparation or reviewing specific student-level details.

Usage Notes

• ESI Data: Reflects data pulled from the Event Scheduling & Information system.

• Phoenix Data: Reflects data from Phoenix, the district’s primary IEP management system.

• Filtering: Each page allows dynamic filtering to drill down by school, district, supervisor, or case manager.

• Best Practice: Start with the Summary page to assess overall compliance, then use detailed views for problem-solving.