Progress Reports - Accessing Progress Reports for the Current IEP

Owned by Mary Spires, created
Last updated: Jun 24, 2024 by Mary Spires
3 min read

This article assists users with accessing progress reports.

Progress Reports are created automatically 10 days prior to the due date provided by the Director of each district. When the reports are created, they can be accessed in multiple areas of Phoenix. The reports appear on Summary>Hot Tasks when they are due within seven days or overdue. They do not appear there immediately when they are created. 

Information about accessing, completing, and printing Progress Reports can be found on the Progress Reports Quick Start. 

Accessing Progress Reports for an Individual Student 

Progress Reports for an individual student can be accessed from Program Summary>Special Ed as soon as they are created or from Summary>Hot Tasks when they are due within seven days or overdue. 

From Program Summary>Special Ed

Progress Reports can be viewed, created, printed, and deleted from the Progress Reports section of the Student Profile>Program Summary>Special Ed.

  1. Open the student's profile.

  2. Select Program Summary>Special Ed.

  3. Use the airplane icon or scroll to the Progress Reports section.

  4. On the Pending panel, click the Due Date to display the list of reports due on that date.

    1. The list of reports is displayed. The Responsible Staff is visible for each report.

  5. Check the box for each report you wish to complete.

  6. Select Go To Progress Reports.

  7. Continue to Completing Progress Reports.

From Summary>Hot Tasks

When Progress Reports are due within 7 days or are overdue, they appear on the Summary page of the student's profile in the Hot Tasks section.

  1. Open the student's profile. If the Summary is not open, click the Summary link.

  2. In the Hot Tasks section, select the reports you want to complete. You may need to click the Due Date to display the list of reports.

  3. Select Go To Progress Reports.

  4. Continue to Completing Progress Reports.

Accessing Progress Reports for Multiple Students from the Dashboard

  1. Log into Phoenix or click the Phoenix logo to open the Dashboard.

  2. Select the Case Manager or Caseload filter. If you are completing reports for students you do not case manage, the best choice is Caseload. This will include all students for whom you are the Case Manager, a Service Provider, Goal Responsible staff, or Primary Staff for an event. This will allow you to see all progress reports assigned to you.

  3. On the Progress Reports chart, select the link for the reports you wish to complete. When first created, the reports will appear on the "Due in 8 - 30 Days" link.

  4. Click the Due Date to display the list of reports due on that date.

    1. NOTE: Checking the box in front of the date selects all reports due on that date, including reports not assigned to you.

  5. The list of reports due on that date is displayed.

    1. The Responsible Staff is visible for each report. Check the box for each report you want to complete.

  6. Select Go To Progress Reports.

  7. Continue to Completing Progress Reports.

Viewing Progress Reports for a Previous IEP

Progress Reports for a previous IEP (an IEP that is no longer active) are stored in Program Summary>Plan History. Instructions for viewing the reports can be found here.