Workflow Compliance Report

Run the Workflow Compliance report to view a list of workflows that have compliance rules which determine the time period a phase must be completed in order to remain compliant.

For example, for the Initial Referral special education workflow a method of coordinating multi-step processes involving one or more users, the IEP Individualized Education Program Parent Signature – 30 days compliance rule exists. This rule determines that a workflow phase is overdue, or out of compliance, if the parent signature is not received within 30 days from when the IEP was submitted for approval.

Note: Being overdue or out of compliance does not prevent a workflow from being completed. The system provides a warning and keeps a record of any phases that do not meet compliance criteria.

See Define Compliance Rules for Workflows.

To run the Workflow Compliance report:

1. Log on to the Special Education view.
2. Click the IEP tab.
3. On the Reports menu, select Workflow Compliance. The Workflow Compliance pop-up appears.
4. Enter the report parameters.
5. Click Run. The report appears in the format you select.