Program Registration Audit Report

This document describes the Program Registration Audit Report built in Explo for Beaumont USD. The report enables district administrators and auditors to verify program registration compliance, including parent acknowledgement signatures and program-specific terms acceptance.

Purpose

Districts face recurring audit requirements to demonstrate that parents have acknowledged and signed off on program enrollment terms. Previously, this required manual review of individual enrollment records scattered across the database. This report consolidates all registration compliance data into a single, filterable view.

Primary use cases:

  • Student-specific audits run from the student card
  • Program-wide compliance reviews filtered by date range
  • Auditor documentation of parent signature verification

Data Sources

The report joins four core tables in the Beaumont database:

TableKey Fields Used
enrollmentstate, created_at, metadata (termsAcceptance)
dependentfirst_name, last_name, metadata (schoolStudentId, grade, mainLocationId)
programname, description, metadata (acknowledgementStepsCheckboxes)
locationname (joined via mainLocationId)

Parent signatures and timestamps are stored in enrollment.metadata.termsAcceptance. Program acknowledgement steps are stored as multilingual arrays in program.metadata.acknowledgementStepsCheckboxes, with each step containing translations for English, Spanish, Vietnamese, and Chinese.

Report Columns

ColumnDescription
First Name / Last NameStudent name from dependent table
Student IDSchool student ID from dependent metadata
School NameLocation name via mainLocationId join
Program NameProgram being enrolled in
Program DescriptionFull program description text
Acknowledgement StepsNumbered list of program-specific terms (English only)
Registration Date/TimeEnrollment creation timestamp (Pacific timezone)
Parent Name/SignatureParent signature from termsAcceptance
Acknowledgment Signed Date/TimeSignature timestamp (Pacific timezone)
GradeStudent grade level (formatted: PK, TK, K, 1st-12th)

Available Filters

  • Student Name - Optional LIKE pattern search
  • Program - Required single-select program filter
  • Date Range - Optional start/end date filter
  • Site - Optional school site filter
  • Grade - Optional grade level filter

Technical Notes

Acknowledgement step extraction: The query uses jsonb_array_elements with WITH ORDINALITY to parse the acknowledgement steps array and automatically number each step. A CASE statement handles both object format (with translations) and plain string format, extracting only the English text.

Enrollment states included: Both complete and waitlist states are included, as waitlisted students have also completed the registration acknowledgement process.

Timestamp formatting: All timestamps display in Pacific timezone with MM/DD/YYYY HH12:MI:SS AM format for auditor readability.

HTML presentation: The report uses two HTML components in Explo—one for program description and one for acknowledgement steps—with professional styling including gray content boxes and a yellow compliance reminder note.

  • Linear: ATT-2099
  • Prior work: ATT-1645 (Internal Audit Report for Registration Compliance)
  • Location: Explo dashboard for Beaumont USD