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Report snapshots and filing history

Role aware

This page proves how a required report draft can freeze a reproducible snapshot, link every report value to source records, label unverified values, show open issues, preview outputs, and keep mark-as-filed disabled.

Audience
Staff
Current limits
It uses local invented report snapshot data only. It does not create report snapshot rows, generate files, store agency submissions, write confirmations, move reports to Filing history, send notifications, or write audit logs.

Support request boundary

Use Sev2 if a proof-only snapshot appears fileable or if source-linked/unverified labels are missing, Sev3 if snapshot hash, open issues, source records, output previews, or filing-history boundaries are unclear, and Sev4 for labels or proof-copy feedback. This panel does not submit a support case.

Sev1: Critical outage or data-risk emergency

Target: 1-hour response, 24/7 paging during pilot

Sev2: Major workflow blocked

Target: 4 business hours

Sev3: Standard product question or non-urgent issue

Target: 1 business day

Sev4: How-to, cosmetic, or future enhancement

Target: 2 business days

These preview controls are placeholders. Real AI answers, search, walkthroughs, and support submission come in later tickets.

Notifications5

Static proof preview

Real notification feeds, delivery, and preferences arrive in a later ticket.

Sam Director

Sam Director

sam.director@otto-fixture.test

Switch local proof role

This changes only the local shell proof. Production role changes remain server-validated future work.

Search is a keyboard-focusable skeleton. No real index or permissioned search results are implemented in this ticket.

Compliance - Reports

Report snapshots and filing history

Review how a BPPE annual-report draft freezes source-linked values, open issues, output previews, and disabled filing-history actions.

Otto Fixture BPPE Career School - report snapshot proof

School Administrator ยท Sam Director

Report snapshots and filing history

Report snapshots stay reproducible

This proof freezes a California BPPE annual-report draft from local demo data. Every number links to source records, every unverified value is labeled, and filing remains disabled until the required evidence, file storage, confirmation, authorization, and audit events exist.

Snapshot fingerprint

sha256:8a3e36da532cc0427f1fc7d5

Rebuilt from the same report definition, period, rule-pack version, source records, metric ids, output ids, and open issues.

As of 2026-10-13Preview only

Metrics

Every number links to source records

No generated files

Report values

Info

9

Report values displayed in the snapshot proof.

Source-linked

Success

9/9

Values with at least one source record behind them.

Unverified

Warning

2

Values requiring expert review before filing.

Blocked

Danger

2

Values that block the output package.

Source records

8

Locked source records

1

Open issues

5

Filing history rows

0

Report definition

BPPE Annual Report and SPFS data

needs attention

The report definition points to a single approval profile, a proof rule-pack version, source-checked BPPE annual report and SPFS references, and a blocked output workflow. The snapshot is reproducible, but it is not stored as a production row.

Agency

California BPPE

Period

2025 reporting year

Due

Due December 1, 2026

Completeness

44%

Approval profile

bppe-ca-first-track-proof

Rule pack

california-bppe-career

Rule version

2026.10.0-proof

Production snapshot

Not created

Snapshot values

Number-to-record trace

9 values

students

New enrollments

source linked

126

Students with signed enrollment agreements during the reporting year.

Count signed enrollment agreements with an effective date inside the 2025 reporting year.

Source linked from the proof enrollment roster.

Source records

  • 2025 signed enrollment roster

Citations

  • bppe-annual-report-spfs-2026

Exclusion reason codes

  • no_signed_enrollment

students

Completers

needs review

58

Students completing the program in the reporting year.

Count students whose proof academic status is completed during the reporting year.

Needs academic owner review before it can feed the annual report.

Source records

  • Program completion roster

Citations

  • bppe-annual-report-spfs-2026

Exclusion reason codes

  • completion_status_pending

rate

Completion at 100%

unverified

72.4%

Completion rate at 100% of program length.

Local proof formula: 42 on-time completions divided by 58 completers in scope.

Unverified value: formula and denominator rules require BPPE field-map review.

Source records

  • Program completion roster

Citations

  • bppe-annual-report-spfs-2026

Exclusion reason codes

  • leave_of_absence
  • active_extension

graduates

Graduates available for employment

needs review

41

Graduates available for employment.

Count completers marked available for employment after allowable exclusion reason codes are applied.

Needs placement-owner review of all unavailable reason codes.

Source records

  • Program completion roster
  • Placement and availability worksheet

Citations

  • bppe-annual-report-spfs-2026

Exclusion reason codes

  • continuing_education
  • medical
  • military

graduates

Employed in field

needs review

33

Graduates employed in the field.

Count available graduates with proof employment records labeled in field.

Needs employment-verification review for open employer and wage evidence.

Source records

  • Placement and availability worksheet

Citations

  • bppe-annual-report-spfs-2026

Exclusion reason codes

  • employment_verification_pending

responses

Salary band responses

unverified

33

Salary band responses supporting SPFS and annual report data.

Count employed graduates with a salary-band survey value attached to the outcome worksheet.

Unverified value: salary-band mapping needs BPPE report-field confirmation.

Source records

  • Salary band survey responses

Citations

  • bppe-annual-report-spfs-2026

Exclusion reason codes

  • salary_not_reported

students

Federal loan borrowers

needs review

17

Federal loan data for the annual report packet.

Count proof students with federal loan disbursement rows in the 2025 reporting year.

Needs financial-aid reconciliation before the output can be generated.

Source records

  • Federal loan disbursement extract

Citations

  • bppe-annual-report-spfs-2026

Exclusion reason codes

  • ledger_reconciliation_pending

packet

Financial statements

blocked

Missing

Financial statement evidence accompanying annual reporting.

Requires uploaded annual financial statement packet before report filing.

Blocked value: no source packet exists in this proof.

Source records

  • Audited financial statements packet

Citations

  • bppe-annual-report-spfs-2026

Exclusion reason codes

  • missing_financial_statement_packet

link

SPFS link

blocked

Missing

SPFS publication or reporting link tied to the annual report.

Requires a stored public School Performance Fact Sheet link for the reporting year.

Blocked value: no SPFS link manifest exists in this proof.

Source records

  • Published SPFS link manifest

Citations

  • bppe-annual-report-spfs-2026

Exclusion reason codes

  • missing_spfs_link

Source records

Snapshot source ledger

8 records

Student records - Registrar

2025 signed enrollment roster

locked

Signed enrollments are present in the local proof roster and can be traced student by student.

Records

126

Source hash

sha256:source-enrollment-roster-2025

Academic records - Academic director

Program completion roster

needs review

Completer statuses are linked, but 100% and 150% completion definitions still need expert review.

Records

58

Source hash

sha256:source-completion-roster-2025

Career services - Career services

Placement and availability worksheet

needs review

Employment outcomes are linked, but some employer and wage evidence remains open.

Records

41

Source hash

sha256:source-placement-outcomes-2025

Outcomes - Career services

Salary band survey responses

unverified

Salary band grouping is visible but not verified against the final BPPE annual report field map.

Records

33

Source hash

sha256:source-salary-bands-2025

Compliance - Compliance director

License exam applicability review

unverified

The proof school has no licensure exam program, but the not-applicable basis still needs review.

Records

0

Source hash

sha256:source-license-exam-2025

Financial aid - Financial aid

Federal loan disbursement extract

needs review

Loan counts are linked to proof transactions but have not been reconciled against a production aid ledger.

Records

17

Source hash

sha256:source-federal-loan-data-2025

Documents - Business office

Audited financial statements packet

missing

The financial statement packet has not been uploaded, so the report remains blocked.

Records

0

Source hash

sha256:source-financial-statements-missing

Public site - Compliance director

Published SPFS link manifest

missing

The School Performance Fact Sheet publication link is not stored in this proof.

Records

0

Source hash

sha256:source-spfs-link-missing

How Otto built this

Data sources, definitions, and exclusions

source trace

Data sources

  • Student and academic records: Enrollment and completion rows provide the denominator and student drill-down. (src-enrollment-roster-2025, src-completion-roster-2025)
  • Career services outcomes: Placement, salary band, and availability records provide outcome metrics and open evidence issues. (src-placement-outcomes-2025, src-salary-bands-2025)
  • Finance and public evidence: Loan, financial statement, and SPFS evidence determine whether report output can be generated. (src-federal-loan-data-2025, src-financial-statements-2025, src-spfs-link-2025)

Definitions and citations

  • Annual report and SPFS reporting window: source checked - bppe-annual-report-spfs-2026, bppe.annual_report.due_date, bppe.spfs.reporting_window
  • Completion, placement, salary, loan, and financial statement fields: needs expert review - bppe-annual-report-spfs-2026

Exclusions

  • no_signed_enrollment: 2 - Inquiry-only leads without signed enrollment agreements
  • unavailable_for_employment: 5 - Graduates unavailable for employment with reason codes
  • employment_verification_pending: 8 - Employment claims awaiting verification evidence