PowerSchool University2012

Incident Management

Trainer Name

Trainer/Consultant

Agenda

• Welcome and Introductions

• Incident Management Features

• Incident Records

• Access Permissions for Incidents

• District Setup

• Incident Reporting

• Time for Review

Incident Management Features

Meeting Legal Requirements

• Fulfills discipline reporting needs

• Provides sufficient data-recording tools to meet state and district requirements

• Uses common templates, data fields, and menus to ensure consistency

Log Entries vs. Incidents

A Comparison

• Specific to one student

• Record incident characteristics, but not relationships

• Teachers and administrators can submit entries

• Record any contact with student

Log Entries Incidents

• Includes multiple participants: students, staff, other persons

• Record characteristics and relationships

• Only administrators can submit incidents

• Designed to record discipline

The Incident List

Special Functions > Incident Management > Incident List

A Quick Look

Special Functions > Incident Management > Create New Incident

Incident Features

• Search options for students and staff

• Drag and drop functionality

• Reporter, victim, offender, action, and object relationships

• Icon designations for quick detail identification

Incident Records

Searching for an Incident Report

Can I look up specific incident records?

Search Filter

Special Functions > Incident Management

Now It’sYour Turn

Complete hands-on activities 1-2:

Searching Through Incidents

Using Search Filters

Adding a New Incident Report

• Who?

• What?

• When?

• Where?

• Why?

????????

Today’s Incident

Creating a New Incident

Enter an incident description

Search for participants

Add participant attributes and roles

Add incident elements

Entering the Incident Description

Special Functions > Incident Management > Create New Incident

Searching for Participants

Special Functions > Incident Management > Create New Incident

Adding Participant Attributes and Roles

Special Functions > Incident Management > Create New Incident

Adding Incident Elements

Special Functions > Incident Management > Create New Incident

Participants and Elements

• Add participants

- Search for students or staff

- Create other participant if necessary

• Add resulting actions

• Add objects

• Add behaviors

• Add attributes

Incidents Student Page

(Select a student) > Incidents

Now It’sYour Turn

Complete hands-on activities 3, 4, and 5:

Adding an Incident

Adding Another Incident

Editing an Incident

Access Permissions for Incidents

Restrict access to incidents using security groups.

Security Groups

System > Security > Groups

Accessible Incident Types

Computer Violation

Fighting

Theft

Truancy

Dress Code

Vandalism

Insubordination

System > Security > Groups > (Select a group)

Access to the Incidents Student Page

System > Security > Groups > (Select a group)

• Clear the check box to hide the student page

• Select the check box to give users access to view and create incident records

The District Setup

Entering the Specifics

1. Incident types

2. Incident codes

3. Incident subcodes

The Scenario

Suppose one student destroys another student’s book...

How are codes and subcodes set up for that situation?

Setting Up Incident Management

Define incident types

Select the correct code type

Set up the codes

Add subcodes

Define Incident Types

District > Incident Management > Incident Types

Find the Correct Code Type

District > Incident Management > Code & Subcode Setup

Code Setup

District > Incident Management > Code & Subcode Setup

Add Subcode

District > Incident Management > Code & Subcode Setup > Behavior Codes

Now It’s Your Turn

Complete hands-on activity 6:

Entering a Incident Type, Code, and Subcode

Incident Reporting

What About Reporting?

Use ReportWorks to

• Create and publish reports (ReportWorks developers)

• Generate reports in PowerSchool administrator

Generating a Report

Reports > ReportWorks > (Select report)

Number of incidents by:

• Incident type

• School

• Date range

CrossTab by School and Type Template

Now It’s Your Turn

Complete hands-on activity 7:

Generating an Incident Report

Incidents listed by date with:

• Incident ID

• Date occurred

• Date recorded

• Incident type

• Title

District Summary Template

Individual incidents with:

• Incident Details

• Location Information

• Participant Information

• Change History

Participant Template

Creating a Project

After Creating the Project...

Edit the project details

Edit the Boundaries

Edit the Runtime Controls

Edit and view the project layout

Configuring Publishing Information

Configuring Publishing Permissions

Reporting Review

• Generating reports in PowerSchool:

- Go to: Start Page > ReportWorks

- Select and generate an incident report

• Publishing reports in ReportWorks:

- Create project using incident management template

- Leave default values, or modify the scope as needed

- Preview report

- Publish report

Now It’s Your Turn

Complete hands-on activities 8:

Publishing a ReportWorks Template

Time for

Review

Question 1

True or False? You can search just for fighting incidents.

True!

You can search just for fighting incidents.

Answer 1

A B

C DBehavior Code

Incident Type Action Code

Attribute Code

Question 2

Which identifies the type of discipline assigned to an offender?

A B

C D

Answer 2

Behavior Code

Incident Type Action Code

Attribute Code

Which identifies the type of discipline assigned to an offender?

Question 3

True or False? You can identify who made changes to the record.

True!

You can identify who made changes to the record.

Answer 3

A B

C DReporter

Offender Victim

Witness

When a student smokes a cigarette in the bathroom, what is his or her role?

Question 4

A B

C D

When a student smokes a cigarette in the bathroom, what is his or her role?

Answer 4

Offender

WitnessReporter

Victim

Which step is first?

C

B

D

A

E

Set up incident types, codes, subcodes

Associate elements to participants

Define participants and elements

Choose the incident type for an incident

Update incident with a change reason

The answer is...

A Set up incident types, codes, subcodes

C Associate elements to participants

B Define participants and elements

D Choose the incident type for an incident

E Update incident with a change reason

Key Points from Today’s Class

• Use incident management for behavior events, not as log entries

• Add, edit, and delete incident descriptions, participants, and attributes

• Search for incident records

• Set up incident codes, subcodes, and types at the district level

Question and Answer

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