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PowerSchool University2012
Incident Management
Trainer Name
Trainer/Consultant
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Agenda
• Welcome and Introductions
• Incident Management Features
• Incident Records
• Access Permissions for Incidents
• District Setup
• Incident Reporting
• Time for Review
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Incident Management Features
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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
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Log Entries vs. Incidents
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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
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The Incident List
Special Functions > Incident Management > Incident List
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A Quick Look
Special Functions > Incident Management > Create New Incident
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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
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Incident Records
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Searching for an Incident Report
Can I look up specific incident records?
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Search Filter
Special Functions > Incident Management
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Now It’sYour Turn
Complete hands-on activities 1-2:
Searching Through Incidents
Using Search Filters
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Adding a New Incident Report
• Who?
• What?
• When?
• Where?
• Why?
????????
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Today’s Incident
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Creating a New Incident
Enter an incident description
Search for participants
Add participant attributes and roles
Add incident elements
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Entering the Incident Description
Special Functions > Incident Management > Create New Incident
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Searching for Participants
Special Functions > Incident Management > Create New Incident
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Adding Participant Attributes and Roles
Special Functions > Incident Management > Create New Incident
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Adding Incident Elements
Special Functions > Incident Management > Create New Incident
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Participants and Elements
• Add participants
- Search for students or staff
- Create other participant if necessary
• Add resulting actions
• Add objects
• Add behaviors
• Add attributes
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Incidents Student Page
(Select a student) > Incidents
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Now It’sYour Turn
Complete hands-on activities 3, 4, and 5:
Adding an Incident
Adding Another Incident
Editing an Incident
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Access Permissions for Incidents
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Restrict access to incidents using security groups.
Security Groups
System > Security > Groups
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Accessible Incident Types
Computer Violation
Fighting
Theft
Truancy
Dress Code
Vandalism
Insubordination
System > Security > Groups > (Select a group)
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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
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The District Setup
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Entering the Specifics
1. Incident types
2. Incident codes
3. Incident subcodes
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The Scenario
Suppose one student destroys another student’s book...
How are codes and subcodes set up for that situation?
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Setting Up Incident Management
Define incident types
Select the correct code type
Set up the codes
Add subcodes
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Define Incident Types
District > Incident Management > Incident Types
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Find the Correct Code Type
District > Incident Management > Code & Subcode Setup
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Code Setup
District > Incident Management > Code & Subcode Setup
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Add Subcode
District > Incident Management > Code & Subcode Setup > Behavior Codes
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Now It’s Your Turn
Complete hands-on activity 6:
Entering a Incident Type, Code, and Subcode
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Incident Reporting
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What About Reporting?
Use ReportWorks to
• Create and publish reports (ReportWorks developers)
• Generate reports in PowerSchool administrator
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Generating a Report
Reports > ReportWorks > (Select report)
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Number of incidents by:
• Incident type
• School
• Date range
CrossTab by School and Type Template
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Now It’s Your Turn
Complete hands-on activity 7:
Generating an Incident Report
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Incidents listed by date with:
• Incident ID
• Date occurred
• Date recorded
• Incident type
• Title
District Summary Template
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Individual incidents with:
• Incident Details
• Location Information
• Participant Information
• Change History
Participant Template
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Creating a Project
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After Creating the Project...
Edit the project details
Edit the Boundaries
Edit the Runtime Controls
Edit and view the project layout
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Configuring Publishing Information
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Configuring Publishing Permissions
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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
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Now It’s Your Turn
Complete hands-on activities 8:
Publishing a ReportWorks Template
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Time for
Review
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Question 1
True or False? You can search just for fighting incidents.
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True!
You can search just for fighting incidents.
Answer 1
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A B
C DBehavior Code
Incident Type Action Code
Attribute Code
Question 2
Which identifies the type of discipline assigned to an offender?
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A B
C D
Answer 2
Behavior Code
Incident Type Action Code
Attribute Code
Which identifies the type of discipline assigned to an offender?
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Question 3
True or False? You can identify who made changes to the record.
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True!
You can identify who made changes to the record.
Answer 3
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A B
C DReporter
Offender Victim
Witness
When a student smokes a cigarette in the bathroom, what is his or her role?
Question 4
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A B
C D
When a student smokes a cigarette in the bathroom, what is his or her role?
Answer 4
Offender
WitnessReporter
Victim
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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
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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
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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
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Question and Answer
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