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Behavioral Case Manager Knowledge Base

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  • Emergency Management
    Getting Started Site Setup EM Webinar Links User Management Features & Functions Analytics & Reporting Troubleshooting Panic Alarms: Campus360 Command Center Connect360 & EM Resources (911Cellular) EM Resources On-Demand Learning
  • PBIS Rewards
    Launching PBISR Webinar Links User Management  PBIS Rewards Feature/Function Overview  Analytics & Reporting   Troubleshooting   Hardware / Consumables On-Demand Learning Integrations   Release Notes & Updates  PBIS Rewards Specific Resources 
  • Hall Pass
    Release Notes
  • Preparation & Response Training
    Getting Started Preparation & Response Training Webinar Links User Management Course Management Analytics & Reporting   Troubleshooting PRT Resources  Release Notes & Updates
  • Behavioral Case Manager
    Getting Started Webinar Links Team and User Management  Case Management and Movement Feature/Function Overview  Custom Configurations Analytics & Reporting   Troubleshooting   Release Notes & Updates  Resources / User Guides State Specific Guidance
  • Visitor Management
    Release Notes Blog Posts Getting Started Webinar Links User Management  Feature/Function Overview Analytics & Reporting   Troubleshooting   Hardware / Consumables Resources  Integrations
  • Compass Curriculum
    Training Workshops Getting Started On-Demand Release Notes & Updates  Data & User Management  Compass Curriculum for Students, Staff, & Families Compass Behavior Intervention Compass Mental Health + Prevention Compass for Florida - Character Ed, Resiliency, & Prevention Compass for Texas - Character Ed Analytics & Reporting   Additional Resources
  • School Check In
    Getting Started  SCI Webinar Links User Management  SCI Feature/Function Overview  Analytics & Reporting   Troubleshooting   Hardware / Consumables SCI Resources 
  • ALICE Training Institute
    User Management  ALICE Feature/Function Overview  ALICE Resources  Troubleshooting  
  • Digital Threat Detection
    Getting Started Detect Webinar Links Integrations   Detect Resources  Troubleshooting Release Notes & Updates 
  • Anonymous Tip Reporting
    Getting Started  P3 Webinar Links User Management  P3 Feature/Function Overview  Analytics & Reporting   Integrations   Release Notes & Updates  P3 Resources 
  • Resources
    Notices Downloads SIS Integration Billing
  • Back-to-School
    Character & Culture Detection & Prevention Preparation & Response
+ More

Getting Started
  • Welcome to Behavioral Case Manager
  • Adding Users Associated with District SIS Connection
  • How to add Behavioral Case Manager to your District's Clever Portal
  • Adding Users Not Associated with District SIS

Webinar Links
  • Behavioral Case Manager: Admin Training Plan
  • Behavioral Case Manager: Team Training

Team and User Management 
  • Teams Functionality
  • Adding Users Associated with District SIS Connection
  • Create/Disable Teams
  • Adding Users Not Associated with District SIS
  • Exporting Teams
  • User Settings
  • Teams Meeting Logs
  • Manage User Permissions
  • Role-Based Access

Case Management and Movement
  • Case Access Control
  • Create a Case
  • How to Download a Case Report
  • Managing Attachments in a Case
  • Case Transfer Settings and Features
  • Adding Team Guest(s) to Case
  • How to Transfer an Existing Case to a Different Team
  • How to Close & Reopen Cases
  • Case Transfer Automation

Feature/Function Overview 
  • Case Transfer Automation
  • District Transfer Portal
  • Student Well-Being Library
  • Managing Tasks
  • Analytics Feature Overview
  • User Tagging
  • Notification Settings
  • Concept Tags
  • How to Use District Search to Find Case Connections

Custom Configurations
  • Student Well-Being Library
  • Create a Template
  • What is a Custom Process Model?
  • Add a Template to a Model
  • How to Create a Custom Process Model
  • Using Linking Workflows
  • Customizing Manage Guidance
  • How to Link Workflows

Analytics & Reporting  
  • Analytics Feature Overview
  • District-Wide Case Reports
  • How to Download a Case Report
  • Texas Reporting Guidance

Troubleshooting  
  • Troubleshooting: Parent/Guardian Phone #
  • Troubleshooting: 504 Gateway Time-Out
  • Troubleshooting: Missing Team

Release Notes & Updates 
  • New Features October 2023- BTA

Resources / User Guides
  • CSTAG Model User Guides
  • NTAC Model User Guides

State Specific Guidance
  • Florida Harm Prevention and Threat Management Workflow
  • Texas Behavioral Threat Assessment Guidelines
  • Pennsylvania Commission on Crime and Delinquency (PCCD)
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