Enable your staff to activate an emergency alarm that notifies your school building of an emergency through the Navigate360 Emergency Management mobile app. 

Click here to download the newest Emergency Management mobile app today!

The EMS Mobile App Launch guide offers a step by step walk through on core app functionality for Staff Users. Follow the steps to ensure your staff is prepared to use the EMS Mobile App in drills and emergencies. 

• District Admin Pre-Launch Checklist 
• Downloading and Installing the Mobile App
• Logging into individual user accounts
• Configuring and testing notifications 
• Navigating the Mobile App - Staff User and Admin User 
• Starting an Emergency
• Performing Student Roll-Call and Staff/Visitor Accountability
• Ending an Alarm

Administrator Resources: 

Click here to download the EM Mobile App Launch Guide

On-Demand Training: EM Admin User Mobile App Walkthrough

Staff Resources:

Click here to download the Staff User Quick Reference Guide

On-Demand Training: EM Staff User (Limited Access) Mobile App Walkthrough

Click here to download the Staff Quick Guide to Practice Alarms in EM Mobile App

Scope of Training: Learn the essential aspects of alarm management, including configuring rapid alarms, creating and customizing alarms, customizing alarm features, and activating alarms to ensure prompt and effective emergency responses.

• Introduction to Alarm Management
• Configuring Rapid Alarms
• Viewing Active and Past Alarms
• Creating Custom Alarms
• Configuring Alarm Features (Sound, Countdown, 911 Prompt, Flip Charts, Roll Call)
• Activating Alarms

Audience: District leaders assigned to oversee emergency alarm activation. 

Duration: 5-minutes, on-demand

Click here to watch! 

Scope of Training: Learn how to build safety plans that meets state compliance at the District and Building-level with the Safety Plan Wizard.

• Creating a new District Safety Plan
• Cloning a Safety Plan for multiple buildings 
• Editing Safety Plans
• Using Variable Fields in a Safety Plan
• Completing and Exporting Safety Plans

Audience: Team Member assigned to oversee Safety Plan creation and completion at the District and Building-level

Duration: 7-minutes, on-demand

Click here to watch! 

Scope of Training: Learn how to schedule, facilitate, log, and report on safety drills completed at each campus. 

• Establishing State and District Drill Requirements
• Scheduling Drills
• Logging Drills 
• Drill Reporting

Audience: Team Member assigned to oversee Drill Management at the District and Building-level

Duration: 13-minutes, on-demand

Click here to watch! 

Scope of Training: Learn how to use the Assess feature to create, customize, and manage comprehensive safety assessments that meet state compliance requirements at both the District and Building levels.

• Introduction to Assess
• Creating Custom Templates
• Adding Sections and Questions
• Publishing and Completing Assessments

Audience: Team Member assigned to oversee district and building-level audits. 

Duration: 6-minutes, on-demand 

Click here to watch! 

Scope of Training: Learn how to create and customize interactive Floorplans for each campus buildings. 

• Adding a Floorplan
• Editing a Floorplan
• Adding Icons to Floorplan
• Customizing Floorplan with attachments (eg: images, documents, camera links)

Audience: Team Member assigned to oversee district and building-level floorplans

Duration: 7-minutes, on-demand

Click here to watch! 

Interested in 360-degree photos to be included in your Maps & Floorplans? Reach out to the Navigate360 team to learn more!

Scope of Training: Learn how to create and customize Flipcharts at the district and building-level that will be accessible to all staff in the EMS Mobile App. 

• Creating a new Flipchart
• Publishing a new Flipchart
• Editing and Archiving existing Flipcharts

Audience: Team Member assigned to oversee Flipchart creation

Duration: 6-minutes, on-demand

Click here to watch! 

Scope of Training: Learn how to manage and organize your safety information. 

• Creating and Updating a Call List
• Attaching Call Lists to Flipcharts
• Accessing Document Storage
• Creating and publishing Virtual Binders

Audience: Team Member assigned to oversee safety information and documentation

Duration: 5-minutes, on-demand

Click here to watch! 

Enable your Behavioral Threat Assessment teams with the resources needed to perform your district's preferred threat assessment process in the Behavioral Case Manager. Share this page with your teams and direct them to select the specific Case Model to register for training. 

Additional Resources:

​The Student Well-being Library is a foundational component of Behavioral Case Manager. This comprehensive resource lays out processes that allow teams to assess, intervene, and manage students showing concerning behaviors – ranging from low-level issues to high-level threats of violence – to provide a holistic view of each student’s needs.

Scope of Training: Learn how review the Student Well-Being Library to add additional process models to your Behavioral Case Manager. Key topics include:  

• Navigating to the Student Well-Being Library
• Importing and viewing templates
• Reviewing and customizing process models 
• Linking cases to streamline process workflows
• Publishing process models

Audience: Case Manager Administrators (Requires “Manage Models” Permission)

Duration: 12-minutes, on-demand

Click here to view: Student Well-Being Library Overview

As the Behavioral Case Manager Administrator, your role is to setup and customize your Behavioral Case Manager solution to enable staff access and customize different case workflows. 

Complete the five-part training to learn how to setup and manage your Behavioral Case Manager. 

Estimated 75-minutes to complete

Part 3: Creating & Managing Cases

Scope of Training: Learn how to create and manage cases in Behavioral Case Manager. This training covers a generalized overview of a case structure.  

• Creating Cases
• Viewing Cases
• Opening and Closing Cases
• Viewing and Editing Case Details
• Viewing Case History
  

Audience: Case Manager Administrators (Requires “Manage Cases” Permission)

Duration: 11-minutes

Click here to view: Creating and Managing Cases

 

Additional Resources: 

How to Open and Close Cases

How to Close & Reopen Cases

Close Cases

1. Log into Case Manager. 
2. Select the Cases tab.
   1.  Alternatively, cases can be found on homepage under Open Cases Assigned to You. 
      1. Select the View button to open a specific case.
3. Next to the case number, select the three-dot Vertical Ellipsis.
4. Select Close. 
5. User will see a Close Case popup.
6. Select the drop down for Disposition and select reason for case closure. 

a. Closed - No Further Action (NFA)

b. Closed - Referred or Transferred

c. Closed - Scheduled for team review in 3 months

d. Closed - Scheduled for team review in 6 months

e.  Closed - Scheduled for team review in 12 months

7. Add notes for case closure.

8. Select Confirm. 

Locate Closed Cases 

1.  Log into Case Manager. 
2.  Select Cases Tab.
   1.  Alternatively you can navigate to Open Cases Assigned to You on homepage and select Search Cases.
3.  Select Filters.
4.  Check the box of Show Closed.

5. Click Apply.

Reopen Cases

Manage Cases Permissions

User must have Manage Cases permissions to complete the following steps. 

Click here for more information on how to manage a user’s permissions.

 

1. Log into Case Manager. 
2. Select Cases tab.
   1.  My Cases
   2.  All Cases
3.  Select Filters.
4.  Check Closed Cases box.
5.  Select Apply.
6.  Select three-dot Vertical Ellipsis.
7.  Click Reopen.
   1.  State the reason the case is being reopened.

8. Click Confirm.

 

 

How to Create a New Case

Create a Case

 

Why Create a Case?

Creating a case using Behavioral Case Manager offers a structured approach to understanding and addressing complex human behaviors. By defining scenarios and detailing accompanying behaviors, this method provides a clear framework for analysis, intervention, and learning. Cases in Behavioral Case Manager incorporate long-term management and tracking capabilities by centralizing data, enabling ongoing monitoring, and facilitating the aggregation of key information.

The benefits of creating a case in Behavioral Case Manager are extensive. It enhances decision-making abilities by providing comprehensive data insights over time. It also improves teamwork through collaborative case management and fosters a deeper understanding of behavioral theories in practical settings.

 

1. Log into Case Manager.
2. Click Create Case button at the top of the screen.
   1. Alternatively, for CSTAG cases, click New Case button on the homepage. 

      CSTAG Model:

      When selecting CSTAG as the Process Model, the user will be prompted with an additional CSTAG Model Overview pop-up after clicking proceed. Click Minimize to continue case creation.  

       
3. Choose Process Model pops up, select the model type. 
4. Click Proceed.
5. Assign Team in the Team (Required) dropdown. 
6. Assign Case Manager in the Case Manager (Required) dropdown.
7. Add details regarding the case. 
8. Scroll to the bottom and select Create Case. 

 

 

How to Download a Case Report

How to Download a Case Report

Download Case Report 

1. Log into Case Manager. 
2. Select the Cases tab.
   1.  Alternatively, cases can be found on the homepage under Open Cases Assigned to You. 
      1. Select the View button to open a specific case.
3. Next to the desired case, click the Vertical Ellipsis and select View. 
4. Next to the case number, select the three-dot Vertical Ellipsis.
5. In the drop-down menu, select Download/Print.
   6. Select the type of report:
   1. Overview: This is a brief report including basic case details. This report does NOT include vital case details or attached files.
   2. Detailed: This is a thorough report giving all information regarding the case.
      1. User can select to include attached files in Detailed Reports.
6. Select Print.
    

Overview Reports: Only available for CSTAG and NTAC cases. 

 

 

 

 

 

 

Click here for assistance accessing webinar notifications

Click here for Threat Assessment Team Resources

Become a Subject-Matter Expert in the Behavioral Case Manager! Learn how to further customize your site to add and adopt additional behavioral processes. 

1. Log into Case Manager.
2. Click Create Case button at the top of the screen.
   1. Alternatively, for CSTAG cases, click New Case button on the homepage. 

      CSTAG Model:

      When selecting CSTAG as the Process Model, the user will be prompted with an additional CSTAG Model Overview pop-up after clicking proceed. Click Minimize to continue case creation.  

       
3. Choose Process Model pops up, select the model type. 
4. Click Proceed.
5. Assign Team in the Team (Required) dropdown. 
6. Assign Case Manager in the Case Manager (Required) dropdown.
7. Add details regarding the case. 
8. Scroll to the bottom and select Create Case. 

What Are Tasks?

In Behavioral Case Manager, tasks play a crucial role in managing and tracking different steps within a case. Users are assigned specific tasks to ensure that each step in the workflow is completed efficiently. These tasks are included in predefined processes, which are pre-configured and ready to use in standard workflows. Additionally, tasks can be added to custom Process Models, providing flexibility and allowing users to tailor workflows to meet specific needs or unique requirements. This combination of default and custom task management helps streamline and optimize case management processes.

Assign/Add Tasks

1. Log into Case Manager.
2. Select Cases tab.
   1. Alternatively, cases can be found on homepage under Open Cases Assigned to You. 
      1. Select the View button to open a specific case.
3. Find desired case and select the three-dot Vertical Ellipsis.
4. Select View.
5. Locate the section containing tasks.
6. To Create a New Task:
   1. Click the Add Task button.
7. For Existing Tasks:
   1. Click the task.
8. Complete the the following fields:
   1. Description (Required) - Briefly describe any additional details required for the task.
   2. Task (Required) - Add title of the task. 
      1. For Suggested Tasks - user can change task name if desired.
   3. Assign User (Required) - Choose user to assign the task to.
   4. Due Date (Required) - Assign a due date for task completion.
   5. Recurrence - Choose to make a task recurring daily or weekly. 
   6.  Email Reminders - Choose to remind users prior to due date of the task.

Completing Tasks

1. Log into Case Manager.
2. Click dropdown by username and select My Tasks.
   1. Alternatively on homepage, view tasks under Tasks Assigned to You in Tasks table.
      1. Find desired task and click three-dot Horizontal Ellipses.
      2. For new Tasks: 
         1. Click Accept. 
3. Find desired task and click three-dot Horizontal Ellipses.
   1. For new Tasks: 
      1. Click Accept. 
4. User has the following options once accepting a task:
   1. View Details - View the details of the tasks
   2. Go to Case - View the case 
   3. Edit - Edit the details of the task
      1. Persons Spoken To - Add student, staff, visitor that user spoke with
      2. Findings - Briefly Describe what was found, who it came from etc. 
      3.  Files - Drag-and-drop a file or brows to upload. 
   4. Mark Complete - Mark the task complete 
   5. Add to Calendar - Add to Calendar for reminder purposes. 
   6. Delete - Delete the task. 

1. Log into Case Manager.   
2. Select Cases tab at the top of the screen. 
3. Select a case by clicking the three-dot Vertical Ellipsis to the right of the case and select View.
4. Select Edit Initial Details.
5. Click the down arrow of the Team dropdown.
6. Select the team you want to transfer the case to.
   1. The team leader of receiving team will automatically be assigned as the Case Manager.
      1. Florida Districts Only - The chair of the receiving team will automatically be assigned as the Case Manager.
7. Scroll to the bottom of the page and click Save Changes.

Alternative Method

1. Log into Case Manager.
2. Select Cases tab at the top of the screen.
3. Select the case of your choice by clicking the vertical ellipsis to right of the case and select Transfer to Team.
4. In the pop-up, click the down arrow of the Select Team dropdown.
5. Select a team and click Transfer.

1. Log into Case Manager.
2. Select Cases tab. 
3. Select My Cases or All Cases.
4. Next to desired case, click the three-dot Vertical Ellipsis and select View.
5. Next to the case number, click the three-dot Vertical Ellipsis and select Edit User Access.
6. Click Add Teams(s) and select team.
7. Set team permissions to Read/Write or Read Only.

7. Click Close. 

Download Case Report 

1. Log into Case Manager. 
2. Select the Cases tab.
   1.  Alternatively, cases can be found on the homepage under Open Cases Assigned to You. 
      1. Select the View button to open a specific case.
3. Next to the desired case, click the Vertical Ellipsis and select View. 
4. Next to the case number, select the three-dot Vertical Ellipsis.
5. In the drop-down menu, select Download/Print.
   6. Select the type of report:
   1. Overview: This is a brief report including basic case details. This report does NOT include vital case details or attached files.
   2. Detailed: This is a thorough report giving all information regarding the case.
      1. User can select to include attached files in Detailed Reports.
6. Select Print.
    

1. Log into Visitor Management as a District Admin or Building Admin 
2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
3. Navigate to the School Info tab
4. Add or edit the below details:
   1. School Name
   2. Phone
   3. Address
   4. City
   5. State
   6. Zip
   7. Start Time (Time that the school day in the building starts)
   8. End Time (Time that the school day in the building ends)
   9. Timezone 

This article will detail the needed steps by a School District to set up SSO for Navigate360 Visitor Management System. Each section must be followed in order, first by the school district in Section A, then by Navigate360 in Section B, and then finally by the school district in Section C. 

A. Azure Setup - Completed by District

To fill in the basic information section for the connection between Auth0 and Microsoft Azure AD, you'll need to gather and send specific details (Client ID, Client Secret, and Azure AD Domain) from your Azure AD portal. Please follow the below steps to complete this task. 

1. Log in to the Azure Portal: Open the Azure Portal and log in with your account.
2. Navigate to Azure AD (Active Directory): From the left-hand navigation pane, select “Azure Active Directory.”
3. Go to App Registrations: Select "App registrations" from the menu.
4. Create or Select an Application: If you have an existing application that you want to use, click on its name. Otherwise, click "New Registration" to create a new application.
5. Add the Redirect URI: In the “Overview” or “Authentication” section, add the below callback address as a Redirect URI:
   1. Type: Web
   2. Redirect URI: https://alice-dev.auth0.com/login/callback
6. Copy the Client ID: In the "Overview" section, you'll find the Application (client) ID. Copy this value.
7. Create a Client Secret: Go to the "Certificates & secrets" section, then click on "New client secret." Enter a description and select an expiration period, then click "Add." Copy the value of the client secret as it won't be visible again after you leave this page.
8. Find Your Azure AD Domain: Go back to the "Azure Active Directory" overview page. You should see your primary domain listed under the "Custom domain names" section. It will typically be in the format “yourdomain.onmicrosoft.com.”
9. Send the Client ID, Client Secret, and Azure AD Domain to your Navigate360 Implementation Consultant. 

B. Auth0 Setup - Completed by Navigate360

Once you provide the Client ID, Client Secret, and Azure AD Domain to your Navigate360 Implementation Consultant (Section A), the Navigate360 team will complete the needed Auth0 steps. 

The Implementation Specialist will then inform you so that you can complete the steps in the VMS Configuration (Section C). 

C. VMS Configuration - Completed by District 

Now that both Azure and Auth0 setup is complete, Please follow the below steps to complete configuration and confirm setup. 

Configure the group name to the permission level

1. Find the group names within your Azure AD. You’ll link the group names created in Azure to the SSO Permission Mapping page in VMS.

2. In VMS, under the Admin menu, click SSO Permission Mapping.

   Note:

   This activity requires District Admin permissions

    

3. Click on the Add Groups button.

4. Click Add Groups Manually.

5. Enter the Group Name.

   Make sure the Group Name is entered exactly how it is listed in Azure AD

    

6. Press enter after typing a Group Name. You can add multiple Group Names for a single Permission Level prior to saving. 
7. Ensure you've selected the Permission Level for any Group Name(s) showing in the dialogue. Click Save Changes.

8. The Group name and the permission are now saved in the group name table.

9. Repeat the process for any remaining Group/Permission combinations

Testing the SSO

1. Log into VMS to test the SSO authentication. Click Sign in with SSO. 

2. A popup will appear and you may enter the email you have access to.
   1. Note that the testing email address will need to have access to Group Name configured in VMS (Section C).

3. You will see a message “SINGLE SIGN-ON ENABLED.” 
4. When pressing on Log In, you will be redirected to your Microsoft Account authentication. 
5. Once Microsoft has authenticated, the popup will be closed and the system will redirect you to the main VMS page.

Troubleshooting

1. Ensure steps outlined have been completed.
2. Check that pop-up blockers or cross-site limiters are not preventing the VMS to Azure communication.

Visitor Management allows District and Building Admins to select which information must be provided by a visitor before completing their check-in and entering the building. See below for details on how to set specific visit details as Mandatory or Optional:

1. Log into Visitor Management as a District Admin or Building Admin 
2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
3. Navigate to the Visitor Check-in Settings tab

Visitor Check-in Settings

1. Users can toggle between the Mandatory and Optional buttons for each of the visit details below, to ensure the necessary information is provided by a visitor before completing their check-in:
   1. Visitor Type - always set to mandatory by default
   2. Reason for Visit - always set to mandatory by default
   3. Destination 
   4. Who are you Visiting 
   5. Mobile Number 
2. District Admins can save and apply these settings to all schools in the district
   1. District Admins can also toggle on the Prevent School Overrides option to ensure that these settings are not changed by a Building Admin at a later date
3. If Prevent School Overrides is disabled, Building Admins will have the ability to update and save the preferred settings for their school

Restricted Persons Policy

1. Log into Visitor Management as a District Admin or Building Admin 
2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
   1. By default, the user is now on the Users tab
3. Under Visitor Management Settings, navigate to the Restricted Persons Policy Page
4. Enter the school district's policy in the Policy field 
5. Click on Save & Apply This Setting for All Schools

Visitor Management offers a Self-Serve workflow for students, staff, visitors and volunteers to check themselves into the building.  See below for details on how to set up the Self-Serve kiosk for the building. 

1. Log into Visitor Management as a District Admin or Building Admin 
2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
3. Navigate to the Self Serve Setup tab
4. Toggle on the Self-Serve Page option

PowerSchool Setup - PowerSchool Writeback Mode

The PowerSchool Writeback functionality enables each school that uses the Student function of VMS to transfer information back to their PowerSchool instance. Once setup, any time a student event happens in VMS, it is instantly transferred to PowerSchool without any additional work needed from the school. District Admin users need to complete the initial setup to use this function. If a District Admin has not enabled the Prevent School Overrides toggle, Building Admins will be able to set the Attendance Mode and Visible Student ID options for their school(s).

For example, if a student has to check-in late or check-out early, the event will writeback to PowerSchool. 

District Admin

1. Log into Visitor Management as a District Admin
2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
3. Navigate to the PowerSchool Setup tab
4. Enter the PowerSchool URL for your school district
   1. This should be the URL used to login to your PowerSchool Admin Portal
   2. Please exclude any trailing forward-slashes from the end your PowerSchool URL, example: "https://sample-district.powerschool.com"
5. Enter the Client ID and Client Secret
   1. Note: These details are found in the Data Provider Configuration section once the Navigate360 Attendance Access Plugin is installed. 
6. Set the Attendance Mode to match how Attendance is tracked in the PowerSchool SIS:
   1. Daily 
   2. Time
   3. Meeting
      1. Note: If the Prevent School Overrides option is not set at the district level, then the user will be able to set the needed Attendance Mode in the building the user is currently logged into.
7. Set the Visible Student ID that you would like to be displayed in Visitor Management:
   1. SIS ID
   2. Student Number
8. Click Save Setup
   1. Note: These settings will set the selected options for all schools in the district.

Building Admin (Prevent School Overrides Toggled Off)

1. Log into Visitor Management as a Building Admin
2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
3. Navigate to the PowerSchool Setup tab
4. View the below fields are filled out and disabled:
   1. PowerSchool URL 
   2. Client ID 
   3. Client Secret
5. Set the Attendance Mode to match how Attendance is tracked in the PowerSchool SIS for the current building:
   1. Daily 
   2. Time
   3. Meeting
6. Set the Visible Student ID that you would like to be displayed in Visitor Management:
   1. SIS ID
   2. Student Number
7. Click Save Setup 
   1. Note: These settings will set the selected options for the building that the Building Admin is currently logged into.

Building Admin (Prevent School Overrides Toggled On)

1. Log into Visitor Management as a Building Admin
2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
3. Navigate to the PowerSchool Setup tab
4. View the below fields are filled out and disabled:
   1. PowerSchool URL 
   2. Client ID 
   3. Client Secret
   4. Attendance Mode
   5. Visible Student ID

District Admins, Building Admins and Staff Users can interact with the Visitors page to view All Visitors, Scheduled Visits. Frequent Visitors, Blocklisted Visitors and Visit History. To access the Visitors page, follow the below steps:

1. Log into Visitor Management as a District Admin, Building Admin or Staff User
2. Navigate to the Visitors Page by clicking the person icon on the side navigation menu

District Admins, Building Admins and Staff Users can interact with the Students page to view All Students, Scheduled check-ins/check-outs, as well as Check-in & Check-out History. To access the Students page, follow the below steps:

1. Log into Visitor Management as a District Admin, Building Admin or Staff User
2. Navigate to the Students Page by clicking the academic hat icon on the side navigation menu

All Students

On this tab, users can see and use the below functionality:

1. View all students that were passed from the SIS as part of the SIS sync
2. Search for students by name or student ID number
3. Filter the list of students by grade level
4. Set up Barcode/RFID for students - click here for more details on this functionality
5. Check in students, individually or in bulk - click here for more details on the Student Late Check-in Process
6. Check out students, individually or in bulk - click here for more details on the Student Early Check-out Process

Scheduled

On this tab, users can see and use the below functionality:

1. View student check-in and check-out events that were scheduled by a parent/guardian via the mobile app
2. Search for students by name or student ID number
3. Approve or delete upcoming check-in or check-out events 

Check-in & Check-out History

On this tab, users can see and use the below functionality:

1. View the check-in and check-out history for all students
2. Search for students by name or student ID number
3. Set a Start Date and End Date to view a specific date range of check-in and check-out events
4. Filter the list of events by type:
   1. Late Check-in
   2. Early Check-out
5. Filter the list of events by grade level
6. Click on the ellipsis in the Actions column for any student to:
   1. Edit Event
   2. Reprint Badge - only available for events from the current day
   3. Delete Event

District Admins, Building Admins and Staff Users can interact with the Staff page to view All Staff, View Visit History and Scheduled Substitute Visits. To access the Staff page, follow the below steps:

1. Log into Visitor Management as a District Admin, Building Admin or Staff User
2. Navigate to the Staff Page by clicking the case icon on the side navigation menu

Export List

District Admins, Building Admins and Staff Users can export a list of all staff from the current building by clicking on the Export List button on the top of the page.

1. Export a list (XLXS format) of all staff members, including substitutes, in the current building with the below information
   1. Staff Name
   2. Staff Type
   3. Job Title
   4. Staff ID
   5. Last Visit
   6. Status

Volunteers

District Admins, Building Admins and Staff Users can interact with the Volunteers page to view Approved, Pending, Rejected and Blocklisted Volunteers. To access the Volunteers page, follow the below steps:

1. Log into Visitor Management as a District Admin, Building Admin or Staff User
2. Navigate to the Volunteers Page by clicking the hands icon on the side navigation menu
3. From all tabs, users can:
   1. Add a Volunteer → Add Individual Manually
      1. Users can manually add a volunteer by entering the needed Personal and Volunteer Information:
         1. Personal Information
            1. Identifying Information
            2. Demographic Information
            3. Contact Information
         2. Volunteer Information
            1. Preferred Volunteer roles
            2. Preferred School(s) to Volunteer
      2. Users can click on Approve and Submit to add the volunteer
   2. Add a Volunteer → Bulk Import CSV
      1. On the Bulk Upload modal - click Download Template
      2. Open the Template (CSV)
      3. Enter the below information for each Volunteer:
         1. First Name
         2. Middle Name
         3. Last Name
         4. Date of Birth
         5. Sex
         6. Address
         7. Address Line 2
         8. City 
         9. State
         10. Zip Code
         11. Phone Number
         12. Email
      4. Save the template in your desired location and close
      5. On the Bulk Upload modal - click Upload Completed CSV
      6. Select the template from the stored location and click Open
      7. On the Bulk Upload modal - click Import & Save

         Note: Volunteers that are added manually, either individually or via bulk upload, will not go through a background check process

4. By default, users will land on the Approved tab. On this tab, users can:
   1. Search for Volunteers by name
   2. Filter displayed Volunteers by Role - by default, All Roles are displayed
   3. Toggle between a Card view or Table view of Volunteers
   4. Card View
      1. Users can check in a volunteer
      2. Users can click the ellipsis to 
         1. View the Volunteer Profile 
         2. Add the Volunteer to the Blocklist
   5. Table View
      1. Users can see:
         1. Name
         2. Last Check-in
         3. Actions - check in a volunteer
      2. Users can click the ellipsis to 
         1. View the Volunteer Profile 
         2. Add the Volunteer to the Blocklist
5. Users can navigate to the Pending tab. On this tab, users can:
   1. Search for Volunteers by name
   2. View the list of Volunteers with pending application status with the below details:
      1. Name
      2. Date Submitted 
      3. Criminal History
   3. Click the ellipsis for any of the listed pending volunteers to:
      1. View Application
      2. Approve Application
      3. Reject Application
   4. Check at least 2 checkboxes to enable to the Bulk Actions functionality to:
      1. Approve all selected volunteers
      2. Reject all selected volunteers
      3. Export all selected volunteers as an XLXS
6. Users can navigate to the Rejected tab. On this tab, users can:
   1. Search for Volunteers by name
   2. View the list of Volunteers with pending application status with the below details:
      1. Name
      2. Date Submitted 
      3. Rejected by
      4. Criminal History
   3. Click the ellipsis for any of the listed rejected volunteers to:
      1. View Application
7. Users can navigate to the Blocklisted tab. On this tab, users can:
   1. Search for Volunteers by name
   2. View the list of Volunteers with pending application status with the below details:
      1. Name
      2. Blocklisting Date
      3. Reason
      4. Criminal History
   3. Click the ellipsis for any of the listed rejected volunteers to:
      1. View Application
      2. Remove from Blocklist

Visitor Management allows users to set the default scanning method they would like to use when scanning a visitor's ID during the Staff-Assisted check-in process. Please follow the below steps to learn how to access the ID Scanning Method page and set the default scanning option for Staff-Assisted check-ins:

1. Log into Visitor Management
2. Navigate to the Device Settings page by clicking the gear icon on the side navigation menu
3. Select the ID Scanning Method tab

ID Scanning Method

Users can select 1 of the 3 options listed below to set the default scanning method when checking in visitors on the Staff-Assisted station:

1. Camera
   1. This option allows users to scan multiple ID types using an external webcam
      1. U.S. Driver's Licenses
      2. Government Issued U.S. ID Cards
      3. U.S. Passports
      4. U.S. Passport Cards
   2. This option does not require any additional configuration on this page, however users should specify their default camera on the Camera Setup page
      1. For more information on the Camera Setup page, click here
2. 2D Scanner
   1. This option allows users to scan barcodes on the back of U.S. Driver's Licenses using a 2D barcode scanner, and take a photo of the visitor using an external webcam
      1. U.S. Driver's Licenses only
   2. This option does not require any additional configuration on this page, however users should specify their default camera on the Camera Setup page
      1. For more information on the Camera Setup page, click here
3. ID Scanner

   Note: This scanning option requires 3rd party software in order to connect to Visitor Management. This 3rd party software is only available for Windows devices.

    
   1. This option allows users to scan U.S. Driver's Licenses by inserting the ID into an ID Card Scanner, such as the ID-150
      1. U.S. Driver's Licenses only
   2. Users can add a scanner by filling out the below fields and then clicking Add Scanner:
      1. Scanner Name - Users can enter any name that they prefer 
      2. Scanner ID - Users will need to enter the Serial Number listed on the bottom of the scanner
         1. Note: If a letter is capitalized in the Serial Number of the scanner, it should be capitalized here as well
   3. This option also requires the below software to be installed on the computer, in order for the ID data to be sent to Visitor Management:
      1. AssureID Sentinel
      2. ID-AIDD
      3. Navigate360 ID Scanner app
      4. For more information on how to set up an ID Scanner and install the required software, click here
   4. Users can locate their Building ID and District ID, needed for the Navigate360 ID Scanner app, inside the information box located under line 3 of the installation instructions listed on the page