Navigate360 Webinars
Discover more about your Navigate360 products
Please click the links below to register for a webinar. All live webinars are Eastern Time.
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All registrants will receive a recording of the webinar with replay access for 5 days.
Emergency Management: Introduction to the New Experience
Emergency Managment Solution: Introduction to the New EMS Experience
We are excited to announce our new Emergency Management Solution is live!
Join the Navigate360 team for a live review of the new Emergency Management Solution in the desktop application. Learn more about the new enhancements to EMS and how to prepare for the 24-25 school year.
Intended Audience: District & Building Administrators
Not able to join a live session? Register for a previous session to watch the replay!
All webinars are hosted in Eastern Standard Time.
Tuesday, July 23rd at 3 PM | Click here to register! |
Friday, July 26th at 10 AM | Click here to register! |
Monday, July 29th at 3 PM | Click here to register! |
Thursday, August 1st 9:30 AM | Click here to register! |
Tuesday, August 6th at 4 PM | Click here to register! |
Thursday, August 8th at 10 AM | Click here to register! |
Emergency Management: On-Demand Admin Desktop Training
EMS District Admin Training Plan
As the EMS District Administrator, your role is to customize and maintain the Emergency Management Solution features to achieve safety and security compliance and equip your staff with access to critical emergency response resources.
Complete the three-part comprehensive training to learn how to manage user access, customize each feature in EMS and use all of the desktop functions.
Part 1: User Management
Scope of Training: Learn how your Student Information System (SIS) data is brought into EMS to enable seamless user management and assign user permissions based on function in your organization.
- Understanding your Data Sync via Clever, ClassLink, or VendorLink
- Viewing All Users
- Assigning User Permissions
- Editing individual User Account pages
- Viewing and Editing Site Information
Audience: District Administrators and departments assigned to oversee User Access (eg: IT Department, Human Resources)
Duration: 12-minutes, on-demand
Part 2: District Administrator Training
Scope of Training: Comprehensive training covering all core functionality within EMS on Desktop.
- Reviewing User Access Permissions
- Feature Overview - how to customize each feature for your district
- Alarm Management
Audience: District Administrators
Duration: 1-hour, on-demand
District Administrator Training
Don't have time to watch an hour-long session? Check out the feature-specific trainings below for individual feature overviews.
Part 3: Mobile App Launch Resources
EMS Mobile App Launch Resources
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
Click here for assistance accessing webinar notifications
Feature Specific Training Resources:
Many districts identify multiple team members to support the customization of various EMS features at both the district and building level. Access feature-specific training below for each user.
Be sure to give the identified users Admin Permissions to edit and customize documentation!
Rapid Alarm Management
Webinar: Rapid Alarm Management Overview
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
Safety Plans
Webinar: Safety Plans
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
Drill Management
Webinar: Drill Management
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
Assess
Webinar: Assess Overview
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
Maps & Floorplans
Webinar: Maps and Floorplans
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
Interested in 360-degree photos to be included in your Maps & Floorplans? Reach out to the Navigate360 team to learn more!
Flipcharts
Webinar: Flipcharts
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
Call Lists, Binders, and Documents
Webinar: Call Lists, Binders, and Documents
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
Emergency Management: On-Demand Mobile App Training
EMS Mobile App Launch Resources
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
Navigate360 Training Institute On-Demand: Returning ALICE Power User Training for Back-to-School 2024
NTI Webinar BTS 23 Power User
Join our Navigate360 Subject-Matter Experts for a refresh webinar on Navigate360 ...
Join our Navigate360 Subject-Matter Experts for a refresh webinar on Navigate360 Training Institute (NTI). Review key features and functionality for using NTI throughout your school district.
This webinar includes tips and best practices for success during Back to School 2023.
Keep an eye on your inbox as access to webinars will be delivered via email. If you are not seeing an email come through, click here for registration notification troubleshooting steps.
This Session is intended for Experienced/Returning NTI Power Users
New Power Users are encouraged to view our on-demand Navigate360 Training Institute: ALICE Power User Training Webinar
Not able to join us for a live session? Register for an On-Demand Recording for ALICE Power User Training.
Navigate360 Training Institute: ALICE Power User Training
NTI Webinar Links
Navigate360 Training Institute: Power User Training March 6th, 11AM Registration ...
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360 Training Institute (NTI). Learn more about key features, functionality, and best practices for using NTI throughout your school district.
Intended Audience: NTI eLearning Site Managers (Power Users)
Keep an eye on your inbox as access to webinars will be delivered via email. If you are not seeing an email come through, click here for registration notification troubleshooting steps.
Compass Student On-Demand: Admin User Training
Suite360 Webinar Student Admin
March 6th: 3PM Click Here to Register March 9th:10AM Click Here to Register March...
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360’s Compass Student. Learn more about key features, functionality, and best practices for District/School Administrators using Compass throughout your school district.
Intended Audience: Compass District/School Administrators
Keep an eye on your inbox as access to webinars will be delivered via email. If you are not seeing an email come through, click here for registration notification troubleshooting steps.
Register here for an On-Demand Recording of the Compass Student - Admin Training.
Compass Student On-Demand: Teacher Training
Suite360 Webinar Student Instructor
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360...
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360’s Compass Student. Learn more about key features, functionality, and best practices for delivering Instructor-led training with Compass Student throughout your school district.
Intended Audience: Teachers leading pupils through Compass curriculum
Keep an eye on your inbox as access to webinars will be delivered via email. If you are not seeing an email come through, click here for registration notification troubleshooting steps.
Register here for an On-Demand Recording of the Compass Student - Instructor Training.
Compass Behavior Intervention: Admin Training
Compass Behavior Intervention: Admin Training Webinar
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360’s Compass Intervention. Learn more about key features, functionality, and best practices for using Compass Intervention throughout your school district.
Intended Audience: Compass Intervention District/School Administrators
Duration: 37-minutes
Keep an eye on your inbox as access to webinars will be delivered via email. If you are not seeing an email come through, click here for registration notification troubleshooting steps.
Register here for an On-Demand Recording of the Compass Behavior Intervention - Admin User Training.
Compass Behavior Intervention: Teacher Training
Compass Behavior Intervention: Teacher Training
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360’s Compass Intervention. Learn more about key features, functionality, and best practices for using Compass Intervention throughout your school district.
Intended Audience: Teachers and Administrators using Compass Behavior Intervention
Duration: 26-minutes
Keep an eye on your inbox as access to webinars will be delivered via email. If you are not seeing an email come through, click here for registration notification troubleshooting steps.
Register here for an On-Demand Recording of the Compass Behavior Intervention - Admin User Training.
Behavioral Case Manager: Admin Training Plan (On-Demand)
Behavioral Case Manager: Admin Training Plan
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 1: User Management
Scope of Training: Learn how users gain access to the Behavioral Case Manager.
- Understanding how users are added to your Behavioral Case Manager through your SIS integration via Clever or ClassLink
- Introduction to User Management
- Enabling and Disabling Users
- Inviting Users to Behavioral Case Manager with Welcome Emails
- Understanding Advanced Permission options
- Configuring Notifications
Audience: Case Manager Administrators (Requires “Manage Users” Permission)
Duration: 9-minutes, on-demand
Click here to view: User Management Overview
Additional Resources
Enabling Users from SIS Connection
Adding Users Associated with District SIS Connection
User Permissions:
User must have Manage Users permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
All users synced to the Behavioral Case Manager through the SIS connection are automatically set to disabled. However, users with Manage Users permissions can manually enable these accounts by following the outlined steps.
- Log into Case Manager.
- Click the Admin tab then select the Manage Users node.
- Click the Users button and select Disabled Users.
- Next to the desired user, click the three-dot Vertical Ellipsis.
- Select Enable.
Manually Adding Users Outside of SIS Connection
Adding Users Not Associated with District SIS
User Permissions:
User must have Manage Users permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select the Admin tab.
- Select the Manage Users node.
- Click the New Users button.
- Complete the fields in the Create New User pop up.
- Click Create User.
Manage Teams Permissions:
User must have Manage Teams permissions to add new user to a team.
User Permissions
Manage User Permissions
Update User Permissions
User Permissions:
User will need Manage Users permissions to complete the following steps.
- Log into Case Manager.
- Navigate to the Admin tab.
- Locate the Manage Users node.
- To select a User, click the Vertical Ellipsis and select Edit for the desired user.
- Locate the Permissions node.
- Check to Enable permissions.
- Uncheck to Disable permissions.
- Click Save Changes.
Permission Options
Manage Users: User can create new users and edit existing user's settings.
Manage Cases: User can view and modify any case, regardless of their team and gain access to Case Manager Analytics.
Manage Teams: User can view and modify any team, even if they are not the team leader.
Manage District Guidance : User can create and edit district guidance.
Manage System Customization: User can manage New Process Models, Customize Tags, Resources, and customize BCM Models Sections
Individual User Settings
User Settings
- Log into Case Manager.
- Hover over Username in the top right of screen.
- Select Account Settings
-
Basic Info
- First Name
- Last Name
- Time Zone
- Job Title
- Mobile Phone
- Work Phone
- Home Phone
- Team(s)
Users can only add/remove teams they are assigned to, while users with Manage Teams permissions can add/remove any team as necessary.
- Buildings(s)
- Click Save Changes.
-
Change Password
- Current Password
- New Password
- Confirm New Password
- Click Save Changes.
- Two Factor Security
- Mobile Phone
- Work Phone
- Home Phone
- Other Phone
- Click Enable.
-
Basic Info
-
Notification Preferences
To follow a step by step guide on how to edit notification settings click here.
Part 2: Creating & Managing Teams
Scope of Training: Learn how to create and manage teams to organize and maintain different behavioral case workflows in Behavioral Case Manager.
- Creating Teams
- Viewing and Editing Teams
- Adding Team Members
- Logging Team Meetings
- Viewing Team Statistics
Audience: Case Manager Administrators (Requires “Manage Teams” Permission)
Duration: 6-minutes
Click here to view: Creating and Managing Teams
Additional Resources:
Understanding Teams
Teams Functionality
What Are Teams in Behavioral Case Manager?
Teams in Behavioral Case Manager assembles users into working groups to manage and keep track of case workflows. The Teams function helps to group caseloads and restrict access to case information from users outside of the team.
Team members can be further organized by role, specific access to different Process Models and read/write permissions.
Manage Teams Permissions
Users with Manage Teams permissions can perform the functionality of Team Leaders in Behavioral Case Manager across all teams. Functions include add/remove team members, adjusting team composition/roles, and alter member access levels. Additionally, users with Manage Cases permissions can export team data from Behavioral Case Manager, click here to learn more about exporting teams.
Team Leader
Users with Manage Teams permissions can set a Team Leader.
Team Leaders have the ability to modify add/remove team members, adjust member access levels, alter Process Model access, edit team composition/role and transfer cases for the team they are assigned to.
Florida District's Only - Chair/Vice Chair
Chair/Vice Chair users have the same permissions as Team Leaders in the Behavioral Case Manager platform.
Add/Remove Team Members
- Add/remove team members from Teams in Behavioral Case Manager
Team Member Roles
- Assign the specific roles each team member has in their school district.
- Roles can include administrators, school nurse, special education, school psychologist, classroom teacher, school counselor, school resource office, law enforcement, social worker, mental health professional, or other.
Process Model Access
- Adjust Process Models access on an individual or team level.
- Adjusting Process Models access limits team members to only use specific models to create cases.
Team Member Access
- Adjust Team Member ability to edit cases.
- Team members with Read/Write access can create and edit cases as necessary. Team members with Read Only access can only read through cases, but not create or edit cases.
Team Stats
- Review the amount of team members, open case(s), closed case(s) a team has.
- The activity of the team can be reviewed in the team audit log.
Cases
- The history of both open/closed cases assigned to a team are both visible and accessible.
Meeting Logs
- Users can note the cases reviewed, the participants of the meeting, location, notes, and tasks in each meeting.
- To learn more about team meeting logs click here.
Creating & Disabling Teams
Create/Disable Teams
Team Preferences
All users have the ability to create/disable teams in Behavioral Case Manager. To restrict the ability to create/disable teams to only specific users, speak to customer experience consultant.
Create Team
- Log into Case Manager.
- Select the Teams tab.
- Click New Team.
- Add information regarding new team.
- Team Name
- Building(s)
- Team Members
- Team Leader
- Assign Chair/Vice Chair - Florida Users Only
- Click Create Team.
Disable Team
- Log into Case Manager.
- Select Teams tab.
- Select View next to the desired team.
- Click Disable Team.
- Click Confirm in Disable/Remove Team popup.
Teams Functionality
To learn more about the functionality of Teams in Behavioral Case Manager click here.
Logging and Exporting Team Meeting Logs
Teams Meeting Logs
How to log a Team Meeting
- Log into Case Manager.
- Select the Teams tab.
- Locate the desired Team and click View.
- Select the Meeting Logs tab.
- Click New Logs button.
- Complete the following fields for meeting logs.
- Title (required)
- Date (required)
- Place of Meeting
- Participants: this participant list is specific to active users in Behavioral Case Manager
- Additional Participants: Use this section to add additional meeting attendees who are not active users in Behavioral Case Manager.
- Summary: Discussion topic(s).
- Files: Attach files.
- Tasks: Assign tasks to team members.
- Notes: Additional feedback discussed in meeting
- Related Cases: view all cases associated to your team. If needed, open the case for further review by selecting View to open the case in a new browser tab.
- Click Save.
All completed Team Meeting Logs can be found in the “My Teams” section under “Team Meetings”. Use the Search Bar to quickly find Team Meeting entries based on Date, Titles, or Cases. Check the Month column to see if a meeting has been held for current/previous month and compare discussed cases with open cases in the Discussed/Opened Cases column.
How to export Meeting Log(s)
- Log into Case Manager,
- Select the Teams tab.
- Locate the desired Team and click View.
- Select the Meeting Logs tab.
- Click the three-dot Vertical Ellipsis next to meeting log.
- To Export All meeting logs, click Export All button.
- Select Export.
- The Meeting Logs report will be generated as a .xlsx file.
Manage Teams permissions:
Users with Manage Teams permissions can export all meeting logs across the entire district. See the following steps.
- Log into Case Manager.
- Select Team meetings tab.
- Select Export All.
- The Meeting Logs report will be generated as a .xlsx file.
Exporting a Comprehensive List of all Teams
Exporting Teams
User Permissions:
User will need Manage Cases permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select the Admin tab and select the Metrics node.
- Scroll to Reports section.
- Click the Report Type dropdown and select Export Teams.
- Click Export.
-
Teams report will be downloaded as a .xlsx file.
- Team Data includes Team Name(s), Team Members(s), Role(s), and Cases Created.
-
Teams report will be downloaded as a .xlsx file.
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
- Log into Case Manager.
- Select the Cases tab.
- Alternatively, cases can be found on homepage under Open Cases Assigned to You.
- Select the View button to open a specific case.
- Alternatively, cases can be found on homepage under Open Cases Assigned to You.
- Next to the case number, select the three dot Vertical Ellipsis.
- Select Close.
- User will see a Close Case popup.
- 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
- Log into Case Manager.
- Select Cases Tab.
- Alternatively you can navigate to Open Cases Assigned to You on homepage and select Search Cases.
- Select Filters.
- 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.
- Log into Case Manager.
- Select Cases tab.
- My Cases
- All Cases
- Select Filters.
- Check Closed Cases box.
- Select Apply.
- Select three-dot Vertical Ellipsis.
- Click Reopen.
- 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.
- Log into Case Manager.
- Click Create Case button at the top of the screen.
- 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.
- Alternatively, for CSTAG cases, click New Case button on the homepage.
- Choose Process Model pops up, select the model type.
- Click Proceed.
- Assign Team in the Team (Required) dropdown.
- Assign Case Manager in the Case Manager (Required) dropdown.
- Add details regarding the case.
- Scroll to the bottom and select Create Case.
How to Download a Case Report
How to Download a Case Report
Download Case Report
- Log into Case Manager.
- Select the Cases tab.
- Alternatively, cases can be found on the homepage under Open Cases Assigned to You.
- Select the View button to open a specific case.
- Alternatively, cases can be found on the homepage under Open Cases Assigned to You.
- Next to the desired case, click the Vertical Ellipsis and select View.
- Next to the case number, select the three-dot Vertical Ellipsis.
- In the drop-down menu, select Download/Print.
6. Select the type of report:- Overview: This is a brief report including basic case details. This report does NOT include vital case details or attached files.
-
Detailed: This is a thorough report giving all information regarding the case.
- User can select to include attached files in Detailed Reports.
- Select Print.
Overview Reports: Only available for CSTAG and NTAC cases.
Part 4: Threat Assessment Case Walkthrough
Scope of Training: Walk through the case creation process for your district's preferred Threat Assessment model.
- CSTAG case creation
- NTAC case creation
- Suicide Risk Management case creation
Audience: All Users - users must be on a team to create and/or view cases.
Behavioral Case Manager: Team Training
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.
CSTAG Case
Comprehensive School Threat Assessment Guidelines
Navigate360 partners with Dr. Cornell, a forensic clinical psychologist and professor at the University of Virginia. As the principal author of CSTAG, he collaborated with our development team to integrate the methodology into our Behavioral Case Manager, ensuring fidelity and providing ongoing guidance.
Scope of training: Complete walkthrough of case creation, management, and closure for a sample CSTAG case.
Audience: All Users - users must be on a team to create and/or view cases.
Duration: 38 minutes
Click here to download the step-by-step guide for creating a CSTAG Case
Interested in learning more about the CSTAG methodology? Talk to your Navigate360 team today to discuss CSTAG Training opportunities! Created in partnership with Dr. Dewey Cornell, CSTAG Level 1 training equips staff to identify potential threats, prevent violence, and promote a culture of safety.
NTAC Case
National Threat Assessment Center
Navigate360's Behavioral Case Manager digitizes the National Threat Assessment Center (NTAC) case methodology, empowering staff to identify potential threats, prevent violence, and foster a culture of safety.
Scope of training: Complete walkthrough of case creation, management, and closure for a sample NTAC case.
Audience: All Users - users must be on a team to create and/or view cases.
Duration: 35 minutes
Click here to download the step-by-step guide for creating an NTAC Case
Interested in learning more about the NTAC methodology? Talk to your Navigate360 team today to discuss NTAC Training opportunities! Created by the U.S. Secret service and National Threat Assessment Center, and brought to Navigate360 in partnership with Marissa Randazzo, Ph.D. and Margaret H. Coggins, Ph.D., this training equips staff to identify potential threats, prevent violence, and promote a culture of safety.
Suicide Risk Screening Case
Using the Suicide Risk Screener, teams can support students through processes like the SAFE-T Screening framework, the development of written safety plans, and ongoing monitoring and support. By running suicide risk assessments and threat assessment cases in parallel, the Behavioral Case Manager ensures teams can complete comprehensive evaluations, allowing key associations to be attached for a holistic approach to student safety.
Scope of training: Complete walkthrough of case creation, management, and closure for a sample Suicide Risk Screening case.
Audience: All Users - users must be on a team to create and/or view cases.
Duration: 37 minutes
Click here to download the step-by-step guide for creating a Suicide Risk Screening Case
Interested in learning more about the Suicide Awareness and Prevention training opportunities? Talk to your Navigate360 team today! Reduce the stigma of mental illness on your campus and improve the effectiveness of student well-being programs by providing school staff with this expert-authored curriculum. Built in partnership with Dr. Scott Poland, an international expert on youth suicide prevention, this training is flexible and comprehensive.
Additional Resources:
Behavioral Case Manager - Admin User Training
Behavioral Case Manager Admin Training Plan
How to Create a 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.
- Log into Case Manager.
- Click Create Case button at the top of the screen.
- 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.
- Alternatively, for CSTAG cases, click New Case button on the homepage.
- Choose Process Model pops up, select the model type.
- Click Proceed.
- Assign Team in the Team (Required) dropdown.
- Assign Case Manager in the Case Manager (Required) dropdown.
- Add details regarding the case.
- Scroll to the bottom and select Create Case.
Managing Tasks
Managing Tasks
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
- Log into Case Manager.
- Select Cases tab.
- Alternatively, cases can be found on homepage under Open Cases Assigned to You.
- Select the View button to open a specific case.
- Alternatively, cases can be found on homepage under Open Cases Assigned to You.
- Find desired case and select the three-dot Vertical Ellipsis.
- Select View.
- Locate the section containing tasks.
- To Create a New Task:
- Click the Add Task button.
- For Existing Tasks:
- Click the task.
- Complete the the following fields:
- Description (Required) - Briefly describe any additional details required for the task.
-
Task (Required) - Add title of the task.
- For Suggested Tasks - user can change task name if desired.
- Assign User (Required) - Choose user to assign the task to.
- Due Date (Required) - Assign a due date for task completion.
- Recurrence - Choose to make a task recurring daily or weekly.
- Email Reminders - Choose to remind users prior to due date of the task.
Completing Tasks
- Log into Case Manager.
- Click dropdown by username and select My Tasks.
- Alternatively on homepage, view tasks under Tasks Assigned to You in Tasks table.
- Find desired task and click three-dot Horizontal Ellipses.
- For new Tasks:
- Click Accept.
- Alternatively on homepage, view tasks under Tasks Assigned to You in Tasks table.
- Find desired task and click three-dot Horizontal Ellipses.
- For new Tasks:
- Click Accept.
- For new Tasks:
- User has the following options once accepting a task:
- View Details - View the details of the tasks
- Go to Case - View the case
-
Edit - Edit the details of the task
- Persons Spoken To - Add student, staff, visitor that user spoke with
- Findings - Briefly Describe what was found, who it came from etc.
- Files - Drag-and-drop a file or brows to upload.
- Mark Complete - Mark the task complete
- Add to Calendar - Add to Calendar for reminder purposes.
- Delete - Delete the task.
General Task
General tasks can be found in the "Tasks" tab under the Attachment section of any model. Users can utilize these general tasks to track workflows and manage information across various cases.
Transfer a Case to a Different Team
How to Transfer an Existing Case to a Different Team
User 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.
- Log into Case Manager.
- Select Cases tab at the top of the screen.
- Select a case by clicking the vertical ellipsis to the right of the case and select View.
- Select Edit Initial Details.
- Click the down arrow of the Team dropdown.
- Select the team you want to transfer the case to.
- The team leader of receiving team will automatically be assigned as the Case Manager.
- Florida Districts Only - The chair of the receiving team will automatically be assigned as the Case Manager.
- The team leader of receiving team will automatically be assigned as the Case Manager.
- Scroll to the bottom of the page and click Save Changes.
Alternative Method
- Log into Case Manager.
- Select Cases tab at the top of the screen.
- Select the case of your choice by clicking the vertical ellipsis to right of the case and select Transfer to Team.
- In the pop-up, click the down arrow of the Select Team dropdown.
- Select a team and click Transfer.
The original team will no longer have access to the case as it is now transferred to the new team.
How to add a Case Guest
FAQ: How can I give someone outside of my team access to a specific case?
Adding Team Guest(s) to Case
User Permissions
User must have both Manage Cases and Manage Teams permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select Cases tab.
- Select My Cases or All Cases.
- Next to desired case, click the three-dot Vertical Ellipsis and select View.
- Next to the case number, click the three-dot Vertical Ellipsis and select Edit User Access.
- Click Add Teams(s) and select team.
- Set team permissions to Read/Write or Read Only.
- Click Close.
Downloading a Case Report
How to Download a Case Report
Download Case Report
- Log into Case Manager.
- Select the Cases tab.
- Alternatively, cases can be found on the homepage under Open Cases Assigned to You.
- Select the View button to open a specific case.
- Alternatively, cases can be found on the homepage under Open Cases Assigned to You.
- Next to the desired case, click the Vertical Ellipsis and select View.
- Next to the case number, select the three-dot Vertical Ellipsis.
- In the drop-down menu, select Download/Print.
6. Select the type of report:- Overview: This is a brief report including basic case details. This report does NOT include vital case details or attached files.
-
Detailed: This is a thorough report giving all information regarding the case.
- User can select to include attached files in Detailed Reports.
- Select Print.
Overview Reports: Only available for CSTAG and NTAC cases.
Part 5: Analytics
Scope of Training: Learn how view and export Behavioral Case Manager analytics across different case models.
- Viewing Analytics
- Exporting Reports
- Downloading Individual Case Reports
Audience: Case Manager Administrators (Requires “Manage Cases” Permission)
Duration: 7-minutes
Click here to view: Analytics Overview
Additional Resources:
Export District Overview Report
Exporting District Overview Report
This video will teach you how to export a District Overview report from the "Behavioral Threat Assessment and Suicide Case Management" tool into Excel.
Exporting Building Breakdown Report
Exporting Building Breakdown Report
This video will demonstrate how to export a "Building Breakdown" report from within the "Behavioral Threat and Suicide Case Management" tool.
Viewing CSTAG Case Analytics
Viewing CSTAG Case Analytics
This video will teach you how to access and view CSTAG case analytics within the "Behavioral Threat and Suicide Case Management" tool.
Viewing NTAC Case Analytics
Viewing NTAC Case Analytics
This video will teach you how to access and view NTAC case analytics within the "Behavioral Threat and Suicide Case Management" tool.
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.
Creating a Custom Process Model
Scope of Training: Learn how users gain access to the Behavioral Case Manager.
- Understanding how users are added to your Behavioral Case Manager through your SIS integration via Clever or ClassLink
- Introduction to User Management
- Enabling and Disabling Users
- Inviting Users to Behavioral Case Manager with Welcome Emails
- Understanding Advanced Permission options
- Configuring Notifications
Audience: Case Manager Administrators (Requires “Manage Users” Permission)
Duration: 9-minutes, on-demand
Click here to view: User Management Overview
Adding Additional Process Models from the Student Well-Being Library
Behavioral Case Manager: Overview of the Student Wellness Library
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
Behavioral Case Manager: Team Training (CSTAG, NTAC, Suicide Risk Screening Cases)
Behavioral Case Manager: Team Training
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.
CSTAG Case
Comprehensive School Threat Assessment Guidelines
Navigate360 partners with Dr. Cornell, a forensic clinical psychologist and professor at the University of Virginia. As the principal author of CSTAG, he collaborated with our development team to integrate the methodology into our Behavioral Case Manager, ensuring fidelity and providing ongoing guidance.
Scope of training: Complete walkthrough of case creation, management, and closure for a sample CSTAG case.
Audience: All Users - users must be on a team to create and/or view cases.
Duration: 38 minutes
Click here to download the step-by-step guide for creating a CSTAG Case
Interested in learning more about the CSTAG methodology? Talk to your Navigate360 team today to discuss CSTAG Training opportunities! Created in partnership with Dr. Dewey Cornell, CSTAG Level 1 training equips staff to identify potential threats, prevent violence, and promote a culture of safety.
NTAC Case
National Threat Assessment Center
Navigate360's Behavioral Case Manager digitizes the National Threat Assessment Center (NTAC) case methodology, empowering staff to identify potential threats, prevent violence, and foster a culture of safety.
Scope of training: Complete walkthrough of case creation, management, and closure for a sample NTAC case.
Audience: All Users - users must be on a team to create and/or view cases.
Duration: 35 minutes
Click here to download the step-by-step guide for creating an NTAC Case
Interested in learning more about the NTAC methodology? Talk to your Navigate360 team today to discuss NTAC Training opportunities! Created by the U.S. Secret service and National Threat Assessment Center, and brought to Navigate360 in partnership with Marissa Randazzo, Ph.D. and Margaret H. Coggins, Ph.D., this training equips staff to identify potential threats, prevent violence, and promote a culture of safety.
Suicide Risk Screening Case
Using the Suicide Risk Screener, teams can support students through processes like the SAFE-T Screening framework, the development of written safety plans, and ongoing monitoring and support. By running suicide risk assessments and threat assessment cases in parallel, the Behavioral Case Manager ensures teams can complete comprehensive evaluations, allowing key associations to be attached for a holistic approach to student safety.
Scope of training: Complete walkthrough of case creation, management, and closure for a sample Suicide Risk Screening case.
Audience: All Users - users must be on a team to create and/or view cases.
Duration: 37 minutes
Click here to download the step-by-step guide for creating a Suicide Risk Screening Case
Interested in learning more about the Suicide Awareness and Prevention training opportunities? Talk to your Navigate360 team today! Reduce the stigma of mental illness on your campus and improve the effectiveness of student well-being programs by providing school staff with this expert-authored curriculum. Built in partnership with Dr. Scott Poland, an international expert on youth suicide prevention, this training is flexible and comprehensive.
Additional Resources:
Behavioral Case Manager - Admin User Training
Behavioral Case Manager Admin Training Plan
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 1: User Management
Scope of Training: Learn how users gain access to the Behavioral Case Manager.
- Understanding how users are added to your Behavioral Case Manager through your SIS integration via Clever or ClassLink
- Introduction to User Management
- Enabling and Disabling Users
- Inviting Users to Behavioral Case Manager with Welcome Emails
- Understanding Advanced Permission options
- Configuring Notifications
Audience: Case Manager Administrators (Requires “Manage Users” Permission)
Duration: 9-minutes, on-demand
Click here to view: User Management Overview
Additional Resources
Enabling Users from SIS Connection
Adding Users Associated with District SIS Connection
User Permissions:
User must have Manage Users permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
All users synced to the Behavioral Case Manager through the SIS connection are automatically set to disabled. However, users with Manage Users permissions can manually enable these accounts by following the outlined steps.
- Log into Case Manager.
- Click the Admin tab then select the Manage Users node.
- Click the Users button and select Disabled Users.
- Next to the desired user, click the three-dot Vertical Ellipsis.
- Select Enable.
Manually Adding Users Outside of SIS Connection
Adding Users Not Associated with District SIS
User Permissions:
User must have Manage Users permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select the Admin tab.
- Select the Manage Users node.
- Click the New Users button.
- Complete the fields in the Create New User pop up.
- Click Create User.
Manage Teams Permissions:
User must have Manage Teams permissions to add new user to a team.
User Permissions
Manage User Permissions
Update User Permissions
User Permissions:
User will need Manage Users permissions to complete the following steps.
- Log into Case Manager.
- Navigate to the Admin tab.
- Locate the Manage Users node.
- To select a User, click the Vertical Ellipsis and select Edit for the desired user.
- Locate the Permissions node.
- Check to Enable permissions.
- Uncheck to Disable permissions.
- Click Save Changes.
Permission Options
Manage Users: User can create new users and edit existing user's settings.
Manage Cases: User can view and modify any case, regardless of their team and gain access to Case Manager Analytics.
Manage Teams: User can view and modify any team, even if they are not the team leader.
Manage District Guidance : User can create and edit district guidance.
Manage System Customization: User can manage New Process Models, Customize Tags, Resources, and customize BCM Models Sections
Individual User Settings
User Settings
- Log into Case Manager.
- Hover over Username in the top right of screen.
- Select Account Settings
-
Basic Info
- First Name
- Last Name
- Time Zone
- Job Title
- Mobile Phone
- Work Phone
- Home Phone
- Team(s)
Users can only add/remove teams they are assigned to, while users with Manage Teams permissions can add/remove any team as necessary.
- Buildings(s)
- Click Save Changes.
-
Change Password
- Current Password
- New Password
- Confirm New Password
- Click Save Changes.
- Two Factor Security
- Mobile Phone
- Work Phone
- Home Phone
- Other Phone
- Click Enable.
-
Basic Info
-
Notification Preferences
To follow a step by step guide on how to edit notification settings click here.
Part 2: Creating & Managing Teams
Scope of Training: Learn how to create and manage teams to organize and maintain different behavioral case workflows in Behavioral Case Manager.
- Creating Teams
- Viewing and Editing Teams
- Adding Team Members
- Logging Team Meetings
- Viewing Team Statistics
Audience: Case Manager Administrators (Requires “Manage Teams” Permission)
Duration: 6-minutes
Click here to view: Creating and Managing Teams
Additional Resources:
Understanding Teams
Teams Functionality
What Are Teams in Behavioral Case Manager?
Teams in Behavioral Case Manager assembles users into working groups to manage and keep track of case workflows. The Teams function helps to group caseloads and restrict access to case information from users outside of the team.
Team members can be further organized by role, specific access to different Process Models and read/write permissions.
Manage Teams Permissions
Users with Manage Teams permissions can perform the functionality of Team Leaders in Behavioral Case Manager across all teams. Functions include add/remove team members, adjusting team composition/roles, and alter member access levels. Additionally, users with Manage Cases permissions can export team data from Behavioral Case Manager, click here to learn more about exporting teams.
Team Leader
Users with Manage Teams permissions can set a Team Leader.
Team Leaders have the ability to modify add/remove team members, adjust member access levels, alter Process Model access, edit team composition/role and transfer cases for the team they are assigned to.
Florida District's Only - Chair/Vice Chair
Chair/Vice Chair users have the same permissions as Team Leaders in the Behavioral Case Manager platform.
Add/Remove Team Members
- Add/remove team members from Teams in Behavioral Case Manager
Team Member Roles
- Assign the specific roles each team member has in their school district.
- Roles can include administrators, school nurse, special education, school psychologist, classroom teacher, school counselor, school resource office, law enforcement, social worker, mental health professional, or other.
Process Model Access
- Adjust Process Models access on an individual or team level.
- Adjusting Process Models access limits team members to only use specific models to create cases.
Team Member Access
- Adjust Team Member ability to edit cases.
- Team members with Read/Write access can create and edit cases as necessary. Team members with Read Only access can only read through cases, but not create or edit cases.
Team Stats
- Review the amount of team members, open case(s), closed case(s) a team has.
- The activity of the team can be reviewed in the team audit log.
Cases
- The history of both open/closed cases assigned to a team are both visible and accessible.
Meeting Logs
- Users can note the cases reviewed, the participants of the meeting, location, notes, and tasks in each meeting.
- To learn more about team meeting logs click here.
Creating & Disabling Teams
Create/Disable Teams
Team Preferences
All users have the ability to create/disable teams in Behavioral Case Manager. To restrict the ability to create/disable teams to only specific users, speak to customer experience consultant.
Create Team
- Log into Case Manager.
- Select the Teams tab.
- Click New Team.
- Add information regarding new team.
- Team Name
- Building(s)
- Team Members
- Team Leader
- Assign Chair/Vice Chair - Florida Users Only
- Click Create Team.
Disable Team
- Log into Case Manager.
- Select Teams tab.
- Select View next to the desired team.
- Click Disable Team.
- Click Confirm in Disable/Remove Team popup.
Teams Functionality
To learn more about the functionality of Teams in Behavioral Case Manager click here.
Logging and Exporting Team Meeting Logs
Teams Meeting Logs
How to log a Team Meeting
- Log into Case Manager.
- Select the Teams tab.
- Locate the desired Team and click View.
- Select the Meeting Logs tab.
- Click New Logs button.
- Complete the following fields for meeting logs.
- Title (required)
- Date (required)
- Place of Meeting
- Participants: this participant list is specific to active users in Behavioral Case Manager
- Additional Participants: Use this section to add additional meeting attendees who are not active users in Behavioral Case Manager.
- Summary: Discussion topic(s).
- Files: Attach files.
- Tasks: Assign tasks to team members.
- Notes: Additional feedback discussed in meeting
- Related Cases: view all cases associated to your team. If needed, open the case for further review by selecting View to open the case in a new browser tab.
- Click Save.
All completed Team Meeting Logs can be found in the “My Teams” section under “Team Meetings”. Use the Search Bar to quickly find Team Meeting entries based on Date, Titles, or Cases. Check the Month column to see if a meeting has been held for current/previous month and compare discussed cases with open cases in the Discussed/Opened Cases column.
How to export Meeting Log(s)
- Log into Case Manager,
- Select the Teams tab.
- Locate the desired Team and click View.
- Select the Meeting Logs tab.
- Click the three-dot Vertical Ellipsis next to meeting log.
- To Export All meeting logs, click Export All button.
- Select Export.
- The Meeting Logs report will be generated as a .xlsx file.
Manage Teams permissions:
Users with Manage Teams permissions can export all meeting logs across the entire district. See the following steps.
- Log into Case Manager.
- Select Team meetings tab.
- Select Export All.
- The Meeting Logs report will be generated as a .xlsx file.
Exporting a Comprehensive List of all Teams
Exporting Teams
User Permissions:
User will need Manage Cases permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select the Admin tab and select the Metrics node.
- Scroll to Reports section.
- Click the Report Type dropdown and select Export Teams.
- Click Export.
-
Teams report will be downloaded as a .xlsx file.
- Team Data includes Team Name(s), Team Members(s), Role(s), and Cases Created.
-
Teams report will be downloaded as a .xlsx file.
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
- Log into Case Manager.
- Select the Cases tab.
- Alternatively, cases can be found on homepage under Open Cases Assigned to You.
- Select the View button to open a specific case.
- Alternatively, cases can be found on homepage under Open Cases Assigned to You.
- Next to the case number, select the three dot Vertical Ellipsis.
- Select Close.
- User will see a Close Case popup.
- 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
- Log into Case Manager.
- Select Cases Tab.
- Alternatively you can navigate to Open Cases Assigned to You on homepage and select Search Cases.
- Select Filters.
- 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.
- Log into Case Manager.
- Select Cases tab.
- My Cases
- All Cases
- Select Filters.
- Check Closed Cases box.
- Select Apply.
- Select three-dot Vertical Ellipsis.
- Click Reopen.
- 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.
- Log into Case Manager.
- Click Create Case button at the top of the screen.
- 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.
- Alternatively, for CSTAG cases, click New Case button on the homepage.
- Choose Process Model pops up, select the model type.
- Click Proceed.
- Assign Team in the Team (Required) dropdown.
- Assign Case Manager in the Case Manager (Required) dropdown.
- Add details regarding the case.
- Scroll to the bottom and select Create Case.
How to Download a Case Report
How to Download a Case Report
Download Case Report
- Log into Case Manager.
- Select the Cases tab.
- Alternatively, cases can be found on the homepage under Open Cases Assigned to You.
- Select the View button to open a specific case.
- Alternatively, cases can be found on the homepage under Open Cases Assigned to You.
- Next to the desired case, click the Vertical Ellipsis and select View.
- Next to the case number, select the three-dot Vertical Ellipsis.
- In the drop-down menu, select Download/Print.
6. Select the type of report:- Overview: This is a brief report including basic case details. This report does NOT include vital case details or attached files.
-
Detailed: This is a thorough report giving all information regarding the case.
- User can select to include attached files in Detailed Reports.
- Select Print.
Overview Reports: Only available for CSTAG and NTAC cases.
Part 4: Threat Assessment Case Walkthrough
Scope of Training: Walk through the case creation process for your district's preferred Threat Assessment model.
- CSTAG case creation
- NTAC case creation
- Suicide Risk Management case creation
Audience: All Users - users must be on a team to create and/or view cases.
Behavioral Case Manager: Team Training
Part 5: Analytics
Scope of Training: Learn how view and export Behavioral Case Manager analytics across different case models.
- Viewing Analytics
- Exporting Reports
- Downloading Individual Case Reports
Audience: Case Manager Administrators (Requires “Manage Cases” Permission)
Duration: 7-minutes
Click here to view: Analytics Overview
Additional Resources:
Export District Overview Report
Exporting District Overview Report
This video will teach you how to export a District Overview report from the "Behavioral Threat Assessment and Suicide Case Management" tool into Excel.
Exporting Building Breakdown Report
Exporting Building Breakdown Report
This video will demonstrate how to export a "Building Breakdown" report from within the "Behavioral Threat and Suicide Case Management" tool.
Viewing CSTAG Case Analytics
Viewing CSTAG Case Analytics
This video will teach you how to access and view CSTAG case analytics within the "Behavioral Threat and Suicide Case Management" tool.
Viewing NTAC Case Analytics
Viewing NTAC Case Analytics
This video will teach you how to access and view NTAC case analytics within the "Behavioral Threat and Suicide Case Management" tool.
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.
Creating a Custom Process Model
Scope of Training: Learn how users gain access to the Behavioral Case Manager.
- Understanding how users are added to your Behavioral Case Manager through your SIS integration via Clever or ClassLink
- Introduction to User Management
- Enabling and Disabling Users
- Inviting Users to Behavioral Case Manager with Welcome Emails
- Understanding Advanced Permission options
- Configuring Notifications
Audience: Case Manager Administrators (Requires “Manage Users” Permission)
Duration: 9-minutes, on-demand
Click here to view: User Management Overview
Adding Additional Process Models from the Student Well-Being Library
Behavioral Case Manager: Overview of the Student Wellness Library
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
How to Create a 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.
- Log into Case Manager.
- Click Create Case button at the top of the screen.
- 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.
- Alternatively, for CSTAG cases, click New Case button on the homepage.
- Choose Process Model pops up, select the model type.
- Click Proceed.
- Assign Team in the Team (Required) dropdown.
- Assign Case Manager in the Case Manager (Required) dropdown.
- Add details regarding the case.
- Scroll to the bottom and select Create Case.
Managing Tasks
Managing Tasks
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
- Log into Case Manager.
- Select Cases tab.
- Alternatively, cases can be found on homepage under Open Cases Assigned to You.
- Select the View button to open a specific case.
- Alternatively, cases can be found on homepage under Open Cases Assigned to You.
- Find desired case and select the three-dot Vertical Ellipsis.
- Select View.
- Locate the section containing tasks.
- To Create a New Task:
- Click the Add Task button.
- For Existing Tasks:
- Click the task.
- Complete the the following fields:
- Description (Required) - Briefly describe any additional details required for the task.
-
Task (Required) - Add title of the task.
- For Suggested Tasks - user can change task name if desired.
- Assign User (Required) - Choose user to assign the task to.
- Due Date (Required) - Assign a due date for task completion.
- Recurrence - Choose to make a task recurring daily or weekly.
- Email Reminders - Choose to remind users prior to due date of the task.
Completing Tasks
- Log into Case Manager.
- Click dropdown by username and select My Tasks.
- Alternatively on homepage, view tasks under Tasks Assigned to You in Tasks table.
- Find desired task and click three-dot Horizontal Ellipses.
- For new Tasks:
- Click Accept.
- Alternatively on homepage, view tasks under Tasks Assigned to You in Tasks table.
- Find desired task and click three-dot Horizontal Ellipses.
- For new Tasks:
- Click Accept.
- For new Tasks:
- User has the following options once accepting a task:
- View Details - View the details of the tasks
- Go to Case - View the case
-
Edit - Edit the details of the task
- Persons Spoken To - Add student, staff, visitor that user spoke with
- Findings - Briefly Describe what was found, who it came from etc.
- Files - Drag-and-drop a file or brows to upload.
- Mark Complete - Mark the task complete
- Add to Calendar - Add to Calendar for reminder purposes.
- Delete - Delete the task.
General Task
General tasks can be found in the "Tasks" tab under the Attachment section of any model. Users can utilize these general tasks to track workflows and manage information across various cases.
Transfer a Case to a Different Team
How to Transfer an Existing Case to a Different Team
User 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.
- Log into Case Manager.
- Select Cases tab at the top of the screen.
- Select a case by clicking the vertical ellipsis to the right of the case and select View.
- Select Edit Initial Details.
- Click the down arrow of the Team dropdown.
- Select the team you want to transfer the case to.
- The team leader of receiving team will automatically be assigned as the Case Manager.
- Florida Districts Only - The chair of the receiving team will automatically be assigned as the Case Manager.
- The team leader of receiving team will automatically be assigned as the Case Manager.
- Scroll to the bottom of the page and click Save Changes.
Alternative Method
- Log into Case Manager.
- Select Cases tab at the top of the screen.
- Select the case of your choice by clicking the vertical ellipsis to right of the case and select Transfer to Team.
- In the pop-up, click the down arrow of the Select Team dropdown.
- Select a team and click Transfer.
The original team will no longer have access to the case as it is now transferred to the new team.
How to add a Case Guest
FAQ: How can I give someone outside of my team access to a specific case?
Adding Team Guest(s) to Case
User Permissions
User must have both Manage Cases and Manage Teams permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select Cases tab.
- Select My Cases or All Cases.
- Next to desired case, click the three-dot Vertical Ellipsis and select View.
- Next to the case number, click the three-dot Vertical Ellipsis and select Edit User Access.
- Click Add Teams(s) and select team.
- Set team permissions to Read/Write or Read Only.
- Click Close.
Downloading a Case Report
How to Download a Case Report
Download Case Report
- Log into Case Manager.
- Select the Cases tab.
- Alternatively, cases can be found on the homepage under Open Cases Assigned to You.
- Select the View button to open a specific case.
- Alternatively, cases can be found on the homepage under Open Cases Assigned to You.
- Next to the desired case, click the Vertical Ellipsis and select View.
- Next to the case number, select the three-dot Vertical Ellipsis.
- In the drop-down menu, select Download/Print.
6. Select the type of report:- Overview: This is a brief report including basic case details. This report does NOT include vital case details or attached files.
-
Detailed: This is a thorough report giving all information regarding the case.
- User can select to include attached files in Detailed Reports.
- Select Print.
Overview Reports: Only available for CSTAG and NTAC cases.
Detect: Admin Training
Detect Webinar Links
Detect: User Training March 7th, 2PM Registration Link ...
1Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360’s Detect. Learn more about key features, functionality, and best practices for using Detect throughout your school district.
Intended Audience: Detect Administrators
Keep an eye on your inbox as access to webinars will be delivered via email. If you are not seeing an email come through, click here for registration notification troubleshooting steps.
Not able to join us for a live session? Register for an On-Demand Recording for Detect Training.
June 28th: 3PM
P3 Anonymous Tip Reporting: Admin Training
P3 Anonymous Tip Reporting: Admin User Training
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360...
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360’s P3 Anonymous Tip Reporting. Take a deep dive into our Admin User training, learn how to build your account, and how to manage reports.
Intended Audience: Admin Users
Keep an eye on your inbox as access to webinars will be delivered via email. If you are not seeing an email come through, click here for registration notification troubleshooting steps.
Not able to join us for a live session? Register for an On-Demand Recording for Admin User Training.
All sessions are in Eastern Standard Time.
June 26th: 11AM
P3 Anonymous Tip Reporting On-Demand: Recipient Contact Training
P3 Anonymous Tip Reporting: Recipient Contact Training for Back to School 2023
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360...
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360’s P3 Anonymous Tip Reporting. Learn how to look at, classify, and pass tips along as needed between building locations.
Intended Audience: Building's Multi-Disciplinary Team
Keep an eye on your inbox as access to webinars will be delivered via email. If you are not seeing an email come through, click here for registration notification troubleshooting steps.
Register for an On-Demand Recording for Recipient Contact Training.
Visitor Management: Admin Training - Customizing Visitor Management
Visitor Management Admin Training: Customizing Visitor Management
On-Demand Resources to setup and customize your Visitor Management solution.
Navigate360's Visitor Management solution enables campuses to seamlessly integrates into your school’s safety protocols, facilitating a smooth transition for visitor check-ins, staff check-ins/outs, and student late check-ins/early check-outs.
Audience: District Administrator, Building Administrator
Scope of Training: This training session will guide District and Building Administrators through the process of customizing and managing Navigate360’s Visitor Management system. Key areas covered included:
- User Management and Permissions
- Visitor Check-In Settings and Badge Printing
- Attendance and Visit Time Configurations
- Auto-checkout and Security Notifications
- Mobile Application and Self-Service Kiosk Setup
Additional Resources:
Accessing Visitor Management Portal
- Open a web browser (Google Chrome/Edge) on your dedicated Visitor Management Laptop.
- Navigate to www.navigate360vm.com.
- Log In with Visitor Management credentials.
- You will now have access to the Visitor, Student and Faculty check in-out pannels.
VM Expert Tip: Clicking on the Star icon in either Chrome or Edge will allow you to save this bookmark for quicker access.
Editing School Information
How to Add/Edit School Information
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the School Info tab
- Add or edit the below details:
- School Name
- Phone
- Address
- City
- State
- Zip
- Start Time (Time that the school day in the building starts)
- End Time (Time that the school day in the building ends)
- Timezone
SSO (Single Sign-On) Setup
SSO (Single Sign-On) Set Up
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.
- Log in to the Azure Portal: Open the Azure Portal and log in with your account.
- Navigate to Azure AD (Active Directory): From the left-hand navigation pane, select “Azure Active Directory.”
- Go to App Registrations: Select "App registrations" from the menu.
- 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.
-
Add the Redirect URI: In the “Overview” or “Authentication” section, add the below callback address as a Redirect URI:
- Type: Web
- Redirect URI: https://alice-dev.auth0.com/login/callback
- Copy the Client ID: In the "Overview" section, you'll find the Application (client) ID. Copy this value.
- 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.
- 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.”
- 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
- 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.
- In VMS, under the Admin menu, click SSO Permission Mapping.
Note:
This activity requires District Admin permissions
- Click on the Add Groups button.
- Click Add Groups Manually.
- Enter the Group Name.
Make sure the Group Name is entered exactly how it is listed in Azure AD
- Press enter after typing a Group Name. You can add multiple Group Names for a single Permission Level prior to saving.
- Ensure you've selected the Permission Level for any Group Name(s) showing in the dialogue. Click Save Changes.
- The Group name and the permission are now saved in the group name table.
- Repeat the process for any remaining Group/Permission combinations
Testing the SSO
- Log into VMS to test the SSO authentication. Click Sign in with SSO.
- A popup will appear and you may enter the email you have access to.
- Note that the testing email address will need to have access to Group Name configured in VMS (Section C).
- Note that the testing email address will need to have access to Group Name configured in VMS (Section C).
- You will see a message “SINGLE SIGN-ON ENABLED.”
- When pressing on Log In, you will be redirected to your Microsoft Account authentication.
- Once Microsoft has authenticated, the popup will be closed and the system will redirect you to the main VMS page.
Troubleshooting
- Ensure steps outlined have been completed.
- Check that pop-up blockers or cross-site limiters are not preventing the VMS to Azure communication.
Visitor Check-in Settings
Visitor Check-in Settings
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:
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the Visitor Check-in Settings tab
Visitor Check-in Settings
- 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:
- Visitor Type - always set to mandatory by default
- Reason for Visit - always set to mandatory by default
- Destination
- Who are you Visiting
- Mobile Number
-
District Admins can save and apply these settings to all schools in the district
- 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
- If Prevent School Overrides is disabled, Building Admins will have the ability to update and save the preferred settings for their school
Note: The settings saved on this page will apply to all visitor check-ins completed on Self-Serve and Staff-Assisted stations.
Customizing the Restricted Persons Policy
Restricted Persons Policy
Restricted Persons Policy
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- By default, the user is now on the Users tab
- Under Visitor Management Settings, navigate to the Restricted Persons Policy Page
- Enter the school district's policy in the Policy field
- Click on Save & Apply This Setting for All Schools
Prevent School Overrides - District Admin only
Toggle the Prevent School Overrides option to prevent Building Admins from making changes at their specific sites.
Setting up Self-Serve Kiosk
Self-Serve Setup
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.
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the Self Serve Setup tab
- Toggle on the Self-Serve Page option
Self-Serve Settings
- Users can toggle on the below personas to allow them to check in or check out via the Self-Serve kiosk:
-
Student
- Barcode/RFID scanning - Users can set this option if students will use school IDs with a barcode or RFID to check in late or check-out early.
- Name or ID # - This option is set by default and allows students to use their name or student ID # to search for their profile to check in late or check-out early.
- Staff
- Barcode/RFID scanning - Users can set this option if staff will use school IDs with a barcode or RFID to check in and out of the building.
- QR code from mobile app - This option is set by default and allows staff to use the QR code generated from the mobile app to check in and out of the building.
- Staff ID # - This option is set by default and allows staff to use their staff ID # to search for their profile to check in and out of the building.
-
Visitor
- QR code from mobile app - This option is set by default and allows visitors to use the QR code generated from the mobile app to check in for a scheduled visit.
-
Scan Government-issued ID - This option is set by default and allows for visitors to scan their government issued ID to check in and out for their visit.
- Users can set the default ID scanning method between Camera and 2D Scanner (Please note that 2D scanners are only compatible with US driver's licenses.
-
First Visit Options - Users can set this option to prevent visitors from checking in on Self-Serve for their first visit to the building.
- First-time visitors will be prompted to see the front desk and continue their check-in on the Staff-Assisted station.
-
Volunteer
- QR code from mobile app - This option is set by default and allows volunteers to use the QR code sent in the email for the event they registered for prior to their visit.
- Email Address - This option is set by default and allows volunteers to enter the email address used to sign up as a volunteer to check in for an event in the building.
-
Student
- Users can add a school logo to display on the Self-Serve page
- Note: Supported format JPEG, PNG. Maximum file size 1 MB. Please ensure that the image has the same height and width.
- Users will see a URL on the bottom of the page, this URL can be clicked on to open the Self-Serve page in another tab in the browser
- Users can also click on Copy Link to copy the link and then paste the URL on another browser or machine.
Instructions After Check-in
- Users can enter instructions for visitors after they check in. Instructions can be entered in English and Spanish. If the Spanish Instructions are left blank, only the English version will be used.
- Users will see a URL on the bottom of the page, this URL can be clicked on to open the Self-Serve page in another tab in the browser
- Users can also click on Copy Link to copy the link and then paste the URL on another browser or machine.
Instructions After Check-out
- Users can enter instructions for visitors after they check out. Instructions can be entered in English and Spanish. If the Spanish Instructions are left blank, only the English version will be used.
- Users will see a URL on the bottom of the page, this URL can be clicked on to open the Self-Serve page in another tab in the browser
- Users can also click on Copy Link to copy the link and then paste the URL on another browser or machine.
PowerSchool Writeback Integration
PowerSchool Setup
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.
Note: PowerSchool Writeback functionality and the Navigate360 Attendance Access Plugin requires a paid subscription. To learn more about this functionality and/or receive your Attendance Access Plugin download, please reach out to your Navigate360 Customer Experience Consultant.
District Admin
- Log into Visitor Management as a District Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the PowerSchool Setup tab
- Enter the PowerSchool URL for your school district
- This should be the URL used to login to your PowerSchool Admin Portal
- Please exclude any trailing forward-slashes from the end your PowerSchool URL, example: "https://sample-district.powerschool.com"
- Enter the Client ID and Client Secret
- Note: These details are found in the Data Provider Configuration section once the Navigate360 Attendance Access Plugin is installed.
- Set the Attendance Mode to match how Attendance is tracked in the PowerSchool SIS:
- Daily
- Time
-
Meeting
- 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.
- Set the Visible Student ID that you would like to be displayed in Visitor Management:
- SIS ID
- Student Number
- Click Save Setup
- Note: These settings will set the selected options for all schools in the district.
Prevent School Overrides
If all schools will have the same Attendance Mode and Visible Student ID, then the Prevent School Overrides setting needs to be toggled on. If all schools will not have the same Attendance Mode and Visible Student ID, then the Prevent School Overrides setting needs to be toggled off. Toggling this setting off allows Building Admins to set their needed Attendance Mode and Visible Student ID settings.
Building Admin (Prevent School Overrides Toggled Off)
- Log into Visitor Management as a Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the PowerSchool Setup tab
- View the below fields are filled out and disabled:
- PowerSchool URL
- Client ID
- Client Secret
- Set the Attendance Mode to match how Attendance is tracked in the PowerSchool SIS for the current building:
- Daily
- Time
- Meeting
- Set the Visible Student ID that you would like to be displayed in Visitor Management:
- SIS ID
- Student Number
- Click Save Setup
- 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)
- Log into Visitor Management as a Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the PowerSchool Setup tab
- View the below fields are filled out and disabled:
- PowerSchool URL
- Client ID
- Client Secret
- Attendance Mode
- Visible Student ID
Visitor Management: Front Office Staff, Check-In/Out Workflows
Visitor Management Training: Front Office Staff, Check-In/Out Workflows
On-Demand Resources for Front Office Staff to learn how to use Visitor Management for Visitor, Student, and Staff check-in/out procedures.
Navigate360's Visitor Management solution enables campuses to seamlessly integrates into your school’s safety protocols, facilitating a smooth transition for visitor check-ins, staff check-ins/outs, and student late check-ins/early check-outs.
Audience: Front Office Staff (Staff User), Building Administrator, District Administrator
Scope of Training: This training session walks through the Front Office experience using Visitor Management for Visitor, Student, and Staff Check-In/Out. Key areas covered include:
- Accessing Visitor Management and User Profiles
- Configuring Device Settings (Printer, Camera, ID Scanner)
- Visitor Check-In Methods (Manual, Self-Serve, Mobile App)
- Handling Sex Offender matches and blocklists
- Generating reports and viewing Visit History
Additional Resources:
Accessing Visitor Management Portal
- Open a web browser (Google Chrome/Edge) on your dedicated Visitor Management Laptop.
- Navigate to www.navigate360vm.com.
- Log In with Visitor Management credentials.
- You will now have access to the Visitor, Student and Faculty check in-out pannels.
VM Expert Tip: Clicking on the Star icon in either Chrome or Edge will allow you to save this bookmark for quicker access.
Check-In/Out Methods
Visitor Management allows for different check-in methods to support various Front Office setups and workflows:
-
Staff Assisted: Visitor, Student, Staff and/or Registered Volunteer interact with the front office staff. The entirety of the check-in/out is done by the front office staff.
-
Self Service: Visitor, Student, Staff and/or Registered Volunteer interact with a standalone desktop, laptop, or iPad. The majority of the check-in/out is done by the Visitor, Student, Staff and/or Registered Volunteer. Compared to the Hybrid configuration, the Staff-Assisted system is mainly leveraged to hand off badges, confirm Student transactions, and/or as a secondary support point. Secondary support including Sex Offender Hits, Manual Entries, and/or issues checking in on Self Service machine.
- Hybrid: Visitor, Student, Staff and/or Registered Volunteer interact with a standalone desktop, laptop, iPad, and/or directly with the front office staff. The Staff-Assisted system is leveraged to hand off badges, confirm Student transactions, and/or as a secondary support point. Secondary support including Sex Offender Hits, Manual Entries, and/or issues checking in on Self Service machine.
Staff Assisted
Check-in a Visitor
Check-in a Visitor: Staff-Assisted
Please select from the scanning options below to learn how to check in a visitor on your Staff-Assisted Visitor Management station
To learn more about the scanning hardware supported by Visitor Management, check out our article on supported hardware.
Camera
Check-In a Visitor: Camera
Note: We recommend using the Logitech C925e for an optimal camera scanning experience in Visitor Management. You will need to allow camera access for “https://navigate360vm.com” in your browser settings. We also recommend Google Chrome, Microsoft Edge, or Safari when using the Camera Scanning Method.
Please follow the below steps to check in a visitor on a Staff-Assisted station, with the default ID Scanning Method set to Camera Only:
- Log into Visitor Management and navigate to the Visitors page
- Click on the Check-in Visitor button
- Users will be directed to the Capture Visitor ID page
- Users will be prompted to position the visitor's ID in front of the camera, so that it is in the center of the viewfinder on screen
- Users will also be able to switch between the below scanning methods:
- QR Code Scan
- Manual Check-in
- After retrieving the ID data from the camera, Visitor Management will check the visitor's First Name, Last Name, and Date of Birth for any potential matches on the national sex offender database.
- If a match is found, users will be prompted with a Possible Sex Offender Match pop-up displaying the info from the visitor's ID and the info from the potential match on the database. Users can then compare the info to decide if it is a True Match and deny entry, or decide it is a False Positive and remove the match from their Visitor Profile
- Once the system is finished processing the scan, users will see the Visit Details page
- If the school requires a new picture to be taken for all visitors checking in, users can take a new photo of the visitor by clicking on the visitor's current picture on the Visit Details page
- Users will enter the below mandatory or optional information required for the visit, depending on the settings saved by an Admin user:
- Visitor Type - Always mandatory
- Reason for Visit - Always mandatory
- Destination
- Who are you visiting?
- Mobile Number
- Users can then click Allow Entry & Print Badge to finish the check-in process
2D Scanner
Check-In a Visitor: 2D Scanner
Note: There are currently two 2D Scanners supported by Visitor Management. The Zebra DS9308-DL and the Zebra DS457. A camera will also need to be connected to your computer in order to capture the visitor's photo after scanning their Driver's License.
Please follow the below steps to check in a visitor on a Staff-Assisted station, with the default ID Scanning Method set to 2D Scanner:
- Log into Visitor Management and navigate to the Visitors page
- Click on the Check-in Visitor button
- Users will be directed to the Scan Visitor ID page
- Users will be prompted to scan the barcode on the back of the visitor's Driver's License with the 2D Scanner
- If this is their first time visiting the building, users will be prompted to take a photo of the visitor with a 5 second countdown after selecting Take Photo
- Users will also be able to switch between the below scanning methods to account for visitors that do not have a Driver's License with them:
- QR Code Scan
- Webcam
- Manual Check-in
- After retrieving the license data from the scanner, Visitor Management will check the visitor's First Name, Last Name, and Date of Birth for any potential matches on the national sex offender database.
- If a match is found, users will be prompted with a Possible Sex Offender Match pop-up displaying the info from the visitor's ID and the info from the potential match on the database. Users can then compare the info to decide if it is a True Match and deny entry, or decide it is a False Positive and remove the match from their Visitor Profile
- Once the system is finished processing the scan, users will see the Visit Details page
- If the school requires a new picture to be taken for all visitors checking in, users can take a new photo of the visitor by clicking on the visitor's current picture on the Visit Details page
- Users will enter the below mandatory or optional information required for the visit, depending on the settings saved by an Admin user:
- Visitor Type - Always mandatory
- Reason for Visit - Always mandatory
- Destination
- Who are you visiting?
- Mobile Number
- Users can then click Allow Entry & Print Badge to finish the check-in process
ID Scanner
Check-In a Visitor: ID Scanner
Note: This check-in method requires an ID Card Scanner, such as the Acuant ID-150. You will also need AssureID Sentinel, ID-AIDD, and the Navigate360 ID Scanner App installed on your computer. Currently, this software is only compatible with Windows. If you are using a MacOS device, please see the steps outlined in the Camera and 2D Scanner tabs on this article.
Please follow the below steps to check in a visitor on a Staff-Assisted station, with the default ID Scanning Method set to ID Scanner:
- Log into Visitor Management and navigate to the Visitors page
- Click on the Check-in Visitor button
- Users will be directed to the Scan Visitor ID page
- Users will be prompted to insert the visitor's Driver's License into the ID Scanner
- Users will also be able to switch between the below scanning methods to account for visitors that do not have a Driver's License with them:
- QR Code Scan
- Webcam
- Manual Check-in
- After retrieving the license data from the scanner, Visitor Management will check the visitor's First Name, Last Name, and Date of Birth for any potential matches on the national sex offender database.
- If a match is found, users will be prompted with a Possible Sex Offender Match pop-up displaying the info from the visitor's ID and the info from the potential match on the database. Users can then compare the info to decide if it is a True Match and deny entry, or decide it is a False Positive and remove the match from their Visitor Profile
- Once the system is finished processing the scan, users will see the Visit Details page
- If the school requires a new picture to be taken for all visitors checking in, users can take a new photo of the visitor by clicking on the visitor's current picture on the Visit Details page
- Users will enter the below mandatory or optional information required for the visit, depending on the settings saved by an Admin user:
- Visitor Type - Always mandatory
- Reason for Visit - Always mandatory
- Destination
- Who are you visiting?
- Mobile Number
- Users can then click Allow Entry & Print Badge to finish the check-in process
QR Code Scan
Check-In a Visitor: QR Code Scan
Note: This check-in option requires the visitor to provide their QR Code after scheduling a visit from the Visitor Check-in Mobile App.
Please follow the below steps to check in a visitor, using the QR Code Scan option on a Staff-Assisted station:
- Log into Visitor Management and navigate to the Visitors page
- Click on the Check-in Visitor button
- Users will be directed to the Scan/Capture Visitor ID page depending on their default scanning method
- Users can click the QR Code Scan button to scan a visitor's QR Code from the mobile app
- Users will be prompted to position the QR Code in front of the camera, so that it is in the center of the viewfinder on screen
- Once the system is finished processing the scan, the Visit Details provided by the visitor on the mobile app will be applied to the check-in and their badge will be printed
Manual Check-in
Check-In a Visitor: Manual Check-in
Note: If you are experiencing any issues scanning the visitor's ID card using the other scanning methods outlined in this article, you can also access the Manual Check-in option directly from the Visitor Check-in page.
Please follow the below steps to check in a visitor, using the Manual Check-in option on a Staff-Assisted station:
- Log into Visitor Management and navigate to the Visitors page
- Click on the Check-in Visitor button
- Users will be directed to the Scan/Capture Visitor ID page depending on their default scanning method
- Users can click the Manual Check-in button to manually enter the visitor's information
- Users will click Add Photo to take a picture of the visitor and then fill in the below information from the visitor's ID:
- First Name
- Last Name
- Date of Birth
- Click Screen Visitor
- Visitor Management will then check the visitor's First Name, Last Name, and Date of Birth for any potential matches on the national sex offender database.
- If a match is found, users will be prompted with a Possible Sex Offender Match pop-up displaying the info from the visitor's ID and the info from the potential match on the database. Users can then compare the info to decide if it is a True Match and deny entry, or decide it is a False Positive and remove the match from their Visitor Profile
- Once the system is finished processing the information, users will see the Visit Details page
- Users will enter the below mandatory or optional information required for the visit, depending on the settings saved by an Admin user:
- Visitor Type - Always mandatory
- Reason for Visit - Always mandatory
- Destination
- Who are you visiting?
- Mobile Number
- Users can then click Allow Entry & Print Badge to finish the check-in process
Check-out a Visitor
Check-Out a Visitor - Staff Assisted
- Log into Visitor Management as a District Admin, Building Admin or Staff User
- Navigate to the In Building panel, which is displayed from every page within Visitor Management
- Locate the visitor to be checked out and click Check-Out Visitor
- When prompted to confirm the check-out, again click Check-Out Visitor
- Once the check-out is confirmed, the visitor will be removed from the In Building panel
Self Service
Check-in a Visitor
Check-in a Visitor: Self-Serve
Please select from the scanning options below to learn how visitors can check-in on your Self-Serve Visitor Management station.
To learn more about the scanning hardware supported by Visitor Management, click here.
To learn more about the Self-Serve Setup page and how to select the Self-Serve scanning method, click here.
Camera
Visitor Check-in: Camera
Note: We recommend using the Logitech C925e for an optimal camera scanning experience in Visitor Management. You will need to allow camera access for “https://navigate360vm.com” in your browser settings. We also recommend Google Chrome, Microsoft Edge, or Safari when using the Camera Scanning Method.
Visitors will follow the below steps to check in on a Self-Serve station, with the Scanning Method set to Camera:
- Visitors will select the Visitor button on the Self-Serve landing page, and then select Scan Government-issued ID
- Visitors will be directed to the Capture Government-Issued ID page
- Visitors will be prompted to position their ID in front of the camera, so that it is in the center of the viewfinder on screen
- After retrieving the ID data from the camera, Visitor Management will check the visitor's First Name, Last Name, and Date of Birth for any potential matches on the national sex offender database.
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If a match is found, visitors will see a popup asking them to see the front desk to continue
- Staff-Assisted users will see a notification banner on their station, to verify the check-in attempt from Self-Serve
- After clicking the visitor's name in the banner, users will be prompted with a Possible Sex Offender Match pop-up displaying the info from the visitor's ID and the info from the potential match on the database. Users can then compare the info to decide if it is a True Match and deny entry, or decide it is a False Positive and remove the match from their Visitor Profile and continue the check-in process
- If an Admin has set the option to require a new picture to be taken for all visitors checking in:
- Visitors will see a popup asking them to take a new photo before continuing to the Visit Details page
- If an Admin has set the option to prevent first-time visitors from using Self-Serve:
- Visitors will see a popup asking them to see the front desk to continue
- Staff-Assisted users will see a notification banner on their station, to confirm the new visitor check-in attempt from Self-Serve
- After clicking the visitor's name in the banner, users will be able to continue the check-in process with the information from the ID scanned on Self-Serve
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If a match is found, visitors will see a popup asking them to see the front desk to continue
- Once the system is finished processing the scan, visitors will see the Visit Details page
- Visitors will enter the below mandatory or optional information for their visit, depending on the settings saved by an Admin user:
- Visitor Type - Always mandatory
- Reason for Visit - Always mandatory
- Destination
- Who are you visiting?
- Mobile Number
- Visitors can then select Confirm & Continue to finish the check-in process and collect their badge.
2D Scanner
Visitor Check-in: 2D Scanner
Note: There are currently two 2D Scanners supported by Visitor Management. The Zebra DS9308-DL and the Zebra DS457. A camera will also need to be connected to your computer in order to capture the visitor's photo after scanning their Driver's License.
Visitors will follow the below steps to check in on a Self-Serve station, with the Scanning Method set to 2D Scanner:
- Visitors will select the Visitor button on the Self-Serve landing page, and then select Scan Government-issued ID
- Visitors will be directed to the Scan or Capture Government-Issued ID page
- Visitors will be prompted to scan the barcode on the back of their Driver's License with the 2D Scanner
- Visitors will also be able to switch to the below scanning method if they do not have a Driver's License with them:
- Other Issued IDs - Webcam
- After retrieving the license data from the scanner, Visitor Management will check the visitor's First Name, Last Name, and Date of Birth for any potential matches on the national sex offender database.
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If a match is found, visitors will see a popup asking them to see the front desk to continue
- Staff-Assisted users will see a notification banner on their station, to verify the check-in attempt from Self-Serve
- After clicking the visitor's name in the banner, users will be prompted with a Possible Sex Offender Match pop-up displaying the info from the visitor's ID and the info from the potential match on the database. Users can then compare the info to decide if it is a True Match and deny entry, or decide it is a False Positive and remove the match from their Visitor Profile and continue the check-in process
- If an Admin has set the option to require a new picture to be taken for all visitors checking in:
- Visitors will see a popup asking them to take a new photo before continuing to the Visit Details page
- If an Admin has set the option to prevent first-time visitors from using Self-Serve:
- Visitors will see a popup asking them to see the front desk to continue
- Staff-Assisted users will see a notification banner on their station, to confirm the new visitor check-in attempt from Self-Serve
- After clicking the visitor's name in the banner, users will be able to continue the check-in process with the information from the ID scanned on Self-Serve
-
If a match is found, visitors will see a popup asking them to see the front desk to continue
- Once the system is finished processing the scan, visitors will see the Visit Details page
- Visitors will enter the below mandatory or optional information for their visit, depending on the settings saved by an Admin user:
- Visitor Type - Always mandatory
- Reason for Visit - Always mandatory
- Destination
- Who are you visiting?
- Mobile Number
- Visitors can then select Confirm & Continue to finish the check-in process and collect their badge.
QR Code Scan
Visitor Check-in: QR Code Scan
Note: This check-in option requires the visitor to have been invited to the Visitor Check-in Mobile App by a staff user and schedule their visit before arriving at the school.
Visitors will follow the below steps to check in on a Self-Serve station, using the QR Code Scan option:
- Visitors will select the Visitor button on the Self-Serve landing page, and then select Scan QR Code from Mobile App
- Visitors will be prompted to position their QR Code in front of the camera, so that it is in the center of the viewfinder on screen
- Once the system is finished processing the scan, visitors will see the Confirm Your Information page with the Visit Details they entered while scheduling their visit on the mobile app
- If an Admin has set the option to require a new picture to be taken for all visitors checking in:
- Visitors will see a popup asking them to take a new photo before continuing
- If an Admin has set the option to require a new picture to be taken for all visitors checking in:
- Visitors can then select Confirm & Continue to finish the check-in process and collect their badge.
In the Self-Serve check-in/out experience, it is the Visitor's responsibility to complete check-out at the self-serve kiosk.
Viewing the “Visitors” Page
Visitors Page
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:
- Log into Visitor Management as a District Admin, Building Admin or Staff User
- Navigate to the Visitors Page by clicking the person icon on the side navigation menu
All Visitors
On this tab, users can see and use the below functionality:
- View all visitors to the current building
- Toggle between a Card view or Table view of visitors
- Search for visitors throughout the district, including those that did and did not visit the current building
- Check in and out any visitors -
- Click here for more details on Staff-Assisted Visitor Check-in functionality
- Click here for more details on Staff-Assisted Visitor Check-out functionality
Scheduled Visits
On this tab, users can see and use the below functionality:
- View upcoming visitor visits that were scheduled via the mobile app
- View:
- Visitor Name
- Date and time of upcoming visit
- Who they are visiting (if the visitor selected this as part of setting up their scheduled visit).
- Visit Reason
- Building
Frequent Visitors
On this tab, users can see and use the below functionality:
- View all frequent visitors to the current building
- Toggle between a Card view or Table view of visitors
- Check in and out any visitors -
- Click here for more details on Staff-Assisted Visitor Check-in functionality
- Click here for more details on Staff-Assisted Visitor Check-out functionality
Blocklisted
On this tab, users can see and use the below functionality:
- View all visitors that are blocked from entering the building
- Note: Once a visitor is added to the blocklist, they are blocked from visiting any building in the district.
- Ability to add a visitor or multiple visitors at a time to the blocklist
- Click here for more details on how to add a visitor to the blocklist
Visit History
On this tab, users can see and use the below functionality:
- View the visit history for all visitors in the current building
- Search for visitors by name
- Set a Start Date and End Date to view a specific date range of visits
- Filter by Reason selected by visitors when they checked in
- Filter by building if the visitor searched for is not in the current building
Viewing the “Students” Page
Students Page
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:
- Log into Visitor Management as a District Admin, Building Admin or Staff User
- 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:
- View all students that were passed from the SIS as part of the SIS sync
- Search for students by name or student ID number
- Filter the list of students by grade level
- Set up Barcode/RFID for staff members, including substitutes - click here for more details on this functionality
- Check in students, individually or in bulk - click here for more details on the Student Late Check-in Process
- 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:
- View student check-in and check-out events that were scheduled by a parent/guardian via the mobile app
- Search for students by name or student ID number
- 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:
- View the check-in and check-out history for all students
- Search for students by name or student ID number
- Set a Start Date and End Date to view a specific date range of check-in and check-out events
- Filter the list of events by type:
- Late Check-in
- Early Check-out
- Filter the list of events by grade level
- Click on the ellipsis in the Actions column for any student to:
- Edit Event
- Reprint Badge - only available for events from the current day
- Delete Event
Viewing the “Staff” Page
Staff Page
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:
- Log into Visitor Management as a District Admin, Building Admin or Staff User
- 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.
- Export a list (XLXS format) of all staff members, including substitutes, in the current building with the below information
- Staff Name
- Staff Type
- Job Title
- Staff ID
- Last Visit
- Status
All Staff
On this tab, users can see and use the below functionality:
- View all staff members that were either passed from the SIS as part of the SIS sync or added manually
- Toggle between viewing Active and Inactive staff members, including substitutes
- Toggle between a Card view or Table view of staff members, including substitutes
- Search for staff members, including substitutes, by name
- Set up Barcode/RFID for staff members, including substitutes - click here for more details on this functionality
- Manually invite staff members, including substitutes, to Visitor Management - click here for more details on this functionality
- Check in and out any staff member, including substitutes
Visit History
On this tab, users can see and use the below functionality:
- View the visit history for all staff member visits, including substitutes
- Search for staff members, including substitutes, by name
- Set a Start Date and End Date to view a specific date range of visits
- Click on the ellipsis in the Actions column for any staff member or substitute to:
- Edit Visit
- Delete Visit
Scheduled Substitute Visits
On this tab, users can see and use the below functionality:
- View substitute visits that were scheduled via the mobile app
- Search for substitutes by name
- Approve or deny upcoming substitute visits
.
Viewing the “Volunteers” Page
Volunteers Page
Note: This functionality is only available if the Volunteer Management module was purchased.
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:
- Log into Visitor Management as a District Admin, Building Admin or Staff User
- Navigate to the Volunteers Page by clicking the hands icon on the side navigation menu
- From all tabs, users can:
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Add a Volunteer → Add Individual Manually
- Users can manually add a volunteer by entering the needed Personal and Volunteer Information:
- Personal Information
- Identifying Information
- Demographic Information
- Contact Information
- Volunteer Information
- Preferred Volunteer roles
- Preferred School(s) to Volunteer
- Personal Information
- Users can click on Approve and Submit to add the volunteer
- Users can manually add a volunteer by entering the needed Personal and Volunteer Information:
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Add a Volunteer → Bulk Import CSV
- On the Bulk Upload modal - click Download Template
- Open the Template (CSV)
- Enter the below information for each Volunteer:
- First Name
- Middle Name
- Last Name
- Date of Birth
- Sex
- Address
- Address Line 2
- City
- State
- Zip Code
- Phone Number
- Save the template in your desired location and close
- On the Bulk Upload modal - click Upload Completed CSV
- Select the template from the stored location and click Open
- 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
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Add a Volunteer → Add Individual Manually
- By default, users will land on the Approved tab. On this tab, users can:
- Search for Volunteers by name
- Filter displayed Volunteers by Role - by default, All Roles are displayed
- Toggle between a Card view or Table view of Volunteers
- Card View
- Users can check in a volunteer
- Users can click the ellipsis to
- View the Volunteer Profile
- Add the Volunteer to the Blocklist
- Table View
- Users can see:
- Name
- Last Check-in
- Actions - check in a volunteer
- Users can click the ellipsis to
- View the Volunteer Profile
- Add the Volunteer to the Blocklist
- Users can see:
- Users can navigate to the Pending tab. On this tab, users can:
- Search for Volunteers by name
- View the list of Volunteers with pending application status with the below details:
- Name
- Date Submitted
- Criminal History
- Click the ellipsis for any of the listed pending volunteers to:
- View Application
- Approve Application
- Reject Application
- Check at least 2 checkboxes to enable to the Bulk Actions functionality to:
- Approve all selected volunteers
- Reject all selected volunteers
- Export all selected volunteers as an XLXS
- Users can navigate to the Rejected tab. On this tab, users can:
- Search for Volunteers by name
- View the list of Volunteers with pending application status with the below details:
- Name
- Date Submitted
- Rejected by
- Criminal History
- Click the ellipsis for any of the listed rejected volunteers to:
- View Application
- Users can navigate to the Blocklisted tab. On this tab, users can:
- Search for Volunteers by name
- View the list of Volunteers with pending application status with the below details:
- Name
- Blocklisting Date
- Reason
- Criminal History
- Click the ellipsis for any of the listed rejected volunteers to:
- View Application
- Remove from Blocklist
ID Scanning Resources
ID Scanning Method
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:
- Log into Visitor Management
- Navigate to the Device Settings page by clicking the gear icon on the side navigation menu
- 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:
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Camera
- This option allows users to scan multiple ID types using an external webcam
- U.S. Driver's Licenses
- Government Issued U.S. ID Cards
- U.S. Passports
- U.S. Passport Cards
- This option does not require any additional configuration on this page, however users should specify their default camera on the Camera Setup page
- For more information on the Camera Setup page, click here
- This option allows users to scan multiple ID types using an external webcam
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2D Scanner
- 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
- U.S. Driver's Licenses only
- This option does not require any additional configuration on this page, however users should specify their default camera on the Camera Setup page
- For more information on the Camera Setup page, click here
- 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
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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.
- 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
- U.S. Driver's Licenses only
- Users can add a scanner by filling out the below fields and then clicking Add Scanner:
- Scanner Name - Users can enter any name that they prefer
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Scanner ID - Users will need to enter the Serial Number listed on the bottom of the scanner
- Note: If a letter is capitalized in the Serial Number of the scanner, it should be capitalized here as well
- 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:
- AssureID Sentinel
- ID-AIDD
- Navigate360 ID Scanner app
- For more information on how to set up an ID Scanner and install the required software, click here
- 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
- 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
School Check IN On-Demand: Admin User Training
School Check IN: Admin Training Webinar
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Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360’s School Check IN (SCI). Learn more about key features, functionality, and best practices for using SCI throughout your school district.
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School Check IN: User Training
School Check IN: User Training
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360...
Join our Navigate360 Subject-Matter Experts for a training webinar on Navigate360’s School Check IN (SCI). Learn more about check-in and check-out functionality, station customization, user management, and reporting.
Intended Audience: SCI Users
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June 25th: 2:30PM
PBIS Rewards: Training Calendar
PBIS Rewards Training Calendar
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Join our Navigate360 Subject-Matter Experts for training opportunities on Navigate360’s PBIS Rewards. The PBIS Rewards Training Calendar has options for how you can participate in several training events.
View the Live Training content to register for upcoming live training. Live training events give you a chance to participate in the webinar and ask your questions directly to the training team.
View the On-Demand Training content to access the training on your own schedule.
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Intended Audience: Admin, PBIS Leaders, Teachers, PBIS Users, Support Staff