PSA 360 Help Center
Guides, workflows, tutorials, and answers for using PSA 360 effectively.
Popular guides
What is PSA 360?
PSA 360 is the intervention center for Pupil Services and Attendance teams — caseloads, outreach, SART/SARB, and reports in one place.
Recommended Daily PSA Workflow
A morning, midday, and afternoon routine that keeps caseloads moving and nothing falling through the cracks.
Understanding Student Risk Indicators
How PSA 360 calculates risk bands and what each color means for your next action.
How to Open a PSA Case
When and how to open a case so the system can track interventions, escalations, and outcomes.
How to Document a Parent Contact
Log every call, message, and visit — successful or not — so the case timeline tells the full story.
How to Create a Follow-Up Task
Tasks keep nothing from slipping. Create them manually or let automation propose them.
Browse by category
Getting Started
Orient new users to PSA 360 — dashboard, search, roles.
Daily PSA Workflow
Routines that move caseloads forward every day.
Student Profiles
Reading attendance, grades, risk, and intervention history.
PSA Case Management
Open, manage, escalate, and close cases.
Parent & Guardian Outreach
Logging contacts, templates, multilingual messaging.
Student Conferences
Conducting and documenting student attendance meetings.
SART Workflow
School Attendance Review Team end-to-end.
SARB Workflow
SARB readiness, packets, hearings, post-hearing follow-up.
Referrals & Resources
Connecting students and families to support.
Tasks & Follow-Up
Manual and automatic tasks, due dates, assignment.
Reports & Analytics
Schoolwide attendance, intervention outcomes, trends.
AI Assistant & Automation
What AI does, how to review it safely, and limits.
Documents & Templates
Generate, review, and track delivery of letters and packets.
Administrator Settings
Users, roles, thresholds, automation, audit.
Troubleshooting & FAQ
Quick fixes for common issues.
App Modules
Reference for every page in PSA 360.
Visual guides
PSA Daily Workflow
Dashboard → triage → outreach → documentation → follow-up.
workflowAttendance Intervention Mind Map
Concerns → barriers → actions.
mindmapSART → SARB Process Map
From identified concern to SARB hearing readiness.
process mapCase Management Lifecycle
Open, intervene, monitor, escalate or close.
lifecycleAutomation Flow
How attendance updates become tasks and alerts.
workflowAI Safety & Review
Draft → review → edit → approve → save.
safetyGuided walkthroughs
First-time PSA orientation
5 stops covering the daily flow, triage, and Help Center.
Open and work a case
Profile → caseload → outreach → MTSS → re-entry conference.
Run a SART end-to-end
Board → wizard → packet → conference → SARB readiness.