SARB Workflow
Intermediate
4 min readHow to Use the SARB Readiness Checklist
Confirm every required school-site step is done before referring a student to SARB.
Overview
SARB referrals require evidence that school-site interventions were exhausted. The readiness checklist enforces this so packets are not returned for missing items.
Required items
- ≥ 3 documented parent contact attempts.
- ≥ 1 student attendance conference.
- ≥ 1 home visit attempt (or documented justification for none).
- SART meeting held with documented outcomes.
- Tier 2/3 intervention plan with at least one tier-2 intervention.
- Truancy letters #1, #2, #3 sent and logged.
- Parent attendance contract offered.
Step-by-step
- From the case → SARB Readiness.
- Review each item — green = complete, amber = partial, red = missing.
- Click any red/amber item to jump to the missing record and add it.
- Re-run readiness — when all green, Build SARB Packet unlocks.
Example
A case shows 2 of 3 contacts, no home visit, SART held. You log a third call attempt, add a justification note for no home visit ("family declined visit"), and the checklist turns fully green.
Best practices
- Run readiness weekly on every High/Severe case.
- Treat amber items as warnings, not blockers — but justify them in writing.
Common mistakes
- Generating a SARB packet before the checklist is fully green.
- Forgetting to log truancy letters that the system mailed.
Related articles
- How to Prepare a SART Packet
- Best Practices for Case Documentation
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