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SARB Workflow
Intermediate
4 min read

How 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

  1. From the case → SARB Readiness.
  2. Review each item — green = complete, amber = partial, red = missing.
  3. Click any red/amber item to jump to the missing record and add it.
  4. 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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