Recommended Daily PSA Workflow

Overview

This guide explains how a PSA can use PSA 360 throughout the school day to identify priority students, document interventions, complete follow-ups, and prepare escalation workflows when needed.

Recommended morning routine

1. Open the main dashboard.
2. Review Students Needing Attention Today.
3. Check new chronic absenteeism alerts.
4. Check new truancy triggers.
5. Review overdue follow-up tasks.
6. Open each priority student profile.
7. Review attendance, grades, intervention history, and parent contacts.
8. Decide whether the next action is parent contact, student conference, referral, SART review, or continued monitoring.

Recommended midday routine

1. Conduct student conferences.
2. Log parent contacts.
3. Add case notes.
4. Create follow-up tasks.
5. Review teacher input.
6. Generate any needed parent messages or meeting notices.

Recommended afternoon routine

1. Review completed tasks.
2. Update case statuses.
3. Prepare SART or SARB documentation.
4. Review students who need follow-up tomorrow.
5. Check intervention outcomes.
6. Send administrator updates if needed.

Example scenario

A PSA opens the dashboard and sees that Maria G., grade 10, has crossed the 10% chronic absenteeism threshold. Maria also has two D grades, one F grade, and no documented parent contact in the last 14 days. The PSA opens Maria's profile, reviews her attendance pattern, logs a parent call, identifies transportation as a possible barrier, creates a follow-up task for next week, and marks the case for monitoring.

Best practices

• Start with the dashboard each morning.
• Prioritize students with no recent intervention.
• Document every contact attempt.
• Use follow-up tasks to avoid losing track of cases.
• Review whether interventions are improving attendance.
• Do not rely only on AI recommendations; use professional judgment.

Common mistakes

• Contacting a parent but forgetting to document the call.
• Creating a case without assigning a next action.
• Preparing SART without reviewing previous interventions.
• Closing a case before attendance improvement is confirmed.
• Ignoring failed contact attempts.

Related articles

• Understanding Student Risk Indicators
• How to Document a Parent Contact
• How to Create a Follow-Up Task
• How to Prepare a SART Packet