Help for PSA Counselor

PSA 360 is the intervention center for Pupil Services and Attendance teams — caseloads, outreach, SART/SARB, and reports in one place.

A morning, midday, and afternoon routine that keeps caseloads moving and nothing falling through the cracks.

How PSA 360 calculates risk bands and what each color means for your next action.

When and how to open a case so the system can track interventions, escalations, and outcomes.

Log every call, message, and visit — successful or not — so the case timeline tells the full story.

Tasks keep nothing from slipping. Create them manually or let automation propose them.

A complete SART packet bundles attendance history, prior interventions, parent contacts, and the meeting invitation.

Confirm every required school-site step is done before referring a student to SARB.

PSA 360 is the intervention center for Pupil Services and Attendance teams — caseloads, outreach, SART/SARB, and reports in one place.

A morning, midday, and afternoon routine that keeps caseloads moving and nothing falling through the cracks.

How PSA 360 calculates risk bands and what each color means for your next action.

When and how to open a case so the system can track interventions, escalations, and outcomes.

Log every call, message, and visit — successful or not — so the case timeline tells the full story.

Tasks keep nothing from slipping. Create them manually or let automation propose them.

A complete SART packet bundles attendance history, prior interventions, parent contacts, and the meeting invitation.

Confirm every required school-site step is done before referring a student to SARB.

AI drafts summaries from existing case data. You review, edit, and approve before anything is saved as official.

Attendance updates trigger rules that surface alerts and pre-create tasks. Nothing happens behind your back.

What to write, when to write it, and how detailed to be so the case file holds up at SARB.

Why attendance numbers can drift between SIS and PSA 360, and how to fix or report it.

Counselors, administrators, attendance clerks, and principals each have a tailored view.

What every card on the dashboard means and which to look at first each morning.

Profiles, cases, contacts, interventions, and how they relate.

What each role can see and do — site PSA, lead PSA, admin, district admin.

Search students, cases, and pages from the topbar or with ⌘K.

Quick reference for the risk colors and trend arrows.

Saved views, default filters, and personal pinning.

Use the dashboard widget to triage your top 10 first.

Filter by school, grade, and reason; clear absences in bulk.

What triggers an alert and how to act on it.

The truancy queue, letter cadence, and case linkage.

Combine risk band, last contact date, and SART/SARB readiness.

Tasks page workflow: snooze, complete, reassign.

End-of-day routine to set up tomorrow's dashboard.

Anatomy of the profile: header, attendance, courses, contacts, timeline, case rail.

Year-to-date heatmap, period view, and unexcused vs excused.

How period absences differ from daily and why they matter for truancy.

What the academic snapshot includes and how it affects risk.

Reading the intervention timeline and outcomes.

Filter by method, language, outcome.

Inputs, weights, and overrides.

What the assistant includes, what it skips, and how to edit safely.

Map risk band to priority and document overrides.

The barrier taxonomy and tier mapping.

Structure your notes so they hold up at SARB.

From the case timeline, with auto-suggested due dates.

Open → monitoring → SART → SARB → closed paths.

Improvement criteria and required final note.

Quick-log workflow from the profile or Field Mode.

Templates, language, and delivery tracking.

Library, tokens, and multilingual variants.

Why failures matter and how to log them quickly.

Outcome codes and free-text notes.

Use the Conferences module to invite, confirm, and document.

Letter Translator end-to-end.

Triggers, throttles, and approval gates.

Agenda template and time-boxed structure.

Open-ended questions that surface real causes.

SMART goal template tied to the case.

Auto-generate from the case with parent + student signatures.

Quick-log with optional AI summary.

Parent-facing recap in preferred language.

Auto-create a check-in task at conference close.

School Attendance Review Team — purpose, members, frequency.

Eligibility criteria and threshold cues.

Rule logic and how to override.

From a case, with auto-pulled history.

Pick attendees, generate the invitation, send in the right language.

Outcome codes, signed agreements, and follow-up tasks.

Tier 2/3 actions, owners, and review dates.

Use the SART pipeline view to spot regressions early.

School Attendance Review Board — purpose, jurisdiction, outcomes.

Site-based vs district/county-level review.

Indicators that SART has been exhausted.

Use the packet builder to assemble required documents.

Document index and missing-items report.

AI draft + human edit workflow.

Outcome codes and post-hearing requirements.

Compliance check-ins and case closure.

From the case, with provider auto-suggestion.

Categories: housing, health, mental health, transportation, food, legal.

Tag the right barrier so AI can suggest providers.

Sent → accepted → completed → outcome.

Outcome codes and free-text follow-up.

Search providers by category, language, and capacity.

Inputs the AI uses and how to override.

Auto-tasks at 7, 14, and 30 days.

Today, this week, overdue, and snoozed.

Which rules create which tasks.

Reassign and notify in one step.

Default cadences and overrides.

Quick-complete from Inbox or Tasks.

Escalation timeline and admin visibility.

Setup, snooze, and cancellation.

Which metrics drive each card.

Cohorts, thresholds, and trend lines.

Letter cadence, linked cases, and outcomes.

Tardies > 30 minutes and how they map to truancy.

What 'effective' means in PSA 360.

Comparisons across grades and schools.

Identifying who's getting better and why.

PDF, CSV, and printable formats.

Recommended monthly and quarterly review cadence.

Drafting, summarizing, prioritizing — never deciding.

Inputs, confidence, and how to override.

Tone, language, and required staff review.

Structure of the draft and what to edit.

Decisions, official communication without review, or sensitive disclosures.

Policy and ethical guardrails.

Confidence signals and red flags.

Letter cadence, language, and delivery method.

Auto-generate after a conference; review before sending.

End-to-end packet build.

Required sections and review steps.

Library, tokens, and admin-managed templates.

Preview, language QA, and approval.

Sent, returned, certified mail tracking.

Documents page, filters, and reprint.

Search tips and scope filters.

Where automation tasks land and how to find them.

Common causes and the retry workflow.

Delivery error codes and re-send steps.

Cohort filters, scope, and SIS sync timing.

When to re-generate vs edit by hand.

Edit policy and audit-log behavior.

Reopen workflow and case continuity.

Click the alert source link or open the related rule.

AI-suggested next action for each priority student.

Unified queue of alerts, tasks, and assigned items.

Transfer cases between PSAs with full context.

Plan a day in the field — visits, calls, and routing.

One-handed mobile mode for parking-lot logging.

MTSS tiered plans with assigned owners.

Caseload focused on re-enrolling withdrawn students.

Structured intake of family-reported barriers.

Schedule, conduct, and document parent/student meetings.

Request and review teacher input on at-risk students.

Letter cadence (1, 2, 3) with multilingual generation.

Map student/family/peer relationships and groups.

Per-day attendance with bulk clearing and notes.

Period-level absences for secondary schools.

Cohort and individual views of chronic absenteeism.

Truancy queue, letter status, and case linkage.

Which interventions actually improved attendance.

Day-of-week, period, and seasonality patterns.

Celebrate students who are improving.

Forward-looking risk projections.

Off-track high schoolers and credit risk.

Auto-generated weekly report for admin and PSA leads.

Disaggregated outcomes by demographic group.

Refined equity dashboard with intersectional cuts.

One-page report per school with comparable metrics.

Coaching prompts and case-review checklist.

Site or district attendance goals with progress tracking.

Reusable sequences of actions for common situations.

Automation rules manager.

Preview the impact of a rule change before enabling it.

Every change in the system, traceable to a user.

Per-school bell schedules used by period attendance.

Last sync, next sync, and import error log.

Family-level view across siblings.

Engagement scoring across the family.

What parents see when they log in.

Multi-student outreach pushes.

Translate and review parent letters in any supported language.

Plan home visits with routing and time blocks.

Log, schedule, and follow up on home visits.

Create and track referrals to community providers.

Personal preferences and notifications.