Help Center
PSA 360 Help Center
Guides, workflows, tutorials, and answers for using PSA 360 effectively.
Category
AI Assistant & Automation
What AI does, how to review it safely, and limits.
How AI Case Summaries Work
Beginner
AI drafts summaries from existing case data. You review, edit, and approve before anything is saved as official.
3 min read
How Automation Creates Alerts and Tasks
Intermediate
Attendance updates trigger rules that surface alerts and pre-create tasks. Nothing happens behind your back.
4 min read
What the PSA 360 AI assistant can do
Beginner
Drafting, summarizing, prioritizing — never deciding.
3 min read
How AI recommends next actions
Beginner
Inputs, confidence, and how to override.
3 min read
How AI helps draft parent messages
Beginner
Tone, language, and required staff review.
3 min read
How AI helps create SART/SARB summaries
Beginner
Structure of the draft and what to edit.
3 min read
What AI should not be used for
Beginner
Decisions, official communication without review, or sensitive disclosures.
3 min read
Why staff review is required before final action
Beginner
Policy and ethical guardrails.
3 min read
How to interpret AI recommendations safely
Beginner
Confidence signals and red flags.
3 min read