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PSA 360 Help Center

Guides, workflows, tutorials, and answers for using PSA 360 effectively.

Category

App Modules

Reference for every page in PSA 360.

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Smart Triage

Beginner

AI-suggested next action for each priority student.

3 min read

Inbox

Beginner

Unified queue of alerts, tasks, and assigned items.

3 min read

Handoffs

Beginner

Transfer cases between PSAs with full context.

3 min read

Field Day

Beginner

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

3 min read

Field Mode

Beginner

One-handed mobile mode for parking-lot logging.

3 min read

Intervention Plans

Beginner

MTSS tiered plans with assigned owners.

3 min read

Dropout Recovery

Beginner

Caseload focused on re-enrolling withdrawn students.

3 min read

Barrier Assessment

Beginner

Structured intake of family-reported barriers.

3 min read

Conferences

Beginner

Schedule, conduct, and document parent/student meetings.

3 min read

Teacher Feedback

Beginner

Request and review teacher input on at-risk students.

3 min read

Truancy Letters

Beginner

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

3 min read

Relationships

Beginner

Map student/family/peer relationships and groups.

3 min read

Daily Attendance

Beginner

Per-day attendance with bulk clearing and notes.

3 min read

Period Attendance

Beginner

Period-level absences for secondary schools.

3 min read

Chronic Absenteeism

Beginner

Cohort and individual views of chronic absenteeism.

3 min read

Truancy

Beginner

Truancy queue, letter status, and case linkage.

3 min read

Effectiveness

Beginner

Which interventions actually improved attendance.

3 min read

Patterns

Beginner

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

3 min read

Positive Recognition

Beginner

Celebrate students who are improving.

3 min read

Predictive Risk

Beginner

Forward-looking risk projections.

3 min read

Graduation Risk

Beginner

Off-track high schoolers and credit risk.

3 min read

Weekly Digest

Beginner

Auto-generated weekly report for admin and PSA leads.

3 min read

Workload

Beginner

Caseload distribution across PSAs.

3 min read

Equity

Beginner

Disaggregated outcomes by demographic group.

3 min read

Equity v2

Beginner

Refined equity dashboard with intersectional cuts.

3 min read

School Scorecards

Beginner

One-page report per school with comparable metrics.

3 min read

PSA Coaching

Beginner

Coaching prompts and case-review checklist.

3 min read

Goals & OKRs

Beginner

Site or district attendance goals with progress tracking.

3 min read

Playbooks

Beginner

Reusable sequences of actions for common situations.

3 min read

Automation

Beginner

Automation rules manager.

3 min read

Rule Simulator

Beginner

Preview the impact of a rule change before enabling it.

3 min read

Audit Log

Beginner

Every change in the system, traceable to a user.

3 min read

Bell Schedules

Beginner

Per-school bell schedules used by period attendance.

3 min read

SIS Import

Beginner

Last sync, next sync, and import error log.

3 min read

Families

Beginner

Family-level view across siblings.

3 min read

Parent Engagement

Beginner

Engagement scoring across the family.

3 min read

Parent Portal Preview

Beginner

What parents see when they log in.

3 min read

Campaigns

Beginner

Multi-student outreach pushes.

3 min read

Letter Translator

Beginner

Translate and review parent letters in any supported language.

3 min read

Visit Scheduler

Beginner

Plan home visits with routing and time blocks.

3 min read

Home Visits

Beginner

Log, schedule, and follow up on home visits.

3 min read

Referrals

Beginner

Create and track referrals to community providers.

3 min read

Settings

Beginner

Personal preferences and notifications.

3 min read

Admin / User Access

Beginner

Manage users and school assignments.

3 min read