Help Center
PSA 360 Help Center
Guides, workflows, tutorials, and answers for using PSA 360 effectively.
Category
PSA Case Management
Open, manage, escalate, and close cases.
How to Open a PSA Case
Beginner
When and how to open a case so the system can track interventions, escalations, and outcomes.
3 min read
Best Practices for Case Documentation
Intermediate
What to write, when to write it, and how detailed to be so the case file holds up at SARB.
3 min read
How to assign case priority
Beginner
Map risk band to priority and document overrides.
3 min read
How to document barriers
Beginner
The barrier taxonomy and tier mapping.
3 min read
How to add intervention notes
Beginner
Structure your notes so they hold up at SARB.
3 min read
How to add follow-up tasks
Beginner
From the case timeline, with auto-suggested due dates.
3 min read
How to update case status
Beginner
Open → monitoring → SART → SARB → closed paths.
3 min read
How to close a case properly
Beginner
Improvement criteria and required final note.
3 min read