Help Center
PSA 360 Help Center
Guides, workflows, tutorials, and answers for using PSA 360 effectively.
Category
Parent & Guardian Outreach
Logging contacts, templates, multilingual messaging.
How to Document a Parent Contact
Beginner
Log every call, message, and visit — successful or not — so the case timeline tells the full story.
3 min read
How to log a parent phone call
Beginner
Quick-log workflow from the profile or Field Mode.
3 min read
How to send a parent message
Beginner
Templates, language, and delivery tracking.
3 min read
How to use message templates
Beginner
Library, tokens, and multilingual variants.
3 min read
How to document failed contact attempts
Beginner
Why failures matter and how to log them quickly.
3 min read
How to record parent responses
Beginner
Outcome codes and free-text notes.
3 min read
How to schedule parent conferences
Beginner
Use the Conferences module to invite, confirm, and document.
3 min read
How to use multilingual outreach templates
Beginner
Letter Translator end-to-end.
3 min read
How automated outreach workflows work
Beginner
Triggers, throttles, and approval gates.
3 min read