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Behavioral Case Manager Knowledge Base

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  • Emergency Management Suite
    EMS 24-25 Getting Started Site Setup EMS Webinar Links User Management Features & Functions Analytics & Reporting Troubleshooting EMS Resources 911Cellular: Integrations On-Demand Learning
  • Navigate360 Training Institute
    Getting Started NTI Webinar Links User Management Course Management Analytics & Reporting   Troubleshooting NTI Resources  Release Notes & Updates
  • PBIS Rewards
    Launching PBISR Webinar Links User Management  PBIS Rewards Feature/Function Overview  Analytics & Reporting   Troubleshooting   Hardware / Consumables On-Demand Learning Integrations   Release Notes & Updates  PBIS Rewards Specific Resources 
  • Compass
    Getting Started Webinar Links Data & User Management  Compass Curriculum for Students, Staff, & Families Compass Behavior Intervention Compass Mental Health + Prevention Compass for Florida - Character Ed, Resiliency, & Prevention Analytics & Reporting   Release Notes & Updates  Additional Resources
  • Behavioral Case Manager
    Getting Started Webinar Links User Management  Feature/Function Overview  Analytics & Reporting   Troubleshooting   Release Notes & Updates  Resources / User Guides State Specific Guidance
  • Visitor Management
    Release Notes & Updates  Getting Started Webinar Links User Management  Feature/Function Overview Analytics & Reporting   Troubleshooting   Hardware / Consumables Resources  Integrations
  • School Check In
    Getting Started  SCI Webinar Links User Management  SCI Feature/Function Overview  Analytics & Reporting   Troubleshooting   Hardware / Consumables SCI Resources 
  • ALICE Training Institute
    User Management  ALICE Feature/Function Overview  ALICE Resources  Troubleshooting  
  • Detect
    Getting Started Detect Webinar Links Integrations   Detect Resources  Troubleshooting Release Notes & Updates 
  • Anonymous Tip Reporting
    Getting Started  P3 Webinar Links User Management  P3 Feature/Function Overview  Analytics & Reporting   Integrations   Release Notes & Updates  P3 Resources 
  • Resources
    Notices Downloads SIS Integration Billing
  • Back-to-School
    Character & Culture Detection & Prevention Preparation & Response
+ More

Getting Started
  • How to add Behavioral Case Manager to your District's Clever Portal
  • Notification Settings
  • Adding Users Associated with District SIS Connection
  • Adding Users Not Associated with District SIS

Webinar Links
  • Behavioral Case Manager: Admin Training Plan
  • Behavioral Case Manager: Team Training
  • Behavioral Case Manager: On-Demand Custom Process Model Overview
  • Behavioral Case Manager: Overview of the Student Well-being Library

User Management 
  • Create/Disable Teams
  • Exporting Teams
  • Teams Functionality
  • Teams Meeting Logs
  • Manage User Permissions
  • User Settings

Feature/Function Overview 
  • How to Create a Custom Process Model
  • How to Download a Case Report
  • How to Close & Reopen Cases
  • Managing Tasks
  • How to Transfer an Existing Case to a Different Team
  • Managing Attachments in a Case
  • What is a Custom Process Model?
  • How to Link Workflows
  • District Transfer Portal
  • Case Transfer Automation
  • Student Well-Being Library
  • Concept Tags
  • Adding Team Guest(s) to Case
  • User Tagging
  • Create a Case
  • Using Linking Workflows
  • Create a Template
  • Add a Template to a Model
  • Customizing Manage Guidance
  • Managing Tasks - NTAC

Analytics & Reporting  
  • Exporting District Overview Report
  • Exporting Building Breakdown Report

Troubleshooting  
  • Troubleshooting: Parent/Guardian Phone #
  • Troubleshooting: 504 Gateway Time-Out
  • Troubleshooting: Missing Team

Release Notes & Updates 
  • New Features October 2023

Resources / User Guides

State Specific Guidance
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