Contact Us


Need Help?

    • System Status | All Products | Training Webinars | Order Supplies | Contact Us
  • All Products
  • Behavioral Threat Assessment Case Manager
  • BTA Feature/Function Overview 

Managing Guidance in the BTA Case Manager

Gain an understanding of how to effectively and efficiently manage guidance when using the BTA Case Manager.

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Emergency Management Suite
    Getting Started User Management Click here to view: Respond, Reunification, Drill Logs, Safety Plans, Assess, Users, Maps, Mobile Apps, Virtual Binders, Flipcharts, and Call Lists Analytics & Reporting Troubleshooting 911Cellular: Integrations Release Notes & Updates EMS Resources
  • Navigate360 Training Institute
    Getting Started User Management NTI Feature/Function Overview  Analytics & Reporting   Troubleshooting NTI Resources 
  • Suite360
    User Management  Suite360 Program-Specific Training: Click here to view Student, Staff, Families, and Intervention Training Materials Analytics & Reporting   Release Notes & Updates  Suite360 Resources
  • PBIS Rewards
    Launching User Management  PBIS Rewards Feature/Function Overview  Analytics & Reporting   Troubleshooting   Hardware / Consumables On-Demand Learning Integrations   Release Notes & Updates  PBIS Rewards Specific Resources 
  • Behavioral Threat Assessment Case Manager
    User Management  BTA Feature/Function Overview  Analytics & Reporting   Troubleshooting   Click here for BTA Resources / User Guides Release Notes & Updates 
  • Visitor Management
    User Management  VMS Feature/Function Overview  Analytics & Reporting   Troubleshooting   Hardware / Consumables VMS Resources 
  • School Check In
    Getting Started  User Management  SCI Feature/Function Overview  Analytics & Reporting   Troubleshooting   Hardware / Consumables SCI Resources 
  • ALICE Training Institute
    Getting Started User Management  ALICE Feature/Function Overview  ALICE Resources  Troubleshooting  
  • Detect - Social Sentinel
    Getting Started User Management  Detect Feature/Function Overview  Integrations  
  • P3 - Anonymous Tip Reporting
    Getting Started  User Management  P3 Feature/Function Overview  Analytics & Reporting   Integrations   Release Notes & Updates  P3 Resources 
  • Resources
    Back-to-School Resources Notices Downloads
+ More

What is guidance and where can it be found?

The Guidance widget is located in the different tabs on Case Manager at the bottom right-hand corner of the screen. The information within the Guidance widget will vary based on what page you’re in. The Guidance widget offers the end user instruction or suggestions for each page. Admins can customize guidance to share with end users.

 

How does an Admin customize guidance?

As an Admin you must have permissions to manage guidance. If you don’t have access to manage guidance, please contact your organization’s administrator.

First, click the Admin tab at the top of the screen.

A screenshot of a computer

Description automatically generated

Select ‘Manage Guidance’ from the side menu.

A screenshot of a phone

Description automatically generated

Click ‘New Guidance’ to create your own prompts. Enter a title corresponding to the advice you are providing for end users. Select which page you’d like the guidance to appear on. Type the guidance into the content section and click save.

If you’d like to preview pre-existing guidance on the ‘Manage Guidance’ page, hover over the three dots on the right of the guidance. Select the ‘Preview’ option. If you decide you do not want the pre-existing guidance to show for your users, again hover over the three dots on the right of the guidance. Click ‘Disable’.

A screenshot of a computer

Description automatically generated

 

bta case guidance management bta case manager guidance

Related Articles

  • Assigning Tasks for Suicide Risk Management Case- BTA
  • Editing Case Details in Suicide Risk Management Case- BTA
  • Editing Case Tag Options- BTA
  • Creating a Team- BTA
  • All Products | Training Webinars | Order Supplies | Contact Us
  • ©2023 Navigate360

Definition by Author

0
0
Expand