Basic Navigation

This page will guide you through the basics of navigating around the Guardian interface. It contains clear and concise instructions to help you utilize all the features and functionalities. From accesing different sections to customizing your settings, we've got you covered!

Every time you log into Guardian you'll see the screen above, we're calling it your "Cases Dashboard." From this window you can see all the cases you're involved in and the stages each one is in the workflow. 

Here are important things to note about the dashboard:

• Views: Guardian allows you to choose between two views: Workflow and List. The List view is tabular while the Workflow view has a dashboard design. Select the view that works best for you. 

• Cases: This tab takes you back to the "Cases Dashboard." It is akin to the Homepage of a regular website. Click this tab whenever you need to view your dashboard. 

• My Tasks: Click "My Tasks" to view all the tasks assigned to you. This functionality allows you to keep tabs on deadlines. It works best when we put deadlines when assigning tasks in the Checklist.  

• Personalization: You can personalize your Guardian experience by clicking on your username at the top right corner. On the My Setting window, you can set your preferred default View and Incident Type. 

You access the case processing window by clicking the Case Number from your dashboard. From this window you'll access functionalities that enable you to process a case. 

Here are the common functionalities you'll be using during case processing:

Case Metadata

• Case Number: This number allows you to keep track of your cases. 

• Expected close date: This section helps monitor how efficiently the case is being processed. For example, it shows the number of days the case stays in each stage of the workflow. It is important to set the "Expected close date" at the beginning of the case processing. 

• Case Owner: This is the Community Administrator taking the lead in this case. 

• Case Investigators: Other Community Administrators involved in the case will be included as investigators. 

• Reported By: This will show the name of the School Admin who reported the incident to SDBS. 

• Involved Parties: This section shows the name of the student (offender) in the case. 

Case Processing Tools:

• Change Stage: Use this tool to change the stage of the case when the current stage's tasks are completed. The specific times when to use this tool are mentioned in the user guide. 

• Case Details: This is the button to click when you want to access the Incident Report or PST Packet. 

• Notes: This tool enhances collaboration and communication among officers involved in a case. You can use the @ sign and the officers name to mention them in a note. 

• Email: Communication tool that works like your usual email. Using it ensures that all communications regarding the cases are logged and time stamped. 

• Schedule Meeting: Community Administrators will use this tool to schedule PST Meetings. 

• Events: This tool allows you to record any other events that occurred during case processing. Examples of occurrences that you would record as events include phone calls to parents and school admin. Pre-Approvals and Final Determination are also recorded as events. 

• Send Form: This feature allows the CAs to post their recommendations for pre approval and final determination. 

• Checklist: This is your case processing To-Do list. It contains all the detailed steps that the case will go through from start to completion. Once you're done with your step, assign the next task on the checklist to the officer responsible.