Embedded Files
Guardian is a case management software that CMS has adopted to help streamline and improve incident reporting and case management activities. Student Discipline and Behavior Support will utilize Guardian for incident reporting and case management.
School Admins will use Guardian's Incident Report forms to report incidents happening in their buildings. SDBS will utilize the software to manage case processing activities such as scheduling meetings, collaboration on case activities, and generating important reports.
10-step guardian case processing guide
10-step guardian case processing guide
The comprehensive guide below covers the different use cases to help you understand the software better.
cREATE IR
cREATE IR
School Admin sends the incident packet to SDBS using the Incident Report Form.
Assign Case Owner
Assign Case Owner
Data Managers view the packet and assign Case Owner to the IR.
REVIEW PACKET
REVIEW PACKET
CA Receives notification of the task assignment via Guardian and email informing them that they've been assigned a case.
CA accesses the case and clicks the Case Details to Review the packet. If the packet is compliant, CA checks off Review Information task and assigns the next task.
Otherwise, email admin to fix the packet.
SCHEDULE PST
SCHEDULE PST
CA Schedules PST Meeting using the Schedule Meeting Feature. After that, use the Checklist to assign next task to relevant parties & Change Case Stage to PST Recommendation.
✅Check off the current task when done.
MAKE RECOMMENDATIONS
MAKE RECOMMENDATIONS
CA uses the Send Form Feature to post CA PST Recommendations. (Select Form Type >> Fill Out Form >> Send)
Use Checklist to assign next task to relevant parties and Change Case Stage to Pre-Approval.
✅Check off the current task when done.
PRE APPROVAL
PRE APPROVAL
Pre-Approval team uses the Notes feature to make their recommendations on the case.
Then, use the Checklist to assign the next task to the relevant parties and Change Case Stage to Final Determination.
✅Check off the current task when done.
The Final Determination Team uses the Notes feature to log their final determination on the case.
Then use the Checklist to Assign the next task (Call Parent/School) to the Case Owner.
✅Check off the current task when done.
CALL PARENT/SCHOOL
CALL PARENT/SCHOOL
CA calls parent and school informing them of the PST outcome. Log these calls as Events and use the Checklist to assign next task to the Data Manager IIs and change case stage to Send Letter.
✅Check off the current task when done.
ASSIGN SANCTIONS & VIOLATIONS
ASSIGN SANCTIONS & VIOLATIONS
DM IIs use the Charges, Interventions, and Sanctions to assign the Rule Violations, Interventions, and Sanctions recommended by the PST, Pre- Approval, and Final Determination teams.
GENERATE, SEND LETTER
GENERATE, SEND LETTER
DM IIs generate the letter and send it to the parent/guardian and other relevant parties.
Then, they close the case and check off the tasks from the checklist.
Need a PDF version of the Guide? Click HERE.
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