How do I use Screening Compliance?

  1. Notes:

Typically only administrators or users with specific permissions may configure screening compliance.

  1. Select Screening Compliance

Open the Events Menu. Select Screening Compliance.

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  1. Search Compliance

Use the School, Grade and Student fields to narrow your search.

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  1. Search Status

Use the Status field to narrow the search. This can be for all required screenings or a specific type.

Click Run in the toolbar to continue.

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  1. Select Student

Click individually on the children that are “due” and not in compliance.

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  1. Review Status

The student’s compliance status appears.

You can:

Enter the basic detail for the screening.

Click Create Event and enter the full detail of the screening.

Change the compliance status of any screening for the student.

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  1. Make Compliant

Enter the basic detail for the screening.

Or

Create the Event and add all details.

Click Create Event to apply changes.

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  1. Update/Open

You can still make changes to the screening.

Either make changes on the screen and click Update,

Or

Click Open Full Event to get to the complete screening and make changes there.

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  1. Document Exceptions

Exemptions follow the rules configured by the district for this screening type. They can be ongoing or for a specific date range.

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  1. Document Follow-ups

Document any follow-ups and enter a date.

Once saved, the student will stay in compliance until that date is reached.

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  1. Save

Click Save to apply all compliance changes.

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  1. Run

Click Run in the toolbar to return to the student selection page.

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