Add actions to a conduct incident using the Conduct Referral workflow

A conduct manager or administrator can add actions to a conduct incident and post the incident from the Tasks area on your home page. You go through the same steps here as when you add actions from the Conduct tab, but it all takes place in pop-up windows from your homepage.

For more details on using the Tasks widget on the homepage, see Manage your tasks.

Note: If the Tasks area does not appear on your homepage, click Set Preferences in the navigation bar at the top of the page. Click the Home tab, and select the Tasks checkbox.

To add actions to a conduct incident:

1. On your homepage, in the Tasks widget, click Determine action next to the Conduct Referral workflow a method of coordinating multi-step processes involving one or more users. The wizard a sequence of dialog boxes which walk a user through a potentially complex task, such as the Build Study Locations wizard displays Step 1.

2. 

   Note: If you include an Incident description, it will appear on all selected students' conduct incident records.

2. The top of the screen displays the information entered by the teacher. At the bottom of the screen, select one of the following:
• Post: To record the incident (adding it to the student's record), and be able to add an action to it.
• Do not record: To not record the referral as a conduct incident. The incident will not be added to the student's record.

  Note: If you select this option, the incident will never appear on the student's record and is deleted from Aspen.

• Investigate (Bullying): To initiate the Bullying Investigation workflow. 

  Note: The person who referred the conduct incident (mostly likely a teacher) will see the choice the administrator made to post, not record, or investigate the incident, along with administrator's comments.

3. Click Next.

4. Do one of the following.

2. If you clicked Post:

1. Click Add to enter an Action code, Action start date, and Action description on the pop-up. Click OK.

2. Type comments in the Administrator remarks field.

3. Click Print form on exit to print the workflow.

4. Click Finish.

2. If you clicked Do not record:

1. Type the reason why this referral is not being recorded at Administrator remarks.

2. Click Print form on exit to print the workflow.

3. Click Finish.

3. If you clicked Investigate (Bullying):

   1. Type the reason why this incident is being investigated at Administrator remarks.

   2. Click Print form on exit to print the workflow.

   3. Click Finish.