SB How to Add Participants

Use the steps below to populate the Participants portion of an incident. See the Appendix for code values.

Use this first set of steps to add a student or staff member who is already defined in PowerSchool.

1. On the Incident List page, click the ID or title of the incident you'd like to edit.

2. Click the Plus (+) button next to Participants. The Search for Student, Staff, or Other Participants dialog appears.

3. Enter criteria for the search and click Search. The Results section is populated with matching participants.

4. Highlight the appropriate participant in the search results.

5. Click Add.

6. Click the Plus (+) button next to Attributes.

7. Choose the appropriate participant attribute from the Attributes pop-up menu, if applicable. Otherwise, click the Minus (-) button to remove the Attributes pop-up menu.

8. Based on the participant attribute code, a subcode pop-up menu may appear. Choose the appropriate participant attribute subcode from the pop-up menu.

9. Choose a role from the Select Role(s) pop-up menu. There must be at least one Offender and one Reporter per incident. In order to assign more than one role, click the Plus (+) button next to Select Role(s) again.

10. Click Add Participant Attributes.

Use this second set of steps to add a participant who is not defined in PowerSchool.

1. On the Incident List page, click the ID or title of the incident you'd like to edit.

2. Click the Plus (+) button next to Participants. The Search for Student, Staff, or Other Participants dialog appears.

3. Click Create Other.

4. Populate the First, Middle, Last names and gender fields.

5. Click Add.

6. Click the Plus (+) button next to Attributes.

7. Choose the appropriate participant attribute from the Attributes pop-up menu, if applicable. Otherwise, click the Minus (-) button to remove the Attributes pop-up menu.

8. Based on the participant attribute code, a subcode pop-up menu may appear. Choose the appropriate participant attribute subcode from the pop-up menu.

9. Choose a role from the Select Role(s) pop-up menu. There must be at least one Offender and one Reporter per incident. In order to assign more than one role, click the Plus (+) button next to Select Role(s) again.

10. Click Add Participant Attributes.

11. Click Submit Incident to save the changes.