Campus Kaizen

Guardian Updates and Enhancement Logs 3

• 2024.07 Guardian Update
• 2024.04 Guardian Update
• 2023.12 Guardian Update

Setup & Configuration 67

• Managing Incident Types - Create, Modify, Archive
• Managing Workflows & Processes
• Managing Organizations - Create, Modify, Archive
• IR Form Builder - Managing Incident Report Questions and Fields
• Managing Email Templates - Create, Modify, Archive

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Case Management - Tasks 60

• Access Levels and User Roles
• Case Management - General
• Assigning or Changing a Case Owner
• Adding an Expected Close Date
• Converting an IR to a Case

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Case Management - FAQ 6

• How do I prove that a student viewed a letter, email or document? aka Read Receipts
• What happens after an Incident Report is submitted?
• How do I submit an Incident Report or Case?
• What can an Involved Party or Student see from the User/Student Portal?
• Login Issues

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Reports and Statistics 10

• Overall Statistics Page
• Current Situation Page
• Custom Report Builder - Create custom reports
• Saved Reports - Saving, modifying, removing custom reports
• Scheduled Reports - Scheduling & modifying automated reports

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User Access Levels 1

• Managing Employee and Staff Access Levels

Data Imports 3

• Using the Manual Data Importer to Import Student, Employee, Class Schedule Records
• Data Import Errors - Import File Formatting
• Data Imports - Errors, Error files, Why Records Fail to Import

User/Student Portal 4

• Viewing Case Information
• Submitting Sanction Documentation for Completion Approval
• Making an Appeal
• How to Complete a Case Form from the Guardian Portal

General FAQ 1

• How to change or update the email address of a user