You can generate a report on disciplinary incidents involving a student, e-mail the report to parents, and save the report to the student's portfolio and/or a school directory.

TABLE OF CONTENTS

• Generate Incident Reports
• E-Mail Incident Reports
• Save Incident Reports to Students' Portfolios
• Save Incident Reports for Your Records

Generate Incident Reports

Follow these steps to generate a report on all incidents for a student or a specific disciplinary incident:

Important: Your school administrator must give you permission to view disciplinary incidents.

1. On the Shortcut bar, click Discipline, and then click Incidents.
2. On the left panel, click Lookup [F6] and double-click the student's name.
3. See the appropriate heading below.

Generate a Report on All Incidents Related to a Student

To generate a report on all incidents related to the student, follow these steps:

1. Click +Print  > Default and do one of the following:

• Click 1. All incidents...details to generate a list of all incidents with details

or

• Click 2. All incidents...no details to generate a list of all incidents.

2. Click Next.
3. Optional: To print the report, click in the Report Viewer, select the appropriate printer options, and then click Print.

Generate a Report on One Incident

To generate a report on one incident, follow these steps:

1. Click the incident.
2. Click +Print > Default and do one of the following:

• Click 3. This incident only to generate a detailed report on the selected incident

or

• Click 4. This incident only...with address to generate a detailed report that includes the student's address.

3. Click Next.
4. Optional: To print the report, click in the Report Viewer, select the appropriate printer options, and then click Print.

Tip: On the Incidents screen, you can generate an All Incidents With Details report by clicking , and then Default.

E-Mail Incident Reports

Follow these steps to e-mail a disciplinary incident report to a student's parents or guardians:

Important: Your school administrator must give you permission to view disciplinary incidents.

1. Generate the report. (See Generate Incident Reports.)
2. In the Report Viewer, click E-Mail [F11].
3. In the Administrator's Plus E-Mail dialog box, edit the default e-mail message as necessary and click Send.
4. In the E-Mail Summary dialog box, verify all e-mail recipients and click Send.

Save Incident Reports to Students' Portfolios

You can save a specific incident report to a student's portfolio, or you can set your specifications so that each time you generate incident reports, you're prompted to save all the reports to the appropriate students' portfolios.

Important: Your school administrator must give you permission to view disciplinary incidents.

Save a Specific Report to a Student's Portfolio

To save a specific incident report to a student's portfolio, follow these steps:

1. Generate the incident report. (See Generate Incident Reports.)
2. In the Report Viewer, click Convert to PDF [F6].
3. In the Convert to PDF dialog box, select the Add to Portfolio check box.

4. Click Ok, and then click Done.
5. In the Add to Portfolio dialog box, enter any additional information, click Yes, and then click Done.

Save All Reports to Students' Portfolios

To be prompted to save all incident reports to the appropriate students' portfolios, follow these steps:

1. On the Toolbar, click E-Mail > Report Wizard > Discipline Programs.
2. In the Select a Discipline Program dialog box, double-click Incidents.
3. In the E-Mail Report Wizard dialog box, select the Add to Portfolio check box, and then click Next.
   
4. In the report template, click Accept to save your changes.

Important: When you generate reports using this template, click Yes when prompted to save the reports to the appropriate students' portfolios.

Save Incident Reports for Your Records

You can save a student's incident report for your records using the following steps:

Important: Your school administrator must give you permission to view disciplinary incidents.

1. Generate the incident report. (See Generate Incident Reports.)
2. In the Report Viewer, click Convert to PDF [F6].
3. In the Convert to PDF dialog box, select Save to Disk and click  to specify where you want to save the PDF file.

Tip: To make the selected folder the default folder for all your saved PDF files, select Select Current Folder as the Default.

4. To rename the file, double-click File Name and begin typing.
5. Click Ok, and then click Done.