Case preparation

Step by step

1. Set up school community Parent-Teacher Communication Administrator

   The administrator confirms the organization, active school community and responsible people before the case starts.

   • The administrator confirms the organization, active school community and responsible people before the case starts.
   • Updates School communities, Organizations, People

2. Prepare conversation case Parent-Teacher Communication Operator

   The operator enters the case owner, message date and community, and keeps the case in Draft while gathering its supporting detail.

   • The operator enters the case owner, message date and community, and keeps the case in Draft while gathering its supporting detail.
   • Updates School conversations, Communication events

3. Capture communication events Parent-Teacher Communication Operator

   The operator links dated event details and source identifiers to the same parent case.

   • The operator links dated event details and source identifiers to the same parent case.
   • Updates Communication events, School conversations

4. Verify case evidence Parent-Teacher Communication Operator

   The operator checks attached evidence and its verifier, submits the complete case, and validates the revision before review.

   • The operator checks attached evidence and its verifier, submits the complete case, and validates the revision before review.
   • Updates Evidence documents, School conversations

Parent-Teacher Communication Administrator

, Parent-Teacher Communication Operator.

The person who prepares the case cannot make its independent approval decision.