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        SWIS User Manual - Wisconsin PBIS Network
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1.    7     8     1     Click Merge    Revise a Record rop Student  In the Search    field  type name eae  of the record to Ee  modify  rie     Click the Search  icon   In the result set   double click on E ie    4     5     Click to select the name of the record to delete           Ethnicity  select ec    Race  select all that appiy7 Yes    Status   Active E       Student is on a 504 Plan        Not Hispanic   Latho No      Some fino    Student is on an TEP        American Indan Alaskan Native  Asan  Back  Pacfic Isander Native Hawatan  Sg Whee    Disability Category  select all that apply     Developmental Delay  Emotional Disturbance  Hearing Impairment  Intellectual Disabity  Mukiple Dsablites  Orthopedic Imparment  Other Heath Imparment             the record to  revise     Revise the necessary information     Click OK     Delete a Record    1     Type the name of the record to  be deleted in the Search field     Click the Search icon     Click to select the record to  delete    Click the Delete button     Click Delete to confirm  Click  Cancel to return to the roster     Update a Record Status    1        The Edit Student workspace     HERE   S ATIP   The SWIS Suite prevents  deleting person records  attached to referral data  If    there are duplicate person    records and each has  referral data  merging the  two records is recommended    over deleting     Check the Active  Inactive  and Archived filter boxes to display all  persons associated with the SWIS account     S
2.    A SWIS    User   s Manual    Version 5 3   September 2014    A  Al  PBISApps       How to Find Help    This manual is your first step for SWIS support  Can   t find the  information you need  Contact your SWIS Facilitator     My SWIS Facilitator Information    Facilitator Name        Phone Number        Email Address        For More Information  Are you still stuck  Visit the PBISApps support website online at    support pbisapps org    There you will find answers to many common questions  a search   able knowledge base and discussion forum  and ways to contact  PBISApps to ask your question directly        A KA    User   s Manual    Version 53   September 2014    A    i  PBISApps    Table of Contents  Overview au NA ENEREEN AN H Ke EN ARENS e dE A  Who Should Use This Manual       4  What is PBISApps                 irena eee e EREEREER nEn RE 4  What is the SWIS Suite    4  Whatis SWIS  cass  accicreteceerecararedrere   e asin aoaiargrererdtate e erred E 5  About the QR Codes      5  Login Logout EE 6  Switch Schools    60  vEKENK KREIEN ER EEN ENTENTE NEEN 7  Quick SAT EE 7  P10   eee eee R 7  Enter a Student or Statt    7  VIEW REDONS 555  sesigt evar cincdts sracerare    e SE STEEN EE Er e 8  Dashboard EEN 8  School Summary    8  Latest Referrals    i6  c60c65cca sees NN EE EEN NN EE AEN ENN tee ENEE 9  Data Integrity Summary    9  Add REGAL    5 602569 dE EE din de bonnes 10  Required Fields ysis ag siene rna n EE Ee dade eka doers eset AR 10  Copy Referral Informati
3.    Mailing Address    SWIS User s Manual 19       A    i  PBISApps      Physical Address   Phone Number   Fax Number      Grade Range    School Profile   Contact Information  Contact information for the following roles can be located and or    edited as changes occur       SWIS Contact   Admin Contact   Billing Contact    Core Data   School Days  To enter or modify School Days  from School Settings     L Click School Days under Core Data  2  Click on the school year to expand the menu     3  Type or select the number of schools days for each calendar month   Early release days count as one full day      4  Click Save     Core Data   School Enrollment  To enter or modify School  Enrollment  in School Settings     HERE   S ATIP    L Click on School Enrollment  Enrollment data should    2  Click on the correct school be entered at the same    year to expand the menu  time as the annual census    t  typicall t  3  If the school facility collects SNE    race ethnicity information   Enter the number of students  within each ethnic group  Total  School Enrollment calculates  automatically based on the race   ethnicity enrollment entered       If the school facility does not    1st   Enrollment totals only    change during a school  year if a large  10 20    change in enrollment  occurs mid year        collect race ethnicity information  Enter the total enrollment       Click Save     20 SWIS Users Manual    Note  In order to generate school wide reports such as the Average  Referral
4.  Click OK     Quick Start    Enter a Referral  From the SWIS Dashboard    L Click Add Referral located at the top of the Dashboard screen   2  Enter all required fields     3  Click Save     Note  SWIS will not save a referral until all required fields are  completed  Any missing information will be highlighted in red  and identified with a red exclamation mark when left blank     Enter a Student or Staff    L Click the Person Management icon located in the upper right hand  corner of the screen    2  Click on the correct tab  Students  Staff  Non Staff     SWIS Users Manual 7    A    i  PBISApps    3  Click Add   4  Enter all required information about the person     5  Click Save to save or click Save and New to save and open a new form  to continue adding new person records     View Reports   Click on the View Reports button within the SWIS navigation bar  to access the reports dashboard  To open a new report  click on  the appropriate report icon  The report opens with data presented  based on default report settings     Dashboard    School Summary  The SWIS Dashboard displays a School Summary  Report with the following graphs displayed        Scan for video tutorial  For instructions see page 5      Average Referrals per   Referrals By  Day per Month Grade    Referrals By Time   Referrals By Student      Referrals By    Location m  BR  EE  ez     SWIS Dashboard        SWIS Demo School        Referrals By Day    Average Referrals Per Day Per Month Q Welcome to SWIS 5  Dem
5.  ER EE 23  Require Staff and Require Student District Is  23  Applications   SWIS    0  cece cece eee eee eee e eee eeeeees 23  Maximum Actions Taken Allowed Per Referral          nnanaan0anan 23  Maximum Problem Behaviors Allowed Per Referral                  24  Referral Time Range  12298 EE 24  Track Harassment Types          0  000 cece cece cece cence eee eens 24  Track Weapon Types          0  2000 cc eee cece cece eee ee ee rreren 25  Estelle  Ask Aiden Ed tan vented ela   e ap eh 26  Other   Data 2 cies vie he doe cee doe eee eRe Ne ELE NEEN ee 28  Person Management    28  Add a New Record    30  Merge Duplicate Records      30  Revise a Recordsis eors erren Etra antao evade ect KOENEN 31  Delete a Records  eege see 31  Update a Record Status    31  Update Multiple eropgeet beta be Ee A 32  Data Integrity sins east ae se Kat Are bane kA 32  Student Dashboard   4 8 stet ck   ech eck ae eke recess 34  Appendix A   SWIS Data Entry  and Reporting Schedule                     Inside Back Cover    SWIS User s Manual 3       A    i  PBISApps    Overview    Who Should Use This Manual    The purpose of the SWIS User   s Manual is to provide SWIS users  a quick reference and trouble shooting guide  The manual is for  use by SWIS facilitators and SWIS users during initial start up   training  and ongoing use  Much of the information found in this    manual is also available online at www pbisapps org     What is PBISApps   PBISApps is a not for profit group  developed and operat
6.  Open multiple reports in    2  From the pop up dialog box  tabs for efficient access to    select to print the graph only  the information you need   the table only  or both        3  Click Print     Report Types  Core vs Additional  Reports available in SWIS are organized into two categories  Core  Reports and Additional Reports     Core Reports  The Core SWIS reports present data necessary for monitoring  school wide problem behavior patterns       School Summary   Referrals By Day Of Week      Average Referrals Per   Referrals By Problem Behavior    Day Per Month    Referrals By Grade      Referrals By Time    Referrals By Student      Referrals By Location    Additional Reports  Additional reports available within the Reports menu present data    related to specific areas of concern     14 SWIS Users Manual         Multi year reports for  Average   Suspension Expulsion  Referrals Per Day Per Month     Location  and Problem Behavior School Ethnicity      Referrals By Staff   Triangle Data    Year End    Drill Down    Teams can expand on the information presented in the Core or  Additional Reports by using the Drill Down tool  Drilling down  data leads to more targeted behavior supports and practices for    improved student outcomes     ISIS    Individual Students    OICC EN ECH o      Drill Down       SWIS Demo School      Report Filters Kee W      Action Taken    Include in Dataset Exclude from Dataset    Custom Fields X  School Year   2013 14      Date   Time     Date  
7.  Per Day Per Month or Ethnicity Reports  SWIS requires  details about School Days and School Enrollment           a School Settings o  N School Profile School Enrollment  Profile 2013 14     Contact Information Hispanic   Latino GC  EI core bata    American Indian Alaskan Native 5  School Days Asian 21  School Enrollment Black 70  Pacific Islander Native Hawaiian 5  A    Applications  White 255  General  Multi racial 21  SWIS  cico  Total School Enrollment 500  ZE other Eg                       The School Settings  gt  Core Data  gt  School Enrollment settings     Applications   General  To enter or modify General Settings  in School Settings     1     2     o n e w    Click General     Click anywhere within the row of the appropriate field to expand the  menu     Choose Yes to enable the identified feature   Choose No to disable the feature   Click Save     Close School Settings by clicking on the red X icon in the upper right  corner of the screen     Start Month  Default  August    This setting sets which month is considered the start of the year    for reporting and decision making purposes     To modify the Start Month     SWIS Users Manual 21       A    i  PBISApps    1  Select the appropriate month from the drop down menu   2  Click Save     Use 504  Default  Enabled    Schools Facilities may opt to collect data about individual stu   dents    504 status  To disable this feature   L Select No from the drop down menu     2  Click Save    HERE   S ATIP  The federal gover
8.  Referrals       Accuracy Checks                   Report Generated    Who What When                            
9. Cl Day of Week  a  i  School Year  2013 14  2012 13     Time       Generate   Save Report Template Cea           The Drill Down workspace     To use the Drill Down report   L Click on Drill Down in the SWIS navigation bar     2  From the Report Filters listed on the left  select  the data to include or exclude from the dataset  By  default  the current school year is already included Dee i  in the dataset        3  To select a specific report filter  click on the report filter to expand it     a  To include exclude  Right click on a filter and choose to Add to  Included Filters or Add to Excluded Filters     SWIS Users Manual 15    A    i  PBISApps    b  To remove  Click the filters trashcan icon     c  To move a filter between include and exclude  Click on the report filter  to move  Drag and drop it to the include or exclude from dataset section     4  Click Generate     Drill Down Options    1  Change the graph type  Use the Graph Type drop down menu to the  right of the graph to change the graph type     2  Sort the data table  Click the triangle in any column header to sort the  data in ascending or descending order      3  Save report template  Click Save Report Temple to save the specific  data filters  Choose to share the template with another SWIS user in the  school facility by checking the Share Template Within School option     4  Load a saved template  Saved Report Templates can be easily accessed  in the future by using the Load Report drop down menu located in 
10. School Wide Information System Wisconsin Dells  WI Please login using the app bar at the top of      February 25     February 27 the page  Watch this video to see how     PBIS Assessment            ISIS SWIS Facilitator Certification    The login is located in the black bar at the top of the screen        Login Logout    From your preferred internet browser  e g    Internet Explorer  Firefox  Safari  Chrome  type  in the website address www pbisapps org to       access PBISApps     Scan for video tutorial  For instructions see page 5    Once at PBISApps     1  Click on PBIS Applications Login located in the black bar  app bar  at  the top of the screen     2  Enter the email address and password associated with the SWIS account     3  Click Login   If the password is a temporary password  a prompt appears  for a permanent password to be created      4  Once logged in  slide over to the left side of the app bar and click on  SWIS Suite to access SWIS     6 SWIS User s Manual    To logout of PBISApps and a SWIS account     L Click on the user s email address located in the app bar at the top of  the screen     2  Click Logout     Note  Users can also click on the Logout icon located in the blue  bar at the top of the screen     Switch Schools    Users with access to more than one school can switch schools  without logging out of SWIS     L Once logged in and inside the SWIS Suite  click Tools   2  Click Switch School   3  Select the desired school from the drop down menu     4 
11. WIS User s Manual 31    A    i  PBISApps    2  Type the name of the record to update in the Search field  Click the    search icon     3  Right click on the record and select Set Status  Select the  appropriate status for the record       Active  the per   son is currently  associated with  the school       Inactive  the  person is  not currently  associated with  the school  but  may return   e g  transfer  students        Archived  the              Person Management  T students   ssr   ten Sarr    Students    Search  brian Sa          allt    Fiter By    Any Student   1 Si active   C imactve   C Archived           Ors   Ge Setstatus        Merge     Oset   GHentnocter Brian Bender  9 ap e  Ow os 5262  Sep    e ies Yes    i  ran oson Mole  Ore    Biemans  Satsane D  A Meroe H Inactive e  Ow 8 wies      or 3  2014  E Pont Rover    Q view n Student Dashboard va    Pagels loti    Notes    Displaying 1 3013       The Person Management workspace with Set Status menu     person is not currently associated with the school and will not be  returning Leg  graduated students      4  Click OK     Update Multiple Records    Multiple person records may be selected within the same page to    update to the same status all at once  To update multiple records    with one click     L When the Person Management list opens  scroll to the page with multi     ple records to update     2  Check the box to the left of each record to update     3  Click the Set Status button located at the top of th
12. al  Default  One    A maximum of five actions taken per referral is possible     To modify the Maximum Actions Taken Per Referral  in School  Settings     L Click SWIS under Applications   2  Click Maximum Actions Taken Allowed Per Referral   A Type or select the maximum number of actions taken to add to a referral     4  Click Save     SWIS User s Manual 23    A    i  PBISApps        e  School Settings o  S   School Profile Referral Data Entry  Profile Maximum Actions Taken 3 6  Contact Information indie  Maximum Problem Behaviors 7      A Allowed Per Referral     Core Data  Referral Time Range 7 00 AM   5 00 PM      School Days  School Enrollment Cto FRB  5 3 Active eo    A Bebing Problem Behavior Subtypes    Track Subtypes  Harassment Yes    General    SWIS Track Subtypes  Yes      Fe Use Possession of Weapons          The School Settings  gt  Applications  gt  SWIS settings     Maximum Problem Behaviors Allowed Per Referral  Default  One    A maximum of five problem behaviors per referral is possible     To modify the Maximum Problem Behaviors Per Referral  in  School Settings     L Click SWIS under Applications   2  Click Maximum Problem Behaviors Allowed Per Referral   3  Type or select the maximum number of behaviors to add to a referral     4  Click Save     Referral Time Range  Default  7 00 AM     5 00 PM    This setting allows schools facilities to select the time range  within which referrals may occur  By selecting 7 00 am     5 00 pm   referrals cannot have occu
13. al settings include     Locale      Name Sort Order   Default Graph Size   First Last vs Last First     To modify General settings  in Account Settings   L Click on General under Applications   2  Select the setting to modify   3  Type or select the preferred option for the setting     4  Click Save     Applications   SWIS  To modify SWIS Application settings  in Account Settings     SWIS User s Manual 17    A  A  PBISApps    Le  Account Settings    Li Account Profile General Settings  Profile Referral Category Sort    Show Student Names in  A Applications Dashboard Referral Lists    General Default Referral Type      Report Settings    Default Report Sort  Default Referral Type Selection    Show Only With Data Selected Ye   by Default       The Account Settings  gt  Applications  gt  SWIS settings     L Click SWIS under the Applications menu   2  Select the setting to modify and select the preferred option for the setting     3  Click Save     Referral Category Sort  Default  SWIS Order    Alphabetical will sort the labels alphabetically  SWIS Order will  sort the labels based on national usage trends     Default Report Sort  Default  Frequency    Frequency will order items on reports from least to most frequent   Alphabetically will order items on reports alphabetically  SWIS    Order will order items on reports based on national trends     Show Student Names in Dashboard Referral Lists  Default  Enabled    When enabled  the Latest Referrals section of the SWIS Dashboard  d
14. chool Settings   L Click SWIS under the Applications menu   2  Click Track Weapon Types   3  Choose Yes to enable the setting or No to disable the setting     4  To edit an existing type  click to select the label from the list and edit the    SWIS User s Manual 25       A    i  PBISApps    information in the Edit Weapon Type box     5  To add a new type  click the Add button and enter the new Labele  information in the Add Weapon Type box     6  To delete an existing type  click to select the label from the list and click  the Delete button     7  Click Save    Custom Fields   A school facility may identify additional  information needed for local decision making   district state reporting  or other purposes  For       this information  SWIS allows up to 10 custom    Scan for video tutorial    fields to be established  For instructions see page 5    HERE   S ATIP    Some examples of Custom Fields categories and labels     Category  Parent Contact Category  Hallway  Labels  Email  Mail  Phone  In Labels  East Wing  West Wing   Person  and Unable to Contact North Wing  and South Wing       To add or modify Custom Fields  in School Settings   L Click SWIS the Applications     2  Click Custom Fields     To add a new custom field   L Click Add  2  Give your new Custom Field a name by entering it in the Label field     A If integrating SWIS data with another system  type the identifier in the  Identifier field     4  Check the Display box to display the field on the referral data 
15. dd a New Record    L In the Tools menu  click Person Management    2  Click on the correct tab  Students  Staff  Non Staff    A Click Add    4  Enter all required information about the person    5  Click Save to save or click Save  amp  New to save and open a new form to    continue adding new person records     HERE   S ATIP   For students on an IEP  a disability category must be selected     To Be  Obtained    should only be selected when a record urgently needs to be  recorded but the disability category is not available  It is critical to update    this information to keep records current for reporting and decision    making  Student records marked with an IEP disability category To Be    Obtained will appear as data to correct within the Data Integrity system        Merge Duplicate Records   Merging two names will move all referrals from the    Student   Staff Non Staff to Delete    to the    Student Staff Non Staff   to Retain        L Check the Active  Inactive  and Archived filter boxes to display all person  records associated with the SWIS account     2  Locate the name of the person to be retained by typing the name in the  Search field     3  Click the Search icon   4  Click to select the name of the record to retain     5  Click Merge     30 SWIS User s Manual    In the Student Staff Non Staff to Delete field type the name of the per   son record to delete  All referrals from this record will be moved to the  Student Staff Non Staff record chosen to be retained  
16. e list     4  Select the appropriate status for the records     Data Integrity    To access the Data Integrity system     32 SWIS User s Manual       2  Click Data Integrity     L From the SWIS Dashboard click Tools     The Summary at the top of the report identifies the number of    possible errors within the account in each record type  Below    the Summary are two columns  Good Data lists the record types    without identified errors  Problematic Data lists each record type    with an itemized list of possible errors  The full report checks for    the following       Any staff  non staff  or students  missing district ids      Duplicate staff  non staff  or  student records      Staff  non staff  or students with  duplicate district ids      Duplicate referrals      Referrals out of date range   referrals before 1997 or with  future dates       Referrals out of time range   based on the Time Range  setting established in School  Settings       Referrals with Action Pending  marked as the Action Taken      Missing or incomplete School  Days data    School Days data out of range   months with more days than  possible weekdays     Missing Incomplete School  Enrollment data    School Enrollment data out  of range  greater than 2500  students     Students with a Disability Cate   gory marked as To be Obtained    Students on an IEP with no  Disability identified    Inactive Archived students  enrolled in CICO SWIS    Inactive Archived students in  ISIS SWIS with open student  fi
17. ed by  Educational and Community Supports  ECS   a research unit at  the University of Oregon  The PBISApps team manages a series   of educational tools related to the implementation of multi tiered  systems of support  MTSS   These tools include the School Wide  Information System  SWIS  Suite  PBIS Assessment  and PBIS  Evaluation  These applications have been implemented in more  than 25 000 schools in the US and abroad  PBISApps has been  making schools safer and more productive places for over 10 years  by empowering educators to make data based decisions as  problems emerge     What is the SWIS Suite  HERE   S ATIP   The SWIS Suite     a set of four Some aspects of SWIS  applications  SWIS  CICO SWIS  may be inaccessible based  ISIS SWIS  and SAMI      is a on your access level  Please  reliable  confidential  web based contact your facilitator to  information system built to have your access modified   collect  summarize  and use For more information about  student behavior data for decision access levels  see the  making  Research demonstrates support   that educators can make more article on    effective and efficient decisions PBISApps   when they have the right data  in the right format at the right       A SWIS Users Manual    time  The SWIS Suite provides school facility personnel with the  information they need to be successful decision makers     What is SWIS    SWIS allows users to collect information about discipline events    The behavior data can be instant
18. entry  workspace     26 SWIS User s Manual    5  Check the Required box if this custom field must be entered with every  referral entered     6  Click Save     7  Create a new item for the drop down menu by entering the item   s name  in the Label field under Add Label     8  Click Save   9  Keep adding new items until all information is displayed     10  Click Save     To modify an existing custom field                    1  Double click the   Edit custom Field e  label to modify  taber   Hallway  2  Modify any of    the information eech  displayed  wen  i G     R  3  Click Save    oe Aree Gos add reli tem  East Wing 6 SE  West Wing o pages  To merge two labels  ver ea e     South Wing Qo api  1  Select the item   a s  to keep  Eg      2  Click Merge  Ea      3  Select the item to The School Settings  gt  Applications  gt  SWIS  gt   remove Custom Fields  gt  Edit Custom Field settings   4  Click Merge     Note  Merging labels will update all existing referrals to use the  item label retained     To delete a custom field   1  Click on the field to delete     2  Click the Delete button  Deleting a field will remove the data for all existing  referrals associated with the field     SWIS Users Manual 27    A    i  PBISApps    3  Click Yes to confirm the deletion     To disable a specific Custom Field rather than delete it   1  Click the name of the field to hide   2  Click Edit   3  Uncheck the Display box to disable the Custom Field     4  Click Save   Other   Data  The Data I
19. isplays student names  Disabling the setting will hide student  names from this section of the dashboard     Default Referral Type  Default  Major    18 SWIS User s Manual    When entering referrals  the Referral Type drop down menu de   faults to Major or Minor based on the preference selected     Default Referral Type Selection for Reports  Default  All Referrals  amp  Majors    When graphs first display  they will display with Minors only   Majors only  or All Referrals  amp  Minors based on the preferense  selected     Show Only With Data Selected by Default for reports  Default  Yes    When enabled  graphs will only include items associated with one  or more referral in the report  When disabled  graphs will display  all possible items in the report  including those not associated    with any referral     Tools   School Settings    HERE   S ATIP    School Settings are    To access School Settings     1  From the SWIS Dashboard click Tools  set for the entire    school and will be    2  Click School Settings  een o io athe    Within the School Settings menu  school s SWIS users     schools facilities can view and mod        ify information related to       School Profile   General and Application   Specific Settings    Core Data  School Profile    The School Profile includes all physical and contact information  for the school facility  Any of the information provided in this  section can be updated with the exception of the District Name       District Name   School Name
20. jor M  Student  Select E  Grade  ae  TEP Status      Staff  e  Date   15 14 D  Time  e  Location  k    Problem Behavior  e    Perceived Motivation  e  Others Involved  x  Action Taken     k  Seclusion   Restraint  No  v  BGE              RSC    SWIS Demo School      E Find Referral    Custom Fields    Select  SS  Additional Admin Decision    Select  x          Add Referral    From the SWIS Dashboard    1  Click Add Referral     The Add Referral workspace     2  Enter all required fields  either type directly or click to select in any field     3  Click Save     Note  SWIS will not save a referral until all required fields are    completed  Any missing information will be highlighted in red    and identified with a red exclamation mark when left blank     Required Fields      Referral Type  Select major or minor from the drop down menu      Student  Type or select the  student name from the drop   down menu       Grade  Type or select the  student s grade level from the  drop down menu     10 SWIS User s Manual    Staff  Type or select the  referring staff member s name  from the drop down menu     Date  Type the referral date in  the field or select it from the  calendar icon       Time  Select the nearest time  the referral occurred from the  drop down menu       Location  Select where the  referral occurred from the  drop down menu       Problem Behavior  Select the  primary problem behavior  from the drop down menu       Perceived Motivation  Select  the perceived student 
21. les    To correct any of the records listed in Problematic Data     1  Double click the record to correct     2  Correct the information     3  Click Save     SWIS Users Manual 33    E  Zuse o    Student Dashboard    The Student Dashboard provides school facility  personnel with a comprehensive report for an  individual student with data in SWIS   CICO SWIS  and or ISIS SWIS        Scan for video tutorial    For i ic 5  To access the Student Dashboard  EES    L Click Tools  then Click Student Dashboard     2  Double click the student record to select a student to view from the  Select a Student list     3  The Student Dashboard opens with data from the current school year     4  Select another year from the drop down menu located next to the stu   dent   s name to display data from previous school year     Note  CICO SWIS data will not appear in the Student Dashboard  when previous years are selected     Student Dashboard reports include     Summary   Referrals By Location    Latest Referrals   the student s   Referrals By Day Of Week    10 most recent referrals     Average Referrals Per      Referrals Per Year Day Per Month     Suspension Expulsion a CICO SWIS Individual  Student Count  if your school     Referrals By Motivation uses CICO SWIS and the      Referrals By Time student has data       Referrals By Problem Behavior    34 SWIS User s Manual    Appendix A   SWIS Data Entry  and Reporting Schedule    School  Facilitator           Data Entry    Who What When    Office
22. ly accessed in tables  reports  and  graphs allowing for teams to easily monitor and analyze behavior   trends at the school wide  small group  and individual levels     Information entered into SWIS is confidential and secure  SWIS  protects data through the use of account specific passwords and  high quality data protection procedures  The SWIS Confidentiality   amp  Security Statement can be accessed at www pbisapps org     About the QR Codes   The QR codes in this manual  direct you to video tutorials   or additional content as  supplements to the written  instructions  To use the QR  codes you need a smartphone  or tablet with internet access  and software that can read and  interpret the codes        There are many free QR code    An example of a QR code     reader apps found in your  device   s app store   for example  the Apple App Store for iOS   Google Play for Android  or Windows Phone Store for Windows  Phone  To download an app  search    QR code reader    in the app    store on your device and download     All videos can be found on our website http   www pbisapps org  by navigating to Resources  gt  Video Tutorials in the main navigation     SWIS Users Manual 5       A    i  PBISApps    A PBISApps e DEEG    Applications      Resources   Support v About Us      a    TVEIIEI IC Webinars    NE haVe webinars to update and refresh your knowledge    Learn More       S 4 s A ams     Upcoming Trainings PBISApps Login    A KOSMIS     SWIS Facilitator Certification      
23. motivation  for the problem behavior from  the drop down menu       Others Involved  Select  whether others were involved  in the referral from the drop   down menu       Action Taken  Select the  primary Action Taken from the  drop down menu       Seclusion Restraint  Select          HERE   S ATIP   The star icon identifies the  primary problem behavior  and primary action taken   To remove any problem  behavior or action taken   click the red X next to the  data to delete  See School    Settings on page 18 for    additional information you    can collect with each referral     whether the referral included  the use of seclusion and or  restraint     Notes  Type any necessary  anecdotal information about  the referral incident into the  Notes field  500 characters      Copy Referral Information to Next Referral  Use Save  amp  Copy when more than one student is involved in the    same incident  The following referral information will be copied    over to the next referral       Referral Type   Time    Staff   Location    Date      Problem Behavior      Others Involved    To copy information from one referral to the next     1  Complete the referral entry for the first student     2  Click Save  amp  Copy at the bottom of the referral data entry screen     SWIS User s Manual 11       A    i  PBISApps    3  Enter the missing information into the second student s referral     4  Click Save     HERE   S ATIP  When SWIS identifies a referral as a possible duplicate  a window  pop
24. nment requires schools  districts  and states to collect  individual level race and ethnicity data and report aggregated data in    the following ways     Individual students must report both his her ethnicity as well  as race     Students may identify more than one race     Multi Racial is listed only as a category for aggregate  reporting purposes        Use Ethnicity  Default  Enabled    When Use Ethnicity is enabled  the SWIS Suite will require race   ethnicity data to be entered  To disable ethnicity as a required  field  in School Settings     L Select No from the drop down menu     2  Click Save     For more information about entering individual student ethnicity  and race information  please refer to the Person Management    22 SWIS Users Manual    section on page 26     Use IEP  Default  Enabled    When enabled  users will identify each student   s IEP status and  disability category  To disable this setting     L Select No from the drop down menu     2  Click Save     Require Staff and Require Student District IDs  Staff District ID Default  Enabled    Student District ID Default  Enabled    SWIS allows the school facility to utilize district internal identi   fication numbers for staff and or students in addition to the SWIS  assigned ID number  If disabled  the staff and or student SWIS ids  are displayed on reports  To disable this feature     L Select No from the drop down menu     2  Click Save     Applications   SWIS    Maximum Actions Taken Allowed Per Referr
25. ntegrity system alerts of any possible data errors within  the SWIS Suite  Errors identified within your account are based    upon the settings established in the Data Integrity School Settings   To establish settings for the Data Integrity system  in School Settings     L Click on Data Integrity under Other     2  Check the box to the left of the record type to enable a check within the  system  Unchecked record types will be ignored for data integrity errors     3  Select a date from any of the calendar icons to choose a date after  which specific record types will be included     4  Click Save     Person Management    Person Management allows schools facilities to  organize students  staff  and non staff records       associated with SWIS Suite data  See    For instructions see page 5    To access Person Management   L Click Tools     2  Under the Person Management header  select the appropriate list   Student  Staff  Non Staff  to review or modify     Note  Person Management is also located in the top right hand  corner of the application next to the Logout icon     28 SWIS User s Manual                                                                                                                                        bi Person Management          students  E Staff IR KEE      Students AIN ABCDEFGHIJKLMNOPQRSTUVW H  Search   xa Filter By   Tm      iyi   si Acte   O inactive   O Archived     Any Student    Qad   ER SetSiatus     Ay Merse   Ds students with Referrals    N
26. o Student Selected  Status District iD Name a ei Students  P preme PTEE ISIS Students    D 658576 Abby Olton S    D 394565 Alan Hawkings  D 955439 Alan Levine       gt  264838 Albert Marks e e  D 938753 Alec Lexington    D 649373 Alex Cardigan   se  D 857593 Alexa Miler      D 984765 Alexandra Hilman 6 E     575798 Alfred Neilan       gt  578330 Alfred Prince      D 45321 Alice Sakai e a  DH 376890 Allen Felton       gt  485726 Allen Piltzer         463746 allen Roberts    id page  era  gt  Pl  e Displaying 1   15 of 591      Active W  Inactive     Archived                   The Person Management workspace     Within Person Management  only records with a status matching  the selected filters will be displayed  First select from the filters  available within the drop down menu  Then  check or uncheck  Active  Inactive  and Archived to display or hide a name from the list       To see all currently active person records  check only the Active box  from the filters  The first 15 active records display in the result set       Use the navigation at the bottom of the screen to tab through the list  and view additional records     HERE   S ATIP    Search for any record in Person Management by entering any of the    following information into the Search field     SWIS Id   Last Name    District Id   Email  for Staff or Non     E ANE Staff records        SWIS Users Manual 29       A    i  PBISApps    a Click on a name to display the person s information to the right of the list     A
27. o User T  Of Week      Latest Referrals         Referrals By  Problem Behavior    fF e FF FP Ht dg e ZZ e    Click on any of  these reports to  open it ina new  screen displayed  with the report and    associated data table                    The SWIS Dashboard     8  SWIS Users Manual    Latest Referrals   Located to the right of the School Summary Report is a list of  Latest Referrals  The ten most recent referrals are listed in the  Latest Referrals section  Double click on any entry to review  edit   or print the referral  Use the navigation at the bottom of the list to  scroll to older referral entries     Data Integrity Summary   Displayed under the Latest Referrals  the Data Integrity Summary is  a list of all possible problematic data  If all data within the SWIS  Suite are accurate  the summary will not appear on the SWIS  dashboard  All possible errors listed here appear based on the  Data Integrity settings set in School Settings     Double click any entry to review and edit any information within    the Data Integrity workspace     Categories to appear in the summary include       Students    Staff  HERE   S ATIP    Non Staff For instructions on how to setup    School Days Data Integrity settings see page    28 and to correct problematic    School Enrollment    data see page 32          Referral    CICO  s ISIS    SWIS Users Manual 9    A    i  PBISApps    ISIS       Individual Students    Add view o  8 Dot sal  Een WE  WS  Sen  Referral Entry  Referral Type    Ma
28. on to Next Referral                    000055 11  er A TEE 12  Harassment Type and Weapon Type  cece e cece eeees 12  Find and View  Edit  or Delete Referral  00 cece eeeee 12  VIEW REDOING EE Ee  EEN 13  Refine a Report cis e si EINEN nn baa site SEELEN AE 14  Print a  REPOT EE 14  Report Types  Core vs Additional  00 cece eee cece cence 14  Core REPOS EE 14  Additional REDON  2 od cits Eed dE de 14  Drill DOWN EE 15  Drill Down Options              0 0 cece cece cece eee eee e eee eens 16  Print a Drill Down Report    16  Tools   Account Settings      16  Account Profile  cesc eor erenn ea Ar aer see Ree eler 17  Applications   General    17  Applications   SWIS    00    cece cece eee e cece eee eeeeeeeee 17    2 SWIS Users Manual    Referral Category Sort SN ge SEENEN NNN KEES EE ene LS 18  Default Report Softers isens esh geseis ele Age 18  Show Student Names in Dashboard Referral Lists                     18  Default Referral Type 2 2 0    00  c ccc eee eee eect rnnr nrnna 18  Default Referral Type Selection for Reports    cece neces 18  Show Only With Data Selected by Default for reports                  19  Tools   School Settings                ccc cece eee e eens 19  School Breple d KENNEN NEEN KE ENEE EEN 19  School Profile   Contact Information                00  ee eee eee eee 20  Core Data   School Days    20  Core Data   School Enrollnment   eee ee eee cece eeee 20  Applications   General    21  Start MOA DEE 21  MS AE EE 22  Use Ethnicity een eh dee RE  22  USS
29. rred before 7 00 am or after 5 00 pm   Selecting 12 00 am     11 45 pm allows referrals to occur any time  of day     Track Harassment Types  Default  No    Schools Facilities may choose to track specific harassment types    24  SWIS User s Manual       for fine grained identification  With Track Harassment Types enabled   SWIS provides a list of federally recognized harassment types from   which to select when Harassment is chosen as a problem behavior  during data entry  These types can be edited per school facility     To edit Track Harassment Types  in School Settings   L Click SWIS under Applications   2  Click Track Harassment Types   3  Choose Yes to enable the setting or No to disable the setting     4  To edit an existing type  click to select the label from the list and edit the  information in the Edit Harassment Type box     5  To add a new type  click the Add button and enter the new label s  information in the Add Harassment Type box     6  To delete an existing type  click to select the label from the list and click  the Delete button     7  Click Save    Track Weapon Types  Default  No    Schools Facilities may choose to track specific weapon types to  allow for fine grained identification  With Track Weapon Types  enabled  SWIS provides a list of the most common weapon types  from which to select when Use Posession of Weapons is chosen as  a problem behavior during data entry  These types can be edited  per school facility     To edit Track Weapon Types  in S
30. rt  of the referral displays to the right        E Find Referral     b  To edit the referral       a ee 7  SS Double click on a  vo  rm entrain referral  Revise referral  m     p pey Soy information as neces     sary  Click Save     zeien Grups  Ostes Tme suse   aptent Bom Bender    ere       c  To delete the referral   Click a referral to select  it  Click the Delete  button located in the       upper right hand corner   BS Ee of the result set  Click   The Find Referral workspace  Delete to confirm     inn Bender                View Reports    Reports SWIS Demo School         open Report     SWIS   Core Reports    SWIS   Additional Reports   CICO   Reports     Saved Reports     a    SWIS Reports    Core Reports    A School Summary    GA    Additional Reports    Ca i  Average Referrals   Location   Multi Year  Multi Year    A i       The View Reports dashboard     Click on the View Reports button within the SWIS navigation bar  to access the reports dashboard  To open a new report  click on    SWIS Users Manual 13    A    i  PBISApps    the appropriate report icon  The report opens with data presented  based on default report settings     Refine a Report  1  Open the desired report     2  In the Options section of the report screen  modify  the options as needed        Scan for video tutorial  For instructions see page 5    3  Click Generate     Print a Report    1  Within a generated report  click  the Print icon located to the HERE   S ATIP    right of the Generate button 
31. s up on the screen prompting to go back and edit the referral you    just entered or continue saving the possible duplicate  If you choose    to save the possible duplicate without editing it  the record will appear    in the Data Integrity Summary as a potential error        Custom Fields   A school or facility may identify additional information about a  referral necessary for local decision making  district state report   ing  or other purposes  SWIS allows up to ten custom fields to be  added  Custom Fields can be enabled  disabled  or modified to fit  local needs  Management for Custom Fields is located in School  Settings     Harassment Type and Weapon Type   When Track Harassment Types and Track Weapon Types settings  are enabled  SWIS provides the subcategories to identify the type  of harassment or type of weapon associated with the referral   Harassment Type and Weapon Type labels can be enabled  disabled   or modified in School Settings     Find and View  Edit  or Delete Referral  To find a specific referral  or group of referrals to  view  edit  print  or delete     L Click the Find Referral button located in the upper  right hand corner of the Add Referral data entry  screen  Note  You can also locate Find Referral in       Scan for video tutorial    the Tools menu  For instructions see page 5    12 SWIS Users Manual    2  Enter search criteria into the chosen fields  and click Search     a  To view the referral data  Click a referral to select it  A summary repo
32. the  top right hand corner of the Drill Down dashboard space     Print a Drill Down Report  L Click the Print icon located beside the report   s graph     2  Select to print either the graph only  the table only  or print both the  graph and table     3  Click Print     Tools   Account Settings    Account Settings allow an individual user to update personal  profile information and update personalized application settings  to accommodate data entry or reporting preferences  An account   s  settings are stored individually for each password accessing SWIS   allowing each user to customize SWIS for individual usage     To access Account Settings     1  Click Tools     16 SWIS User s Manual    2  Click Account Settings     Within the Account Settings menu  schools   facilities can view and modify information related  to Account Profile and SWIS Suite Applications        Scan for video tutorial  For instructions see page 5    Account Profile  Account Profile Settings allow a user to verify and update name   contact email  username  password  or avatar     To modify Account Profile Settings  in Account Settings          Click on Profile under Account Profile     Click the name of the section to edit     2  3  Type the new information to modify Account Profile information   4  Enter your current password for changes to take effect    5      Click Save     Applications   General  Applications settings allow users to enable specific settings    according to personal preference  Gener
    
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