What is Referred Incidents setup?
The Referred Incidents notification setup area allows you to create automatic notifications for specific staff about Referred Incidents involving particular behaviour reasons.
When a Referred Incident notification is triggered, receiving staff are notified via the web browser notifications area, the Satchel One mobile app, and/or email - depending on which options are selected when setting up the notification.
To access the Referred Incidents notification setup area, navigate to Tools > Apps > Behaviour > Referred Incidents.
đ The actions within this section are controlled by the Referred Incident notification setup permission
View Referred Incident notifications
In the Referred Incidents notification setup area, any existing Referred Incident notifications are listed in table format.
For each existing notification, youâll see a summary of the Behaviour reasons which trigger it, groups of staff who receive it (group memberships), and any individual members of staff who receive it.
Under Actions on the right-hand side, click View to see the notification in more detail, or click the dustbin icon to delete it. If you click View, youâll be able to edit the notification on the next screen.
Create Referred Incident notifications
In the Referred Incidents notification setup area, click âCreateâ on the top right-hand side to create a new trigger.
On the next screen, youâll see a form containing three boxes - âDetailsâ, âNotify group membersâ and âNotify staffâ.
Here are the options included within each box:
Details
Name - Type the name of your Referred Incident notification.
Behaviour reasons - From the dropdown menu, select the Behaviour reasons. When a Referred Incident is created using any of these reasons, it will automatically trigger a notification for the staff selected. You can select multiple reasons.
Notify group members
Role - Select the group membership (e.g. Head of Year) which should be automatically notified when a Referred Incident of this type is created. All staff within this group membership will be notified.
Notification type - Select how staff in this group membership should be notified - Web, Mobile or Email. You can select more than one option.
Click âDoneâ to add this group membership to your Referred Incident notification.
đ Please note: Group memberships are not the same as Roles. If Satchel One is syncing data from your schoolâs MIS via Groupcall XoD or Wonde, group memberships may be imported (assuming MIS compatibility). Otherwise, we can create group memberships on your behalf directly in Satchel One. Please ask for details.
Notify staff
Staff - Select the individual member(s) of staff who should be notified when a new Referred Incident is created using the linked behaviour reasons.
Assign staff to referred incident - If this box is ticked, the selected staff will be automatically assigned as the owner of the Referred Incident upon its creation. However, you may wish to leave this box unticked, so that staff are notified about the incident (Web, Mobile or Email) but not assigned as the owner.
Notification type - Select how staff member(s) should be notified - Web, Mobile or Email. You can select more than one option.
Click Done to add these staff member(s) to your Referred Incident notification.
Once youâve added all the required information in each box, click âSaveâ at the bottom to create your Referred Incident notification.
Edit Referred Incident notifications
In the Referred Incidents notification setup area, click âViewâ next to the existing notification which youâd like to edit. Youâll see three boxes - âDetailsâ, âNotify group membersâ and âNotify staffâ. All three boxes include editing options.
Details - In the Details box, click the pencil to edit. Youâll see two options:
Name - Rename your Referred Incident notification.
Behaviour reasons - Edit the Behaviour reasons linked to your Referred Incident notification via the dropdown menu. When a Referred Incident is created using any of these reasons, it will automatically trigger a notification for the staff selected. You can select multiple reasons.
Notify group members - Under âNotify group membersâ, youâll see any existing group memberships linked to this Referred Incident notification. These staff are currently being notified when a new Referred Incident is created using the linked behaviour reasons.
Youâll also see how these staff are being notified - indicated by the green ticks under Web, Mobile or Email:
To change how staff in this group membership are notified, click the pencil under Actions. To remove the group membership from this Referred Incident notification entirely, click the dustbin icon under Actions.
To add a new group membership to this Referred Incident notification, click the plus (+) button on the top right-hand side of the box. Then populate the required options:
Role - Select the group membership (e.g. Head of Year) which should be automatically notified when a Referred Incident of this type is created. All staff within this group membership will be notified.
Notification type - Select how staff in this group membership should be notified - Web, Mobile or Email. You can select more than one option.
Click âSaveâ to add this group membership to your Referred Incident notification.
Notify staff - Under âNotify staffâ, youâll see any individual staff currently linked to this Referred Incident notification. These staff are notified when a new Referred Incident is created using the linked behaviour reasons. In this box, youâll see how these staff are currently being notified - indicated by the green ticks under Web, Mobile or Email.
To change how these individual staff are notified, click the pencil under Actions. To remove a member of staff from this Referred Incident notification, click the dustbin icon under Actions.
To add a new member of staff to this Referred Incident notification, click the plus (+) button on the top right-hand side of the box. Then populate the required options:
Staff - Select the individual member(s) of staff who should be notified when a new Referred Incident is created using the linked behaviour reasons.
Assign staff to referred incident - If this box is ticked, the selected staff will be automatically assigned as the owner of the Referred Incident upon its creation. However, you may wish to leave this box unticked, so that staff are notified about the incident (Web, Mobile or Email) but not assigned as the owner.
Notification type - Select how staff member(s) should be notified - Web, Mobile or Email. You can select more than one option.
FAQ
Question | Answer |
Can I add multiple group memberships and/or individual members of staff to a Referred Incident notification? | Yes, you can. This needs to be done one at a time, because you might want different staff to be notified in different ways. |