Use Conduct Referral Workflows

Aspen workflows are used to coordinate a multi-step process involving one or more users from start to finish. For managing conduct incidents, the Conduct Referral workflow displays as a checklist which allows all involved in the process to track progress. It includes steps to:

  • Enter a conduct incident into Aspen.
  • Determine if the incident is bullying, and if so, investigate the incident.
  • Enter the action the student or school will take to rectify the incident.
  • Record when the student or school completes all associated steps.

Users who are assigned a workflow task can manage and access their tasks from the Home page.

See Creating and Managing Workflows.

The Conduct Referral workflow includes two steps or phases.

  • Referral: User with the proper privileges (Read access to the Student Conduct Incident system table in the Student category), such as a teacher, enters the conduct incident into Aspen from the Tasks widget on their Home page and types a description of the incident.
  • Determine action: User with the Conduct Manager user role, such as a vice principal, reviews the incident details and dismisses the incident by not reporting it (which discards the incident record); posts it and adds actions to the record; or investigates the incident for bullying (this launches the Bullying Investigation workflow).

    Notes:

    • For steps with multiple outcomes, after you click the step, you select the outcome. For example, when you click the Determine action step, select Post, Do not record, or Investigate (Bullying).
    • You can print the form by clicking Print icon. .

These steps are already entered into Aspen as part of the Conduct Referral workflow. If needed, you can customize the workflow to address your district's or school's specific needs.

To view the details of the workflow steps or to modify the conduct workflow: