EBR - How to Review Behavioral Threat Assessment Sections

Learn how to effectively review, comment on, and approve sections to the Behavioral Threat Assessment Guide and Student Support plan. This guide walks you through the workflow panel tools to help you leave comments, manage change requests, and finalize approvals.

10 steps

[Video Walkthrough](https://www.loom.com/share/35f5e89769b84ebabd5606ff070d4df3)

Request Changes

Open the assessment section you wish to review by clicking on the title.

Click "Reveal Workflow Panel"

This will open the panel where you are able to view any comments, requests, or communication between you and the author of the assessment section. You are able to comment, request changes, reject, or approve the section. Click the name of the action you wish to take, optionally leave a comment for additional context, and click "Send." This will send an email notification to the author of the section with a direct link to open the assessment section.

In this example, we have requested changes and left a comment. Changes have been requested and the author of the section is able to edit the document and request approval once again.

Click the "Back" arrow to go back to your Outreach dashboard. Note the status of this section of the assessment now reads "Changes Requested."

Section Approval

Open the assessment section you wish to review by clicking on the title. In this example, we will leave a comment and approve the section.

Click "Reveal Workflow Panel"

To comment, click "Comment Only," leave a comment in the text box, and click the "Send" button. This will send an email notification to the author of the section that you have left a comment.

To approve, click the "Approve" button. You are able to leave an optional comment when approving, however it is not a requirement. Click "Send" to approve the assessment. An email notification is sent to the author of the section that their section has been approved.

Since you are the district administrator for Outreach, you are able to optionally submit this on behalf of the author. Since the author should be submitting their own sections of assessment sections to the Concern/Incident file, exit out of this popup. Return to your dashboard at any time by clicking on the back arrow.

EBR - How to Review Behavioral Threat Assessment Sections

10 steps

[Video Walkthrough](https://www.loom.com/share/35f5e89769b84ebabd5606ff070d4df3)

Request Changes

Open the assessment section you wish to review by clicking on the title.

Click "Reveal Workflow Panel"

In this example, we have requested changes and left a comment. Changes have been requested and the author of the section is able to edit the document and request approval once again.

Click the "Back" arrow to go back to your Outreach dashboard. Note the status of this section of the assessment now reads "Changes Requested."

Section Approval

Open the assessment section you wish to review by clicking on the title. In this example, we will leave a comment and approve the section.

Click "Reveal Workflow Panel"

To comment, click "Comment Only," leave a comment in the text box, and click the "Send" button. This will send an email notification to the author of the section that you have left a comment.