Account settings can be accessed by clicking the App button (whistle) at the top of the menu. The Settings view lets you access deleted incidents, change your password, and customize the behavior of your account.

School Terms

You should begin each school year by adding a new school term to your account and setting the term as the Current School Year. You can add a new school term by clicking the New Term button in the toolbar, entering the first and last day of school, specifying district holidays, and clicking the Add button. Access reporting from different terms by clicking on the terms button in the toolbar of any report.

School or Schools

Set your list of schools (district) and edit school information, including: the district code for each school, address, phone number, school day, and action tracking settings.


Import, add, edit, and unenroll students from your account. While it is possible to manually manage student records, we strongly encourage importing student records. You can re-import your students at any time to update existing students, add new students, and hide students from view who are no longer enrolled at your school. Importing students does not affect your incident data in any way and incidents for unenrolled students will remain accessible. There are three things to remember:

  1. Make sure you always import a complete snapshot of your enrollment (as opposed to just new students or a single grade level).

  2. Make sure the column layout matches the instructions at Settings -> Students exactly. We do not support extra columns or out-of-order columns.

  3. Make sure you always use the same student number for every import. Some student information systems support multiple student number types.


Add, edit, and remove employees from your account.


Lists of actions, arrangements, injuries, locations, offenses, positions, subjects, and weapons can all be customized to align to your district or state reporting standards. To add an item to the list, click the add button in the toolbar. To remove an item, click the remove button in the toolbar. Removing an item will not affect incident data, but prevent the item from being selected for future incidents. Several lists allow you to specify additional characteristics for each item:

District Code
The district code used when reporting incidents or importing your students.

Policy (Offenses) The relevant district policy or code-of-conduct that fully defines the offense. This information can be used to populate parent letters and other templates.

Administrator Use Only (Offenses, Actions) Restrict use of the item to building and district administrators. For example, you may have several actions that can only be assigned by administrators.

Duration Required (Actions) Require that the user specify a duration when assigning the consequence. For example, check the box for out-of-school suspension to ensure that each use of that action is properly documented.

Instructional Cost (Actions)
Indicates that a student assigned the consequence will miss classroom instruction as a result of the action. This provides you with a measure of the impact your discipline program has on student instructional time.

Victim (Offenses)
Indicates that the offense type involves a victim. Users will be required to specify victims for any incident for these offenses.

Templates gives you the ability to create document templates for a wide variety of purposes. More than 50 fields are available for use when creating your document templates. Some document ideas include:

  • A special parent letter for use when a student receives his or her first office referral that includes information about your school’s code-of-conduct or discipline plan.
  • A combination document that includes a parent letter and record of disciplinary action so you can print both documents at the same time.
  • A parent letter that corresponds with a specific type of disciplinary action, such as a suspension letter that includes driving directions to a district suspension facility.
  • A document containing the fields your office staff need for district, state, or province reporting.
  • A document for very serious offenses for reporting incidents to local law enforcement agencies.

Deleted Incidents

The deleted incidents list provides a convenient way to locate and restore incident data that was deleted from your account. All users have access to this view, which will only show incident data that they can access through their reports. Users with the ability to delete incidents can also restore individual incidents from this list.


Change your password by clicking the user button at the top-right and choosing Change Password. Passwords must be between 6 and 20 characters in length and cannot be the same as your username. If you are using the default password, you will be prompted to change your password each time you login.

You should choose a password for your account that is not easy to guess. The inclusion of numbers and special characters such as !, @, #, $, %, &, and * will improve the strength of your password and make it more difficult for an unauthorized individual to gain access to your account.