X2 Conduct Referral Using the Conduct Workflow

Purpose: to manage and track conduct incidents for students 1. Log into X2 2. Click Pages (top tab) 3. Under Tasks widget click Initiate
If you dont see Tasks widget click Set Preferences Next click HOME tab and check box next to Tasks

4. Select Date of Incident

5. Click Selected to choose student(s) from ALL active MHS students Check box for desired student or boxes for multiple students Click OK Click NEXT. The wizard displays Step 2. To select another page alphabetically use the pick list. Remember: this list shows only the first student name on each page To quickly move from page to page use the right arrow

6. Use the following table to enter information in the fields:

Parent/Student Portals displays all information entered below

Field Incident date Incident time Incident ID Description Today's date automatically appears. Or, type or select the date the incident occurred. It can be the current or a previous date. The current time automatically appears. Or, type the time the incident occurred. If your incident IDs are auto-assigned, the system automatically enters an ID. You may be able to edit this value to match another conduct incident that might be related. To assign a new incident ID to an existing incident, on the Options menu, click Reassign incident ID. Click the drop-down to select the code that best describes the incident or is the most egregious offense (if more than one). For example, if a student was caught smoking and cutting gym class, you might select Smoking as the primary code. Click the drop-down to select the location of the incident. For all states, type a detailed description of the incident. This information does not get sent to the DESE. (Remember this can be seen by the Parent and or Student on the Portal)

Incident code

Incident location Description

7. Click Next. The wizard displays Step 3. 8. Confirm the information and click Finish. The workflow now appears in the Tasks area for any user (House Principal) who is listed as a participant in the next phase of the workflow. (X2 forwards your incident to the appropriate House Principal).
Note: After you complete a task on your list, the system removes it and lists any new tasks you are responsible for. To view the tasks you completed, select Closed Tasks.

To view House Principals action, select Closed Tasks, then click Conduct Referral for the desired student.
You can view Conduct Referrals from the TOOLS TAB TOOL (top tab) click side tab to view Initiated Workflows You can also view House Principals actions by selecting Initiated Workflows and then click Conduct Referral.

Click the Pencil to view House Principals action