Useful training handouts and videos to navigate the Advocate/Symplicity Database
Advocate/Symplicity Account Request
| Resource Description | Resource Link |
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| How to find your school's logo and upload it to Symplicity to use in customizable letters. | Uploading a Logo to a Symplicity Leter |
| Instructions on how to add your 'wet' signature to Symplicity so that correspondence will have your signature included. | Adding a Digital Signature to Your Symplicity Profile |
| Running a custom report in Symplicity | Custom Reports in Symplicity |
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Outlines how to setup, configure, and customize the Training Module so that users can begin processing, creating and tracking trainings. Includes information on Training Forms, Picklists, and Creating a Training |
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Includes how to add additional information to Incident, Care, Security, and Title IX cases after the original report is submitted. Includes information on Note Form(s), Adding Note(s), and Requesting Feedback from a Third Party |
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Includes information and screenshots of The Home Page, the Left Navigation Menu, Tabs, Advanced Search and other basic information and guides |
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Includes directions and screenshots of creating email and letter templates |
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| Includes information on uploading letterheads to letter templates | |
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Includes directions and screenshots of notifying staff members of all submitted CARE Reports |
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Includes information and screenshots of user rights, Title IX Forms, Picklists, Title IX Actions, and Title IX Resolutions |
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Includes how to set SMS Messaging, Creating SMS Templates, and User Rights |
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Includes information on collecting CARE Reports, Public CARE Reports, and Processing a CARE Report |
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Includes an overview of the general lifecycle of an incident, from creation to completion |
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Includes a basic overview of workflow options including Title IX Actions |
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| Provides updated Title IX Definitions | Advocate Title IX Definitions |
| Provides information on data visualization and reporting | August 2020 Release Notes |
Video Links
Title IX - Phases and Workflows Title IX - Dashboard
Title IX - Action Types Training Manager Module
Title IX Manager - New Settings Title IX - User Rights and Creating Hearing Packets
Title IX Reports - Controlling Access Title IX - Manager Information