Symplicity Resources

Useful training handouts and videos to navigate the Advocate/Symplicity Database

Advocate/Symplicity Account Request

Resource Description Resource Link
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

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

Training Manager Set-up Guide

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

Using Notes Guide

Includes information and screenshots of The Home Page, the Left Navigation Menu, Tabs, Advanced Search and other basic information and guides

Navigating in Advocate/Symplicity

Includes directions and screenshots of creating email and letter templates

Creating Email and Letter Templates

Includes information on uploading letterheads to letter templates

Letterhead to Templates

Includes directions and screenshots of notifying staff members of all submitted CARE Reports   

Setting up Care Report Notifications

Includes information and screenshots of user rights, Title IX Forms, Picklists, Title IX Actions, and Title IX Resolutions 

Title IX Manager Set-up Guide

Includes how to set SMS Messaging, Creating SMS Templates, and User Rights

Messaging Service with SMS

Includes information on collecting CARE Reports, Public CARE Reports, and Processing a CARE Report

Lifecycle of a CARE Report

Includes an overview of the general lifecycle of an incident, from creation to completion 

Lifecycle of an Incident Report

Includes a basic overview of workflow options including Title IX Actions

Lifecycle of a Title IX Report

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