0-2 Minimal Information Management:The BIT keeps minimal records and does not encourage team members to review case information before meetings.
The Forum recommends that teams adopt a Case Recordkeeping System such as a password protected excel spreadsheet or an electronic database to manage student case information.
3-5 Basic Information Management: The BIT keeps basic records about students of concern and team members prepare for meetings by reviewing case records.
Teams with basic recordkeeping strategies will benefit from adopting Referral Auto Alerts and Pre-meeting Briefings to facilitate rapid notification and information-sharing regarding new cases.
6-8 Advanced Information Management: The BIT uses a sophisticated database to track students of concern and analyzes key metrics.
The Forum recommends teams in this category leverage standard queries or customized reports from Case Recordkeeping Systems to regularly aggregate key metrics, allowing the groups to keep senior Student Affairs leaders as well other campus stakeholders informed about student trends and emerging populations.