20 claims on pp. 42–74 (statement 17, evidence 1, definition 2).
The policy should set parameters for when the BTAM team convenes and responds to a report, and should allow a low threshold of concern.
Establish parameters for when the BTAM team will convene and respond to a report. The policy should allow for a low threshold of concern
cite page 42 Step 2: Establish BTAM Program Policy and Procedures
SOPs should account for each phase of the BTAM process, including how concerns are identified and reported, how inquiries and full assessments are conducted, and what resources are available.
account for each phase of the BTAM process and what should be accomplished within each phase, including how concerning behaviors will be identified and reported, how the BTAM team will conduct an inquiry or a full assessment
cite page 42 Step 2: Establish BTAM Program Policy and Procedures
Large organizations that receive many reports can use a more complex triage process that preliminarily evaluates imminence and relevance to the BTAM team.
large organizations that receive many reports can utilize a more complex triaging process in which reports undergo a preliminary evaluation of their imminence and relevance to the BTAM team
cite page 57 Step 4: Identify and Process Reports of Concerning Behavior
A report is actionable if it contains enough detail to facilitate investigation and is relevant to the purpose and scope of the BTAM program.
The report should contain enough details about the situation that elicited concern to facilitate further investigation
cite page 57 Step 4: Identify and Process Reports of Concerning Behavior
Most non-imminent reports that are credible and actionable should be routed to the appropriate party, usually the organizational BTAM team, for inquiry and assessment.
should be routed to the appropriate party, usually the organizational BTAM team, for inquiry and assessment (see Step 5)
cite page 57 Step 4: Identify and Process Reports of Concerning Behavior
Information gathering can be phased, beginning with a preliminary inquiry and, when appropriate, a full assessment.
Gathering information can be accomplished using a phased procedure beginning with a preliminary inquiry and, when appropriate, conducting a full assessment
To evaluate risk, BTAM teams should conduct a preliminary inquiry and/or full assessment to systematically gather information and develop a comprehensive understanding of the individual of concern's thinking and behaviors.
To accomplish this, BTAM teams should conduct a preliminary inquiry and/or full assessment to systematically gather information to develop a comprehensive understanding of the thinking and behaviors of the individual of concern.
Figure 9 (the left half of a two-page flowchart) starts at a received report and asks whether it involves an imminent threat to life. If yes, it goes to Emergency Response and loops until the situation is stabilized, then to Move to Full Assessment. If no, it asks whether the report is actionable and credible: if yes, a Preliminary Inquiry (initial interviews and records review, analysis of available information) leads to the question of whether there is a safety concern; if no, Make Referral to Alternative Resources.
Move to Full Assessment
Following initial triage of any actionable report of concerning behavior, a preliminary inquiry serves as the minimum level of response.
a preliminary inquiry serves as the minimum level of response
The objective of the preliminary inquiry is to establish enough context to decide whether the case should be closed or elevated to a full assessment.
The objective of the preliminary inquiry is to establish enough context to assess whether the case should be closed or elevated to a full assessment
A preliminary inquiry may involve interviews with the reporting person(s), the individual of concern, and others familiar with the situation, such as supervisors or HR.
This process may involve conducting interviews with the reporting person(s), the individual of concern, and others who are directly familiar with the individual or situation
Why inferred 'may' describes an optional method; typed as process guidance rather than conjecture.
If the preliminary inquiry reveals a possible risk of harm or that more information is needed, the BTAM team should proceed with a full assessment.
If the preliminary inquiry reveals that the individual may pose a risk of harm or that more information is necessary to make that determination, the BTAM team should proceed with a full assessment
A full assessment is conducted when the reported concern is objectively concerning enough to bypass a preliminary inquiry and move immediately to full assessment.
the reported concern is objectively concerning enough to bypass a preliminary inquiry and move immediately to a full assessment
A full assessment is conducted when the preliminary inquiry reveals a substantial concern.
the preliminary inquiry reveals a substantial concern
A full assessment is conducted when the preliminary inquiry alone did not yield enough information to make an assessment of risk.
the preliminary inquiry alone did not yield enough information to make an assessment of risk
This tiered approach ensures that resources are allocated appropriately and that every report receives an appropriate individualized response.
This tiered approach ensures that resources are allocated appropriately and that every report receives an appropriate individualized response.
One early and necessary determination in the BTAM process is whether a report of workplace concerning behavior needs a preliminary inquiry or a full assessment.
One early and necessary determination in the BTAM process is distinguishing between the need for a preliminary inquiry or a full assessment when responding to reports of concerning behavior in the workplace.
Preliminary inquiries are limited in scope and designed to quickly gather enough information to understand the concern and the context needed to decide next steps.
Preliminary inquiries are limited in scope and designed to quickly gather enough information to establish an understanding of the concern and the context needed to determine next steps.
Information for a preliminary inquiry may also come from additional sources, such as a review of the individual's publicly available social media, as needed.
Information for a preliminary inquiry may also come from additional sources, for example, a review of the individual's publicly available social media, as needed.
Why inferred Typed statement, not conjecture: the 'may'/'might'/'can' is permissive guidance (what a team may do), not speculation about what is the case.
Preliminary inquiry forms should capture the nature of the report, sources reviewed, initial findings, and a determination of action.
Preliminary inquiry forms to capture the nature of the report, sources of information that must be reviewed, initial findings, and a determination of action
Find the Perfect Training Class For You
