Advancement · School Operations

Everyone who walks in,
accounted for.

A visitor procedure builder for school offices: describe your doors and people, keep the practices that fit your building, and print a front-desk card and a staff checklist that match it.

Open the checklistWhat you get
$5one-time · every device you sign in on
Buy · $5

Included with Caveat Classroom and Whole-school licenses. Or get it in the School operations toolkit, $49 for 32 items.

The checklist

The worked example is a made-up middle school with four doors and a paper sign-in log. Change it to your building; it saves in this browser.

Loading the checklist. If nothing appears, turn on JavaScript.

What you get

Advancement · School Operations$5 · included with Classroom and Whole-school licenses

What you finish with
A visitor procedure written for your building, with an owner for each area; a half-page front-desk card with the check-in steps in order; an all-staff checklist; and a list of gaps still to close.
Who it is for
Principals, assistant principals, office managers, front-desk staff, safety teams and facilities leads.
Format
Browser tool. Prints the front-desk card, the staff checklist and the full procedure; downloads the procedure as text; export and import a file to share it with the safety team.
Access
$5 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the School operations toolkit ($49) and the Advancement Suite pass ($99), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The School Operations space in Caveat Advancement.
Support
Questions, a correction or a request: team@caveatacademic.com.

How to use it

  1. Load the worked example, or start blank with your building name and visitor hours.
  2. List your doors and mark the one visitor entrance. Name the roles and numbers, and pick badge colors.
  3. On step 2, untick practices you do not use, reword any step, add your own rules and name an owner for each area.
  4. Close the gaps the readiness panel lists.
  5. Print the front-desk card for the counter and the staff checklist for the next staff meeting.

Open the checklist

Where the practices come from

General practice; your district and state set the rules.

What the steps are built on

The eight areas follow widely shared school safety guidance: control access with one visitor entrance and locked doors, confirm who each visitor is and why they are there, make visitors visible with dated badges, keep them with an escort, screen and train volunteers, manage contractors and keys, account for everyone at sign-out, and include visitors in emergency plans and drills. The readiness panel checks only what a page can check: that the parts of the procedure exist and have an owner.

The wording on this page is general practice. It makes no claim about what any state or district requires.

Before you adopt it

Check your procedure against district policy and your state's requirements for volunteer screening, visitor identification, records and emergency plans; those differ from place to place and change over time. Custody and restraining orders need care: keep copies on file, and follow district guidance when an adult on the list arrives. Review the procedure with your safety team and local responders at least once a year and after any incident.

Sources

  1. Cybersecurity and Infrastructure Security Agency (CISA) and partners. K-12 School Security Guide (3rd ed., 2022) and its assessment tool. Layered access control, visitor management and entry screening.
  2. U.S. Department of Education, Office of Elementary and Secondary Education, Office of Safe and Healthy Students (2013). Guide for Developing High-Quality School Emergency Operations Plans. Accounting for all persons, including visitors, during evacuation and lockdown.
  3. Readiness and Emergency Management for Schools (REMS) Technical Assistance Center, U.S. Department of Education. Resources on access control and visitor procedures in school emergency operations plans.

The worked example is made up. This page offers general practice, not legal advice; it does not describe any state's law. Follow district policy where it differs. Support: team@caveatacademic.com.