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Managing Intake, Jurisdiction, and Dismissals Workshop

Review the ATIXA Intake Checklist and Proper Documentation for Evaluating Jurisdiction and Dismissals

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Recommended Prior Learning: 

Sex-Based Harassment Foundations for Higher Education, Gender Equity Foundations for Higher Education, or Title IX Compliance Essentials for K-12 Education

Approach Intake and Initial Assessment with Greater Confidence

This workshop is designed for individuals who want to improve their skills at managing compassionate intake, making jurisdictional determinations, and documenting the results of an initial assessment, including any dismissals, referrals, or appeals that may arise.

Attendees will participate in small group breakout sessions where they will work through a set of brief case studies that challenge them to apply the ATIXA practices. In addition, the workshop includes an interactive group discussion of the case studies, advanced techniques, and common mistakes to avoid.

Topics Covered

  • Best Practices for Intake
  • Assessing Jurisdiction
  • Managing Dismissals
  • Documentation and Recordkeeping
  • Case Studies

Key Takeaway

Gain the skills to manage challenging situations such as reluctant complainants, the need for the Title IX Coordinator to sign a complaint, emergency removals, and feel confident managing dismissals, appeals, and referrals under the Title IX Regulations.

After completing this workshop, participants will be able to...

  • Approach intake meetings with greater confidence/follow the ATIXA intake checklist
  • Initially assess a report of sex-based harassment and determine first steps
  • Evaluate whether a report falls within Title IX jurisdiction or a different institutional/district policy
  • Determine whether a dismissal of a report is appropriate under the circumstances
  • Properly document the initial assessment phase

Who Should Attend?

  • Title IX Coordinators
  • Deputy Title IX Coordinators
  • Title IX or Civil Rights Investigators
  • Legal Counsel
  • Compliance and Risk Management Professionals (Title VI, Title VII, Title IX, ADA/Section 504, AA, EEO, Clery)
  • Superintendents, Principals, & Assistant Principals

This workshop is tailored to be applicable for Higher Education Institutions, K-12 Schools and Districts, as well as Dual Enrollment programs.

Please note, Workshops do not offer certifications but they do receive digital badges. Attendees will earn 4 re-certifying credits toward any currently held Certifications. Please click here to view our Continuing Certification Credits (CCC) FAQs.


Live, Interactive Online Training

  • $399 Member
  • $499 Non-Member

Hide Details & Schedule


  • November 30: 11:00am - 3:00pm ET Register


*You must attend all dates in your session to receive credit for attendance.

Group discounts are provided on a sliding scale based on group size and applicable on registrations for the same training or event. Please contact for questions.

Individualized discounts are as follows:
1st grouped individual - full price of registration
2-4 grouped individuals - 15% discount on registrations
5+ grouped individuals - 25% discount on registrations

If you are interested in registering a large group, exploring Super Membership, or consulting options, please contact for personalized assistance.