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A — Assess

By the end of this module, you can: observe the current situation, ask direct questions, separate what is known from what is uncertain, decide what needs attention first, and choose the next response without claiming authority you do not have.

Approximately 15–22 minutesObserve → Ask → Sort → Prioritize → Decide

Once the scene is safe enough for controlled contact, make an initial assessment.

The goal is not to diagnose the person or prove exactly what caused the crisis. The goal is to understand:

  • what is happening now;
  • what may cause harm if delayed;
  • what the person says they need;
  • what other people report;
  • what remains unknown;
  • what response should happen next.

SAFE CARE calls this the Operating Picture: a short, current summary of the situation that is clear enough to support the next decision.

Opening situation

A student has chest tightness and may have taken an edible

A student is seated in a quiet lobby with one responder. They are breathing and speaking, but appear shaky and say their chest feels tight. A friend says, “It is just another panic attack.” Dispatch reported a possible edible ingestion. You do not know the timeline, what the student took, whether the symptoms are changing, or what the student believes is happening.

What should you do first?

Use five steps:

ObserveAskSortPrioritizeDecide

1

Observe

Make observations.

Look at breathing, responsiveness, movement, speech, injuries, behavior, surroundings, and whether the person can safely use the next step.

Result: You can describe what you directly see and how it is changing.

Describe what happened instead of assigning a label. Say “answers after a long pause and loses track of questions,” not “intoxicated.”
2

Ask

Ask what happened and determine whats needed.

Ask short, direct questions about symptoms, injury, substances, medication, self-harm or suicide concerns, threats, coercion, timeline, and what the person believes is happening when those questions are permitted by your role.

Result: You have the information needed for the immediate response without turning the conversation into an investigation.

Ask the person directly when possible. Record what friends, dispatchers, witnesses, and responders say without presenting their statements as proven facts.
3

Sort

Separate what you know from what you do not know.

Keep direct observations, other people’s reports, possible explanations, decisions, and unknown information separate.

Result: The response is based on clear information instead of assumptions or shortcut labels.

What you observed

What you directly saw, heard, measured, or personally confirmed.

What someone reported

What the person, a friend, dispatch, a record, or another responder said.

What may be happening

A possible explanation supported by some facts but not yet proven.

What is unknown

Missing, conflicting, unavailable, or unconfirmed information.

What was decided

The action chosen, why it was chosen, and who has authority to carry it out.

4

Prioritize

Decide what needs attention first.

Choose the issue that could cause the most harm if delayed. Medical danger, suicide danger, violence, serious injury, access problems, and loss of responsiveness may take priority over identifying the exact cause.

Result: The most urgent need is clear, while other important needs remain visible.

Do not force one label to explain the whole situation. A person may need medical help, emotional support, safety planning, and follow-up at the same time.
5

Decide

Choose the next response.

Decide what should happen now, who has authority to do it, what help must be called, and what information still needs to be checked later.

Result: The next action, reason, responsible person or service, and remaining unknowns are clear.

Stay within your role. Ask the questions your role allows, take the actions assigned to you, and bring in specialists when the decision exceeds your authority.

New information

The student explains what happened

The student says the tightness began after a frightening phone call. They deny taking an edible today and say they used one two days ago. They answer orientation questions correctly but pause often. Their pulse feels fast to them. You are not authorized to provide medical clearance.

How should this information be handled?

Condition changes

The student becomes more short of breath

The student stops in the middle of a sentence and says the chest pain is now sharp. The friend says this still looks like prior panic episodes.

What should control the next decision?

Give a short assessment summary in this order:

Use this format

State the current picture and the next decision

Current condition
What you directly observed and whether it is improving, worsening, or unchanged.
What was reported
What the person and other identified sources said.
What is unknown
What has not been confirmed, what conflicts, and what information is unavailable.
What comes first
The need that could cause the most harm if delayed.
Decision and action
What was decided, why, who is handling it, and what help was activated.
Check again when
The condition changes, new information appears, help is delayed, the person responds to an action, or the plan fails.

Move to Form Rapport when

the current condition is clear enough for action; immediate danger has an active response; direct observations, reports, possible explanations, and unknowns are separated; the most urgent need is identified; and the next action and responsible person or service are clear.

Check the assessment again when

the person’s condition, words, behavior, safety, timeline, source information, response to help, access, responder status, or ownership changes.

New situation

A resident reports being followed

A resident says someone from class followed them across campus and is now outside their building. You see a person across the street looking at a phone. The resident is frightened and says, “They are going to hurt me.” Dispatch has no related call. You are a residential responder, not an investigator or threat assessor.

Which assessment is strongest?

Form Rapport begins with the assessment you have made. Tell the next responder or use in your own contact:

  • what you directly observed;
  • what the person and others reported;
  • what remains uncertain;
  • what needs attention first;
  • what action has already been chosen;
  • who is handling urgent or specialized needs;
  • what change requires another assessment.

The assessment is not final forever. Check it again after the person responds, help arrives, new information appears, or the situation changes.