The Caseload Management screen is system generated and used to view all students based on your association. If you are assigned as Case Manager, Service Provider, Goal Responsible Staff or Event Primary Staff, the student appears on the screen. The screen can be used to manage students on your Caseload and on your Watch List. All columns can be sorted or filtered based on your preference.

Caseload Management is on the header navigation menu and is denoted by the suitcase icon.

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My Caseload

My Caseload is the default view when Caseload Management is selected from the menu. “I am the Case Manager” is the default list of students for which you are assigned as case manager. To see all students on your caseload, deselect “I am the Case Manager”, all students associated with you appear.

Staff can be used to select students to change staff assignments. Select the checkbox for the student(s) then select Staff Management. This opens the Staff Management screen where assignments can be changed for the selected students.

The Details (folder) next to Quick View in the Student Name column when selected opens the details of staff assignments to goals, services and events for the student. The solid folder changes to an outline when the details are open.

The Quick View (eyeball) provides program details about special education. Selecting the 'X' can close it.

Student Name opens the profile. Select Caseload Management to return to the screen.

Case Manager can be changed inline using Staff Editor.

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My Watchlist

My Watchlist is the list of students added by you or someone else. Your Watch List can be managed on this screen.

Student Search can be used to search for new students using the Student Search window to add new students. Select the trashcan for a student to remove from your Watch List.

Staff, Details and Quick View work as indicated above.

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