Caseload Management is accessed by selecting the suitcase icon on the Header Navigation menu.

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Caseload Management has two screens views - My Caseload and My Watch List and can be used to manage students associated with you. Each screen has lists that on each list. The lists are system generated and used to view based on students who have an association with you. An association is created if you are assigned as Case Manager, Service Provider, Goal Responsible Staff or Event Primary Staff. Students on your Watch List are added by you or someone else but may not have any other association with you otherwise. All columns in the lists can be sorted or filtered based on your preference. Caseload Management is on the header navigation menu and is denoted by the suitcase.

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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 students when the screen is accessed and shows students you are assigned to as case manager. To see all students on your caseload, deselect “I am the Case Manager”, all students associated with you appear.

Staff assignments can be used to select students to change staff assignments. Select managed by selecting the checkbox for in the student(s) then select Staff Management. This opens Staff column next to a student then selecting the Staff Management button to open the screen where staff assignments can be changed for the selected students. Return to Caseload Management by selecting the suitcase from the header menu.

The Details (folder) next to Quick View in the Student Name column when selected opens the details of detail and staff assignments to of goals, services and events for the student. The solid folder changes to an outline when the details are open. Return to the main screen by selecting the right-arrow on the top header row.

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

Student Name opens the profile. Select Caseload Management the suitcase from the header menu 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 find and add new students. Select the trashcan for delete icon to remove a student to remove from your Watch List.

Staff, Details and Quick View work as indicated above.

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