The Add Case panel is used to add new cases and ensure required information has been entered to create the case.

Add a New Case

1. Search for the student by entering the SSD Student ID in the search field at the top then clicking the magnifying glass or pressing Enter on your keyboard.

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   1. Or search using Advanced Student Search at the bottom of the Home page. Advanced Student Search allows the use of other search criteria such as first name, last name, MOSIS ID, Attending School, Attending District, etc. Enter your search criteria then click Search.

   2. For additional help with searching for students click here. 

2. When the student's record opens, select the Student Services tab.

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3. Click in the Add Case row. The Add Case panel expands. 

4. Select Yes or No to answer "Do you have a request number?"

   1. If Yes is selected, enter the Request Number from the FRF (required field). The Request Number starts with ‘STS-‘and is followed by the ticket number, for example, STS-5.

   2. If No is selected, the Request Number field is removed. 

5. Enter the Begin Date. The field is filled with the current date. Select the calendar to enter a different date. The current date or past dates can be entered.

6. From the IEP drop down, select the IEP or SP event (required field). There will be one event available. If the student does not have an IEP or SP, select 'NO PLAN'.

7. Complete the Personnel section

   1. Required fields are Main Contact and either CAF or Aug Comm. Other fields can be completed as needed.

   2. Begin typing the last name in each field. A list of names begins to display. Select the name from the list. 

8. When all names have been entered, Save. The names can be edited on the Personnel tab if necessary. 

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9. The case is created and appears on the Case Grid.

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10. To close the Add Case section, click in the Add Case line. 

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