1. Select

Opens the case and activates all tabs to enter and edit information.

System created when case is entered

2. Case Id

Reference number for the case.

System created - does not change

3. Type

Identifies if the case is AT-CAF (Computer Access) or AT-AAC (Aug Comm).

Based on who is assigned to the case on the Personnel
tab: update the CAF or Aug Com fields completed on the
Personnel tab
Updated on the Personnel tab

4. Current Status

The current status of the case. The default status is Submitted/Referred when the case is created.

Updated on the Summary tab

5. Request #

The request number if a request ticket was entered in JIRA Service Desk. The number is a link which opens the JIRA ticket.

Entered when case is created. Can also be entered and
edited on the Summary tab.

6. Plan Status

The status of the student’s Plan in Phoenix. The Plan is an IEP, SP IEP Amendment or IEP Correction. A current IEP/SP is “ACTIVE” with green fill, an expired IEP/SP is “OVERDUE” with red fill. When a new IEP/SP event has been locked the status is "END" with red fill. A student with no IEP/SP event (for example with an NRSP), the status is "NO PLAN".

Entered and updated by the system based on the status
of the IEP/SP or NRSP event in Phoenix.

7. Case Manager

The name of the Case Manager as entered in Phoenix.
If the Case Manager is unassigned in Phoenix, the badge will be “UNASSIGNED” with red fill.
The Case Manager name is a link which opens Phoenix. If the user is logged in to Phoenix the student’s record will open. If the user is not logged in, the log in screen will open.

Entered by the system based on information in Phoenix. Must be updated in Phoenix. May need to refresh the
Student Services screen to see most recent entry.

8. Main Contact

The staff member the facilitator is working with on the case.

Entered on Add Case when case is created (required
field)
Updated on the Personnel tab

9. Begin Date

The date the case began.

Entered on Add Case when case is created (required field)
Does not change

10. End Date

The date the status of the case is changed to “COMPLETED”.

Entered by the system when Status is changed to Completed on the Summary tab

11. Services on IEP

Based on active Support for School Personnel services in the IEP/SP event in Phoenix: “Consult with Augmentative Communication Facilitator” or “Consult with Computer Access Facilitator”.

The badge is green if the service(s) in the IEP are consistent with the Type of case. The badge is red if the service(s) in the IEP do not match the Type of case. If the student is has an NRSP, the badge is grey with N/A.

Entered by the system. Changes when the services in the IEP/SP event change or when Facilitator is updated on the Personnel tab.

12. AT on IEP

Based on the question On the Special Considerations form, “Does the student require Assistive Technology devices and/or services?”.
If Yes is selected, a green Y is displayed. If No is selected, a red N is displayed.

If the student has an SP or NRSP, a grey N/A displays. 

Entered by the system from Active IEP/SP when case is created.
Updates when a new IEP, SP, IEP Amendment, or IEP Correction is associated with the case on the IEP tab.

13. Log(s)

The number of Log entries saved for the case.

Updates when log entries are saved or deleted on the Logs tab

14. Device(s) Active

The number of active devices associated with the case.

Updates when Device Status is changed on the Device tab

15. Total Device(s)

The number of devices associated with the case including both active and inactive devices.

Updates when devices are added or deleted on the Device tab

16. Goal(s)

The number of goals associated with the case on the IEP tab.

Updates when goals are added or removed on the IEP tab