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This article assists users with updating the Case Manager and service/goal providers for multiple students. 

Case Managers, Service Providers, Goal Responsible Staff, and Event Primary Staff can be changed for an individual student or multiple students simultaneously. This page covers changing providers for multiple students assigned to the same provider. Instructions for changing providers for an individual student can be found here. 

Staff Management

Staff Management is used to view and change Case Manager, Event Primary Staff, Service Providers, and Goal Responsible Staff assignments for a selected provider. It can also be used to view and assign ‘unassigned’ staff.

Staff Management is accessed by selecting the Staff Management link from the Header Navigation menu.

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The Staff Management screen opens.

Changing Case Managers or Event Primary Staff

1. Use the Staff Editor to select the staff member whose assignments you wish to view.

   1. Select the Smile icon to view your own assignments.

   2. To search for someone else, select the Search icon. The Staff Search window opens, allowing you to select from your favorites or search for and select the desired provider

2. When the desired provider appears in the Staff Name field, select Search.

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3. The screen opens with the Case Manager list displayed. The other options are Events, Services, and Goals.

4. To change a single Case Manager, select the current name to use the inline feature.

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5. The Staff Editor opens.

6. Select the X to unassign the Case Manager, the Smile icon to assign yourself, or the Search icon to open the Staff Search window, allowing you to select from your favorites or search for and select the desired provider.

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7. The same staff member can be assigned as the Case Manager for multiple students.

   1. Select the check box in front of each student whose Case Manager you wish to change or select the top box to select all on the list.

8. In the Assign/Unassign section, use the Staff Editor to select the new Case Manager.

   1. Use the Smile icon to assign yourself or the Search icon to open the Staff Search window, allowing you to select from your favorites or search for and select the desired provider.

   2. To unassign, verify that ‘unassigned’ appears in the staff name field. If it doesn't, select the 'X'.

9. When the correct name or ‘unassigned’ appears in the staff name field, Save.

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Changing Service Providers and Goal Responsible Staff

Select the appropriate link on the Staff Management screen to change Service Providers or Goal Responsible Staff. This example shows how to change Service Providers.

1. Click the Services link.

2. The Service Type filter can be used to view only one specific service type. All others will be hidden. Select ‘All Service Types’ from the list to see all services again.

3. The Active/All filter can be used to reduce the number of displayed services. Active services display when the screen opens. The All filter displays all services in the current IEP. 

4. The Servicing School is the location where the service is being provided. It is important to review all active services and update schools as needed if the student has moved to a new school and the service is active. To update the school, click the school name, then select the appropriate school from the list that appears.

   1. IMPORTANT: Changing the Servicing School assigned to a service does not update the student's LRE calculation or category. This can only be done in an IEP event (Annual IEP, IEP Amendment). 

5. The Provider name can be changed inline.

   1. Select the name

   2. The Staff Editor opens

   3. Select the X to unassign, the Smile icon to assign yourself, or the Search icon to open the Staff Search window, allowing you to select from your favorites or search for and select the desired provider.

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   Multiple services can be assigned/reassigned to the same provider or unassigned using the Assign/Unassign feature.

   1. Select the check box in front of each service you wish to change, or select the top box to select all on the list.

7. In the Assign/Unassign section, use the Staff Editor to select the provider.

   1. Use the Smile icon to assign yourself or the Search icon to search for and select the new provider on the Staff Search window.

   2. To unassign, verify that ‘unassigned’ appears in the staff name field. If it doesn't, select the 'X'.

8. When the correct name or "unassigned" appears in the staff name field, Save.

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