1. Select

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

System created when the 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

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 the JIRA Service Desk. The number is a link

that opens the JIRA ticket.

Entered when the 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.

For 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

is entered in Phoenix.
If the Case Manager is unassigned in Phoenix, the badge will be “UNASSIGNED” with red fill.
The Case

Manager’s name is a link

that opens Phoenix. If the user is logged in to Phoenix, the student’s record will open. If the user is not logged in, the

login 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 the most recent entry.

8. Main Contact

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

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

9. Begin Date

The date the case began.

Entered on Add Case when the 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 the 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

has an NRSP, the badge is grey with N/A.

Entered by the system. Changes when the

IEP/SP

services change or when the 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 the 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 includes 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 is on the IEP tab.

Updates when goals are added or removed on the IEP tab