The Case Grid displays information about all cases for the student, active and completed. The cases are sorted with the active case at the top. The grid is a summary of the case and includes information from the tabs. A case is opened by clicking the Select button.
The Case Grid
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Field | Information | Entered/Updated |
|---|---|---|
| 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 the CAF or Aug Com fields completed 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. | 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) |
Field | Information | Entered/Updated |
|---|---|---|
9. Begin Date | The date the case began. | Entered on Add Case when case is created (required field) |
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 the student has an SP or NRSP, a grey N/A displays. | Entered by the system from Active IEP/SP when case is created. |
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 |