Manage Caseloads

On this page:

Manage Caseloads for a Staff Member

1. From the Search menu, click Staff.

2. Enter the search criteria and click Search.

3. On the Search Results page, click the Profile icon for the staff member.

4. From the fly-out menu, click Caseload.

5. You can add, remove, or transfer students from the caseload.

   1. To add students:

      1. Click Setup, then Add to Caseload.

      2. Use Quick Search to search for students.

      3. Select the student and Add to Caseload.

   2. To remove students:

      1. Click Setup, then Delete From Caseload.

      2. Select the student and click Delete Checked Items.

   3. To transfer students:

      1. Click Setup, then Transfer to Other Caseload.

      2. Enter the Target Staff.

      3. Select the student to transfer and click Transfer Checked Items.

Assign Staff Members to a Student

1. From the Search menu, click Student.

2. Enter the search criteria and click Search.

3. On the Search Results page, click the Profile icon for the student.

4. From the fly-out menu, click Caseload.

5. Click Setup, then Add to Caseload.

Alternatively, click Delete From Caseload to remove the student from a caseload.

6. Use Quick Search to search for the staff member and add the student to the staff member's caseload.

7. To add the student to the caseloads of multiple staff members, repeat steps 5 and 6.