Manage Caseloads
On this page:
Manage Caseloads for a Staff Member
- From the Search menu, click Staff.
Enter the search criteria and click Search.
- On the Search Results page, click the Profile icon for the staff member.
- From the fly-out menu, click Caseload.
- You can add, remove, or transfer students from the caseload.
- To add students:
- Click Setup, then Add to Caseload.
- Use Quick Search to search for students.
- Select the student and Add to Caseload.
- To remove students:
- Click Setup, then Delete From Caseload.
- Select the student and click Delete Checked Items.
- To transfer students:
- Click Setup, then Transfer to Other Caseload.
- Enter the Target Staff.
- Select the student to transfer and click Transfer Checked Items.
- To add students:
Assign Staff Members to a Student
- From the Search menu, click Student.
- Enter the search criteria and click Search.
- On the Search Results page, click the Profile icon for the student.
- From the fly-out menu, click Caseload.
Click Setup, then Add to Caseload.
Alternatively, click Delete From Caseload to remove the student from a caseload.- Use Quick Search to search for the staff member and add the student to the staff member's caseload.
- To add the student to the caseloads of multiple staff members, repeat steps 5 and 6.