Special Access privileges allow members of a security group to view and edit caseloads from their home page.
Sign in as the security administrator.
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From the Administration menu, choose Security.
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On the Staff Security Groups tab, click the security group you want to review.
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Click Edit Properties/Privileges.
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Click Special Access Privileges.
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Select an access level for each privilege.
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Grant gives the privilege to all group members. Only those privileges explicitly granted are given to users.
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n/a indicates that the privilege is not relevant to the security group.
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Deny denies the privilege to the group's members. Select deny only if absolutely necessary.
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Grant or Deny privileges for user profile group members, like system administrators, staff, and students can be set system-wide or location-wide.
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Click Accept.
Caseload-Related Privileges
For all caseload-related privileges, staff members must have view access to add students to their caseload.
To enable view access, staff must have:
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The View Students privilege within Students Profiles & Documents Privileges.
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The View Staff, View Caseload, Add Caseload, Edit Caseload, and Delete Caseload privileges within Staff Profiles Privileges.
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Special Access Privilege |
Description |
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Access My Caseload |
Staff members can view their caseload of students on the home page. This privilege gives the staff member the ability to:
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Edit My Standard Caseload |
Staff members can add or remove students from their caseload. |
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Edit My Case Manager Caseload |
This privilege is available if your database allows staff members to be designated as case managers.
Staff members can specify that they are the case manager for students. When a staff member has both standard caseload students and case manager students, all students are listed on the home page, with students in the case manager caseload designated in bold. |
Caseloads include students to whom the case manager is assigned to compose, edit, and evaluate Special Programs accommodations.