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Creating and Managing Your Caseload

Add Student to Your Caseload

Note: You need to have permissions to edit your caseload to be able to unassign a student.

 

1. Navigate to the Student Detail Page by clicking "Student" on the side menu.

manage-caseload-1.png

 

2. At the top of the page, click on "Edit Caseload."

manage-caseload-2.png

 

3. In the popup, check the box next to the student(s) you would like to add to your caseload and then click "Save." Note: this is only for adding students to your caseload. You can not remove students this way (see below on how to unassign a student).

manage-caseload-3.png

 

Unassign Yourself as Case Manager

Note: You need to have permissions to edit your caseload to be able to unassign a student.

 

1. Navigate to the Student Detail Page by clicking "Student" on the side menu, and selecting the student's name

manage-caseload-4.png manage-caseload-5.png

2. Click the "Edit" Icon in the Case Manager Row of the Student Info Card

manage-caseload-6.png
 

3.  Select "Remove Case Manager" and optionally select an as of date

manage-caseload-7.png

4. Click Save at the bottom of the page.