Each case manager is assigned a number of students which is the "Case Load". The following three sections will appear on this page:

  • User Case Load
  • Team Member Case Load
  • Exited Students

1.  After logging in, click the Case Load link at the top of the page. 

                         


 

The Caseload page has been color coded to indicate documents that are overdue or due soon. It also has an export to excel feature that will export both the case load and team member lists for viewing. 



In the Excel, two new columns have been added to all the meetings reports to show the primary and secondary eligibilities. 



The list of students assigned to your case load (or as a Team Member), as well as important information about the student, is displayed. You will also see a list of your Exited Students.


2. Click on the student's name to see the student profile and access the full file.