Classic Path: Student Information > Special Ed > Caseload
Search Terms: Special Ed Caseload
The Caseload provides two ways users can view the students in their caseloads. Students appear in a user's caseload based on the user's Team Memberships of Case Manager or Service Provider. Service Providers can also appear if they are selected as providers of Services in the student's Plan. The students who appear in the caseload are not determined by the Year, School, or Calendar selected in the Campus toolbar.
Image 1: Special Ed Caseload
Student List in the Caseload
Clicking on the Caseload tool opens a list view of students in the caseload.
The student's name and the folder icon are links to the Documents tool.
Columns in the table are sortable by clicking the column headers. Drag column headers to the top of the screen to further sort. Click once for ascending and twice for descending.
| Field | Description | Populates From |
|---|---|---|
| School | The school name associated with the student's Primary Enrollment. | Enrollments Note: this information is pulled from the Enrollment in which the current/today's date falls into. |
| Role | The Role of the staff member for the student. This value with either be "Case Manager" or "Service Provider". | Special Ed Team Members |
| Student | The name of the student. The Name of the student link navigates the user to the student Summary Report. The folder icon navigates the user to the student Special Ed Documents tool. | Demographics |
| Date of Birth | The student's date of birth and age, calculated based on the current date. | Demographics |
| Grade | The grade level of the student's most recent enrollment. | Enrollments |
| Evaluation | The Evaluation Date and Evaluation type from the most current. A padlock icon displays indicating if the Evaluation is locked or not. | Varies by state: Special Ed Documents |
| Plan Meeting | The Meeting Date from the most recent locked Plan that is NOT an amendment. | Special Ed Documents |
| Plan | The Plan Date and Plan type from the most recent plan. A padlock icon displays indicating if the Plan is locked or not. | Special Ed Documents |
| Primary Disability | The identified primary disability of the student, if applicable, from the most recent plan. | Special Ed Documents |
For BIE users, Disability, Status, and Setting will report based on the values stored in the most recent, locked plan. Exit Date will report as the latest Exit Date in the student's Enrollment records.
Export the Caseload
Click the Export to Excel or Export to PDF buttons to view and print the caseload in one of those formats.
Image 2: Excel Caseload Example
Image 3: PDF Caseload Example
