Case Load Import

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(Navigate to < Case Load | I-Star Student User Guide | Student Approval Recheck Edits >)


From the Approvals and Claims drop-down menu, select Student and select Case Load Definition tab.

Caseload import.png


Complete the search filters to open the desired Case Load to export.

Click Search.

Caseloadsearch.png


Click on the Case Load icon in the search results grid.

Caseload import2.png


Click Export.

Exportcaseload.png


Open the Caseload.xls download file.  Save it to your computer.  Edit the file with any changes/additions.  Save the file.

NOTE:  Do no delete any columns.  The format must remain in tact to import back into I-Star.

Click Choose File.  Browse computer and locate the .xls file to import.  Click Open.

Click Import File.

Caseload import4.png


Click Refresh Grid to view import changes.

Caseload import5.png


(Navigate to < Case Load | I-Star Student User Guide | Student Approval Recheck Edits >)