Case Load Definition - Revision history

Kspees at 15:02, 16 April 2025

2025-04-16T15:02:36Z

← Older revision		Revision as of 09:02, 16 April 2025
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	Click '''[https://~~youtu~~.be/~~vl6WTkwNsAI~~ Add to add a new caseload.]'''		Click '''[https://www.youtube.com/watch?v=RXXsMdlkX30&list=PLl26Jy9n6_rs-s35B55elXxkXDEF7Nbnv&index=16 Add to add a new caseload.]'''
	[[File:Addcaseloadplus.png\|none\|thumb\|449x449px]]		[[File:Addcaseloadplus.png\|none\|thumb\|449x449px]]

Kspees at 16:10, 19 March 2025

2025-03-19T16:10:51Z

← Older revision		Revision as of 10:10, 19 March 2025
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	[[File:Case load details.png\|none\|thumb\|764x764px]]		[[File:Case load details.png\|none\|thumb\|764x764px]]



	~~To pull up the caseload, click the 'Caseload' dropdown, pull in search criteria and click the magnifying glass.~~
	~~[[File:Completed caseload.png\|none\|thumb\|976x976px]]~~

Kspees at 16:03, 19 March 2025

2025-03-19T16:03:16Z

← Older revision		Revision as of 10:03, 19 March 2025
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	[[File:Caseloadinfoplus.png\|none\|thumb\|731x731px]]		[[File:Caseloadinfoplus.png\|none\|thumb\|731x731px]]

	I-Star will then bring you back to the main Caseload search page.		I-Star Plus will then bring you back to the main Caseload search page.

	To search for the newest Caseload, use any of the filters and click the magnifying glass.		To search for the newest Caseload, use any of the filters and click the magnifying glass.

Kspees at 14:26, 18 March 2025

2025-03-18T14:26:23Z

← Older revision		Revision as of 08:26, 18 March 2025
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	'''Case Load Definition is the initial set up process to use the Case Load feature in I-Star.'''		'''Case Load Definition is the initial set up process to use the Case Load feature in I-Star Plus.'''

	From the '''Utilities''' tab, select '''Caseload Definition.'''		From the '''Utilities''' tab, select '''Caseload Definition.'''

Kspees at 17:33, 4 March 2025

2025-03-04T17:33:16Z

← Older revision		Revision as of 11:33, 4 March 2025
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	To add students, select each student from the dropdown and the student will appear in the 'adding section'.		To add students, select each student from the dropdown and the student will appear in the 'adding section'.
	[[File:Addingcaseloadstudents.png\|none\|thumb\|719x719px]]		[[File:Addingcaseloadstudents.png\|none\|thumb\|719x719px]]


	Once all students are added to the caseload, fill in all of the necessary fields to customize your caseload and click 'add' once completed.		Once all students are added to the caseload, fill in all of the necessary fields to customize your caseload and click 'add' once completed.
	[[File:Case load details.png\|none\|thumb\|764x764px]]		[[File:Case load details.png\|none\|thumb\|764x764px]]

Kspees at 17:41, 11 February 2025

2025-02-11T17:41:08Z

← Older revision		Revision as of 11:41, 11 February 2025
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	Click the 'student' dropdown to view the district's entire list of students.		Click the 'student' dropdown to view the district's entire list of students.
	[[File:Caseload ~~students~~.png\|none\|thumb\|~~591x591px~~]]		[[File:Caseload kids.png\|none\|thumb\|572x572px]]

Kspees at 16:44, 11 February 2025

2025-02-11T16:44:12Z

← Older revision		Revision as of 10:44, 11 February 2025
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	Enter the information for this ''Case Load Definition'' and click '''Add'''.		Enter the information for this ''Case Load Definition'' and click '''Add'''.

	[[File:Caseloadinfoplus.png\|none\|thumb\|731x731px]]		[[File:Caseloadinfoplus.png\|none\|thumb\|731x731px]]

	I-Star will then bring you back to the main Caseload search page.		I-Star will then bring you back to the main Caseload search page.

	To search for the newest Caseload, use any of the filters and click the magnifying glass.		To search for the newest Caseload, use any of the filters and click the magnifying glass.
	[[File:Searchforcaseloadplus.png\|none\|thumb\|1309x1309px]]		[[File:Searchforcaseloadplus.png\|none\|thumb\|1309x1309px]]



	The caseload will populate in the search.		The caseload will populate in the search.
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	[[File:Caseload appeared.png\|none\|thumb\|773x773px]]		[[File:Caseload appeared.png\|none\|thumb\|773x773px]]

	~~You can either type in the ''Teacher Name'' or choose to search the personnel database. To search for personnel, click '''Personnel Search'''.~~


			To add students to your caseload, click the + button.
			[[File:Addstudents to caseload.png\|none\|thumb\|944x944px]]



			Click the 'student' dropdown to view the district's entire list of students.
			[[File:Caseload students.png\|none\|thumb\|591x591px]]

	~~You can search for personnel by using any of the filters. When you have entered criteria in the filters, click '''Search'''.~~

			To add students, select each student from the dropdown and the student will appear in the 'adding section'.
			[[File:Addingcaseloadstudents.png\|none\|thumb\|719x719px]]


	~~Click~~ the ''~~'check-mark''' beside the person you wish to select~~.		Once all students are added to the caseload, fill in all of the necessary fields to customize your caseload and click 'add' once completed.
			[[File:Case load details.png\|none\|thumb\|764x764px]]


			To pull up the caseload, click the 'Caseload' dropdown, pull in search criteria and click the magnifying glass.
			[[File:Completed caseload.png\|none\|thumb\|976x976px]]

	~~Click '''Save''' when you have completed entering the information for the ''Case Load Definition.''~~


			The students will now show up as attached to the caseload.
			[[File:Studentsplus.png\|none\|thumb\|863x863px]]

	~~I-Star will bring you back to your ''Case Load Definition Results''.~~

	~~To edit a ''Case Load Definition'', click the pencil icon under the ''Edit'' column or the name of the ''Class'' for the appropriate ''Case Load Definition.''~~

			To delete a student from the caseload, click the trashcan icon.
			[[File:Delete a student from the caseload.png\|none\|thumb]]


	<center><small>(Navigate to [[End Add\|< End/Add]] \| <b>[[I-Star Student User Guide]]</b> \| [[Case Load\|Case Load >]])</small></center>		<center><small>(Navigate to [[End Add\|< End/Add]] \| <b>[[I-Star Student User Guide]]</b> \| [[Case Load\|Case Load >]])</small></center>

Kspees at 16:22, 11 February 2025

2025-02-11T16:22:01Z

← Older revision		Revision as of 10:22, 11 February 2025
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	[[File:Caseloadinfoplus.png\|none\|thumb\|731x731px]]		[[File:Caseloadinfoplus.png\|none\|thumb\|731x731px]]

			I-Star will then bring you back to the main Caseload search page.

			To search for the newest Caseload, use any of the filters and click the magnifying glass.
			[[File:Searchforcaseloadplus.png\|none\|thumb\|1309x1309px]]

			The caseload will populate in the search.
			[[File:Foundcaseload.png\|none\|thumb\|1097x1097px]]

			To add students to the caseload you have selected, click the 'Take Me to Caseload Students' button to the left-hand side of the Caseload line.
			[[File:Takemetocaseload.png\|none\|thumb\|859x859px]]

			The caseload details will appear at the top of your screen.
			[[File:Caseload appeared.png\|none\|thumb\|773x773px]]

	You can either type in the ''Teacher Name'' or choose to search the personnel database. To search for personnel, click '''Personnel Search'''.		You can either type in the ''Teacher Name'' or choose to search the personnel database. To search for personnel, click '''Personnel Search'''.

Kspees at 16:03, 11 February 2025

2025-02-11T16:03:01Z

← Older revision		Revision as of 10:03, 11 February 2025
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	'''Case Load Definition is the initial set up process to use the Case Load feature in I-Star.'''		'''Case Load Definition is the initial set up process to use the Case Load feature in I-Star.'''

	From the '''~~Approvals and Claims~~''' ~~drop-down menu~~, select '''~~Student''' and select '''Case Load~~ Definition''' ~~tab~~.		From the '''Utilities''' tab, select '''Caseload Definition.'''
			[[File:Caseloadplus.png\|none\|thumb]]

	~~[[File:Caseload def..png\|none\|thumb\|693x693px]]~~


			Click '''[https://youtu.be/vl6WTkwNsAI Add to add a new caseload.]'''
			[[File:Addcaseloadplus.png\|none\|thumb\|449x449px]]

	~~Click '''[https://youtu.be/vl6WTkwNsAI Add]'''.~~


	~~[[File:Addcaseload~~.~~png\|none\|thumb\|1521x1521px]]~~		Enter the information for this ''Case Load Definition'' and click '''Add'''.

			[[File:Caseloadinfoplus.png\|none\|thumb\|731x731px]]


	~~Enter the information for this ''Case Load Definition'' and click '''Save'''.~~
	~~[[File:Caseload def 2.png\|none\|thumb\|598x598px]]~~


			You can either type in the ''Teacher Name'' or choose to search the personnel database. To search for personnel, click '''Personnel Search'''.

	~~You can either type in the ''Teacher Name'' or choose to search the personnel database. To search for personnel, click '''Personnel Search'''.~~
	~~[[File:Caseloadpersonnel.png\|none\|thumb\|1095x1095px]]~~


	You can search for personnel by using any of the filters. When you have entered criteria in the filters, click '''Search'''.		You can search for personnel by using any of the filters. When you have entered criteria in the filters, click '''Search'''.

	~~[[File:Caseload def 4.png\|none\|thumb\|754x754px]]~~


	Click the '''check-mark''' beside the person you wish to select.		Click the '''check-mark''' beside the person you wish to select.

	~~[[File:Caseload def 5.png\|none\|thumb\|754x754px]]~~


	Click '''Save''' when you have completed entering the information for the ''Case Load Definition.''		Click '''Save''' when you have completed entering the information for the ''Case Load Definition.''
	~~[[File:Personnelcaseload1.png\|none\|thumb\|1096x1096px]]~~


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	To edit a ''Case Load Definition'', click the pencil icon under the ''Edit'' column or the name of the ''Class'' for the appropriate ''Case Load Definition.''		To edit a ''Case Load Definition'', click the pencil icon under the ''Edit'' column or the name of the ''Class'' for the appropriate ''Case Load Definition.''

	~~[[File:Caseload def 7.png\|none\|thumb\|1453x1453px]]~~


	<center><small>(Navigate to [[End Add\|< End/Add]] \| <b>[[I-Star Student User Guide]]</b> \| [[Case Load\|Case Load >]])</small></center>		<center><small>(Navigate to [[End Add\|< End/Add]] \| <b>[[I-Star Student User Guide]]</b> \| [[Case Load\|Case Load >]])</small></center>

Kspees: added hyperlink

2022-09-09T15:54:52Z

added hyperlink

← Older revision		Revision as of 09:54, 9 September 2022
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	Click '''Add'''.		Click '''[https://youtu.be/vl6WTkwNsAI Add]'''.


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	Click the check-mark beside the person you wish to select.		Click the '''check-mark''' beside the person you wish to select.

	[[File:Caseload def 5.png\|none\|thumb\|754x754px]]		[[File:Caseload def 5.png\|none\|thumb\|754x754px]]