Case Load Definition: Difference between revisions

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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.'''
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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]]


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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 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.  
[[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]]


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




Click the 'student' dropdown to view the district's entire list of students.
[[File:Caseload kids.png|none|thumb|572x572px]]


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


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




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>

Latest revision as of 09:02, 16 April 2025

(Navigate to < End/Add | I-Star Student User Guide | Case Load >)


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.


Click Add to add a new caseload.


Enter the information for this Case Load Definition and click Add.

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.


The caseload will populate in the search.

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.

The caseload details will appear at the top of your screen.


To add students to your caseload, click the + button.


Click the 'student' dropdown to view the district's entire list of students.


To add students, select each student from the dropdown and the student will appear in the 'adding section'.


Once all students are added to the caseload, fill in all of the necessary fields to customize your caseload and click 'add' once completed.


The students will now show up as attached to the caseload.


To delete a student from the caseload, click the trashcan icon.


(Navigate to < End/Add | I-Star Student User Guide | Case Load >)