Case Load: Difference between revisions

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[[File:Confrim update to casesload.png|none|thumb|557x557px]]
[[File:Confrim update to casesload.png|none|thumb|557x557px]]


To create an end/add on an existing caseload, click the select checkbox next to the student's name and click the "Move or End/Add Selected Caseload" button.
[[File:Endaddcaseload.png|none|thumb|1465x1465px]]


'''Add a new record'''
Click end/add.
[[File:Caseloadendadd.png|none|thumb|853x853px]]


Enter data on the form. Options in the ''Class Name'' and ''Filter by Teacher'' drop-down populate from the ''Case Load Definition''. For instruction on how to set these up, see [https://youtu.be/vl6WTkwNsAI '''Add''' '''Case Load Definition'''].
To show all caseloads for one student, type in the search filters any identifying information and all available caseloads will populate.  


Choose your ''Start Date'' and ''Stop Date'', if applicable. Enter the amount of ''Direct'' and ''Consult'' minutes. The ''Total'' minutes will automatically calculate.
NOTE: The end date will be today's
 
[[File:Beingandenddates.png|none|thumb|1558x1558px]]
You can also indicate whether or not the class teacher associated with this record is the student's case manager by ''checking the box'' beside '''Case Mgr''' box. Enter any additional ''Notes'' if desired.
 
 
 
 
 
 
 
Enter as many '''Case Load''' records for a student as needed. When finished, simply click '''Return'''.
[[File:Caseload4.png|none|thumb|534x534px]]




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

Revision as of 13:23, 4 March 2025

(Navigate to < Case Load Definition | I-Star Student User Guide | Case Load Import >)

To enter Student Case Load data, click on Case Load Students from the Student dropdown.

To search for caseloads to edit, fill in the dropdown filters and click the magnifying glass.


Click the checkbox to the left of the caseload that must be edited and click the edit caseload button.

Make edits as needed and click Confirm Updates once finished.

To create an end/add on an existing caseload, click the select checkbox next to the student's name and click the "Move or End/Add Selected Caseload" button.

Click end/add.

To show all caseloads for one student, type in the search filters any identifying information and all available caseloads will populate.

NOTE: The end date will be today's


(Navigate to < Case Load Definition | I-Star Student User Guide | Case Load Import >)