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Managing Student Caseload

Once you have successfully created your account and logged into the app, the first step will be to setup your student caseload. This step will vary depending on the permissions granted to your account. In some cases, your school or district administrators may have already assigned those caseloads for you. In this case the only thing required is to review the list and make sure no students are missing. If students are missing and you do not have edit permissions, then please contact your local school administrator to update your student caseload.

For users who have been granted permissions to edit their caseload, you will need to navigate to the “Manage Students”, “My Caseload” page in the app.

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To setup your caseload, select the “Edit” button in the top right-hand corner of the student list.

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This button will bring up the entire list of students that you have been given access to. Search through this list and select the checkbox next to all of the students that should belong to your caseload. Once complete, select the “Done” button in the bottom right hand corner. This action will save your student caseload.

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