Special Programs PowerUps - Case Management
Topic: Case Management
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Start:
Wed, Aug 14, 2024 11:00 AM PDT
End:
Wed, Aug 14, 2024 12:30 PM PDT
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08-01-2024
01:44 PM
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08-01-2024
01:44 PM
Agenda for Special Programs Case Management August 14, 2024 PowerUp
- Case Management
- My Home Page Review
- How to Set User Options
- Caseload Related Special Access Privileges
- My Student Panel Management
- How to add Students to Caseload
- How to Create Caseload Groups
- Adding Columns and Sorting Caseloads
- Feature Highlight: Workflow Case Management
- Overview of Feature
- Workflow Planning
- Setting Workflow Properties
- Setting Security Permissions
- Adding Workflow Steps
- Setting Quick Info Metrics
- Adding Students to a Workflow
- Creating Workflow Cases in Bulk
