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