Caseload User Settings

Overview

Caseload settings are individual user settings listed on the "Settings" menu accessed by clicking on the logged-in user's top right profile pic SS&E menu dropdown.

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After selecting the Settings menu, each user can scroll to the Caseload section to view or edit which students are considered as included "on caseload".

  • The Caseload setting determines which students are included in each staff user's built-in Caseload filter (when applicable), what activities appear on the Caseload Activity Feed, on the Dashboard etc.
  • By default, Current Students is ALWAYS checked for all SS&E staff users.

Caseload Options

General Settings

Depending on the logged-in user's permissions, General Settings will display the following options:

  • Current Students - Students Registered in Current or Future Terms
  • Continuing Students - Non-Registered Students that have attended in the Previous Year

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  • When Continuing Students is checked, caseload will include students that are not registered in a current or future term, yet have attended/been registered in the past year.
  • When Continuing Students is unchecked, caseload will NOT include students that are not registered in a current or future term.

Instruct Settings

Instruct Settings will display the following Caseload option:

  • Automatically Follow students Enrolled in Current Courses that I Instruct

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  • When checked, students in the current term that I am instructing will be included in my caseload.
  • When unchecked, students in the current term that I am instructing will NOT automatically be included in my caseload. They may get added into my caseload a different way, either by manually following a student or maybe I am already listed as the student's primary advisor, primary coach, or follower.

Students are Missing from Caseload

If students are missing from a caseload, reviewing an individual user's caseload settings will most likely identify why certain students are missing.

Note: The "Caseload" setting "Automatically follow students enrolled in current courses that I instruct" will only display in the staff member's User Settings when the staff user's role configuration "Settings - Can automatically Follow Instructed Students" is enabled. When disabled, this selection will not appear.

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For example, if only current or future term students are currently displayed in the staff user's caseload, checking "Continuing Students" will add students that are advisees/coached/the staff member is following yet are not currently registered in a current or future term and attended school in the previous year.

Note: Current Students cannot be unchecked as this is hard-coded by design.

* If a Caseload setting is checked by mistake and students are followed, by unchecking the setting the system will automatically unfollow the relevant students.

Note: If all students are missing from the caseload, then the "relationship" and/or "follow by tag rule" may not be assigned as expected. To confirm, please check the Administrative -Relationship section of SS&E, further explained here.

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