My Caseload View


Caseloads are a list of students (eg. Caseload Filter) where the logged-in staff user is listed as the  students primary advisor, primary coach, or staff follower.

A caseload of students can be viewed from the Students or People Page.

  • Caseloads are dependent on the individual Caseload User Settings. These settings determine which students will be included "On Caseload".
  • When Person Types are enabled, each person type can have it's own "Caseload" if the logged-in user is assigned to multiple person type caseloads.
  • Person Types only apply to a Staff View and do NOT apply to the Student View.
      • For example, a logged-in user may have access to their student caseload, applicant caseload, and faculty caseload; based on their assigned roles and the different person types they are able to view. The way this works is that:
        1. Users are assigned a security role(s).
        2. Users are associated with a person type(s).
        3. Roles are associated with Department Apps in Role Administration. This determines which department apps are available for each user.
        4. Person Types are assigned to Departments Apps in Departmental Apps Administration. This determines which person types display within each department app.

How To View My Student Caseload

To view students listed in a staff member's caseload, each user will navigate to the Students (or People) tab on the Student Success & Engagement menu bar.

From here, Caseload will be listed as one on the Default Student Filters in the left-hand column.

  • A staff member's default Caseload consists of current students where there is a subscription between the staff member and the student i.e. the staff member displays on the student record as a primary advisor, primary coach, or a follower.

In addition:

The individual staff member's User Settings "Caseload" settings determine if a caseload also includes continuing students with the same subscription criteria.

An individual staff member's Instruct User Settings - Caseload Settings also determines if their caseload includes all students enrolled in current courses they instruct.


For more information about Caseload Settings that determine which students may display on a caseload, other than "current students", please click here.

For more information about Follow-by tag rules, please click here.


Activity Feed

Information from various systems on campus, including the Learning Management System and Student Information System, is pooled together so that an advisor can view essential student information quickly. 

This includes current class information, complete transcripts, financial aid, student messaging, and notes capturing significant interactions on campus, tasks, and more.

Each tab provides critical information regarding the history and current behavior of a student, allowing campus staff to provide in-depth and knowledgeable service. 

The Activity tab displays all selected information using the Filters on the top right.



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Caseload Feed

By default, when selecting the "Caseload" filter from the left side menu, the Caseload Feed displays filtered activity for all students that are in the faculty's caseload.

  • The Caseload Feed filter can be used to target any activity type "item", student/person, and date range.
  • By default, the caseload feed filter selections include all items, all students, and all dates.
  • Additional Student filter or Person Type filter Activity Feeds can also be selected and filtered upon.


Note: The Caseload Feed does not respect User Settings, i.e. it does not filter out any alerts or activity. Therefore by design, this feed will not match the alert items displayed on the alert widget.




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