Classic Path: Student Information > PLP > Caseload
Search Terms: PLP Caseload
The Caseload provides two ways users can view the students in their caseloads. Students appear in a user's caseload based on the user's Team Memberships of Team Manager or Service Provider. The students who appear in the caseload is not determined by the Year, School, or Calendar selected in the Campus toolbar.
Image 1: PLP Caseload
Student List in the Caseload
Clicking on the Caseload tool opens a table view of students in the caseload, first of students for whom the user is the Team Manager and a second table of students for whom the user is a Service Provider. The number of students in each table appears at the top. Expand or collapse tables by clicking the + or - icons in the top left corner. If the user is both a Case Manager and Service Provider, the Service Provider table defaults to collapsed.
The student's name and the folder icon are links to the Documents tool.
Columns in the table are sortable by clicking the black arrow icons. Click once for ascending and twice for descending. Hold SHIFT to sort multiple columns.
Information only populates in these tables based on locked documents.
| Field | Description | Populates From |
|---|---|---|
| Student | The name of the student and the student's gender and State ID. | Census > People > Demographics > First Name, Middle Name, Last Name, Gender, Person Identifiers > Student State ID |
| DOB | The student's date of birth and age, calculated based on the current date. | Census > People > Demographics > Date of Birth |
| Grade | The grade level of the student's most recent enrollment. Hovering over this value displays the School Year of the enrollment. | Student Information > General > Enrollments > Grade Level |
| Meeting Date | Populates N/A. Florida and Pennsylvania Only: The last meeting date from the plan header. | Student Information > PLP > General > Documents > Plan |
| Last Plan | The start date of the student's most recent IEP, if applicable. Hovering over this value displays the Start Date, End Date and document Format. | Varies by state: Student Information > PLP > Documents > Plan > Education Plan editor > Start Date |
Print Caseload
Printing the Caseload is best done using your browser's print function:
| Browser | Print Instructions |
|---|---|
| Chrome | Right click > Print or CTRL P |
| Internet Explorer | Right click > Print or CTRL P |
| Firefox | Right click over caseload > This frame > Print frame. |
The Caseload can also be copied and pasted into an excel spreadsheet from most browsers.
