Classic Path: Student Information > ILPA > General > Team Members
Search Terms: ILPA Team Members
The Team Members tab lists the individuals who are part of a student's education team, including team managers, family and advisors. The Role assigned to team members determines whether the student appears in the team member's Caseload. Members can be added through finding an existing person and linking them or by entering a person without using Census.
Image 1: ILPA Team Members
Only those individuals who need to view student ILPA information should be added as a team member.
For an explanation of the fields that appear for a team member, see the Team Member Fields table below.
Find and Link New Team Members
The Find and Link New Team Members tool allows user to select new team members from a limited list based on likely candidates, such as those connected to the student in Census and staff members designated as a Counselor or Advisor in their District Assignments.
Image 2: Find and Link New Team Members
One new team member can be added at a time. For example, if a selection is made in the Census dropdown, no other selections can be made.
Find and Link New Team Member Fields
To add a new team member, select an individual from the Census, Counselor Staff, or Advisor Staff dropdowns lists, indicate a Role for the team member, and click Add Team Member.
Contact information populates from Census and the Start Date defaults to the current date.
Once added, click the team member's name in the list to add additional information about the membership, described in the Team Member Fields table below. Click Refresh Census Information to update person details based on the most recent Demographics information.
Field | Description |
|---|---|
Census | This dropdown list is made up of individuals who have a connection to the student though Census, such as members of the student's household, other guardians and emergency contacts. Individuals are listed with their Name (last, first), their status as a guardian of the student (Guard/Non-guard) and their relationship with the student (Mother, Father, etc). This list is based on the Relationships established for the student. |
Caseload Role | The Role field describes the access this individual will have to the student. The Team Manager role places the student in the team member's Caseload. |
| Counselor Staff | This field includes staff members who have a District Assignment of Counselor. |
Advisor Staff | This field includes staff members who have a District Assignment of Advisor. |
Enter New Team Member
Individuals who are not yet entered into Census or who do not have a District Assignment record can be added to a student's team by entering information about the team member.
Image 3: Enter a New Team Member
Enter New Team Member Fields
To add a new team member, enter person information in the fields described below. Click Save when finished.
Field | Description |
|---|---|
Start Date | The first date that the team member record is active. |
End Date | The last date that the team member will be considered active. Active team members appear in bold in the team member list. |
Title | The title of the individual in relation to the special education team membership. |
Last Name | The last name of the team member. |
First Name | The first name of the team member. |
| Suffix | The suffix of the team member. |
Service Coordinator | Indicates if the team member is responsible for coordinating the services the student receives. |
Agency | The agency the team member is associated with. |
Address | The address associated with the team member, either the home address or the address of the agency. |
Qualifications | The credentials that qualify the individual for team membership. |
Comments | Any comments associated with the team membership. |
Other Phone | Other phone number for contacting the individual. |
Work Phone | The work phone number of the individual. |
Cell Phone | The cell phone number of the individual. |
The email address of the individual. |
Print a List of Team Members
Print a list of all active team members by clicking the Print Active Only button. Or print all team members, including inactive ones, by clicking the Print All button. The list of team members prints in PDF format, sorted by Active and Inactive, with the Name, Title and Contact Information for the team members.
If a team member's contact option is marked as Private on the Demographics tool, that value is hidden from view and will not be printed.
Image 4: Print Team Members
