Assign IEP case managers
You can update the case manager for one or more IEPs while maintaining a record of the previous case managers.
To assign the next case manager to an IEP:
- Log on to the Special Education view.
- Click the IEP tab.
- Select the student whose IEP you want to work with, and then click the Details side-tab.
- Select the appropriate template from the drop-down.
- Click
in the Next Case Manager > Name field.
- In the Staff Pick List, select the staff member who will become the next case manager.
- Click OK.
- Click Save.
To make the next case manager the active case manager:
Note: In order to update the case manager, there must be a value in the Next Case Manager field. |
- Log on to the Special Education view.
- Click the IEP tab.
- Select one or more students who have IEPs for which you want to make the next case manager the current case manager.
- On the Options menu, click Assign Next Case Manager.
- In the Assign Next Case Managers pop-up, select one of the following:
- Current Selection: Updates all currently selected IEPs to the case manager selected in the IEP's Next Case Manager field.
- Active IEPs: Updates all active IEPs to the case manager selected in the IEP's Next Case Manager field.
- My Current Cases: Updates all of the current user's IEPs to the case manager selected in the IEP's Next Case Manager field.