Greetings! 😀
In the Portal, school based staff can be assigned an access level of Caseload Viewer or Caseload Editor, which restrict the list of students a user can see and act upon. Additionally, caseloads can be manually adjusted in the Portal by assigning a user as a Point Person or Support Lead for one or more students.
Overview
How are user caseloads manually adjusted?
To manually add a student to a user’s caseload:
Assign the student to a Portal Support that the user leads
Designate the user as the student’s point person
Attendance Point Person
Academic Point Person
Regents Point Person
Credits Point Person
Postsecondary Point Person
These actions can be taken individually on a single student in the Student Profile, or in bulk using the Batch Actions feature from any List or the Data Grid.