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Customizing your Caseload View
Customizing your Caseload View
Updated over 4 months ago

You can customize which headers you would like shown on your caseload screen by using the 'Actions' drop down at the top. Select ‘Customize Caseload Fields’ and then check the fields you want to include and uncheck any fields you would like to hide.

You can also sort your caseload by any of the headers at the top. To do this, simply click on the title of the column header, and you will see your list populate in order based on this selection.

This will also dictate how your caseload sorts in other areas of the app (e.g. your student list in the student dashboard and report sections).

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