Kelvin Education

Caseload for Those With Permission to View Other Providers/Students

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This article will walk through how to navigate and use the Caseload feature in the 504 Platform for teachers.

Expand or collapse content Where to Start

1. Select the Hamburger Icon (three horizontal lines).

2. Select Caseload.

Expand or collapse content Select Filters for Caseload

1. To view a specific Provider's caseload, click within the text box and select their name from the dropdown.

2. To view a specific student's Accommodation(s)/Modification(s)/Service(s) and the user(s)/role(s) responsible, click within the text box and select the student's name.

NOTE: You can filter by Provider and Student, by Provider or by Student.

3. Select Run.

 

1. Use the search feature to locate a specific activity.

2. The Activity column will display the accommodation/modification/service the student has.

3. The Condition column will describe when the student should be provided the Activity.

4. The Provider column displays the name of the Provider.

5. To add documentation of an accommodation/modification provided, select the + Icon.

Expand or collapse content How to add an Activity Log

1. Select the date and time the Activity was provided.

2. Enter comments as appropriate.

3. Select Save.

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