This article will walk through how to navigate and use the Caseload feature in the 504 Platform for users that have the permission to Run the Activity Log for other Users.
NOTE: For users other than System Admin you must have the permission of: Activity Log Report Admin: Ability to run the Activity Log Report for other users
1. Select the Hamburger Icon (three horizontal lines).
2. Select Activity Log Report
1. To view a specific Provider's Activity Log, click within the text box and select their name from the dropdown.
2. To view a specific student's Activity Log 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. OPTIONAL: Select a Start Date.
4. OPTIONAL: Select an End Date.
5. Select Run.
1. The Activity column will display the accommodation or modification the student has.
2. The Provider column displays the provider for whom the comment was added under or for.
3. The Author column displays the user who entered the comment for the student.
4. Any comments entered into the Caseload log will display within the Comments column.
5. The date of the Activity Log will display within the Service Dates column.
NOTE: The Activity Log Results can be downloaded and/or copied.