Looking for a way to improve your workflow for referrals, evaluations, and IEPs? We just launched an amazing new feature that is here to help with your paperwork management needs. You can learn more about the Workload feature by watching the video below, or scroll down for a detailed how-to.
There are 3 types of "workloads" that each have associated components to help improve your workflows. This article will give you an overview of each of these types of workloads and their components.
1) Head to your Caseload tab and either create a new student or select a student that you would like to create a workload for.
2) Select the Workload tab and then select from the 3 types of workloads (referral, evaluation, IEP), based on what is needed for the student.
3) Click on the corresponding button on the right-hand side (+New Referral, +New Evaluation, +New IEP) to create the workload.
Referral Workload
Evaluation Workload
IEP Workload
4) Complete the details corresponding to the workload and add Tasks/Task Groups. Don't forget to Save.
As you work your way through the task list, you can complete a variety of actions such as:
Downloading Forms
Sending Forms to teachers and parents
Marking Tasks complete on your checklist
Once a Workload has been created, it will be easily accessible by clicking the Workload button from your Caseload tab:
