This update makes it even easier to create a Workload for an upcoming IEP or Evaluation. Now, when any IEP or Evaluation is coming due within the next 60 days, you’ll see a button displayed next to the dates in the IEP End Date and Evaluation Date columns on the Caseload page:
This button gives you the option to automatically create a new IEP or Evaluation Workload with most details pre-populated. You’ll just need to enter the Qualifying Areas and select Tasks:
Once you “save,” the new Workload will appear under the student’s Workload tab (and on your Workload list under the Caseload tab).
Additionally, for IEPs, you’ll see the option to quickly create a new IEP Workload when viewing the IEP Period under the Goals tab (in the student's Caseload profile).
You can read up on using the Workload feature to streamline your paperwork here!
TIP: If you're not seeing the IEP End Date column or Evaluation Date column on your Caseload page, you may need to add these as columns. This article will walk you through how to customize your Caseload page.