Creating multiple caseload groups

Service providers may organize their SESIS caseloads into groups. Groups may be organized in any way, such as by service type, day of service, or location.

Note: Users can create multiple groups. Students may appear in more than one group.

To create multiple caseload groups

1. On the SESIS home page, go to the My Student Caseload section and click the Edit link.
   
   The individual's caseload appears.
   
   Note: If a student is not already part of your caseload, add the student to your caseload first.
   
   
2. From the Actions bar, click New Caseload Group.
   
   A list of students appears.
   
   
3. In the Group Name field, type the group name.
   
   
4. Check the checkbox next to the name of each student you wish to add to the group.
   
   
5. Click the Accept button.
   
   The caseload group is displayed.
   
   

Related topics
Manually building a caseload
Removing students from a caseload