Adding a student to a provider's caseload in SESIS

When a New York City Department of Education (DOE) staff member, contracted agency provider, or independent service provider has been notified that he or she is responsible for delivering special education services to a student, the student must be added to the providers caseload in SESIS. Students should only be added to a providers caseload if a mandate exists for the student (i.e. an IEP) and the provider has permission to provide services to the student.

If the student fails to appear automatically on the your caseload, you may:

To add a student to a provider's caseload in SESIS

If you are... Do this...
A supervisor who wants to provide access to a DOE service provider
  1. Confirm that you have access to the student and the provider in SESIS.

  2. In SESIS, click Administration, and then click Staff from the left navigation bar.

    The Staff Quick Search form appears.

  3. Search for the appropriate staff member.

  4. On the search results page, click the magnifying glass () icon next to the appropriate staff member.

  5. From the Actions bar, click the Select drop-down () icon.

  6. From the pop-up menu, choose Caseload.

  7. From the Actions bar, click Add to Caseload.

    The Student Quick Search form appears.

  8. Search for the student.

  9. On the search results page, check the box next to the student's name.

  10. Click the green Add Students marked Below to Caseload button.

  11. From the Actions bar, click Caseload.

    The provider's caseload appears.

    Note: If students are missing, repeat these steps to add additional students to the provider's caseload.

    The provider can now access the student in SESIS.
A DOE service provider
  1. Confirm that the student has been entered as a first attend in the IVR. Students must be entered as a first attend and will automatically be added to the providers caseload, which typically occurs within 48 hours.

  2. On the SESIS homepage, scroll to the My Student Caseload area located at the bottom of the page.

    The Student Quick Search form appears

  3. Search for the student.

  4. On the search results page, check the box next to the students name.

  5. Click the green Add Students marked Below to Caseload button.

  6. From the Actions bar, click Caseload.

    Your caseload appears with the additional student listed.

SH7503
Last revised: August 3, 2012