Thursday, September 13, 2007

How to get students off your list

Here's how to get students off your list:

If you are the case manager, you have two options:
  1. Transfer the student to a new case manager.
  2. Exit the student. (goto Edit Setup for the student. Set the ‘Status End (exit reason) drop down list box (underneath ‘Status’) to the appropriate code.
If you are NOT the case manager, you can remove them from your list by going to the student’s forms page and clicking the ‘Remove from my list’ link just below the navigation buttons in the top/right corner of the page.

Note: If you ARE the case manager AND transfer the student, you’ll STILL need to do the step for when you are not the case manager after you complete the transfer.

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