Set Caseloads (Texas)
- Robbie Grimes
- James Beltran
Caseloads are a way to put your students in groups within the Pathways system. The group can be your individual caseload, but it can also be any other group of students you’d like to pull together. Similar to the flags available for grouping, one student can be put into any number of groups. However, these groups are NOT shared with anyone else using Pathways. These are only for the user who created the group(s). Groups appear in “View: All Accessible” at the top of the Dashboard as well as at the top of most reports available in Pathways.
To create Caseloads or Groups:
Go to Utilities and select “Set Caseloads”.
At the top under “Caseload - Create New Group”, name your group and click “Create New Group”. If there are existing groups, the new group will be created and added to the bottom of the list.
By default the group is set to “Caseload Same as Access”. This means that the total number of students that you can access in the system will be included in the new group.
Creating a “Caseload”
If you organize your caseload by alphabetics or graduation year, select “Caseload Limited Per Specifications” and select the parameters from the criteria that is displayed.
b. Creating a “Group”
i. If you organize your caseload in a different way or if you’d like to create any other group of students, choose “Add Individual Exceptions”.
ii. You can select individual students from the list that appears or you can copy/paste a list of State Student ID numbers into the box at the bottom of the page to select the appropriate students from the list.
iii. Click “Save Changes”, and close the pop out window.
Once you have selected the students OR set up the group with alphabetics, click “Save Changes to All Groups Below” to save all of your changes. You can now utilize the newly created groups on the dashboard as well as in any reports to see data or create a report for that specific group of students.