Adding Department Members*

This is a quick guide to help you add department members to populate the various fields in your students' special education profiles.

1. Add Department Members

Within the Special Education tab, select the Department Members tab. Click the green (+) button to add members.

2. Search for Staff

You may simply click the spyglass icon to search everyone in your school, or you can search using a first and/or last name.

3. Select Staff
Select the staff members you'd like to add from the available list. You can select multiple members at once.

4. Choose Default Roles
You must choose a default role for each department member you add. These roles will become searchable in other places in the software.

5. Batch Update

If you'd like to update multiple students' profiles with the same department member, you can select those students in your Dashboard.

Once the students are selected, click the "Actions" icon and select Batch Update. You must then select exactly which field you'd like to update, which value (staff member) with which you are updating the fields, and the date this change is to take place.

6. Updating Individual Fields

If you'd rather make a change to only one student, open that student's profile in the People tab. Select the Special Education tab in that student's profile, and select the Student Details tab in the bottom half of the screen. You can drop down the fields labeled Case Manager and change them to any department member added into the system.