Caseloads | Add Participants to Caseloads

#Participants

Updated over a week ago

This article will list the steps for adding Participants to My Caseload and Staff Caseload features in ETO.

Notes:

  • Caseloads must be assigned within the enrollment period. If a Participant has a post-dated start date, you cannot assign them to a Caseload until the enrollment officially starts.

  • The Caseload page saves instantaneously, so it is important to review its functions and only give permissions to trained staff.

  • User access to add Participants to Caseloads is Program-specific

To add to Caseloads, you will need the ETO Dashboard Parts "My Caseload" and "Staff Caseloads" enabled. Here is what they will look like on your Dashboard:
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You will also want to be sure that the Caseload Access has been turned on for the user account you are adding a Caseload for. This setting can be found on the Manage User Accounts page when editing an account.


To add Participants to "My Caseload":

  1. Via the Dashboard Part, click "+Add".

  2. Check the box or boxes next to the Participant name(s) to be added.

  3. Select a start date.

  4. The Caseload page saves instantaneously, The SAVE button is a secondary save, but upon clicking a participant's name that start or end date will be added.

To add Participants to Staff Caseloads:

  1. Via the Dashboard Part, click "+Add".

  2. Choose the correct staff name from the Staff drop-down menu (image below).

  3. Check the box or boxes next to the Participant name(s) to be added.

  4. Select a start date.

  5. The Caseload page saves instantaneously, The SAVE button is a secondary save, but upon clicking a participant's name that start or end date will be added.

Here is an image of the Staff drop-down menu:


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