WEBVTT

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A caseload records which learner an educator supports

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during a date range.

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In this video you will learn to check

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the roster and assign a dated caseload.

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We will also show the Family World School

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administrator how to save the people your institution

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may assign.

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For the Family World School administrator, open Institution

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rosters and choose the correct institution.

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The roster determines which people this institution may

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assign, so confirm the names with its owner

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before saving changes.

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Select the agreed educators and learners, then choose

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Save institution roster. Our example includes Camille Johnson,

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Isaiah Brooks, and Aaliyah Carter.

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Saving this roster does not create their dated

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caseloads or replace their earlier teaching history.

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Back in the institution account, find the caseload

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section and choose Refresh caseloads.

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Check the Educator and Learner choices.

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If someone is missing, contact Family World School

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to review the roster.

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The owner can assign only the people available

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in these lists.

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Choose an educator and a learner, then enter

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the Start date and End date for their

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responsibility. Check the full date range before continuing.

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The end date must not come before the

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start, and an overlapping assignment for the same

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pair is blocked.

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Choose Assign caseload once and wait for the

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result. Find the new row under Saved caseloads.

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Read the learner name, educator name, and both

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dates together. These saved dates determine when the

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educator can log time against this particular caseload.

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Refresh and check the saved row again if

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you are unsure whether the action completed.

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Do not add another overlapping caseload to correct

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an uncertain result. Ask the school about a

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genuine roster or assignment correction, keeping the existing

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history available for review.

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The roster says who your institution may assign.

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A dated caseload records who supports a learner

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and when. Your checkpoint is the correct saved

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pair and date range.

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Next, we will follow the educator time entries

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that belong to those caseloads.