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Case-e Windows Version

General Questions
Administrative Questions

Case-e Web Version

General Questions
Administrative Questions


Frequently Asked Questions: Web Version: Administrative Questions:


Q: How do I add a NEW STAFF MEMBER?
A: 1. In the ADMINISTRATION tab, click STAFF MEMBERS on left menu bar
2. Click "Add New Staff Member" button in window
3. Follow window prompts to add staff member info
4. Select provider type from drop-down menu
5. Click on white user name cell and enter user name
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Q: How do I add a SCHOOL?
A: 1. In the ADMINISTRATION tab, click SCHOOLS on left menu bar
2. Click "Add New School" button in SCHOOLS window
3. Follow window prompts to add school information
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Q: How do I add a PROGRESS REPORT DATE?
A: 1. In the ADMINISTRATION tab, click PROGRESS REPORT DATES on left menu bar
2. Click "Add New Date" button in window
3. Follow window prompts to add new date
4. Assign date to school(s) by clicking cell in appropriate school column(s)
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Q: How do I edit SCHOOL CALENDAR?
A: 1. In the ADMINISTRATION tab, click SCHOOLS on the left menu bar
2. Click SCHOOL CALENDAR from the left menu bar
3. Double-click any white cell to designate that day as a "no-school day" (cell turns yellow)
4. Double-click on a yellow "no-school day" to turn white and designate as a "school day"
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Q: How do I delete a SCHOOL?
A: 1. In the Administration tab, click on SCHOOLS in the left menu bar
2. In the SCHOOLS window, click the "Action" button for the school that you would like to delete.
3. From the drop down menu, select "Delete School"
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