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Case-e Windows Version

General Questions
Administrative Questions

Case-e Web Version

General Questions
Administrative Questions


Frequently Asked Questions: Windows Version: General Questions:


Q: How do I add a STUDENT?
A: 1. In the STUDENTS tab, in the STUDENTS window, double-click on the proper Student Id
2. Right-click on STUDENTS window
3. Select "Add New Student" from the menu
4. Follow the window prompts
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Q: How do I add a PARENT / GUARDIAN?
A: 1. In the STUDENTS tab, in the STUDENTS window, double-click on the proper Student Id
2. Right-click on the STUDENT PARENT(S)/GUARDIAN(S) window
3. Select "Add New Parent/Guardian" from menu
4. Follow the window prompts
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Q: How do I add a NEW STUDENT REFERRAL?
A: 1. In the REFERRALS tab, in the STUDENTS window, double-click on the proper Student Id
2. Right-click in the REFERRALS FOR A STUDENT window
3. Select "Add New Student Referral" option from menu
4. Click each white cell and enter/select appropriate info
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Q: How do I print a STUDENT REFERRAL?
A: 1. In the REFERRALS tab, in REFERRALS FOR A STUDENT window, double-click on appropriate referral Id
2. Right-click in the STUDENT REFERRAL window
3. Select appropriate print or preview option
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Q: How do I add a NEW STUDENT EVALUATION?
A: 1. In the EVALUATIONS tab, in the STUDENTS window, double-click on the proper Student Id
2. Right-click on the EVALUATIONS FOR A STUDENT window
3. Select "Add New Student Evaluation" from menu
4. Follow window prompts
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Q: How do I print a STUDENT EVALUATION?
A: 1. In the EVALUATIONS tab, in EVALUATIONS FOR A STUDENT window, double-click on appropriate Evaluation Id
2. Right-click on STUDENT INDIVIDUAL EVALUATION window
3. Select the appropriate print or preview option
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Q: How do I add a TEAM MEETING?
A: 1. In the TEAM MEETINGS tab, in the STUDENTS window, double-click on the proper Student Id
2. Right-click in the TEAM MEETINGS FOR A STUDENT window
3. Select "Add New Meeting" from menu
4. Follow window prompts
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Q: How do I create an IEP?
A: 1. In TEAM MEETINGS tab, in the STUDENTS window, double-click on the proper Student Id
2. In TEAM MEETINGS FOR A STUDENT window:
-IF- "Determination" cell for proper TEAM Meeting is "SPED"
-THEN- -Right-click over the appropriate TEAM Meeting
-Select "Create an IEP for TEAM Meeting from menu
-Follow window prompts
-IF- "Determination" cell for the TEAM MEETING is blank
-THEN- -Double-click on "Determination" cell and
select SPED from the drop-down menu
-Follow window prompts
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Q: How do I add TEAM MEMBERS?
A: 1. In the TEAM MEETINGS tab, in TEAM MEMBERS window, right-click to "Add New Team Member"
2. Double-click on each cell and enter/select appropriate info
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Q: How do I AUDIT an IEP?
A: 1. In the IEP's tab, in the STUDENTS window, double-click on the proper Student Id
2. In the IEP's window, right-click on the appropriate IEP
3. Select "Run Audit for IEP" from menu
4. Review IEP AUDIT DETAILS window for items out of compliance
5. Double-click blue window links to go directly to compliance issues
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Q: How do I print an IEP?
A: 1. In the IEP's tab, in the STUDENTS window, double-click on the proper Student Id
2. In the IEP's window, right-click on the appropriate IEP
-EITHER- -select "Print IEP Document" to print all IEP pages
-OR- -select "Print By Page IEP" and print selected page(s)
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Q: How do I add a GOAL to an IEP?
A: 1. In the GOALS and OBJECTIVES tab, in the STUDENTS window, double-click on the proper Student Id
2. In the IEP's window, double-click on the appropriate IEP Id
3. Right-click in IEP ANNUAL GOALS window
4. Select "Add New Goal" from menu
5. Double-click each white cell and enter/select appropriate info
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Q: How do I add a GOAL RESPONSIBLE PERSON?
A: 1. In the GOALS and OBJECTIVES tab, right-click in GOAL RESPONSIBLE PERSON window
2. Select "Add New Person Responsible for Goal" option
3. Double-click on each white cell and select option from drop-down menu
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Q: How do I create an OBJECTIVE for a GOAL?
A: 1. In the GOALS and OBJECTIVES tab, right-click in IEP GOAL OBJECTIVES window
2. Select "Add An Objective" from menu
3. Double-click on white cell and enter appropriate information
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Q: How do I add a SPECIAL EDUCATION SERVICE
A: 1. In the SERVICES tab, in the STUDENTS window, double-click on the proper Student Id
2. In the IEP's window, double-click on the appropriate IEP Id
3. Right-click in SPECIAL EDUCATION AND SUPPORT SERVICES window
4. Select "Add A Special Education Service" from menu
5. Double-click each white cell and enter/appropriate info
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Q: How do I add an IEP ASSESSMENT?
A: 1. In the ASSESSMENT MODIFICATIONS tab, in the STUDENTS window, double-click on the appropriate Student Id
2. In the IEP's window, double-click on the appropriate IEP Id
3. Right-click in the IEP ASSESSMENTS window and select "Add New Assessment" from the drop-down menu
4. Double-click on white cells and enter/select the appropriate info
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Q: How do I add IEP ASSESSMENT MODIFICATIONS?
A: 1. In the ASSESSMENT MODIFICATIONS tab, in the STUDENTS window, double-click on the appropriate Student Id
2. In the IEP's window, double-click on the appropriate IEP Id
3. In the IEP ASSESSMENTS window, double-click on the appropriate Assessment Id
4. In the IEP ASSESSMENT MODIFICATIONS window, double-click each white cell and enter/select appropriate info in the TEXT EDIT window
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Q: How do I add STUDENT DETAILS?
A: 1. In the STUDENTS window, double-click on the Student ID.
2. Select the STUDENT DETAILS window.
3. Double-click each white cell and enter/select the appropriate info.
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Q: How do I add STUDENT REFERRAL DETAILS?
A: 1. In the REFERRALS tab, in the STUDENTS window, double-click on the Student ID
2. In REFERRALS FOR A STUDENT window double-click on Referral ID
3. In STUDENT REFERRAL window double-click on each white cell and enter/select appropriate info
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Q: How do I add STUDENT EVALUATION DETAILS?
A: 1. In the STUDENTS window, double-click on the Student ID
2. In EVALUATIONS FOR A STUDENT window, double-click on Evaluation ID
3. In STUDENT INDIVIDUAL EVALUATION window double-click on each white cell and enter/select appropriate info
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Q: How do I add TEAM MEETING MINUTES?
A: 1. In TEAM MEETINGS Tab, In TEAM MEETING MINTUES window, double-click on each white cell and enter/select appropriate info
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Q: How do I add IEP DETAILS?
A: 1. In the IEPs Tab, in the STUDENTS window double-click on the Student ID
2. In the IEPs window double-click on the IEP ID
3. In the IEP DETAILS window, double-click each white cell and enter/select appropriate info
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Q: How do I add CONSENT FOR INITIAL PLACEMENT?
A: 1. In the IEP tab, in the STUDENTS window, double-click on the Student ID
2. In the IEPs window, double-click on the Student ID
3. In the CONSENT FOR INITIAL PLACEMENT window double click each white cell and enter/select appropriate info
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Q: How do I ADD AN OBJECTIVE FROM CATALOG?
A: 1. In the Goals and Objectives Tab, in the GOAL OBJECTIVES CATALOG window, double-click on the appropriate library
2. Continue to double-click through goal objective catalog levels until the desired objective is found
3. Right-click on the objective and drag-and-drop into the IEP GOAL OBJECTIVES window
4. In the IEP GOAL OBJECTIVES window, double-click on red objective text and customize for the student
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Q: How do I add a RELATED SERVICE to an IEP?
A: 1. In the SERVICES tab, in the STUDENTS window, double-click on the Student Id
2. In the IEPs window double-click on the IEP ID
3. Right-click in SPECIAL EDUCATION AND SUPPORT SERVICES window.
4. Select Add a Related Service from menu
5. Double-click each white cell and enter/select appropriate info
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Q: How do I add an EXPLANATION OF EXTENT OF CLASSROOM PARTICIPATION?
A: 1. In the SERVICES tab, in SPECIAL EDUCATION AND SUPPORT SERVICES window, locate the "Explanation of extent" request in the lower left corner
2. Double-click on the white cell below to open a TEXT EDIT window
3. Type explanation then save and exit from window by clicking the "X" in the upper right corner of the TEXT EDIT window
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Q: How do I select an IEP CLASSROOM ACCOMMODATIONS?
A: 1. In the STUDENTS window double-click on the Student ID
2. In the IEPs window double-click on the IEP ID
3. In the IEP CLASSROOM ACCOMMODATIONS window double-click each white cell and enter/select appropriate info
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Q: How do I add IEP STUDENT TRANSITION INFORMATION?
A: 1. In the TRANSITION tab, in the STUDENTS window double-click on the Student ID
2. In the IEPs window double-click on the IEP ID
3. In IEP STUDENT TRANSITION window double-click each white cell and enter/select appropriate info
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Q: How do I add PROGRAM CHANGE INFORMATION?
A: 1. In the PROGRAM CHANGES TAB in the STUDENTS window double-click on the Student ID
2. In the EIPs window double-click on the IEP ID
3. In the PROGRAM CHANGE INFORMATION window double-click on each white cell and enter/select appropriate info
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Q: How do I PRINT AN IEP PROGRAM CHANGE?
A: 1. In the PROGRAM CHANGES tab, in the STUDENTS window double click on the STUDENT ID
2. In the IEPs window double-click on the IEP ID
3. Right-click in the PROGRAM CHANGE INFORMATION window and select print or preview option
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