How to edit or delete caseloads as a staff member

Updated 1 month ago by Sarah Welbes

  • In this article, we will show staff members how to edit or delete caseloads
Only staff members with student group management capabilities are able to edit and delete caseloads.

1. Editing or deleting caseloads

To edit or delete a caseload, click the Filters button on the dashboard.

Then click the arrow next to caseload.

Click Manage Caseloads.

Click the trashcan icon to delete the caseload or click the pencil icon to edit the caseload.

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