How to switch between student casefiles as a counselor
- In this article, we will show counselors how they can switch between student casefiles.
1. Accessing a student's casefile
To access a student's casefile from the counselor dashboard click the Go to Casefile button next to a student's name.
2. Switching Between Student Casefiles
- From a student's casefile, click the Student Casefiles search bar in the top left corner.
- Counselors will see a drop-down list of the students in their caseload.
- Click the name of the student or type the name of that student in the search bar.
- Counselors will then be taken to that student's casefile