How to switch between student casefiles as a counselor

  • In this article, we will show counselors how they can switch between student casefiles.
Counselors should use this so they don't have to continue to go back to their dashboard to see different student's 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

  1. 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.
  1. 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


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