Assign caseloads to admins

Caseload tags filter dashboard data for school administrators, allowing both coaches and evaluators to focus on the performance of the particular staff they support.

Note: this feature must be enabled by your Customer Success Manager. If you're uncertain whether this setting is enabled, please submit a support request.

How do caseloads work?

First up, you need to assign tags to staff members. A common example would be to assign a tag to each staff member for every subject they teach. So Tom Sawyer might have the tag 'Math' as he is a teacher in the Math department.

You then need to assign their supervisor the corresponding caseload tag. So if Huckleberry Finn is the head of the Math Department, he would have the caseload tag 'Math'. When Huckleberry Finn logs in, his view will be restricted to only those staff who have the tag 'Math'.

Assigning caseloads to school admins

To create a caseload for a school admin, from your dashboard:

1. Go to your Staff page on the left-hand navigation panel to view the Staff Manager.
2. Click on the Caseloads tab to bring up a list of all staff who have administrative access to the group (i.e. Level 2+).
3. Locate the admin leader for whom you'd like to add a caseload and then click the + Add button to the right of their name.
4. This will open up a drop-down menu with the names of any Tags already assigned to staff. Adding a tag to the Caseload of an admin will mean that their dashboard is filtered to viewing staff with that tag. Admins can have more than one tag assigned to their caseload.
5. This drop-down menu also has the option to 'Create a new Caseload Tag', which can then be applied to the staff they support under the Tags column.

The GIF below shows the process of adding caseloads to administrators:

• An existing tag, 'History', is added to Abraham Perkins' caseload. Abraham's dashboard will now be filtered to show only staff who are tagged with 'History'
• If a 'New Caseload Tag' is created for Jennifer Barnes, the same 'Tag' would need to be added to all teaching staff who belong to Jennifer's caseload