Caseload Command Center.
See What an Educator or Case Manager Would See — Jordan, Grade 11.
A workflow-oriented dashboard for your caseload — readiness gaps at a glance, pending inputs, meeting prep, and a shared pathway with each family. You're viewing Jordan Rivera's journey — postsecondary pathway and next steps. Switch students from the header to see how the plan changes with age and goals.
- Featured student
- Jordan Rivera
- Report status
- In progress
- Evidence on file
- 3 items
- Focus area
- Postsecondary direction
Grade 11 · Postsecondary Pathway And Next Steps
Readiness · developing
Current IEP — annual review
4 goals tracked
Your Caseload Workspace
Your Caseload, in One View
Preview any tool inline. Every card explains what it does, what feeds it, and the next step you can take today. You only see the students your role permits.
Caseload Snapshot
Every student you support — grade, readiness, and next action.
- Students
- 8
- Next Meeting ≤14d
- 3
5 items · 3 connected
Student Readiness
Employment, education, independent living, and self-advocacy across your caseload.
- On Track
- 5
- Needs Support
- 2
4 items · 3 connected
Pending Educator Input
Sections of Pathway Reports waiting on your input before they can move to draft.
- Open Items
- 4
- Overdue
- 1
4 items · 2 connected
Pathway Reports
Latest reports for your caseload — snapshot, pathways, and questions for the team.
- Drafts Ready
- 5
- Published
- 2
5 items · 3 connected
Meeting Prep
PPT prep templates and question sets tailored to each student.
- Next Meeting
- Sep 15
- Prep Packs Open
- 3
3 items · 3 connected
Case Notes
Quick notes tied to each student, timestamped and searchable.
- This Week
- 12
- Private to You
- 5
4 items · 2 connected
Action Items
Assign next steps to family, student, or yourself — track completion.
- Open
- 9
- Due This Week
- 4
4 items · 3 connected
Calendar
Meetings and check-ins across your caseload — one calendar view.
- This Week
- 2
- Next 30 Days
- 7
4 items · 2 connected
Document Review
IEPs, evaluations, and family uploads — organized and reviewable.
- In Queue
- 6
- Reviewed Today
- 2
4 items · 2 connected
Partner Network
Refer students to work-based learning, college pathways, and life-skills programs.
- Verified Partners
- 7
- Awaiting Referral
- 2
Explainable matches · Verified partners
Transition Channel
Communicate, coordinate next steps, and keep important transition conversations connected.
- Active Channels
- 4
- Pending Requests
- 2
Realtime · Role-Aware · Secure
Activity / Next Steps
Actions And Outputs
What Needs Attention
Your Next Actions
Sample next actions for this role — click through to see where each one leads.
Review 3 Newly Uploaded Documents
Needs ReviewFamilies uploaded evaluations and progress reports awaiting your review.
Owner: You
Close 2 High-Priority Data Gaps
In ProgressThis WeekTwo students are missing a current transition assessment before their PPT.
Owner: Case Manager
Finalize Pathway Report For Marisol R.
In ProgressPPT In 3 DaysDraft is complete — one goal needs a measurable target before you share it.
Owner: You
Schedule 2 Overdue PPT Meetings
Not StartedOverdueAnnual review dates passed for 2 students on your caseload.
Owner: You
Refer 1 Senior To Adult Services
Not StartedConsent is signed — send the referral so BRS/DDS can begin intake.
Owner: You
Ready To Take The Next Step?
Join the waitlist, request a pilot, or keep exploring how each role fits together.