Adding a Case to a Session

Once you've added availability to the calendar, you can register a student for a class availability. This can be done from the Classes Calendar or from the case's main page. 


From the Classes Calendar

1. Click Classes in the Navigation Menu on the left to open the Classes Calendar. Use filters along the top of the calendar, select an open availability which opens it's summary window and then click the DETAILS arrow.
2.Select the ROSTER tab and, if prompted, choose the correct class type from the drop down menu.
3.Click the button to open the Select Cases window.
4.Use the search fieldto locate the case(s) you want to add to the roster. Then click anywhere in the row of the case(s) you'd like to add, which will select the Case for that Class.
5.

Click the  button in the right hand corner and then click ADD in bottom left corner of the confirmation window. A registration notification will automatically be sent to the student and provider.


From the Cases Main Page

1. Click Cases in the Navigation Menu on the left to open the Cases main page and click anywhere in the row of the case. This opens the case's detail page.
2.Select the CLASSES tab and click thebutton in the upper right corner which opens the Add to Class window.
3.Choose the correct class type from the dropdown menu and click CONTINUE. This opens the Classes Calendar with only unbooked availability of that class type displayed.
4.

Click the appropriate availability and then click ADD in bottom left corner of the confirmation window. A registration notification will automatically be sent to the student and provider. 




Removing a Case from a Class

If a case, or cases, needs to be removed from a session but you would like the availability to remain, we recommend removing the case(s). If you would like to remove the availability entirely, then the session can be cancelled.


From the Classes Calendar

1. Click Classes in the Navigation Menu on the left to open the Classes Calendar and select the session which will open it's Detail page.
2.Select the ROSTER tab and click the empty check box in the row of the case(s) you'd like to remove.
3.Then click the trash bin to remove the case(s) and select REMOVE in the confirmation window.
NOTE: An automated student notification of this removal can be setup for your organization if it has not already been put in place. Please request this notification here.

 

From the Cases Main Page

1. Click Cases in the Navigation Menu on the left to open the Cases main page and click anywhere in the row of the case. This opens the case's detail page.
2.Select the CLASSES tab and click anywhere in the row of the session you'd like to remove the case from which will open the ROSTER tab of that session.
3.Click the empty check box in the row of the case, click on the trash bin and select REMOVE in the confirmation window.
NOTE: An automated student email notification of this removal can be setup for your organization if it has not already been put in place.  Please request here.