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How To: Create a New Class or Caseload
Updated over 9 months ago

To create a new class or caseload:

  1. Click Manage in the bottom navigation bar.

  2. Select Classes & Caseloads from the drop-down. In the top right corner, click + Create and select New Class or New Caseload from the drop-down.

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  3. Enter a name in the required Class Name or Caseload Name field.

  4. Click Add+ under to the following attributes and select the checkbox next to each based on your school and CR LiftEd teammates. Please note, multiple attributes can be selected.

    • School (Required)

    • Grade Level(s)

    • Owner (Required)

    • Setting Type

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  5. To add students and staff, click the Select Students and Select Staff tabs.

    • Use the All Students drop-down to order the list by existing classes.

    • Scroll to find students or use the search box and click the checkbox next to each student that should be included.

    • Click Select All to add all students.

  6. Click Finish.

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