SE Student
Team:
The Team tab lists staff members who are associated with the student during the current process. Staff names listed here will export to all documents generated within the process, although it can be modified as needed in individual reports.
Tasks
Adding Team Members
Click
in the Team Members group box. Staff Search opens.
Click
RoleID
and select
Case Manager.
Complete appropriate name fields.
Click
. Search results displays a list matching criteria entered.
Click
line
number of appropriate staff name.
Click
.
OR
Double click line number of appropriate staff name.
Staff Search closes and selected record displays.
Repeat process from the beginning, selecting various team member roles from
RoleID
.
Click
when finished adding Team members.
Related Topics
SE Student Screen vs Portfolio Screen
Access SE Student Screen
Access Portfolio Screen
Understanding SE Document Properties
Amend Current IEP VIDEO DEMO
Check IEP Meeting Participants DEMO VIDEO
Check IEP Meeting Participants from Student VIDEO DEMO
IEP Team Members VIDEO DEMO
Importing a Student from Synergy SIS
Modify an IEP VIDEO DEMO
Team List
Adding
Team Members
in the
Team Members group box. Staff Search opens.
and select 
. Search
results displays a list matching criteria entered.
.
when
finished adding Team members.