Description: - The caseload re-assignment feature allows an Administrator or Manager to assign one or all students assigned to a coach to be re-assigned to different coach. Prior to 1.2.1, students must be re-assigned one at a time until all students have been re-assigned after searching for each student. The re-assignment feature allows a manager or administrator to select a coach by name to view all advisees. All or some of the advisees can be re-assigned to one or more target coaches.
Use Case: - When a coach change jobs or leaves employment at a campus, the manager of the coach needs to re-assign the students to another coach. The manager navigates to the re-assignment tool and selects the former coach. A confirmation list of the caseload for the former coach is displayed. From a drop-down list of active coaches, the name of the coach to which the students will be moved is selected. All students are assigned to the new coach's caseload.
Location - SSP Admin
- Caseload Assignment
Features - Select one or more coaches to view current assignments
- Select a single coach to assign students
- Select one or more students to Add to the target coach
- Select all students with Ad All
- Drag selected students to the target coach
Sample 
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