SSP FAQ- Caseload Assignment

Owned by Jason Elwood
Last updated: Jan 03, 2014Version comment
2 min read

SSP FAQ for Caseload Assignment Related Questions

 

 

Question
When I add students they don't show up in my caseload.
The coach assigned in the external data is not showing when I added the student.
Why are the add and edit buttons missing?
Why did the coach assignment revert to the original value?
Question and Answer
When I add students they don’t show up in my caseload.
When students are added to SSP, a coach must be assigned.  The assigned coach is completed by selecting or confirming the coach in the Coach drop down box.  Once the student is successfully added, the student will appear in the assigned coach's caseload.  Students do not appear in the caseload of the coach/user who added the student.  Students can always be viewed by searching for the student.
The coach assigned in the external data is not showing when I added the student

SSP will set the assigned coach value when adding a student if the coach is associated to the student in the external_person table.  The following conditions must exists.

  1. The coach is a user with the coach role in SSP.  This is done by either the security integration and/or users created in SSP.  You can check by searching for users in Manage Users.
  2. The coach record is also defined also in the external_person table.  The school id's must match #1.  The students should be in the table with an assigned coach_id along with a row for each coach (coach id as school_id) without a coach_id
  3. The coachsetfromexternal configuration value is True.  This is done in SSP Admin --> System Configuration
  4. The coach sync process has run at least once since the coach was added.
  5. The student was Retrieved from External data when added to SSP.
Why are the add and edit buttons missing?
Some older browsers are not supported for SSP.  There is a known issue with the add and edit student buttons in the Caseload Assignment form, especially with older versions of Internet Explorer (8 and older).  All current versions of Safari, Internet Explorer, Firefox and Chrome as supported.
Why did the coach assignment revert to the original value?
If SSP is configured to set and unset coach assignments from external data, the external person sync job will over-write changes made in SSP.  The sync job generally runs once per day and updates SSP records with data in the external tables.  If local changes should be preserved, change the coachUnsetFromExternalData to False in SSP admin.