- Add a student, set a clear display name, and attach the chart you will log against.
- Use a consistent naming convention so students sort predictably.
- Keep your active list to the students you log today; archive the rest.
- Attach IEP and case manager context so follow-up is easy to prioritize.
- For more than a handful of students, use CSV import instead.
A tidy caseload is the difference between logging in thirty seconds and hunting for the right student during a busy transition. Adding students well at the start saves you that friction every day after.
Add a student
From your dashboard, add a student and give them a display name. Then attach the chart format you will use, whether that is frequency, duration, trial accuracy, interval, or a simple met-or-not-met goal. The student and their chart are now ready for daily logging.
Add only the students you are actively tracking. A caseload that mirrors who you actually log keeps the daily view focused and your evidence uncluttered.
Use a consistent naming convention
Pick one display-name format and stick to it across your caseload. Last name first, or first name and last initial, both work; the point is consistency so students sort predictably and you are not guessing which Jayden you are looking at.
Consistent names also pay off later when you export an evidence packet or a progress report. A clean name on the document is one less thing to fix before a meeting.
Attach caseload context
For special-education work, connect each student to the context that helps you prioritize: IEP status, the case manager, and upcoming meeting dates. That context turns a flat list into a caseload you can triage.
When a meeting is two weeks out, that signal helps you see whose evidence needs attention now rather than discovering a gap the night before.
Keep the active list focused
Your dashboard should show the students you need to log today. Archive students who no longer need a chart so your active view stays short. Archiving keeps the history; it does not delete the evidence.
Revisit the active list during natural cleanup points, like the end of a grading period, so it never drifts far from reality.
Frequently asked questions
How many students should I add at once?
Add students individually when you have only a few. For a full class or caseload, CSV import is faster and avoids typos.
Can a student have more than one chart?
A student can have chart history, but keeping one active chart at a time makes daily logging simpler and your evidence cleaner.
What naming format should I use?
Any consistent format works. The goal is predictable sorting and clean names on exported reports, so pick one convention and apply it across the caseload.