Case Summary

How to get to this page - Select a student from the Student List or conduct a student search on the Home page.

All student specific STEP tasks can be performed from the Case Summary page.

All STEP tasks can be performed from the Case Summary

Menu Item	Description
Case Summary	Returns to the Case Summary page from any page in the case.
Student List	Closes the case and returns to the Student List.
To Do List	Closes the case and lists all reminders for all students.
Case Search	Closes the case and displays the case search page.
Case Notes	Lists all STEP related Case Notes for the case.
Case To Do List	Lists all current reminders for the case.
STEP Detail	Displays the details of the STEP program for the case.
Transition Services	Allows the selection of transition services for the case.
Employment/Placement	For entry of Employment which is the first step in building a Work Site Agreement.
Work Site Agreements	Used to connect a student to a work site and enter timesheets to track student progress.
Customer	Any changes to customer information must be done on this page.
Physicians	The student's physician(s) information is entered and edited here.