Locating a Student's Case

Locating a student's case is the first step in working on an IEP, completing any of the forms in MD Online IEP or scheduling an IEP team meeting.  Searching for a student's case can be accomplished on two screens:  the Admin Module screen which is present when first logging into the system and the Cases tab which is present in the IEP module.  Below is the search protocols while in the Admin Module.  Accessing students from the IEP module will be explained in the Starting New or Locating Archived IEP in the Additional Case Level Functions section of this guide.

Using the Case Matrix to Locate a Student's Case

The Case Matrix button is located in the Admin Module and can be accessed from the first screen present after logging into the MD Online IEP.  If the user's caseload is small enough (ex. Teacher account with assigned caseload), the Case Matrix will automatically be available when logging into the system.  Or, if the first screen when logging into the system is the Look Up screen, the Case Matrix is accessible as a button at the top of the screen.  Depending on the user's level of access the user will see a varying number of students. For a teacher, this will be a list of students assigned to their caseload. For a school based administrator this will be a list of every student in their school. Select a student's name to access the student's case.

Tip:   If the list of students is greater than 50, the user will enter the tool in the Look Up feature. Choose Case Matrix to see the list of accessible students available to the user.  If the list is extensive, use of Look Up would be the only way to locate a student case.

Using Look Up to Locate a Student's Case

Users are able to search for a specific student by utilizing the Lookup feature on the welcome screen. Users can input demographic data into the fields provided before selecting  Lookup Student to produce a list of possible matches or the student of choice. The results are limited by the amount of detailed information provided in the demographic fields in relation to the users access permissions and student records in the system.

Student Information System Data Base

Students new to the MD Online IEP must be added at the case level before an IEP can be developed.  Most of the local school systems using the MD Online IEP provide a nightly upload of their student demographic data, also known as the sis_db.  Students who need to be added but are not included in a nightly file upload, must be added manually through Create Child.  For further information regarding Create Child go to Additional Case Level Functions.