Editable Excel Caseload

Editable Excel Caseload
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I use this to organize my special education caseload. At the beginning of the year I type all the kids names and tentative information in the appropriate boxes. This really helps me to stay organized and make sure I am on time! My district has us follow certain steps that yours may not, so you can edit this document!

**Description of each subtitle:
Last: Student last name
First: Student first name
ID: Student identification number
Gr. Student grade level
Annual: Date/year for student's annual due date
Tri: Date/year for student's triannual due date
Proposed: Date that the meeting has been proposed
Time: The proposed time meeting is scheduled for
Changes: I mark if any changes have been made to proposed date/time
Type: I mark annual or Tri
Trans: If translator is needed, I mark the date I confirmed one
AP: When the assessment plan has been sent or received
Notice: When the meeting notice was sent
Returned: When parent returned notice signed
WCJIV: If it is a tri, I check when I have completed academic assessment
Passport: We complete passports for our students, I mark when completed
DO: When I have sent all paperwork to the district office
F: when meeting is finalized

Some of the fonts may not work after you download the document. Should there be an issue with the layout, please click below for the PDF version, this one will not be editable.


Please let me know if you have any suggestions or ideas on how I can make this even more user friendly!

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