How to filter case manager list as District Manager or Case Manager

Creation date: 12/9/2024 10:43 AM    Updated: 12/9/2024 10:43 AM

As a District Manager:

Go to SRS


Sign in to SRS


Go to Student Search


On student search, under Display Options, enable Case Manager.


Then set the 1st “Search By” dropdown to Case Manager First Name.


Then set the 2nd “Search By” dropdown to Case Manager Last Name. 


Then enter the first and last name of the case manager and click the Search button.


You can now use the Filter Results textbox to search based on SRS ID or Name or Grade or Age or other column criteria.

You can also export to a CSV. 

To Export by CSV, click on Export to CSV


You may now sort and filter in the CSV file as you wish.


As a Case Manager:

Go to SRS


Sign in to SRS


Go to Student Search


On the Student Search page, under Display Options, enable Case Manager.


Then set the 1st “Search By” dropdown to Case Manager First Name.


Then set the 2nd “Search By” dropdown to Case Manager Last Name. 


Then enter the first and last name of the case manager and click the Search button.


You can now use the Filter Results textbox to search based on SRS ID or Name or Grade or Age or other column criteria.

You can also export to a CSV. 

To Export by CSV, click on Export to CSV


You may now sort and filter in the CSV file as you wish.