Creating a Caseload Course in PowerSchool

Purpose

A caseload course is a course/section used to assign a large group of students to a designated 9th-period class or caseload. Instead of students individually requesting or being scheduled into the course, students are enrolled based on a predetermined student list.

Caseload courses are commonly used when nearly every student in the school needs to be assigned to a specific 9th-period section, program, advisor, intervention, or other schoolwide assignment.

Before You Begin

Before creating the caseload course, have the following information available:

• Teacher or staff member responsible for the caseload
• Term and school in which the course will be offered
• Student list to be enrolled
• Any enrollment exclusions, such as students who should not be assigned to the caseload

Part 1: Create the Caseload Section

After the course exists, create a section for the appropriate term.

1. Navigate to the Staff > Teacher Schedules page for the school.
2. Select the staff/teacher you would like to create a caseload for on the left panel
3. Above their schedule table click New. This will open the section creation page.
4. Create a new section for the caseload course by finding the course WM62A.
5. Enter the appropriate:
   • Course (WM62A)
   • Teacher
   • Period ( Expression 9 )
   • Term
   • Maximum enrollment
6. Make sure to set the section Expression to 9.
7. Make sure to set max enrollment to a high number. Usually up to the amount of requested students.
8. Attendance not necessary
9. Section number and room are optional values
10. Verify that the section is associated with the correct course and term.
11. Save the section.

Example

Setting	Example
Course	5TH GRADE CASELOAD
Course Number	WM62A
Section	01
Teacher	Assigned Counselor/Advisor
Period	9
Term	2026-2027
Room	Counseling Office
Students	Assigned from caseload list

 

Part 2: Enroll the Students

The next step is to determine which students should be enrolled.

A caseload list may contain a very large percentage of the school's students.

For example:

School enrollment: 1,200 students
Caseload students: 1,150 students

The list should ideally contain the students' PowerSchool Student IDs rather than relying only on names.

Recommended fields include:

 

Once the section and student list are ready, enroll the students into the section.

There are several possible methods depending on the PowerSchool configuration.

 

1. Copy the Student ID numbers from your source. Most likely an excel spreadsheet.
2. Click Mutliselect on the start page
3. Paste the copied student ID numbers
4. Press submit and your student selection will load
5. Once you have you student selection. Navigate to the bottom right of the table and click Mass Register.
6. In this new page you will select the staff/teacher with the new caseload course
7. you will see a preview of the student roster 
8. Click enroll students and the students will be added to the caseload