School Social Worker Planner | Caseload Tracker, Session Log, Follow-Up & Student Goals | Interactive Offline Browser App

SCHOOL SOCIAL WORKER PLANNER + INTERACTIVE CASELOAD TRACKER

Keep students, sessions, follow-ups, goals, tasks, contacts and reports organized in one interactive workspace built for school social work.

CREATIFILE CASELOAD is an interactive, offline browser-based School Social Worker Planner delivered as a self-contained HTML file.

Not a PDF. Not a spreadsheet. No subscription.

Download the file, open it in a modern browser and start planning.

TRY THE LIVE DEMO

Explore CREATIFILE CASELOAD before purchasing:

https://creatifile-caseload-view-only-demo.vercel.app/

The online demo is view-only and uses fictional sample data. You can explore the planner interface and features before purchasing. Adding, editing, saving, importing, exporting and personalization are available in the full version.

YOUR CASELOAD IN ONE PLACE

Instead of managing separate spreadsheets, paper notes and planning pages, CREATIFILE CASELOAD brings your everyday organizational workflow into one professional workspace.

Use it to manage:

CASELOAD DASHBOARD

See what needs your attention at a glance.

The dashboard provides visibility into:

STUDENT & CASELOAD MANAGEMENT

Create organized student profiles containing information such as:

Search, filter and sort your caseload to quickly find the information you need.

SESSION TRACKING

Keep an organized history of student support sessions.

Record:

You can also create weekly, biweekly or monthly recurring sessions.

FOLLOW-UP TRACKER

Keep important next steps visible.

Track student, created date, due date, priority, category, description, status, completion date and completion notes. Follow-ups can also be created directly from a session when additional action is needed.

TASK MANAGEMENT

Manage both general and student-linked professional tasks with due dates, priority levels, categories, status tracking, completion tracking, notes and optional student linking. Weekly, biweekly and monthly recurring tasks are supported.

CALENDAR + DAILY AGENDA

View your workload across monthly and weekly calendar layouts. Your calendar brings together sessions, follow-ups, tasks and custom events.

The Advanced Workspace also includes a Daily Agenda showing today’s sessions, follow-ups and tasks plus upcoming items for the next 7 days.

STUDENT GOALS

Create student-linked goals and track progress over time. Record the goal title, target date, progress percentage and intervention plan, then update progress as the school year continues.

CONTACT LOG

Keep professional communication organized with a student-linked contact log for parents / guardians, teachers, school staff and other professional contacts. Record the date, contact person or role, communication method and summary.

GROUP MANAGEMENT

Create reusable student groups and manage group membership. When you log a group session, CREATIFILE

CASELOAD can create linked session records for the current members of that group.

REUSABLE NOTE TEMPLATES

Save commonly used session-note starters for interventions, student responses and progress. Apply a saved template when creating a new session and edit it as needed.

REPORTS + ANALYTICS

Available reports include:

Reports can be copied, printed or downloaded as text files.

The Analytics workspace also provides active caseload, total sessions, service hours, urgent-review count, sessions by type, open follow-ups and unfinished tasks.

ADVANCED TOOLS

CSV STUDENT IMPORT

Already have a student list? Import students from a CSV file instead of entering every profile manually. Required columns are first and last. Optional fields include student ID, grade, teacher, service, priority, status and tags. Exact duplicate names are skipped during import.

SCHOOL-YEAR ARCHIVES

Create a frozen snapshot of the current school year’s records while keeping your current working data available. Saved archives can be viewed, exported or deleted.

8 WORKSPACE THEMES

Your theme preference saves on your device.

BACKUP & RESTORE

Your working planner data is stored locally in your browser. Create a JSON backup whenever you want and restore a compatible CREATIFILE CASELOAD backup later.

Regular backups are strongly recommended, especially before clearing browser storage, changing browsers or moving to another device.

FICTIONAL DEMO DATA

Load fictional demo records to see how the planner works. Demo records are clearly identified, do not replace your existing records and can be removed separately.

LOCAL PIN + AUTO-LOCK

Set an optional 4–12 digit local PIN and choose an automatic inactivity lock interval. Important: the PIN is a screen-privacy feature designed to deter casual access. It is not encryption and should not be treated as a security or compliance system.

WHAT YOU’LL RECEIVE

No physical product will be shipped.

HOW IT WORKS

1. DOWNLOAD — Download your digital files after purchase.

2. OPEN — Open the HTML planner file in a modern browser.

3. PLAN — Start adding students and organizing your caseload.

No account or subscription is required.

COMPATIBILITY

Designed for modern web browsers on desktop computers, laptops, tablets and mobile devices. For managing a larger caseload, a desktop or laptop will generally provide the most comfortable workspace.

This is a browser-based HTML application, not a native iOS or Android app.

IMPORTANT — LOCAL DATA

CREATIFILE CASELOAD stores working planner data locally in the browser on the device you use. Your records are not intentionally sent by the planner to an online account or cloud database. Because browser data can be cleared or lost, use the built-in Backup feature regularly. Backups themselves contain planner information and should be stored appropriately.

PRIVACY & PROFESSIONAL USE NOTICE

CREATIFILE CASELOAD is an organizational planning tool for personal professional use. It is not an official student information system, clinical record, legal document, medical record or compliance platform. The local PIN is not encryption.

Always follow your school, district, employer and applicable data-handling policies when deciding what student information may be entered or stored.

WHO IT’S FOR

THIS PRODUCT IS NOT

✕ A printable planner

✕ A PDF planner

✕ An Excel workbook

✕ A Google Sheets template

✕ A GoodNotes planner

✕ A Notion template

✕ A native mobile app

✕ A subscription service

✕ An official student-record system

FAQ

Do I need a subscription?

No. This is a digital-download product with no recurring subscription required.

Is this a PDF or spreadsheet?

No. The planner itself is an interactive HTML file that opens in a modern browser.

Do I need an account?

No account is required for the planner.

Does it work offline?

The planner is self-contained and designed for normal use without an internet connection after download.

Where is my information stored?

Working data is saved locally in the browser on the device you use.

Can I back up my data?

Yes. Use the built-in JSON Backup and Restore tools.

Can I use it on a tablet or phone?

The interface includes responsive layouts, although desktop/laptop is recommended for heavier caseload management.

Is the PIN encryption?

No. It is a local privacy screen and auto-lock feature, not encryption.

DIGITAL DOWNLOAD

This listing is for a digital product only. No physical item will be mailed.

Because digital products are delivered electronically, please review the listing details, compatibility information and product images carefully before purchasing. For any order issue, contact us through Etsy so we can help.