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  1. Select the Close Case button.

  2. Click in the Outcome field.

  3. Choose the appropriate outcome for your case.

  4. Add a comment to close the case (i.e. appointment set with the student)

  5. Check the box next to Allow closed comments to be shown in email

    • The comments will be sent to the staff that issued the ad hoc alert along with the case outcome.

  6. Select Submit to close the case.

  7. The case closed email will be sent the the individual who issued the alert.

Example of case closed email (including comments).

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Info

You can find this case now when filtering on the case status of Closed

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. It will also show on the student profile

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under the Reports/Notes tab.

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