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Info

If you want to see cases where students have submitted request you will need to change the Alert Type filter to “Request Assistance”.

Request Assistance.png
  1. The filters Most staff will only see the cases assigned to them unless they have been granted permissions otherwise to see all cases.

Info

Filters at the top of the page can be used to narrow down the list of cases you want to see.

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  1. If needed select the filters you want to apply

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  • Click on the Assigned To dropdown.

  • Select your Name from the list.

  1. After you are done choosing your filters you must select Search to apply the filters to your list.

My Students Only: If you have assigned students you can choose to only view cases for those students by selecting the check box under the filtered area, labeled “My Students Only”.

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  1. Cases Screen.pngImage Added

Case Assignments

Manage / Update a Case

Step 1 - Check if there is

  1. Click the Manage Case button to the right of the case you would like to view.

  2. The manage case window will open.

  3. The student name, reason, and assigned staff will show at the top of the window.

Case Assignment

The top area will show who the case is assigned to. The case can be assigned to more than one individual.

Add an Assignee

  1. Click in the Assignee box.

  2. Type of the name of the individual you would like to assign (you must have permissions to re-assign cases for this to be available).

  3. Select the name from the list.

  4. When you are done adding the name(s), select Save Changes.

Remove an Assignee

  1. Click the x in front of the assignee you would like to remove. Be sure that the assignee box is not empty.

  2. Select Save Changes.

Owner

The owner field can be used to add additional staff to the case.

For example a supervisor of an area may want to see the list of all cases for their staff. If they are added as the case owner they can use the Case owner filter to see the full list of cases for their area.

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Case Activity

The case activity area will show all of the details about the case from creation to close.

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