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• The top area will show who the case is assigned to.

• The case can be assigned to more than one individual.

Manage / Update a Case

Step 1

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: Look for Duplicate Cases

1. Review your list of cases to see if there are duplicate cases:

2. Duplicate Case = Multiple cases for the same student + the same issuer + the same comments.

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1. If you have a duplicate case

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1. you will need to close one of the cases and only document notes in one of the cases.

   • Select Manage Case for the duplicate and follow the steps under How to Close a Case

     • Comments should say closing because of duplicate case.

2. If you don’t have any duplicate cases proceed with Step 2 below.

Step 2: Update the Case

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.

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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, duplicate case, etc.)

5. If you would like, check the box next to Allow closed comments to be shown in email.

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