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6. If needed select the filters you want to apply. After you are done choosing your filters you must select Search to apply the filters to your list.
   

   

Case Assignments

• 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.

   • Duplicate Case = Multiple cases for the same student + the same issuer + the same comments (only the alert reason will be different).

2. If you have a duplicate case you will need to close one of the cases using the Duplicate case outcome. The other case will be used for your notes.

   • Select Manage Case for the one you would like to mark as duplicate and follow the steps under How to Close a Case.

     • Outcome should be Duplicate case (multiple cases issued for the same concern)

     • Comments should say closing because of duplicate case.

3. 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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