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  1. 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.

    Cases Screen.png

Case Assignments

Info

Only certain staff will have permissions to add / remove assignees.

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  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 and only document notes in one of the casesusing 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.

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