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Instructions for how to view and manage cases. This document is for staff who will be assigned cases.

\uD83D\uDCD8 Instructions

What is a Case

A case is formal documentation created from an ad hoc alert.  The case is then used to document the follow up actions taken for the alert.

How are Cases Created

When an alert is issued using any one of the ad hoc alert types a case will be automatically created.

Who Manages Cases

Cases are assigned to/managed by the students assigned Success Navigator.  If a Success Navigator is not assigned to the student the Student Outreach and Retention office will manage the case.

Cases Training Materials

Please see the following training materials for how to view and manage cases in more detail.  This documentation is for staff that will be assigned to/ managing cases.

 Case Management (pdf)

Cases (EAB Help Center)

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