Instructions for how to view and manage cases. This document is for staff who will be assigned cases.
\uD83D\uDCD8 Instructions
View / Manage Cases
There are two ways you can navigate to cases:
Through the link sent to your email when assigned the case
Through the Case Icon in the Navigation
Email Link
Click on the “View Case Details” link shown in your email.
This will bring you directly into manage the case for that specific student.
Case Icon in the Navigation
Log into Navigate if you are not already logged in.
Click on the Case icon in the left navigation.
The cases widow will open.
The Open cases will show by default.
The filters at the top of the page can be used narrow down the list of cases you want to see.
Select the filters you want to apply.
Assigned to You: For example if you only want to see cases Assigned To you.Click on the Assigned To dropdown
Select your Name from the list
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”.
\uD83D\uDCCB Related articles
Cases (EAB Help Center)