Overview
The Case Management module provides users with a "digital file box" that holds interactions between staff and students who may require additional services. These "interactions" may include:
- Making referrals
- Scheduling meetings
- Recording meeting notes
- Assigning tasks to staff members
- Tracking student progress
- Tracking service delivery requirements
- Reviewing past and current decisions
The general workflow is shown in the chart below: Open a case, Schedule meetings, Record meeting notes, Manage student cases, Review student cases.
Main Navigation
Case Management requires set up in the Case Management Dictionary. There, users decide how to open a case. Once cases have been opened, they will be displayed on the Case Management Dashboard. Clicking on a hyperlinked student on the dashboard will display an Individual Student Case.
