ion Education Help Site

Case Management Dashboard

Updated on

Case Management Dashboard

The Case Management Dashboards provides an overview of open and closed cases. The dashboard defaults to Open cases; click on Closed to view closed cases.

The following functions are available on the dashboard:

1. Sort - Click on the column heading to sort information.

2. Filter - Select the filtering option and adjust the date.

3. Search - Enter numerals or letters to search.

4. Remove / Add options - Click the edit wheel and toggle the items on/off.  Items that are not checked will not be visible on the dashboard.

5. Move options - Drag / Drop the column headings to a different location.  Student is the only heading that is anchored.

Only users with permissions can customize the case dashboard by removing, adding, and moving column headings

Previous Article How to Open a Case
Next Article Individual Student Case