Embedded Files
What:
What:
Cases create a more formalized next step for action or intervention on progress reports and issued kudos/referral/alerts.
Where:
Where:
Open and closed cases are stored on the student’s profile page, the Cases page, and in Reports.
Who:
Who:
Each case has a workflow. The department or person assigned a case will know and be a part of the conversation before cases are assigned. The ability to view cases is permission based.
How to Manage Cases
How to Manage Cases
Note: Navigate is FERPA Compliant, not HIPAA Compliant.
Note: Navigate is FERPA Compliant, not HIPAA Compliant.
Click on “View Case Details” from the email notification in your HCC gmail or shared email inbox. This link will bring you directly to the Navigate Staff page to work with the case.
Click on “View Case Details” from the email notification in your HCC gmail or shared email inbox. This link will bring you directly to the Navigate Staff page to work with the case.
If you are starting from Navigate Staff, click on the cases icon to open the Cases page. Use the filtering tools to narrow down your search to find the ones that are specific to you.
If you are starting from Navigate Staff, click on the cases icon to open the Cases page. Use the filtering tools to narrow down your search to find the ones that are specific to you.
The Cases page provides direct links to a dedicated Case Details page as well as the Student Profile.
The Cases page provides direct links to a dedicated Case Details page as well as the Student Profile.
If the user selects the Case number, the Case Details page opens.
If the user selects the Case number, the Case Details page opens.
If the user selects the student’s name, the Student Profile opens.
If the user selects the student’s name, the Student Profile opens.
Manage one or multiple cases with the Actions button. Select student(s) from your list and perform actions.
Manage one or multiple cases with the Actions button. Select student(s) from your list and perform actions.
Tip: If messages are sent to students through this actions menu, it will automatically be recorded under the case activities.
Tip: If messages are sent to students through this actions menu, it will automatically be recorded under the case activities.
After clicking the Case ID number, the Case Details page will show information about the case.
After clicking the Case ID number, the Case Details page will show information about the case.
Quick Actions button lets you take action on the Case.
Follow button, which allows you to receive notifications when action is taken on a Case. Case assignees and owners will continue to receive notifications as they did prior to this release.
The Case Summary section shows all key information about the case. Edit Details in this section using the button.
The Edit Case Details panel allows you to make several changes. The user can change the case's owner, assign or reassign the case, change the Case Status (new), or add a comment.
Update status to communicate with campus partners what step in managing the case you are at. You can also use these statuses to help yourself manage cases from the main case page.
If you are closing the case, you must add an outcome and select the Include Comments in Case closed email to Alerts issuer checkbox, which is an existing configuration.
***We ask that you always check to include comments
Once a case is closed, the Edit Details button is replaced by a Reopen Case button. Cases can be reopened from the Case Details page.
Note:
Cases that are opened through Progress Reports should be closed within 2 weeks of the Progress Report ending.
Cases will be forced closed by App Admin if not closed at the end of the term that it was issued.
Beneath the Case Summary is the Case Activity section, which allows you to see all actions taken on the Case and search for particular kinds of activity and add a comment here. If you want to view only comments, they can select the Show Comments Only checkbox. They can also search activity with relevant key words.
NEW!
Case-related documents can be added to the Case in the Documents section.
***Notes would be relevant to anyone who can view the case.
Link up to 25 related and/or duplicate cases with the option to close cases that no longer need attention.
Linking case will close all cases and leaving the one open that will be managed. When closing cases, users must select an Outcome prior to completing the linking process.
Once cases are linked, they may be unlinked. Once cases are closed, they may be reopened.
On the Case Details page, linked cases section shows any related cases for the case the staff user is looking at. Staff can unlink cases in this section or open the linked case or student profile.
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