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Collaboration on cases

Last updated 2026-06-08

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At a glance

  • Who uses it: Facilitators and the attached teacher, coordinating on an open case.
  • When to use it: For lightweight back-and-forth that isn't a formal note — "Did Maya turn in the make-up work?", "Parent meeting moved to Thursday."
  • Permissions required: Facilitator, admin, or the case's attached teacher. Available on Pro and District plans.
  • Navigation path: Cases → open a case → Messages tab.

Purpose

Case messages are a threaded conversation scoped to a single case. They keep day-to-day coordination out of email (and out of the formal case note record), while still being audit-logged and visible to the right people.

Who sees a message

  • The case's assigned facilitator and any co-facilitators.
  • The attached teacher.
  • School administrators.

Messages are never sent to parents and are not included in the parent-facing dossier export.

Step-by-step

Post a message

  1. Open the case. Click the Messages tab.
  2. Type in the composer. @-mention a colleague to send them a notification.
  3. Click Send. The message appears in the thread and watchers are notified.

[SCREENSHOT: case-messages-thread] Cases → open case Messages tab with a 3-message thread between a facilitator and the attached teacher.

Redact a message

If a message contains something that shouldn't be in the record (a mis-typed name, sensitive content):

  1. Open the message's ⋯ menu.
  2. Choose Delete.
  3. The body is replaced with "(message removed)". Authorship and timestamp remain for audit. Admins can also redact others' messages.

Tips & best practices

  • Use messages for coordination; use notes for the official record.
  • @-mention sparingly — every mention is a notification.
  • If a message warrants permanent record-keeping, copy the substance into a note before redacting.

Common mistakes

  • Treating messages as the case record — messages are not surfaced in intervention-trend reports.
  • Posting parent-bound text — parents never see messages; use a parent-visible note instead.

Related articles

FAQ

Does case messaging count against my AI quota? No. Messages are plain text. AI quota only applies to AI-drafted content.

Are messages encrypted at rest? Yes. Like all AmplifyED data, messages are encrypted at rest and in transit. See Data encryption.

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