Creating cases

Purpose

Open a coaching case for a student — either from a referral or from scratch.

Two ways to create

From a referral (most common)

1. Cases → New (the referral inbox).
2. Click a referral. Review the concern and student.
3. Click Accept → Create case.

The case inherits the referral's concern type and notes. The referring teacher is automatically attached.

From scratch

1. Cases → New case (top right).
2. Pick a Student (or create one).
3. Pick a Concern type and (optionally) a Source (parent, self-referral, etc.).
4. Save.

What's in a case

• A status (New → In progress → Monitoring → Closed).
• An assigned facilitator (you, by default).
• Optional co-facilitators.
• An attached teacher (for visibility and feedback).

[SCREENSHOT: creating-cases-new-case-form] Cases → New case form with Student, Concern type, and Source picker filled in, ready to save.

FAQ

Can a student have more than one open case? Yes — for example, one academic and one attendance case can run in parallel.

Who sees a brand-new case? The assigned facilitator, the attached teacher, and admins. See Roles & permissions.

Related

• Assigning cases
• Submitting a referral