Understanding cases
Last updated 2026-06-08
At a glance
- Who uses it: Everyone — cases are the central object in AmplifyED.
- Purpose: Conceptual overview of what a case is and how it moves through the system.
What a case is
A case is a coaching record opened on behalf of a student. It bundles:
- A concern — academic, behavioral, attendance, SEL, family engagement.
- An assigned facilitator — the staff member who owns the work.
- An attached teacher — usually the referring teacher; gets limited visibility into the case.
- Interventions — what the facilitator is trying.
- Notes — chronological documentation.
- Follow-ups — when to revisit.
- Outcome — recorded at closure.
A student can have multiple cases open in parallel (one academic, one behavioral, for example).
How a case starts
Two paths:
- From a referral — a teacher, parent, student, or staff member submits an intake form. The submission lands in the Cases → New inbox. A facilitator or admin accepts it, converting the referral into a case.
- From scratch — a facilitator or admin creates a case directly from Cases → New case, picking a student and concern.
See Creating a case.
How a case progresses
Cases move through statuses: New → Assigned → In Progress → On Hold → Resolved → Closed. See Case lifecycle.
Who sees what on a case
- Assigned facilitator and admins see everything.
- Attached teacher sees teacher-visible notes, can post case messages (Pro+), can submit feedback.
- Parents see only what is explicitly marked parent-visible (typically just the dossier export at closure).
How a case ends
Closure with an outcome: improvement, no change, withdrawn (student left), referred out, or other. Closed cases remain readable; they just don't count toward active caseload. See Closing cases.
Related articles
FAQ
Can a teacher create a case directly? No — teachers submit referrals. Conversion to a case is done by a facilitator or admin so workload routing happens deliberately.
Are cases ever deleted? Closed cases enter retention deletion based on your org's policy (1–25 years; default 7). See Data retention & deletion.
Related
Creating cases
Open a coaching case for a student — either from a referral or from scratch. 1. Cases → New (the referral inbox). 2. Click a referral. Review the concern and student. 3. Click…
Case lifecycle
Who uses it: Facilitators and admins managing cases. Purpose: Document the case status model so transitions are consistent across facilitators. New — Just created, not yet picked…
Case notes
Who uses it: Facilitators and administrators documenting case activity. When to use it: Every time something happens on a case — a meeting, a plan change, a parent contact, an…
What is AmplifyED?
A one page orientation to AmplifyED Coaching for anyone new to the platform. Every user — administrators, facilitators, teachers, and district leadership. AmplifyED is a FERPA…