---
title: Creating cases
category: cases
order: 2
lastUpdated: 2026-06-07
featureAvailability: GA
roles: [facilitator, admin]
navigationPath: Cases → New case
dataSourceTables: [cases, students, case_status_history]
serverFunctions: [createCase]
viewRoles: [admin, facilitator, assigned-teacher]
editRoles: [admin, assigned-facilitator]
auditActions: [case.created]
auditRetention: 7 years
relatedArticles: [cases/assigning-cases, cases/facilitator-quick-start, teacher-portal/referrals]
---

## 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](/help/getting-started/roles).

## Related

- [Assigning cases](/help/cases/assigning-cases)
- [Submitting a referral](/help/teacher-portal/referrals)