How to set up Case Management

Create a Reporting Form

• Start by creating a form in the Forms module. (see How to create a form for step-by-step instructions.)
• Once the form is created, you can share and embed the form's link on a platform that is easily accessible for your students such as the university website, student portal, or clubs portal.

Accessing Case Management Forms

• To view all form templates that you created in the previous step:
  • Navigate to the Case Management page.
  • Scroll down to the table.
  • Select the All Cases tab.
  • Click on View Case Management Forms to see all available forms.

Categorising forms
You can categorise the case form by adding tags to each form. Tagging forms is helpful in cases such as:

• You want to assign different staff to different cases depending on the tags. Eg: Staff A can only see cases with tag "Sports", while staff B can only see cases with tag "Academic"
• Control the type of case forms that societies can access to depending on the tags. Eg: Clubs with the tag "Sports" can only see and submit case form with tag "Sports"
• Check Tag to learn more about how to use tags