How a case is recorded

Once all case report forms are successfully created and shared, there are two (2) ways that a case can be recorded in the system:

1. Student-Submitted Case

A case can be submitted directly by a student. The student accesses, fills in, and submits a case form to report an incident or concern. Once submitted, the case is automatically recorded in the system.

2. Admin-Created Case on Behalf of a Student

Admins or staff users can create a case on behalf of a student via the Admin Portal. To do this:

1. Navigate to the Case Management page.

2. Click on "Add New Case" at the top right corner.

3. Select the appropriate case form from the list.

4. Choose the student's name for whom you are creating the case.

   • If the student’s name does not appear in the list, click "Create new student" to add them to the database.

5. Click "Create Case".

6. You will be redirected to the selected case form.

7. Fill in the required details in the form.

8. Once completed, click "Submit Form".

All new cases will then be recorded in the Case table, under the New tab.