Manage Individual Users

1. Log into Case Manager.
2. Click the Admin tab then select the Manage Users node.
3. Click the Users button and select Disabled Users.
4. Next to the desired user, click the three-dot Vertical Ellipsis.
5. Select Enable.

Bulk User Change (Optional)

1. Log into Case Manager.
2. Click the Admin tab then select the Manage Users node.
3. Click the Users button and select Disabled Users.
4. Check each box next to the desired user(s).
5. Click the Enable All button.

1. Log into Case Manager. 
2. Select the Admin tab. 
3. Select the Manage Users node.
4. Click the New Users button.
5. Complete the fields in the Create New User pop up.
6. Click Create User. 

Update User Permissions

1. Log into Case Manager.
2. Navigate to the Admin tab.
3. Locate the Manage Users node.   

4. To select a User, click the three-dot Vertical Ellipsis and select Edit for the desired user.
5. Locate the Permissions node. 
6. Check to Enable permissions.
7. Uncheck to Disable permissions.
8. Click Save Changes.

Permission Options

Manage Users: User can create new users and edit existing user's settings.

Manage Teams: User can view and modify any team, even if they are not the team leader.

Manage District Guidance : User can create and edit district guidance. 

Manage System Customization: User can manage New Process Models, Customize Tags, Resources, and customize BCM Models Sections 

Manage Cases: User can view and modify any case, regardless of their team and gain access to Case Manager Analytics. 

Standard Access: User can acess cases assigned to their team, or those cases in which the user has been added as a guest.

Coordinator: Allows a given user nuanced access to various models. This can be used to give key stakeholders access to certain case types across teams, while restricting their access to other workflows.

A user given the Coordinator permission will have access to the Coordinator tab on their cases dashboard, allowing them nuanced access to specified model types.

Selecting Coordinator permission will allow for per-model access to be specified for a given Coordinator user. This access will apply to all cases in the district, ignoring team-based restrictions.

For a given model, as a Coordinator:

• Read/Write allows for full edit-level access to cases of this type and allows a given user to create new cases of this type.
• Read Only allows for full visibility of all cases of this model, but a given user cannot edit these cases or create new cases of this type.
• No Access prohibits access to cases of a given model. Note: instead of access to a case, a Coordinator with No Access will instead see contact information for the team owning the case to request access.
  
   

1. Log into Case Manager. 
2. Hover over Username in the top right of screen.
3. Select Account Settings 
   1. Basic Info
      1. First Name 
      2. Last Name
      3. Email
      4. Time Zone
      5. Job Title
      6. Mobile Phone
      7. Work Phone 
      8. Home Phone
      9.  Team(s)

         Users can only add/remove teams they are assigned to, while users with Manage Teams permissions can add/remove any team as necessary. 

          
      10. Buildings(s)
      11. Click Save Changes.
   2. Change Password 
      1. Current Password
      2. New Password
      3. Confirm New Password
      4. Click Save Changes.
   3.  Two Factor Security
      1. Email
      2. Mobile Phone
      3. Work Phone 
      4. Home Phone
      5. Other Phone
      6. Click Enable.
4. Notification Preferences 

   To follow a step by step guide on how to edit notification settings click here.

    

Close Cases

1. Log into Case Manager. 
2. Select the Cases tab.
   1.  Alternatively, cases can be found on homepage under Open Cases Assigned to You. 
      1. Select the View button to open a specific case.
3. Next to the case number, select the three-dot Vertical Ellipsis.
4. Select Close. 
5. User will see a Close Case popup.
6. Select the drop down for Disposition and select reason for case closure. 

a. Closed - No Further Action (NFA)

b. Closed - Referred or Transferred

c. Closed - Scheduled for team review in 3 months

d. Closed - Scheduled for team review in 6 months

e.  Closed - Scheduled for team review in 12 months

7. Add notes for case closure.

8. Select Confirm. 

Locate Closed Cases 

1.  Log into Case Manager. 
2.  Select Cases Tab.
   1.  Alternatively you can navigate to Open Cases Assigned to You on homepage and select Search Cases.
3.  Select Filters.
4.  Check the box of Show Closed.

5. Click Apply.

Reopen Cases

1. Log into Case Manager. 
2. Select Cases tab.
   1.  My Cases
   2.  All Cases
3.  Select Filters.
4.  Check Closed Cases box.
5.  Select Apply.
6.  Select three-dot Vertical Ellipsis.
7.  Click Reopen.
   1.  State the reason the case is being reopened.

8. Click Confirm.

1. Log into Case Manager.
2. Click Create Case button at the top of the screen.
   1. Alternatively, for CSTAG cases, click New Case button on the homepage. 

      CSTAG Model:

      When selecting CSTAG as the Process Model, the user will be prompted with an additional CSTAG Model Overview pop-up after clicking proceed. Click Minimize to continue case creation.  

       
3. Choose Process Model pops up, select the model type. 
4. Click Proceed.
5. Assign Team in the Team (Required) dropdown. 
6. Assign Case Manager in the Case Manager (Required) dropdown.
7. Fill in the fields with the case details.
8. Scroll to the bottom and select Create Case. 

Download Case Report 

1. Log into Case Manager. 
2. Select the Cases tab.
   1.  Alternatively, cases can be found on the homepage under Open Cases Assigned to You. 
      1. Select the View button to open a specific case.
3. Next to the desired case, click the Vertical Ellipsis and select View. 
4. Next to the case number, select the three-dot Vertical Ellipsis.
5. In the drop-down menu, select Download/Print.
   6. Select the type of report:
   1. Overview: This is a brief report including basic case details. This report does NOT include vital case details or attached files.
   2. Detailed: This is a thorough report giving all information regarding the case.
      1. User can select to include attached files in Detailed Reports.
6. Select Print.
    

What is case transfer automation?

Case transfer automation ensures that a student's case stays with them throughout their time in the district. This functionality promotes greater continuity in handling student cases as they change schools within the district.

Utilizing Case Management’s SIS integration, case transfers between school-based teams can be automated to track students as they advance vertically between grades or move laterally between locations. Configurability enables stakeholders to tailor the flow of different case types to specific teams and determine whether to include historical closed cases.

How do I enable case transfer automation?

1. Log into Case Manager.
2. Click the Admin tab.
3. Select the Manage Buildings node.
4. Click the three-dot Vertical Ellipsis next to the desired building.
5. Select Edit Mapping.
6. Click +Process models button.
7. Select the process model(s) to be include in mapping.
   1. Select All to include all process models the district uses.
8. Select the Status of cases to transfer.
   1. Case Opened
   2. Case Closed 
9. Click the dropdown under Select transfer team and select a team.
   1.  This team is the corresponding team for the building .
      1.  If a student is transferred to the building, this team will have visibility when the case transfers.
10. Optional - Select Apply this Retroactively.
    1. This parameter will apply to past cases before new mapping selections were made.
11. Click Save. 

This video will teach you how to export a District Overview report from the "Behavioral Threat Assessment and Suicide Case Management" tool into Excel.

This video will demonstrate how to export a "Building Breakdown" report from within the "Behavioral Threat and Suicide Case Management" tool.