Summary
View progress report alerts that have been assigned to me and close cases after following up on an alert. This article explains how to locate assigned cases, view case details, and update the case status to closed.
Body
Issue/Question
How do I view and close progress report alerts assigned to me?
Viewing assigned progress report alerts
Closing progress report alert cases
Environment
- Coyote Connections
- Student alerts and progress report cases
Resolution
- Select the Cases icon from the menu on the left side of the screen
- Locate the Assigned To field, select your name, and select Search to display your assigned cases
- Select the box next to one or more student names and use the Actions button to send a message, create an appointment campaign, add a note, add an appointment summary, delete cases, link cases together, or update case status in bulk
- Open a case by selecting the Case ID number or the three lines next to the Case ID number to view case details, instructor comments, and enter your own comments
- After discussing the alert, select the box next to the student's name and choose Actions then Update Status, or select the three lines next to the Case ID number and choose Update Status
- Select Closed in the Status field
- Enter the outcome and comments for the case
- Select the Include Comments in Case close email to Alert Issuer check box to send your comments to the alert issuer
- Select Save Status to close the case