This article applies to the following role permissions: ConexED Administrator Institutional Administrator- Department Director - Group Manager
Case reasons are created in ConexED to ensure cohesive reporting and follow up on student Cases. Since Proactive Alerts are used to notify groups and employees that a particular student has an identified need, when there are many alerts raised for a particular student or when an alert is raised that will require continuous monitoring of the student and the intervention outcomes, a Case may be opened.
Note: Only ConexED Administrators, Institutional Administrators, Department Directors and Group managers can create and customize Case reasons.
Create Category/Add Reason
Start by navigating to the Alert & Case Management menu, and then select the Manage Case Reasons tab. Cases can be organized by category. To create new category, click the +Create Category button at the top of the Case Reason table. If no new category is needed, click the +Add Reason button on the right side of the blue Case Reason Category bar:
In the popup, enter a name for your new Case Reason and click the green "Create" button to add your Case Reason to the category:
Manage & Assign Default Case Reviewers
You can easily assign a Group or individual Staff member as the default reviewer for a Case Reason. This means that any staff member assigned as a default reviewer will receive a notification whenever the Case Reason is linked to a student Case. To manage existing default reviewers and add new ones, simply click on the Manage Default Reviewers button for a Case Reason:
On the Default Case Reviewers page, click on the Attach Group or Staff button:
In the popup window, you can search for Groups within your institution by typing in the name or scrolling through the list. Once you have chosen a Group, you can opt to assign the entire Group as Reviewers, or you can select individual Staff members:
