Case Management Administration

In GradesFirst, cases can be created and assigned when a student is marked as at-risk for a specific course. Cases must be activated, or turned on, via the Admin page > Group Settings > and Cases Enabled.

Alert Reasons

When enabled, professors are required to provide a reason why they marked a student at-risk. These reasons are customizable and can be configured here.

• Name: Will be seen by Admins and professors when marking a student as at-risk.  It should be as specific as necessary to convey the appropriate meaning.
• Alert Reason is Active: When checked, this reason will be selectable by professors when marking a student as at-risk.
• Show This Reason When Issuing Alerts: This option, if checked, will be available to users as they use the Issue an Alert feature. 
• Show This Reason when Creating Progress Reports: If checked, this reason will be available to users as they create a progress report for a student.
• Alert Reason will Automatically Create a Case: Alerts can optionally automatically create an at-risk Case for those students marked as at-risk.  When this option is checked, users can also choose from a host of auto-assign options.
• Auto Assign Case to Student’s Advisor: Checking this option means that any student assigned this alert will have its case assigned to the student’s assigned advisor(s).
• Auto Assign Case to Student’s Coach: Checking this option means that any student assigned this alert will have its case assigned to the student’s assigned coach(s).
• Auto Assign Case to These Users: Or a specific advisor can be assigned to handle all of these specific types of alerts.  For example, I would like advisor Taj Alexander to be assigned to all students marked with the “Financial Problems” alert.

Case Outcomes

Before a case can be completed, an outcome must be assigned.  These outcomes are customizable and are managed here.

• Name: The name will be seen by Admins and Advisors and should thus be as descriptive as possible.  These names will also be visible on reports.
• Active: If you wish an outcome to no longer be selectable at the conclusion of a case, uncheck this box.