Case Tracker allows your team to seamlessly track, manage and selectively share case information, providing stakeholders and the parties access to real-time status updates, in-app correspondence, uploads, and scheduling.
Navigation
Main Navigation
The main tools are organized on the Left Navigation Menu. 
Note: The tools that appear on the left navigation menu will depend on your user role and permissions. You can learn more about user roles and permissions here.
Settings
Settings specific to your User Profile can be found at the top right of the screen, under your name.
Settings specific to the app can be found under Client Preferences on the Left Navigation Menu.
Notifications
New notifications are under the Bell Icon at the top of the screen.
Set Up Permissions and User Roles
You can control the information and features for users by setting up user roles and permissions under Roles on the Left Navigation Menu.
You can assign permissions based on the job titles or user criteria by creating Custom Roles.
Add Your Team
Open the Users screen on the Left Navigation Menu to view a list of current users, edit or delete a user, and invite a new user to join Case Tracker. You can learn more about managing users here.
Create Your First Case
Note: Only certain users can create a case, based on the permissions set by the account admin.
You can add a new case record in two ways:
- Create a new case
- Approve a case request
Create a New Case
To create a new case, open the All Cases Tab on the Left Navigation Menu. On the All Cases screen, you can view, sort, filter, and search all of the case records in your account. Click the New Case Button on the top right of the Cases Table to create a new case record.
Approve a Case Request
You may set up a linked reporting form that anyone can use to report an incident. Those reports will appear under the Case Requests Tab on the Left Navigation Menu. Admins can review case requests and decide whether to open a new case or attach the report to an existing case record.
Collaborate
Send Correspondence
You can easily communicate status updates and notices to all relevant parties by sending a correspondence to one or more case managers, complainants, and respondents.
You can also attach files, create correspondence templates, and choose how you would like the message to be delivered. Any messages sent or received in Case Tracker will be stored in the case record.
Case Notes
With case notes, all team members can view case updates. You can also set up who has permissions to view case notes.
You can find case notes from the Cases Table or the Manage Case Screen.
Case Documents
Documents can be uploaded, attached, and stored to the case record.
Schedule Meetings
Meetings can be scheduled in app with team members and the parties.
You can also set up your campus procedures to require meetings during certain phases of the case. Learn more about scheduling meetings.