Case Tracker Knowledge Base

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Case Tracker Knowledge Base

Using Case Tracker

Using Case Tracker

Step-by-step guides on how to use the different features of Case Tracker.

Create a Case Document

Using Placeholder Tags

Placeholder Tags Cheat Sheet

Create a Document Template

Customize Case Tracker with App Settings

Create Custom Reports

Add an Advisor to a Case

Campuses

Set Campus Hours and Calendar

Update Campus Email, Phone, or Address

Create and Edit Cases

Edit Case Details

Create a New Case

Manage Cases

View and Manage Cases

Filter, Sort, and Search Cases

Manage Case Requests

View and Manage Case Notes

View and Manage Case Documents

View All Cases Assigned to a User

Assign and Transfer a Case

See more

Track and Update Case Status

Update Case Status & Progress

Snooze or Pause a Case

Change a Deadline or Step

Policies

View and Manage Policies

Procedures

Set Up Procedures

Change Deadline Colors

Messages and Notifications

Case Correspondence

Allow Parties to Disable Email Notifications

Users, Roles, and Permissions

Manage and Invite Users

Set Up User Roles and Permissions

Data and Reporting

Reporting and Exporting Data