What is case transfer automation?

Case transfer automation ensures that a student's case stays with them throughout their time in the district. This functionality promotes greater continuity in handling student cases as they change schools within the district.

Utilizing Case Management’s SIS integration, case transfers between school-based teams can be automated to track students as they advance vertically between grades or move laterally between locations. Configurability enables stakeholders to tailor the flow of different case types to specific teams and determine whether to include historical closed cases.

How do I enable case transfer automation?

1. Log into Case Manager.
2. Click the Admin tab.
3. Select the Manage Buildings node.
4. Click the three-dot Vertical Ellipsis next to the desired building.
5. Select Edit Mapping.
6. Click +Process models button.
7. Select the process model(s) to be include in mapping.
   1. Select All to include all process models the district uses.
8. Select the Status of cases to transfer.
   1. Case Opened
   2. Case Closed 
9. Click the dropdown under Select transfer team and select a team.
   1.  This team is the corresponding team for the building .
      1.  If a student is transferred to the building, this team will have visibility when the case transfers.
10. Optional - Select Apply this Retroactively.
    1. This parameter will apply to past cases before new mapping selections were made.
11. Click Save.