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Feature/Function Overview  Knowledge Base

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Feature/Function Overview 

Behavioral Case Manager

  • How to Create a Custom Process Model
  • How to Download a Case Report
  • How to Close & Reopen Cases
  • Managing Tasks
  • How to Transfer an Existing Case to a Different Team
  • Managing Attachments in a Case
  • What is a Custom Process Model?
  • How to Link Workflows
  • District Transfer Portal
  • Case Transfer Automation
  • Student Well-Being Library
  • Concept Tags
  • Adding Team Guest(s) to Case
  • User Tagging
  • Create a Case
  • Using Linking Workflows
  • Create a Template
  • Add a Template to a Model
  • Customizing Manage Guidance
  • Managing Tasks - NTAC
  • How to Use District Search to Find Case Connections
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