Using Linking Workflows
Learn how to utilize linking workflows in Case Manager.
- Emergency Management Suite
- Preparation & Response Training
- PBIS Rewards
-
Compass
Getting Started Webinar Links Data & User Management Compass Curriculum for Students, Staff, & Families Compass Behavior Intervention Compass Mental Health + Prevention Compass for Florida - Character Ed, Resiliency, & Prevention Compass for Texas - Character Ed Analytics & Reporting Release Notes & Updates Additional Resources
- Behavioral Case Manager
- Visitor Management
- School Check In
- ALICE Training Institute
- Detect
- Anonymous Tip Reporting
- Resources
- Log into Case Manager.
- Select Cases tab.
- Alternatively, on the homepage, navigate to Open Cases Assigned to You section and select View next to desired case.
- Click the three-dot Vertical Ellipsis and select View.
- Find the section where the Create Linked Case component resides.
- Locate and click CREATE LINKED CASE.
- In the pop-up dropdown, select the desired process/model to branch off into.
- Details that will transfer to the new case are visible.
- Click Confirm and Proceed.
- Review details and complete any additional fields.
- Once all required fields are complete, click Create Case.
View Linked Cases:
Linked cases can be found within the Attachment section under Related or within Team Meeting Logs.