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CSTAG: Admin Menu

This article provides an overview of the admin menu within BTA CSTAG Model, outlining the different functions and settings for users to manage.

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Admin Menus

You must be granted appropriate permissions to access the following Admin menu and features.

 

Settings

Navigate to the Admin Menu on the upper part of the screen. 

Admin User options include:

Metrics

  • This is the primary Admin dashboard. It provides high-level detail about case activity and also case reporting.

Requests

  • User Requests: Manage requests from users to perform actions they do not possess permission to complete. 
  • Case Transfer Requests: Manage case transfers between districts.

See also: District Transfer Portal

  • Extension Requests: Used when deadlines are part of your site.

Manage Users

  • Add new team members that are not part of your SIS.

See also: Adding Users to Behavioral Case Manager Not Associated with District SIS Connection 

Manage Users

  • Enable and access a users account settings via the vertical ellipsis on the right to update/view users: Basic Info, Change Password, Notification Preferences, and Permissions.
  • You can also disable the selected user or resend a welcome email at the bottom of the Basic Info screen.

See also: Adding Users Associated with District SIS Connection 

Manage Guidance

  • Disable pre-loaded Case Guidance that is not wanted or add your own Guidance to each management section. 

See also: Customizing Manage Guidance 

Manage Tags

  • Manage the tags used for identifying and grouping cases. 

See also: Editing Case tag Options

bta admin admin menu bta cstag cstag admin settings manage users manage tags guidance

Related Articles

  • CSTAG: Case Manager
  • CSTAG: Analytics
  • CSTAG: Creating and Accessing Cases
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