With the launch of Case Management, ConexED Admins will see a Case Management button and menu on the left navigation pane of their ConexED platform. This resource presents the new menu and tools for setting up Case Management.
Important: Case Management must be set up and enabled prior to use. See the Admin Setup guide for the steps for setting up Case Management.
The My Students page lets group users see all of the students in their assigned cohort.
Only Admins see the Cohorts page. This is where Admins will create cohorts. A best practice is that every student is in a cohort. See the Case Management Setup Guide for additional details about creating a cohort.
Once an admin creates a cohort category, they can click on the cohort’s name to edit the cohort: add students, milestones, and support groups. See the Case Management Setup guide for details on setting up Case Management.
When Case Management is set up and enabled, students can submit milestone requests. Admins can see students’ requests submitted to faculty and staff here.
Admins will see all of the milestone progress alerts here for students in the cohorts of the faculty and staff in their departments.
Admins can run reports for any cohort or individual student in their school’s Case Management system.