With the launch of ConexED Case Management in May 2021, ConexED admins now have a Case Management button and menu on the left navigation pane of their ConexED platform. This resource presents the Admin Role steps for setting up Case Management prior to enabling it for students.
Important: Case Management must be set up and enabled prior to use. Group users with the faculty and staff role and above will see Case Management on their left-side navigation menu, but they cannot use it until it is set up. Students will not see any changes to their ConexED platform until Case Management has been enabled in the Admin Settings.
Admins use the tools on the Case Management menu to set up Case Management. Admins see the same menu as faculty and staff group users, department directors, and group managers with the exception of the Cohorts button. Only Admins can access the Cohorts feature for setting up Case Management.
The following ConexED implementation tasks must be complete prior to setting up Case Management in ConexED:
Once the ConexED platform has group users and student accounts and the admin has determined the cohorts and milestones, Case Management can be set up following the ten steps below.
Click the Milestones tab and then click Custom Milestone.