Navigate360: Case Management
When progress reports (Navigate360: PRO@UWL Notification Campaigns) and ad hoc progress reports (Navigate360: Submitting ad hoc progress reports) are entered into Navigate360 by faculty or staff, there is a workflow that is prompted depending on the notification issued (Navigate360: Overview of Progress Reports).
If you have been assigned a case in Navigate360, you will receive an email letting you know that the case is assigned. You will then need to log into Navigate360 (Navigate360: Accessing the Navigate360 Platform) to access that case. As a case manager, we ask that you then reach out to the student at least twice to connect with them to find out what additional support they may need.
1) Access cases assigned to you by clicking the Cases icon on the left toolbar.
2) By default, all currently open cases that have been assigned to you will appear on your cases menu.
3) The top of this page will allow you to filter out the list of cases that appear in your menu. You can view only open, or only closed cases, look for certain types of cases, etc. For most users, you will only be able to see cases that have been assigned to you.
4) To view more information about the student, you can click their name to view their Student profile (Navigate360: Student Profile), and it will open in a new tab. To see more information about the case, click the case number link under "Case ID".
6) A new tab will open with the case details. You will be able to see the activity of other staff on the case. How many days the case has been opened, and since the last case activity.
If there are other cases that are relevant to this case, they will show up under "Linked Cases" towards the bottom of the screen.
7) Record any outreach to the student as appropriate by selecting "Add Comment".
Include when you reached out to the student, and/or when the student had a meeting with you. Appointment Summary Reports (Navigate360: Creating appointment summary reports) should still be completed for details of that meeting.
8) After you have successfully connected with the student, or after two attempts to reach them, you can close the case. From the case's page, click Edit Details. 
Change the Status to Closed
A menu will open below where you can select the Outcome of the case. Select the closure outcome that best matches the circumstance.
You can leave relevant comments. Please include comments that let us know a little more about your connections with the student. Comments posted in a case should follow the same guidelines as appointment summary reports (Navigate360: Writing notes in an appointment summary reports).
10) Click Save