Navigate: Case Management

How to manage a case assigned to you through Navigate.

When progress reports (Navigate: PRO@UWL Notifications) and ad hoc progress reports (Navigate: Submitting ad hoc progress reports) are entered into Navigate by faculty or staff, there is a workflow that is prompted depending on the notification issued (Navigate: Overview of Progress Reports).

If you have been assigned a case in Navigate, you will receive an email letting you know that the case is assigned. You will then need to log into Navigate (Navigate: Accessing the Navigate 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.
Cases Toolbar

2) By default, all currently open cases that have been assigned to you will appear on your cases menu.
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.
Filters for cases

4) To view more information about the student, you can click their name to view their Student profile (Navigate: Student Profile). You may want to right click, and open in a new tab to save yourself some time. 

5) To see more information about the case, click "Manage Case."
Manage case button

6)  A window will appear with the case details. You will be able to see the activity of other staff on the case.
Example case management window

7) Record any outreach to the student as appropriate by selecting "Add Comment".
How to add a comment

Include when you reached out to the student, and/or when the student had a meeting with you. Appointment Summary Reports (Navigate: 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. Click "Close Case".
Close case button

9) The case management window will change. Select an "outcome" from the drop-down menu, and 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 (Navigate: Writing notes in an appointment summary reports).
Close Case Window Example

10) Click Submit
Submit Button

KeywordsNavigate Case Management close   Doc ID112704
OwnerJamie S.GroupUW-La Crosse
Created2021-07-28 13:21 CDTUpdated2022-07-25 13:51 CDT
SitesUW-La Crosse
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