🤝 SEAtS CRM
Student case management, wellbeing monitoring and academic progression — how to search, action, manage and close cases in SEAtS CRM.
8 articles
← Knowledge Base
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How-To Guides
Search and Filter on Cases
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This guide explains how to search and filter through existing cases in the Case Index page.
Action a Case
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This guide shows how to action cases from both the Cases dashboard and Student Profile areas in SEAtS. The standard actions available will differ based…
See the History of a Case
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This guide explains how to use the Activity dashboard to see the history of a case in SEAtS.
Reassign Case to Another User or Team
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This guide explains how to reassign a case to another user or team in SEAtS.
Open and Close a Case
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This guide explains how to open and close a Case in SEAtS from the Home Dashboard or the individual Student Profile screen. Cases can be opened…