Creating a case

You create a case from the case board, and it starts in whichever pipeline you have open — so pick that pipeline first. From there it's two quick steps: pick the person (or add them if they're new), then confirm the case.

1. Start a new case

On the case board, select the ＋ button at the top of the case list. The Add New Case window opens.

2. Find the person

Type a name in the search box. As you type, matching people appear as cards showing their name, type, institution, phone, and email.

• Already in the system? Select their card.
• New to you? Select Create New Student at the bottom, then fill in their details.

One person, one record

Everyone lives in a single shared directory, so the same person can have more than one case without being entered twice. When you add someone new, the portal checks for possible duplicates first — if it finds a likely match, it shows a Possible Duplicates Found window where you can choose Use This Person or Create New Person Anyway. Pick Use This Person unless it's truly a different individual.

3. Confirm the case

Once you've picked a person, you'll see a summary of their details. Add a note if you'd like, then select Add Case.

That's it — the new case appears on the board at the pipeline's first step, ready for you to work it and move it forward.

Editing later

Editing a case's details doesn't rename the person's underlying record — it only changes what shows on this case.