TracCloud: Case Management - Revision history

Redrock at 20:49, 8 July 2026

2026-07-08T20:49:09Z

← Older revision		Revision as of 20:49, 8 July 2026
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	[[TracCloud_Report:_Activity_Report_Listing\|Report: Activity Report Listing]]		[[TracCloud_Report:_Activity_Report_Listing\|Report: Activity Report Listing]]

			[[TracCloud_Report:_Activity_Report_Summary\|Report: Activity Report Summary]]

	[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]		[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]

Redrock at 16:48, 1 July 2026

2026-07-01T16:48:50Z

← Older revision		Revision as of 16:48, 1 July 2026
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	<br><br>		<br><br>

	Cases are most often created from the TracCloud dashboard using the {{#fas:comment}} button in the navigation bar. Clicking this will open the case category list to begin the submission process.		Cases are most often created from the TracCloud dashboard using the {{#fas:comment}} button in the navigation bar. Clicking this will open the case category list to begin the submission process. Cases can also be created using the ''Actions'' menu in student accounts.

	[[File:990765.png\|500px]]<br><br>		[[File:990765.png\|500px]]<br><br>

Redrock at 16:45, 1 July 2026

2026-07-01T16:45:23Z

← Older revision		Revision as of 16:45, 1 July 2026
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	Other ➜ Modules ➜ Case Management ➜ Types.		Other ➜ Modules ➜ Case Management ➜ Types.

	[[File:430722.png\|700px]]		[[File:430722.png\|700px]]

Redrock at 17:51, 17 June 2026

2026-06-17T17:51:31Z

← Older revision		Revision as of 17:51, 17 June 2026
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	{{AdvancementTier}}		{{AdvancementTier}}
	<div class="categoryDynamic">		<div class="categoryDynamic">
			{{TracCloudGuideTabs}}
	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}
	</div>		</div>

Redrock at 23:17, 16 June 2026

2026-06-16T23:17:07Z

← Older revision		Revision as of 23:17, 16 June 2026
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	<hr>		<hr>
	<i>See Also:</i>		<i>See Also:</i>

			[[TracCloud_Report:_Activity_Report_Listing\|Report: Activity Report Listing]]

	[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]		[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]

Redrock at 15:41, 16 June 2026

2026-06-16T15:41:02Z

← Older revision		Revision as of 15:41, 16 June 2026
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	{{~~NoTier~~}}		{{AdvancementTier}}
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	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}

Redrock at 15:03, 16 June 2026

2026-06-16T15:03:55Z

← Older revision		Revision as of 15:03, 16 June 2026
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	~~{{TracCloudGuideTabs}}~~
	~~<div class="tcWidgetPage">~~
	{{NoTier}}		{{NoTier}}
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	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	~~</div>~~

Redrock at 23:55, 12 June 2026

2026-06-12T23:55:24Z

← Older revision		Revision as of 23:55, 12 June 2026
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	Every case type must be linked to a category. When creating a case, the available types will be grouped by category to allow you to easily locate the case type you're trying to submit.		Every case type must be linked to a category. When creating a case, the available types will be grouped by category to allow you to easily locate the case type you're trying to submit.

	~~<i>~~Other > Modules > Case Management > Categories~~</i><br>~~		Other ➜ Modules ➜ Case Management ➜ Categories.

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	Case types represent the various types of incidents, referrals, or issues that may need to be reported. For example, you may have a case type for maintenance requests, another for policy violations, and another for safety issues. To create a new case type, go to the hamburger {{#fas:bars}} ~~menu >~~ New Case Type.		Case types represent the various types of incidents, referrals, or issues that may need to be reported. For example, you may have a case type for maintenance requests, another for policy violations, and another for safety issues. To create a new case type, go to the hamburger menu {{#fas:bars}} ➜ New Case Type.

	~~<i>~~Other > Modules > Case Management > Types~~</i><br>~~		Other ➜ Modules ➜ Case Management ➜ Types.
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	Any cases that have been created will be available to review or update later in ~~<i>~~Other > Modules > Case Management > Cases~~</i>~~. Clicking an existing case will open the entry page, like what's shown above. Both the listing and the case entry page allow for creating activity reports on each case, which is covered in the next section of this article.		Any cases that have been created will be available to review or update later in Other ➜ Modules ➜ Case Management ➜ Cases. Clicking an existing case will open the entry page, like what's shown above. Both the listing and the case entry page allow for creating activity reports on each case, which is covered in the next section of this article.

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	===2. From the Cases Listing===		===2. From the Cases Listing===

	The cases listing (~~<i>~~Other > Modules > Case Management > Cases~~</i>~~) has a column with buttons to create each of the different activity reports for each case's type. If there are 4 or more available activities, they will display in a drop-down menu instead.		The cases listing (Other ➜ Modules ➜ Case Management ➜ Cases) has a column with buttons to create each of the different activity reports for each case's type. If there are 4 or more available activities, they will display in a drop-down menu instead.

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	Any activity reports created will be shown under their own tab inside existing cases, or you can view all reports in their own listing in ~~<i>~~Other > Modules > Case Management > Activity Reports~~</i>~~.		Any activity reports created will be shown under their own tab inside existing cases, or you can view all reports in their own listing in Other ➜ Modules ➜ Case Management ➜ Activity Reports.

	[[File:609454.png\|600px]]		[[File:609454.png\|600px]]

Redrock at 18:08, 1 June 2026

2026-06-01T18:08:52Z

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	~~{{WIP}}~~
	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
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	You can have multiple messages with multiple recipients, each with their own timing and status condition. You can either choose a specific staff member to notify or an individual related to the particular case using the arrow button. <b>Case Worker</b> is the individual that has been manually linked to the case, and <b>Case Supervisor</b> is that person's supervisor. ~~Investigator is <span style="color:red">TBD</span>. <b>Opened By</b> and <b>Reported By</b> will typically refer to~~ the person who ~~created~~ the case.		You can have multiple messages with multiple recipients, each with their own timing and status condition. You can either choose a specific staff member to notify or an individual related to the particular case using the arrow button. <b>Case Worker</b> is the individual that has been manually linked to the case, and <b>Case Supervisor</b> is that person's supervisor. The recipient can also be the case investigator, the person who opened the case, or the person who reported the case.

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	<hr>		<hr>
	<i>See Also:</i>		<i>See Also:</i>

			[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]

	[[TracCloud_Report:_Cases_Listing\|Report: Cases Listing]]		[[TracCloud_Report:_Cases_Listing\|Report: Cases Listing]]

	~~<!--~~[[Category:TracCloud Manual]]~~-->~~		[[Category:TracCloud Manual]]
	</div>		</div>

Redrock at 22:39, 29 May 2026

2026-05-29T22:39:46Z

← Older revision		Revision as of 22:39, 29 May 2026
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	* <b>Name</b>		* <b>Name</b>
	::This is the name of the case type~~, which will also be the name of the button when creating cases~~.		::This is the name of the case type.

	* <b>Button Title</b>		* <b>Button Title</b>
	::~~<span style="color:red">TBD</span>~~		::This will be the name of the button shown to start creating this case.

	* <b>Description / Instructions</b>		* <b>Description / Instructions</b>

← Older revision		Revision as of 20:49, 8 July 2026
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	[[TracCloud_Report:_Activity_Report_Listing\|Report: Activity Report Listing]]		[[TracCloud_Report:_Activity_Report_Listing\|Report: Activity Report Listing]]

			[[TracCloud_Report:_Activity_Report_Summary\|Report: Activity Report Summary]]

	[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]		[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]