Manage COVID-19 on campus with the use of Case Statuses. You can create a Case for each user on campus, assign a status to their Case, and take action on their Case in response to its status. As part of customizing this workflow, you can create your own Case statuses to assign to users.
To know more about Case statuses and actions see,
Figure 1. Create your own Case Statuses to customize your COVID-19 workflow
Create a Case Status
You can create different statuses to match your workflow. Here are the steps:
- Click Campus Settings in the user menu (your name, top right corner)
- Click Health & Wellness
- Click Campus Settings
- Type a name for the Case Status and choose a color
- Assign a campus pass to the Case Status
- Choose a Case Action (see Case Actions, below)
Figure 2. Create a new Case Status
Campus Cloud displays the new Case status in the list.
To edit a Case Status, click the pencil icon next to it.
The “X” next to each Case Status in the list lets you delete a Case Status. You can delete a Case Status, but you cannot delete the default Case Statuses such as Confirmed, Self-reported, Symptomatic, or Exposed.
Assign a Case Status to a User’s Case
There are two ways to use your new case status:
- Assign the new Case Status to users manually, using Edit Case
- Use the Case Status as part of a form, so it is applied automatically to users based on their responses.
Figure 3. Manually assign a Case Status to a Case
For more information, please see Assign a Case Status to a Case.
Take the same action on multiple Cases quickly and easily with Case Actions. For example, you can create a templated message with instructions for what to do if you are symptomatic of COVID-19, then send those instructions to all users with the Case status “Symptomatic.” You can create a different template for each Case Status, making it easy to manage COVID-19 Cases across campus.
There are two possible actions:
- Send Instructions. Can be customized for any case status you create.
Figure 4. Send Instructions to a Case
- Contact Trace. Applies to “Confirmed” status only and cannot be customized
Figure 5. Contact Trace for a Confirmed Case
To create customized instructions to send to a case with Case Actions, here are the steps:
- Create a new case status, or edit an existing one
- In Case Actions, choose Send Instructions
- Type a subject and message for the templated instructions
- Click Save
Campus Cloud displays “Send Instructions” in the Action field for cases that have the matching status. Click Send Instructions to send your templated message to that user.
You can also send Exposure notifications to users on their campus app. For more information, see Send Instructions to COVID-19 Cases (Symptomatic, Self-Reported or Exposed).
Order of Case Statuses
The order of case statuses is important. It matters which case statuses are at the top of the list, and which are at the bottom. Moving up through the case statuses is called escalating; moving down is called de-escalating.
A case can be escalated automatically. For example, if a user has a clear case status, but fills out a form indicating they are high-risk, their case status can automatically escalate from low to high.
But the opposite is not true. If a user has a high-risk case status and fills out a form indicating they are low-risk, their case status will not de-escalate automatically. The only way to de-escalate a user’s case status is for an administrator to do this manually.
Figure 6. Escalation and De-escalation of Case Status
For more information, please see:
Roles and Permissions
To create a Case Status, you need to have the Notifications permission in Team Settings.
For more information, see: