Case Status is automatically assigned to a user once they fill out the form. You can make changes to the assigned Case Status and manage your COVID-19 workflow.
After creating a Case Status or customizing an existing one, you can assign it to users’ Cases so you can track their status, or take actions such as sending templated messages.
To learn more about Cases, see Cases: The Basics
There are two ways to assign a Case Status to a Case:
Manually Assign a Case Status
- Click Manage, then under Health & Wellness, click Cases
- Find the Case you are looking for in the list, and click its name
- Click Edit
- In the Status menu, choose the desired Case Status from the list
- Click Save
Fig. Manually assign a status
Campus Cloud updates the status of the Case and makes an entry of the change in the Case history log.
Campus Cloud also updates the Actions associated with the Case. If you change the status of a Case, the action associated with it changes as well.
Automatically Assign a Case Status Using Forms
Escalating versus De-escalating
Escalating a Case means moving it from a low-risk Case Status to a high-risk status. De-escalating means moving it from high-risk to low-risk. For more information see Order of Case Statuses.
You can automatically escalate a Case based on a users’s responses to forms. However, you must de-escalate a Case manually. This is to prevent users from trying to gain access to campus by re-submitting a form and answering different questions. Even if users give low-risk answers, their Case Status will not de-escalate. An administrator must de-escalate them manually, following the steps in “Manually Assign a Case Status,” above.
Roles and Permissions
To create a Case Status, you need to have the Notifications permission in Team Settings.
For more information, see: