Case Status

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. 


Case_Status.png

Figure 1. Create a Case Status


This article focuses on:

** Contact your Campus Success Consultant to enable Contact Trace Plus: cs@readyeducation.com

 

Create a Case Status

To create a new Case Status, here are the steps:

  • Click Campus Settings in the user menu (your name, top right corner)
  • Click Health & Wellness
  • Click New Status
  • 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)

Create_a_case_status1.gif

Figure 2. Create a New Case Status

 

Customize a Case Status

To customize a Case Status, here are the steps:

  • Click your name (top right), then click Campus Settings 
  • Click Health and Wellness 
  • Click the “pencil” icon next to a Case Status to customize its title, content, icon, and color
  • When you are finished, click Save

customize_case_status.gif

Figure 3. Customize a Case Status

 

Types of Case Status

On Campus Cloud, there are two types of case status: default and custom. 

There are five default case statuses:

  • Clear indicating "You are cleared of COVID-19"
  • Exposed indicating "You are exposed to COVID-19"
  • Symptomatic indicating "You are exhibiting symptoms related to COVID-19"
  • Self-Reported indicating "You have self-reported for COVID-19"
  • Confirmed indicating "You are confirmed of COVID-19"

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
    To Assign a Case Status Manually, here are the steps: 

      • 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

  • Use the Case Status as part of a form, so it is applied automatically to users based on their responses. 

Case Actions

Case status can be updated automatically when a student completes a form (see Connect Form Results Blocks to Health Pass). Alternatively, an administrator can manually change the status of a case.

To take action on a Case, make sure you have access to edit a Case Status under the Campus Settings on Campus Cloud. 
You can send a message to app users from Action by clicking on "Send Instructions"
Here are the steps: 

  • Click Manage, then under Health & Wellness, click Cases
  • Find the Case you are looking for in the list, and click its name
  • Click Send Instructions next to Action to send app notification to the user

Manual_Case_update.gif

Figure 4. Case Action

 

**Note: You cannot edit Case Actions for Default Case Stauses.

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. 

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’ 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.

escalate_de-escalate.png

Figure 5. Escalation Versus De-escalation