Case Management System (CMS)

Guidance on using the CMS tool features.

How to view and access the SDS Case Management System (CMS).

How to open a new case in the Case Management System (CMS).

How to add/update a step/request in an open case.

How to email a student from the Case Management System (CMS).

How to add a note or upload a document to a student case.

How to find and view previous or other open cases for a student.

How to create a case and store meeting notes using the CMS.