How to add/update a step/request in an open case. How to add a new step/request within an open case? 1. In the CMS dashboard, click on the ‘edit’ button next to the relevant case which will open the case. 2. Click the "+Add request" button Image 3. Use the drop down menus for ‘request type’ to select the options that reflect the step you wish to create. Image 4. You can also choose a request status which indicates where the responsibilities lie with completing this step. Image 5. Once you have selected both, click ‘continue’. Image How do I update the status of a case or step in a case? 6. When you open a case, ensure you select the step you wish to update within the case. You do this by clicking on the link of that step and the details will expand underneath. Image 7. You will see options to: Update the priority or status of a step in a case Assign the step to a specific member of SDS staff Enter appointment details Complete that step 8. Make the changes you wish to make and click the ‘update case’ button at the bottom of the page. NB: if you enter appointment details in the case, an email confirming these details will automatically be sent to the student. Image How to a close a step within a case, or the whole case 9. When you open a case, ensure you select the step you wish to update within the case. You do this by clicking on the link of that step and the details will expand underneath. 10. Under the ‘update case’ an outcome type as appropriate. Help If you have a query about the way in which the 'Student Disability Service' works, please use the contact details below: Disability & Learning Support Service Contact details Website: Disability & Learning Support Service Work: 0131 650 6828 Email: disability.service@ed.ac.uk If you have a software query or technical issue with the software, please use the contact details below: Student Systems Contact details Email: studentsystems@ed.ac.uk This article was published on 2024-07-29
