Open a case the moment something happens, with nothing filled in.
“I can't open a referral until I know the student, the category and what I'm calling it.” — if that sounds familiar, this page is for you.
What it looks like
A blank case listed as started, by whom, in grey italics, waiting to be finished.
Part of Resolve
This is one piece of Resolve — see the whole module for how it fits together.