1. Type the student's name into the Search bar at the top of the page and click Enter/Return to search
2. Review the resulting records and select Cases.
The number after the results will indicate how many unique records were found in the search.
3. Review the list of resulting cases to include Case Title, Case Number, Date Created, Origin, and Status.
4. Select the hyperlink under Case Title to review the details.
1. Search for the Account record through the top search bar or the Accounts tab.
2. Select the hyperlinked Account Name in the search results.
3. In the Account record, select the Related drop down.
4. Scroll down in the Related list to select Cases.
5. Toggle the Status filter in the Related Cases view to the applicable status.
6. In the resulting list view, filter for the Student's name in the Responsible Contact column. Select 'Apply' to view results.
7. Select the hyperlink under Case Title to review the details.
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