> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Cases

> Raise a case when a student needs extra support, link notes and incidents, and manage cases as a coordinator

**Cases** (formerly Learning support) lets staff raise a case when a student needs extra help. Support coordinators then triage, track, and close each case. A case can link the support notes and behaviour incidents it's about.

> [!NOTE]
>
> **Cases** is a feature your organization must turn on. Staff with the Education roles **Support coordinator** or **Academic admin**, and school leadership, see the full queue for the classes they can reach. Everyone else sees only cases they raised or that were shared with them.

> [!WARNING]
>
> Cases aren't for safeguarding. If you're worried about a student's immediate safety or suspect abuse, speak to the principal directly the same day. The form shows this reminder.

## Raise a case

**1. Start a case**

In the left rail, click **Wellbeing**, then **Cases**, and click **New case**. You can also choose **New Case** from the **More actions** menu on a student's profile, or click **Raise a case** on a support note or behaviour incident.

**2. Choose the student and category**

Pick one **Student**. Raise a separate case for each student. Then choose a **Category**: **Academic**, **Behavior**, **Social-Emotional**, **Attendance**, **Speech & Language**, **Possible Learning Need**, or **Other**.

**3. Describe the concern**

Fill in **What's the concern?** (required). Optionally add **What have you tried?** and up to three **Photos**. Your school can reword these questions, or make **What have you tried?** required or hide it. See [Wellbeing settings](https://docs.relyant.app/edu/resources/wellbeing-settings.md).

**4. Link records**

Under **Linked records**, optionally link the student's support notes or behaviour incidents.

**5. Submit**

Click **Raise case**.

## Case statuses

| Status | Next steps |
| - | - |
| **New** | Move to **In progress**, or close |
| **In progress** | Move to **Monitoring**, or close |
| **Monitoring** | Move back to **In progress**, or close |
| **Closed** | **Reopen** to move it to **In progress** |

Click a count in the status row to filter the list. Click **Filter** to filter by **Status**, **Category**, or, for coordinators, **Assigned to** (**Me** or **Unassigned**).

## Manage cases as a coordinator

* **Claim** — take ownership of an unassigned case. A **New** case moves to **In progress**.
* **Change Status** — move the case to a new status. To close it, choose **Close case…**, pick a **Close reason** (**Resolved**, **No action needed**, or **Referred externally**), and add an optional note for the person who raised it.
* **Share** — invite other staff to see the case and entries shared with the person who raised it.
* **Export summary (CSV)** — download totals by status and category, without student details.
* **Delete** — only **Owner**, **Admin**, and **Super Admin** can delete a case, including its timeline and photos.

## Linked records

The **Linked records** card lists the support notes and behaviour incidents linked to the case. Coordinators and the person who raised the case can click **Link** to add one, or **Unlink** to remove it. Records you can't see are counted but not shown.

Linked notes and incidents show a **Case** chip with the case's status. On a note or incident, use **Add to existing case…** to link it to one of the student's open cases.

## Timeline updates

The **Timeline** records every update, status change, and linked record. Anyone who can see the case can click **Add note** to add a note for the support team. Coordinators click **Add update** to add a **Note**, **Meeting**, **Observation**, or **Parent contact**.

New updates are visible to everyone who can see the case. Updates added earlier with a narrower visibility keep it.

For **Parent contact**, record the **Channel** (**WhatsApp**, **Phone**, **Email**, **In person**, **Other**), the **Guardian**, the **Purpose**, and an optional outcome.

> [!TIP]
>
> If an open case has no activity for five school days, Relyant reminds the assignee, or all support coordinators when it's unassigned. Emails show only the student's initials.


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