Element451

Learn how to create, triage, and resolve Alerts to flag student risk signals and decide what action to take.

Alerts

Learn how to bulk import Alerts and Cases from external systems and export them for migration, reporting, and synchronization.

Importing + Exporting Alerts and Cases

Learn how to create, manage, and resolve Cases that track ongoing student work across Tasks, Conversations, Appointments, and Documents.

Cases

Learn how to link Alerts, Tasks, Conversations, Appointments, Documents, and Bolt Agent Jobs to a Case so all related work lives in one place.

Relating Objects to Cases

Learn how to create reusable templates that pre-fill fields when creating alerts and cases—whether manually or through automated workflows.

Alert and Case Templates

Learn how to surface insights from alert and case activity and use that data to identify student populations and drive interventions.

Using Case Management Data: Segments + Insights

Michael Stephenson

How staff triage Alerts, manage Cases, and link the related work that happens around them.

Working with Alerts + Cases

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