Case Manager User Guide
Table of Contents
To arrive at the Case Manager dashboard, first click the Login button and enter your credentials provided by your institution. Your Case Manager account will have been created for you.
LOGIN PAGE
Enter the email address and password you created when your account was set up and click Login.
This dashboard consists of:
Search for students here.
MANAGE CASES DASHBOARD
SEARCH FUNCTION
If you are looking for a particular student, you may search a part of their name and populate results to narrow your search to find them. You may also search their entire name to yield exact results.
This is a free text search box.
This option allows you to narrow down your search.
You can search for particular students based on their status, Field of Interest, College, and more.
FILTER & SORT
Once you have selected a status to filter by, the arrangement of students will automatically change. �
FILTER & SORT - STATUS SELECTED
Select this arrow to filter on other statuses.
LAST LOGIN FILTER
Use this arrow to filter the last login date. You may click again to go from ascending to descending.
The group messaging feature allows Case Managers to connect with as many students as needed, to send out information quickly.
Messages are sent separately and students do not know it is a group message.
GROUP MESSAGING FROM YOUR DASHBOARD
Students will receive a notification of this message in the navigation bar.
They also receive an email with the content of the message, along with a button to reply by logging back in.
MESSAGING YOUR STUDENTS
Your inbox allows you to communicate with your students, both individually and through a group.
All messages sent from their profile, your dashboard, and the inbox itself, will appear here.
Click this icon from your menu to open your messages. The red icon will appear if there is an unopened message.
Type and send messages here.
If a student has completed their entire profile and uploaded a resume, you are able to view their resume by clicking on the paperclip icon outlined.
View assessment results here.
This will show whether the student's profile is fully complete or not.
VIEWING STUDENT INFORMATION
Once a student uploads their own resume, you will be given the quick link option on the manage cases dashboard, to export / view the resume.
Click the paperclip on the dashboard to download.
VIEWING EXPORT OF STUDENT RESUME
Students should add:
HELPING STUDENTS ACHIEVE 100% PROFILE COMPLETENESS
Students must select from the drop-down menu, even if it’s the same as the default.
ADD MORE OPTION FOR PROFILE COMPLETENESS
Clicking Personal Details will not move the screen, as it is already where it should be for the information needed.
These are linked and will bring you to the section that needs to be filled out.
On the dashboard, you will see Assessment results under student information, if the student has completed it.
�Once you select view assessment results- you are brought to this page.
You may either view or download the results.
INTEREST ASSESSMENT RESULTS
When you choose to download the assessment results, they are put in a PDF for your records.
�You will see each answer that was selected by your student.
DOWNLOADED INTEREST ASSESSMENT RESULTS
If you click the View Results option, you are taken to the Top Industries your student has matched with.
Along with viewing Top Industries, you are able to see Career Matches. These are in a percentage form, showing the strength of the career, based on answers the student provided.
VIEW RESULTS OF ASSESSMENT
This screen is on the same page as the Top Industries, you just need to scroll down.
You will find here other careers that could be potential matches.
INDUSTRY MATCHES AND MATCH STRENGTH
Each listing breaks down the career, education level, and percentage match strength to the student based on their assessment.
When you would like to see a student's profile, click their name on the main dashboard.
This is a complete overview of the student and information they have personally filled out.
STUDENT PROFILE
Within the student profile, you are able to view their profile, download their resume, see their case history, files, and matches.
You are also able to change their status and direct message them.
These comments are only visible to the Case Manager. Feel free to add updates or notes here.
This is known as your feed. You can see messages, statuses, and comments here.
If you click on the Files tab in the student profile, you are able to access any files they have uploaded.
These files are downloadable and can include resumes, Cover Letters, Awards, and more.
STUDENT PROFILE - FILES
If you click the View Profile button, you will be taken to a view that a prospective employer or company would see of the student.
VIEW PROFILE BUTTON FROM STUDENTS PROFILE
You are able to direct message a student directly from their profile.
Click the Direct Message button to type your message, then select Send Message.
DIRECT MESSAGING STUDENTS
Case Managers have the ability to update the status of the student through their profile.
Select the Status drop-down and pick the most appropriate option.
CHANGING JOB SEEKER STATUS
This will be an immediate update on the dashboard and profile.
You are able to download the student’s resume from their profile.
This will download as a PDF.
DOWNLOADING RESUME FROM STUDENT PROFILE
The student resume that is listed under Current Resume, is a system generated one.
These will download as a PDF.
VIEWING EXPORT OF STUDENT RESUME
On your dashboard, you are able to export a report that shows all the student information.
EXPORTING REPORT BUTTON
This is an automatic download, providing you a .CSV file of in depth information for your benefit.
You are able to change the display of how many students you see at one time using this button.
DISPLAY
This Career Exploration Landing page allows you to browse by Industry.
Within the page itself, you may view careers and learn more about that particular industry.
CAREER EXPLORATION LANDING PAGE
Feel free to search job titles, MOC codes, or keywords here.
Once a user selects a career on the exploration page they may be interested in, they will be brought to an industry landing page.
INDUSTRY LANDING PAGE
Along with industry information, you are able to view top careers in that selected field.
You are able to view more information on that career, education needed, and the full career path.
INSIDE AN INDUSTRY LANDING PAGE
If the user is not interested in the top careers listed, they may view all careers in that selected industry.
EXPLORING CAREERS
The Education page will show you available options for furthering your education.
This may be helpful to find a student some options that you think may be a great fit for them!
EDUCATION
Use the drop down menus to specify a search.
All users have the option to change their password in settings. Hover over your name - click settings.
SETTINGS - UPDATE PASSWORD
Make sure to click Update Settings when done.
name@example.com
This is your profile view as a case manager!
You can edit and export your profile at anytime. The export will come as a PDF.
CASE MANAGER PROFILE VIEW
Include as much information here as you’d like. Students and other Case Managers can view your profile.
name@example.com
1234567890
CASE MANAGER DIRECTORY
Under Directory on the Navigation Bar, you may select Case Manager.
This allows you to view each case manager in the platform, as well as gather contact information.
You may also Direct Message them from here.
FREQUENTLY ASKED QUESTIONS
If you ever have a question, start with the FAQ’s on the navigation bar.
You will find many questions and the answers.
Simply click on the plus sign to view the answer.
Help Desk
If you are in need of help, please contact our help desk.