Case Management in Element451 provides a structured way for your institution to identify student risk signals and turn them into accountable, coordinated work. Whether a student has missed classes, is at academic risk, or has a wellbeing concern, Case Management gives your team a shared place to triage concerns, assign ownership, track progress, and close the loop with clear outcomes.

The module is organized around two core concepts that work together: Alerts and Cases. This article introduces both, explains how they connect, and walks you through the module experience so you can get up and running quickly.

Case Management is intentionally split into two distinct but connected concepts. Understanding the difference between Alerts and Cases is the key to using the module effectively.

To access Case Management, navigate to Engagement > Case Management.

When you open Case Management, you'll see a left sidebar, a main content area with a list view, and action buttons at the top right of the page.

At the top right of the page, you'll find:

The sidebar is divided into two sections — Alerts and Cases — each with a set of pre-filtered views designed to support common workflows. Each view shows a count badge so you can see at a glance how many items need attention.

Every alert and case has its own unique, shareable URL that opens the item's detail view directly. This makes it easy to:

To grab the link, open the alert or case and click Copy Link on the edit sidebar (or copy the URL from your browser's address bar).

Alerts follow a straightforward lifecycle from signal to resolution:

For a detailed walkthrough of creating, triaging, and resolving Alerts, see Alerts.

Cases progress through statuses as work is completed:

For a detailed walkthrough of creating, managing, and resolving Cases, see Cases.

One of the most powerful aspects of Cases is that they act as containers for related work. A Case doesn't replace your existing tools — instead, it brings related items together in one place so all the work around a student's issue lives in a single view.

Cases can be linked to:

Related objects retain their native behavior and remain accessible in their original modules. You can relate items from within the Case detail panel or directly from each object's own module.

For a full walkthrough, see Relating Objects to Cases.

Every Case includes Bolt Analysis — a persistent, AI-generated briefing that reads the case and the student's record, then summarizes what's happening, what matters about the student, and what to consider doing next. You don't have to ask for it: it's generated automatically when the case is created and refreshes as the case evolves.

You'll find it on the Case's Information tab, structured into three consistent sections:

For a full walkthrough — including how the briefing adapts to the case's phase, what data it considers, and how to act on its recommendations — see Bolt Analysis for Cases.

To help staff stay on top of Alert and Case activity without constantly checking the module, Case Management sends a once-daily digest email to internal users. The digest summarizes relevant activity from the previous 24 hours and surfaces a heads-up on items with upcoming due dates.

Case Management supports two complementary automation engines that can route, assign, and create Alerts and Cases without manual effort.

Both engines can act on the same triggers (Alert Created, Case Created), and they work well together — an Automation Rule can enroll a contact in a Workflow as one of its actions.

For the full guide — including how to find and configure Automation Rules, the conditions and actions reference, assignment behavior, worked examples, and a side-by-side comparison with the Workflows + Rules module — see Automating Case Management.

Alert and Case data doesn't stay contained within Case Management — it flows across Element451 so you can report on it, segment from it, and act on it from the tools your team already uses.

For a full walkthrough, see Using Case Management Data: Segments + Insights.

Access to Case Management is controlled by your permission group, and what you can see and do depends on several layers working together:

A user must pass every applicable check to see a given Alert or Case. For the full breakdown of each layer, the permission levels, and how to configure them, see Permissions and Visibility in Case Management.

Administrators control the building blocks of Alerts and Cases — the types, priorities, statuses, and templates available to your team — through Case Management Settings. Click the ⋮ (more menu) at the top right of the Case Management page to open Settings.

For full configuration details, see Alert Settings and Case Settings.

For internal users who need to submit and track Alerts but don't need access to the full Element451 platform, the Portal for Case Management provides a streamlined, lightweight interface.

Portal users can:

When an admin adds a new internal user to Element451, they choose whether the user is a Platform user (full Element451 access) or a Portal user (lightweight Portal UI only). Portal users log in at the same Element451 URL as Platform users and are automatically routed to the Portal interface.

For a full walkthrough of the Portal experience — including the My Students and My Alerts tabs, submitting Alerts individually or in bulk, and what Portal users can and cannot do — see Portal for Case Management.