Alerts in Case Management capture one-time signals that something happened and may require attention. Whether it's a missed class, a grade drop, or a wellbeing concern, Alerts give your team a structured way to triage these signals and decide what action to take.

This article covers everything you need to know about working with Alerts — from creating them to triaging and resolving them.

When you navigate to Case Management, the Alerts section in the left sidebar provides several pre-filtered views. Each view shows a count badge so you can see at a glance how many items are in that view.

Alerts can enter the system in the following ways:

To view or edit an Alert's details, click the ⋮ (more menu) on the Alert's row and select Edit. This opens the Alert detail slide-over panel.

The panel header shows the Alert name, the associated contact's avatar and name, and a Submit button to save any changes.

Triaging is the core workflow for Alerts. When an Alert comes in, a Reviewer evaluates it and decides on the appropriate action. Alerts do not expire.

When triaging an Alert, you can set the Resolution to one of the following:

When you update an alert's status to Escalated to Case, a case association is not required at the time of the status change. To fully connect the alert to a case, you'll need to manually select an existing case or create a new one in the Match to Case field. Until a case is linked, the alert will remain in Escalated to Case status without a related case.

You can add an Alerts card to your contact profile templates so that when viewing a student’s profile, you have quick access to all of their Alerts without needing to navigate to the Case Management module. This is a great way to get a snapshot of a student’s alert history during advising sessions or check-ins.

For guidance on adding profile cards to templates, check out the Configuring Profile Templates help article.