🚀 Case Management is Coming Soon!
This feature is currently in Closed Beta and limited to select partners. We'll keep you in the loop as we work toward a wider release.
Overview
Alert and case data doesn't stay contained within Case Management. Once alerts are created and cases are opened, that data becomes available across Element451 as a signal you can report on, segment from, and act on—without leaving the tools your team already uses.
Below, we will cover:
Building contact segments from alert and case data
Case Management analytics in the Insights dashboards
Filters + Segments
Alert and case properties are available as filter criteria throughout Element451, which means you can build contact segments based on a student's alert and case history, not just their demographics or academic data.
Building a Segment from Alert or Case Data
When building a contact segment, you'll find Alerts and Cases as filter property categories alongside Users, Activity, Tasks, and others. Use these to define populations based on specific conditions.
Examples of segments you can build:
Students with at least one open alert that has not been reviewed
Students with a Critical-priority alert and no associated case
Students with an overdue case assigned to your team
Students whose case was resolved in the last 30 days
Students with open tasks on an active case
🧠 Good to Know: For the full list of available Alert and Case filter properties, see Filters: Property Types.
Insights Dashboards
Case Management analytics are built into two Insights dashboards. The Student Success Dashboard covers student-level activity, and the Management Dashboard covers staff-level activity. Together they give advising, academic affairs, student success, and team leads a complete view of alert and case data alongside existing enrollment, attendance, and grade insights.
Student Success Dashboard
The Student Success Dashboard focuses on student-level activity—volume, priority, and the alert-to-case escalation funnel. Use this dashboard to answer questions about your student population: how many alerts and cases are open, where they're concentrated, and how they're moving toward resolution.
Three Case Management tabs are available:
Alerts — Open alerts, average days to resolution, escalation and dismissal outcomes, and breakdowns by type, priority, team, and status.
Cases — Open and resolved cases, overdue work, critical/urgent volume, and breakdowns by type, status, team, and priority.
Escalation Funnel — The alert-to-case conversion rate, average days to escalation, and how escalation rates trend over time.
Management Dashboard
The Management Dashboard focuses on staff-level activity—useful for team leads and managers monitoring workload and performance. Use this dashboard to answer questions about your team: who is assigned what, how quickly they're resolving work, and where capacity is constrained.
Two Case Management tabs are available:
Alerts — Staff member activity tables (Assigned, Triage, In Progress, Resolved, Escalated, Resolution Rate, Resolved On-Time Rate), unassigned alerts over time, average days to resolution by staff, and a full alert log.
Cases — Top assignees, resolution rates by staff, overdue cases by staff, cases by status, average days to resolution, and a full case log.