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Using Case Management Data: Segments + Insights [Closed Beta]

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

Written by Michael Stephenson
Updated today

🚀 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

  • Upcoming Case Management analytics in the Student Success Dashboard


Filters + Segments (Available Now in Closed Beta)

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.


Student Success Dashboard (🚧 Coming Soon)

🚧 Case Management analytics in the Student Success Dashboard are currently in development and not yet available. This article will be updated when the feature is released.

We're building dedicated Case Management analytics directly into the Student Success Dashboard, giving advising, academic affairs, and student success teams a real-time view of alert and case activity alongside existing enrollment, attendance, and grade data.

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