Element451

Quick answers to the most common questions about Case Management — Alerts, Cases, permissions, and settings.

📌 Case Management: Frequently Asked Questions [Closed Beta]

Michael Stephenson

Alerts surface signals that may require intervention, and Cases organize the work to resolve them.

Case Management (Beta)

An introduction to Case Management — what Alerts and Cases are, how they connect, and how to navigate the module from day one.

Getting Started with Case Management [Closed Beta]

An orientation to Case Management — core concepts, module navigation, and answers to the most common questions.

Getting Started

Learn how to create, triage, and resolve Alerts to flag student risk signals and decide what action to take.

Alerts [Closed Beta]

Learn how to create, manage, and resolve Cases that track ongoing student work across Tasks, Conversations, Appointments, and Documents.

Cases [Closed Beta]

Learn how to link Alerts, Tasks, Conversations, Appointments, Documents, and Bolt Agent Jobs to a Case so all related work lives in one place.

Relating Objects to Cases [Closed Beta]

Learn how to create reusable templates that pre-fill fields when creating alerts and cases—whether manually or through automated workflows.

Alert and Case Templates [Closed Beta]

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

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

How staff triage Alerts, manage Cases, and link the related work that happens around them.

Working with Alerts + Cases

Configure the Alert types, priorities, and templates available to your team when creating and triaging Alerts.

Alert Settings [Closed Beta]

How Element451 controls who can see and act on Alerts and Cases—permission levels, type visibility, contact visibility groups, case privacy, and related-object permissions.

Permissions and Visibility in Case Management [Closed Beta]

Configure the Case types, statuses, priorities, and templates that shape how Cases work in your institution's Case Management module.

Case Settings [Closed Beta]

How administrators set up Alert and Case types, statuses, priorities, templates, and   the data that drives segments and insights.

Configuration

How Bolt AI works across Case Management: Bolt Analysis on every case, Bolt Agent Jobs for proactive outreach, and the Case Manager Copilot.

Bolt AI in Case Management [Closed Beta]

An AI-powered briefing on every case—what's happening, what matters about the student, and what to do next.

Bolt Analysis for Cases [Closed Beta]

An overview of the two automation engines for Alerts and Cases — the Workflows + Rules module and dedicated Automation Rules — and when to use each.

Automating Case Management [Closed Beta]

How Case Management connects to Workflows + Rules and how to build dedicated Automation Rules that route, assign, and escalate Alerts and Cases automatically.

Bolt AI + Automation

A streamlined Element451 experience for internal users who submit and track student Alerts without needing access to the full platform.

Portal for Case Management [Closed Beta]

 A streamlined Element451 experience for faculty and other Portal users to submit and track student Alerts without needing full platform access.

Portal

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