Your permission to edit case information is based on your user role. As a general rule, you should be able to edit information related to cases that you are a Team Member on, and/or where you created that content. If you have questions about your ability to edit content based on your role, contact the system administrator in your area (see section Technical Support and System Errors.
Editing Case Information
Case Owners or Team Members should edit cases when new Case Information (such as date, time, involved parties, location, etc.) is learned or gathered. To edit Case Information select the Edit tab in the Case Menu. This will bring you to a form similar to the Add Initial Report form. You can make changes to any fields within the form and select Save at the bottom of the form when you have completed your edits.
In the Description of Incident area at the bottom of the Edit Case page, you will see two options for updating/editing the Incident Description.
If you need to make any changes or edits to errors in the original Incident Description, select Edit Incident Description so that it is highlighted green, and enter information into the text box. Editing the original Incident Description should be done sparingly, and only in the event that errors need to be corrected.
To add new additional information relevant to the nature of the incident, select Append to Incident Description so that it is highlighted green, and enter information into the text box.
Editing Involved Parties and Case Types
To edit information about Involved Parties, you can either select the Edit tab in the Case Menu (described above) OR click on Involved Parties/the Add Button in your main case view.
Once you select an Involved Party (via either of the methods described above), you will be able to add or edit new information about that Involved Party in any fields in the Edit Tab:
Editing Team Members
To add/remove/edit Team Members in a Case, you can either select the green + Add button or click on an existing team member.
By clicking + Add you will see the following view:
For more information about Team Member Roles and their functions see the Team Members section.
Closing a Case
To close a case, click on the Edit tab to edit the case. Then click the Change Status button in the top right corner and select Closed from the drop-down list.
Since the implementation of Case Classifications, or 'lanes', (see Case Classifications), the status of each area of a case can be closed independently. Users should only update the status of the Case Classification for which they are responsible.
Connecting a case to Honor or UJC System
If a case progresses to a formal Honor Committee or University Judiciary Committee investigation, the User should return to the SafeGrounds record to connect the SafeGrounds case to the Honor or UJC Case. The Honor Committee and UJC have separate incident management systems, and by connecting cases, SafeGrounds will display basic information from the Honor or UJC system in a student’s profile.
Deleting a Case
Users with the appropriate permissions may delete an entire case by clicking the red Delete button in the bottom-right corner of the Edit Case page. You must list a reason for deleting a case. Reasons for deleting a case might include:
The case has been entered multiple times (see Merging/Combining and Deleting Duplicate Reports and Cases)
The case was entered without any information.
The case does not address any incidents or concerns that would be processed or documented using the SafeGrounds system.
If you are unsure whether a case should be deleted, contact the Classification Owner(s) of the Classifications added to that case.