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Case Management

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Michael Angelo Caisip

Updated: Jul 17, 2025

Description

Click through a step-by-step, interactive demo walkthrough of Satchelpulse, powered by Supademo.

Steps

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Click the Skills menu...
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And click on "Student directory".
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Search for a student and click their name on this list.
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While in the student profile page, click on "Actions"...
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Then click on "Create referral".
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Select "Yes" or "No", depending on the need of the student.
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For the meantime, we will select "Yes", then click on "Continue".
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Select a reason for the referral...
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Afterwards, enter a description.
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Once that's done, click on "Save".
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Then confirm your action.
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Now that a case has been created for the student, we may now proceed with the referrals by clicking on "Referrals" under Case Management menu
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Search for the student you've updated earlier, and click the "+" icon.
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Click on "View".
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Once in the Referral page for that student, click on the gear icon. Here, you may see the other features such as Edit, Export, or Delete.
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The last feature we would like to show you is accessed by clicking on the name of the student while being in the same page...
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Then you can see in the student profile that Satchel Pulse will give you Tips on helping the student based on the case you've created for them.
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The Quick Wins pop-up window will appear to give you tips on how to work with the student to work on their room for improvements.
Case Management