Cases
Flow type: Agency · Product: StudyHQ Portal (team)
A case is one student’s journey through the programme. The Cases page shows every case in the project for every role — even counsellors, whose Students list is caseload-only, see the whole cohort here.
The cases list
Where: open your project → sidebar → Cases.
Each case shows its ID, student, grade, assigned counsellor (when your plan includes counselling), start date, and status.
- Filter by stage or by start date, search, and page through.
- Click a case to open the student’s profile.
- Export CSV (admins) downloads whatever you’ve filtered.
Assigning counsellors (admins)
- Assign counsellor appears on cases without one; Change counsellor on cases that have one. Both open a simple picker.
- “Unassigned” means no counsellor has picked the case up yet.
Cases also reach a counsellor automatically — when the counsellor adds the student themselves, or when a first session is booked with them on an unassigned case. See Working as a member or counsellor.
Closing and reopening a case
From the case menu on a student’s Cases tab, a counsellor or admin can close a case (with a reason) — for example when the student leaves the programme early — or reopen it later.
A student whose case was closed can be added again from the Students page: that starts a fresh journey from the beginning, with their earlier journey still visible in their history.
Next: Sessions & counselling.