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# Cases

> Every student journey in one list — filter, export, and distribute the caseload by assigning counsellors.

> **Info**
>
> **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.

> **Note**
>
> 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](/documentation/agency/portal-guide-team/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**.