Cases | StudyHQ | Documentation

Flow type: Institution · Product: StudyHQ Portal (staff)

A case is the working record for one student in the project. The Students page is the people-first view; the Cases page is the same population seen as records, geared toward tracking conversion.

What a case is

When you add a student, a case opens for them automatically at the Invited stage. The case is what counsellors work and what carries the student through to Enrolled or Rejected.

In the Course Fit flow there’s no manual case assignment. A student added by a counsellor is automatically that counsellor’s case; admins and members see all cases.

The cases list

Open a project and go to Cases.

Filter by outcome

Chips for All · ★ Enrolled · Pending · Rejected.

Find a case by student or counsellor name.

Export

Download the filtered list as CSV.

Each row shows the case ID, student, counsellor, status (an enrolment badge — a gold ★ for Enrolled), the last activity, and the created date. Click a row to open that student’s detail.

Use Pending to find assessed students who still need an enrolment decision, and ★ Enrolled to review your conversions.

Visibility by role

Role	Sees
Project admin / Member	All cases in the project
Counsellor	Only their own cases (the students they added)

From a case to a decision

A case moves through the funnel as the student progresses:

Invited → Assessing

The student opens their link and starts the assessment.

Assessed

The assessment is complete and a career report is available on the student’s Assessments tab.

Enrolled / Rejected

A staff member records the outcome on the student’s Enrolment tab. The case reaches its final stage and the funnel counts update.

You can close a case when it’s done, and reopen it later if needed.