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# Cases

> The case view — every student's funnel record in one list, filterable by enrolment outcome, with quick access to each student's detail.

> **Info**
>
> **Flow type:** `Institution`  ·  **Product:** StudyHQ Portal (team)
>
> 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 your team works and what carries the student through to
**Enrolled** or **Rejected**.

> **Note**
>
> In the funnel flow there's **no manual case assignment**. A student added by a
> partner is automatically that partner'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**.

#### Search

Find a case by student or partner name.

#### Export

Download the filtered list as CSV.

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

> **Tip**
>
> 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                       |
| **Partner**                | 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

Your team records the outcome on the student's **Enrolment** tab — with the
final course (or, in a stream-selection project, the final stream). The case
reaches its final stage and the funnel counts update. Recording decisions
requires the plan's **enrolment** grant; past decisions always stay
visible.

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