ConexED Case Management: What Will Change?

ConexED Admin Edition

With the launch of Case Management, ConexED Admins will see a Case Management button and menu on the left navigation pane of their ConexED platform. This resource presents the new menu and tools for setting up Case Management. 

Important: Case Management must be set up and enabled prior to use. See the Admin Setup guide for the steps for setting up Case Management.

Case Management Menu

Admins will use the tools on the Case Management menu to set up Case Management.

My Students

The My Students page lets group users see all of the students in their assigned cohort.

  • The All Students tab is where a group user can manage a milestone, mark it complete, and send a notification to the student.
  • The Student Lookup tab is where admins who are also group users can search for their students by name or email, filtering by cohort or milestone.
  • The Notifications tab is where Admins, even those who are not also group users, can see the notifications that faculty and staff have sent or received.


Only Admins see the Cohorts page. This is where Admins will create cohorts. A best practice is that every student is in a cohort. See the Case Management Setup Guide for additional details about creating a cohort.

Once an admin creates a cohort category, they can click on the cohort’s name to edit the cohort: add students, milestones, and support groups. See the Case Management Setup guide for details on setting up Case Management.

Milestone Completion Requests

When Case Management is set up and enabled, students can submit milestone requests. Admins can see students’ requests submitted to faculty and staff here.

Milestone Progress Alerts

Admins will see all of the milestone progress alerts here for students in the cohorts of the faculty and staff in their departments.

Milestone Status Reports

Admins can run reports for any cohort or individual student in their school’s Case Management system.