Transfer Cases Between Students

We're excited to introduce a new feature that allows you to transfer any existing case from one student to another student's profile.

This functionality ensures continuity and accurate record-keeping when student ownership or case context changes.

This feature is particularly useful in the following scenarios:

• Mistaken Identity/Misfiling: A case was accidentally opened under Student A's profile when it should have belonged to Student B. You can now easily move the entire case file to the correct student.

• Account Merging/Correction: If a student was found to have duplicate accounts and a case was logged under the incorrect or soon-to-be-deactivated profile, you can transfer the case history to their primary, active profile before merging/deleting the duplicate.

To transfer any case to a different student, navigate to the case itself. From the actions dropdown (as shown), simply select the 'Transfer Case' option. A subsequent prompt will appear, requiring you to select the target student for the case transfer. Upon confirmation, the case will be instantly reassigned.