Creating Case Manager Groups in Securly Aware allows for effective case management and ensures that the right team members are alerted to specific incidents. Follow this guide to create a Case Manager Group and assign the appropriate organizational units or security groups to it.

Step 1: Accessing the Staff Tab

Log in to the Securly Aware dashboard.
Navigate to the "Users" tab and then select the "Case Manager Groups" tab.

Step 2: Initiating Case Manager Group Creation

Click on the "Create Case Manager Group" button.
In the pop-up window, provide a descriptive name for the group in the "What is this Case Manager Group called?" field.
Add users by entering their email addresses, separated by commas, in the "Add user(s) by email" field.
Click "Create" to establish the new group.

Step 3: Assigning Visibility Over Organizational Units

After creating the group, you will be prompted to select which OUs or security groups the Case Manager Group should have the ability to view cases for.
Check the boxes next to the relevant OUs or security groups. This will define the scope of cases that the Case Manager Group can access and manage.
If you need to search for specific OUs or security groups, use the "Search by Org. unit" function to quickly find them.

Step 4: Saving the Configuration

Once you have selected the desired OUs or security groups, click the "Save" button to apply these settings to the Case Manager Group.

Best Practices

Ensure that each Case Manager Group is given access only to the OUs or security groups relevant to their role to maintain privacy and efficiency.
Regularly review and update group configurations to adapt to changes in school or district structures.

Conclusion

By following these steps, you can create structured Case Manager Groups that are tailored to the needs of your organization. This setup is crucial for maintaining an organized and effective response system within Securly Aware.

Case Manager - How to Create Case Manager Groups in Securly Aware and Assign Organizational Units