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K-12 Architecture Kit Documentation
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            Case

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            Case

            Case represents a behavior event and can have related Behavior Involvement records.

            • Sample Uses for Case
              The Case object is used differently in EDA than it's used in standard Salesforce. It includes two fields that are unique to EDA that help you track behavior events. Category tracks the type of event, such as a code of conduct violation or other type of school violation. Location tracks where the event occurred, such as on campus or off campus.
            • Configure Case
              Keep the Case object up to date.
            • Create a Case Record for a Behavior Event
              Use these steps to create a case record for a behavior event in K-12 Architecture Kit.

            Sample Uses for Case

            The Case object is used differently in EDA than it's used in standard Salesforce. It includes two fields that are unique to EDA that help you track behavior events. Category tracks the type of event, such as a code of conduct violation or other type of school violation. Location tracks where the event occurred, such as on campus or off campus.

            Let’s look at some possible uses for the Case object.

            • University—Track the theft of personal property from a dorm room.
            • K-12—Track a bullying incident on a school bus.

            • Any educational institution—Track a breach in code of conduct.

            Configure Case

            Keep the Case object up to date.

            Keep Up with Case Updates

            Consider these updates, depending on which version of

            K-12 Architecture Kit

            you originally installed:

            If Installed Before Version Configuration Task
            1.8 Update the global quick action for New Case and change the record type as described in Quick Action Considerations.
            1.12

            Add the following pick list values to the Location field on Case for the Behavior Response record type:

            Administrative Offices Area, Athletic Field or Playground, Auditorium, Bus Stop, Cafeteria Area, Classroom, Computer Lab, Hallway or Stairs, Library/Media Center, Locker Room or Gym Areas, Online, Parking Lot, Restroom, School Bus, Stadium, Unknown, Walking to or from School. See Add Custom Fields and Picklist Values.
            1.14 Page Layouts: Create a K12 Kit Positive Behavior Layout by cloning the existing K12 Kit Incident Layout. The sections and fields used are the same.
             

            Record Types:

            1. Create a record type for Positive Behavior.

            2. Assign the K12 Kit Positive Behavior Layout to the Positive Behavior record type.

            3. Assign the K12 Kit Incident Layout to the Incident record type.
             

            Picklist Values: Create new picklist values and add them to a field used by the new record type.

            1. From Setup, click the Object Manager tab.

            2. In the list of objects, click Case.

            3. Click Fields & Relationships.

            4. Click Category.

            5. In Values, click New.

            6. Type the following picklist values, each on their own line: Cooperation, Integrity, Leadership, Respect, Teamwork, and Other.

            7. Select Positive Behavior.

            8. Click Save.

            Note
            Note After adding new picklist values to the Category field for the Positive Behavior record type, view the available values and remove any that are also assigned to the Incident record type, for example, School Violation.
             

            Compact Layouts:

            1. Create a K12 Case Compact Layout and add the Category, Record Type, Priority, and Status fields.

            2. Assign the K12 Case Compact Layout to the Positive Behavior and Incident record types.
              Search Layouts: Edit Default Layout to include the Case Number, Case Record Type, Contact Name, Category, Subject, Status, Priority, and Date Opened fields, as needed.
             

            List Views: Create an All Positive Behavior Cases list view.

            • Sharing Settings: All users can see this list view

            • Filter by Owner: All cases

            • Matching these filters: Record Type equals Positive Behavior

            • Select Fields to Display: Case Number, Contact Name, Category, Subject, Date/Time Opened

            Create an All Incident Cases list view.

            • Sharing Settings: All users can see this list view

            • Filter by Owner: All cases

            • Matching these filters: Record Type equals Incident

            • Select Fields to Display: Case Number, Contact Name, Category, Subject, Status, Priority, Date/Time Opened

            Create a Case Record for a Behavior Event

            Use these steps to create a case record for a behavior event in K-12 Architecture Kit.

            1. Click the Cases tab. If you don't see the Cases tab, from the App Launcher, find and select Cases, and click New.

            2. Enter the Occurrence Date, Category, and Status for the behavior event. You don’t have to relate a Case with a particular Contact at this time. You’ll use Behavior Involvement records to relate people to the behavior event (Case) later.

            3. Fill in optional fields as needed.

            4. Click Save.

            Tip
            Tip As a next step, create Behavior Involvement records to track the individual people involved in this behavior event. See Behavior Involvement.
             
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