Find welfare cases: List view, filters and a student's case history
The List and Board views share filters for search, priority, category and My cases; List adds a status filter and paging.
For School administrators, Teachers, Staff, HR managers. Updated 2026-10-09.
Overview
Board and List share a filter bar: a search box (student name or case number such as WC-0012), Priority (Urgent, High, Medium, Low), Category and a My cases toggle that shows only cases assigned to you.
The List view adds Status (Open, Monitoring, Referred, Closed) and shows Case, Student, Priority, Status, Counsellor, Follow-ups (overdue count in red), Updated and an Open file button, 15 per page. Board shows up to 200 active cases and the 30 most recently closed. Closed cases are ordered by closing date, others by last update.
A student with several concerns has a separate case for each, so search by the student name to see all of their cases. All views require the “view welfare” permission.
Before you start
- The “view welfare” permission permission
Steps
- Open Students > Counselling & Welfare
- Choose the List view
- Type a student name or case number in the search box
- Select Priority, Category or Status filters
- Toggle My cases to see your caseload
- Select Open file to view a case
Common problems
A closed case is missing from the Board
The Closed column shows only the latest 30. Use See all or the List view with Status Closed.
Search finds nothing
Search by the student's name or case number; also clear other filters such as My cases.
Keep reading
- Counselling and Welfare: confidential case files and who can see them
- Move cases across the board: Open, Monitoring, Referred and Closed
- Open a new welfare case for a student
- Record counselling sessions, calls and meetings on a case timeline
- Refer a student to an outside service and track the outcome