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Case Setup

Team Members

Assigning and managing University staff responding to a case in SafeGrounds

About Team Members

Team Members are staff users who have an active role in responding to or managing a specific case. Team Member roles are different from User Roles in the system:

  • User Roles — Determine a user's overall access and permissions within SafeGrounds
  • Team Member Roles — Define a user's responsibility within a specific case

Some case access and functionality is limited to assigned Team Members. For this reason all individuals actively working on a case should be listed with the appropriate Team Member role.

Each Team Member is assigned a Role (their responsibility within the case) and a Classification (the case lane or aspect they are working within, when applicable).

Primary Case Responsibility

Every case should have a clearly designated individual responsible for primary case management and documentation. This role is typically assigned as:

  • Case Owner
  • Title IX Coordinator — for PC cases

Additional Team Members may support the case but one individual should be clearly identified as the primary point of responsibility.

Types of Team Member Roles

The following Team Member roles may be assigned within a case. Available roles may vary based on classification and user permissions.

  • Admin
  • Alternative Resolution Facilitator
  • Case Team Member
  • Clery Coordinator
  • Complainant Dean on Point
  • Dean on Call
  • Inquiry Investigator
  • Investigator
  • None
  • Resident Advisor
  • Respondent Dean on Point
  • Response Coordinator
  • Senior Resident
  • Title IX Coordinator

Adding or Managing Team Members

Team Members may be added or updated at any time from the Case Overview page. There are two ways to add a Team Member:

From the Team Members Panel

  1. Navigate to the Team Members panel in the Case Management section
  2. Click the + Add button

From the Case Header

  1. Click the Options button in the Case Header
  2. Select Add Team Member from the dropdown menu

Either method will open a slide-over panel. Within the slide-over:

  1. Search for and select the appropriate User
  2. Select the relevant Classification
  3. Select the appropriate Team Member Role
  4. Click Submit to add the Team Member to the case
Note: Team Members may also be updated or removed from this panel depending on user permissions. Available roles and functionality may vary based on user permissions.