Advice, welfare & wellbeing resources

Three students socialising around a table

MSL Student Case Manager

Providing an effective student advice service has never been more important. Whether you have a physical advice centre with expert teams or a more informal student hub with advisors on reception, we know how busy your team is. The advice service role is vital in supporting your students and their wellbeing.

MSL Student Case Manager has evolved from one of the UK's most trusted case management platforms and is completely dedicated to the needs of students during their time in education.

** WEB TOUR!** Watch the live Student Case Manager web tour and advice community discussion from February 2023. 

  • Support the student advice service or multiple support centres with a secure, trusted facility
  • Maintain engagement with clients and save time on manual tasks with customisable workflows
  • Track trends and workloads in real-time with team and individual dashboards 
  • Offer easy and discrete appointment bookings via your website with Office 365 integration
  • Demonstrate advice service effectiveness with granular self-service reporting 

Go straight to these topics to learn more:

Data & Security Cases & Workflow Reporting & Dashboards

We knew MSL Student Case Manager had been developed for the student advice sector and that it would help us manage our case work and of course benefit the growing number of students needing our support.

Royal Holloway Students' Union Advice CentreRead the case study



Data & Security

Permissions for advisors, teams & managers

With options to integrate with your student data or to allow advisors to create a database of contacts and cases on the fly from their own interactions, Student Case Manager is absolutely secure.

The entire advice service or advisor teams are ringfenced from other staff with different levels of permissions to meet your organisational policies. Only your administrators have access to an audit log of all case record access and actions taken within the system.

Supporting distinct teams

Separate autonomous teams can be set up, if required, to ensure that sensitive client or team data isn't shared through dashboards or reports.

Advice centre data can be further secured by defining your users, roles, teams and organisation and the access those groups have. 



Cases & Workflow

Customising cases

Customise your case records and workflows to match your current processes and improve efficiency and accuracy. As standard, Student Case Manager comes with:

  • Customisable case fields
  • Client and case relationships
  • Configurable workflows
  • Task and team reminders
  • Case and time recording
  • Audit log of every action taken on a case.

Workflow for teams & individuals

Workflows are more than just reminders; use the in built prompts and actions to reduce errors or forgotten tasks and even ask another team member for their input.

  • Set up and define reminders and tasks for individuals or the entire team
  • Employ rule-based actions at different stages of a case
  • Set up automatic and manual selection of actions
  • Quickly identify case status and position in the workflow

A cases dashboard showing activity and progress within Student Case Manager




Reporting & Dashboards

Student Case Manager includes a suite of real-time dashboards for when you need a snapshot of team activities and for individual advisors to keep track of their own workload. 

You also have available a series of reports for monitoring areas such as demographics, trends, appointments and actions. And the Tabular Reporting Wizard is there for you to build additional case, client and team reports whenever you need them.

The Advice Centre now records as part of its monthly case reporting the associated articles we create and publish on the website and the page views each one gets. It really demonstrates how effective timely information can be for our students who might otherwise struggle with an issue and not know where to go for help. - Royal Holloway University Students' 

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