Manage Cases

The home Evaluation page displays all candidates uploaded to TruEnroll for international equivalency evaluation. To view domestic cases, select Domestic Transfers from the left panel (coming soon).

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Case List

The table shows all cases with key details such as candidate name, country, status, assignee, and recent updates. You can:

1. Sort cases by Uploaded date or Last modified date
2. Search using candidate name or case ID
3. Customize visible columns using the Columns dropdown option on the top right

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Case Status

Each case can be assigned a workflow status:

• To-Do → Not yet started
• In Progress → Currently being worked on
• Done → Evaluation completed

Update the status directly from the dropdown in the table.

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Assignment

Cases can be assigned to users within your organization using the Assignee field. To add or manage users, go to User Management from the left panel.

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Case Actions

Each case provides additional actions and information:

1. Info (i) → View details about the status of the candidate’s qualifications’ evaluation
2. More options (⋯) → Access actions to the case:
   • Download evaluation reports
   • Download evaluated Excel
   • Download verification report (if available)
   • Remove case