> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sightlinebehavior.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update the Case File

> Update a student's details and pronouns, and save background information in the Case File.

Open the student and select Case File. It has three sections: Student, Background, and Intervention phases. See [Add intervention phases](https://docs.sightlinebehavior.com/intervention-phases.md).

## Edit student details

**1. Change a field**

Click a value, or **Add** beside an empty field. The fields are **Name**, **Pronouns**, **Grade**, **School**, and **Teacher**. Press <kbd>Return</kbd> or <kbd>Enter</kbd>, or click away, to keep the change. <kbd>Esc</kbd> drops it.

**2. Save**

Changed fields are marked, and a line below says how many edits are not saved. Select **Save** to save them all, or **Revert** to discard them.

Exported reports print the student's grade, school, and teacher at the top. See [Export a report](https://docs.sightlinebehavior.com/exporting.md).

## Set the student's pronouns

Choose he/him, she/her, or they/them, or leave Pronouns as Not set.

Sightline's AI model uses the saved pronouns when it writes about the student in a summary or write-up. If none are saved, Sightline asks first, using the student's first name: "How should the draft refer to Sam?" Your choice is saved to the Case File. Closing the question cancels the draft. Set pronouns here ahead of time to skip the question. See [Draft and revise with AI](https://docs.sightlinebehavior.com/writeup-ai.md).

Summaries Sightline writes without AI use the student's first name or "the student", never a pronoun.

## Add or edit background information

Background is a free-text note for placement, prior evaluations, and anything else worth keeping with the case. Select Write to start it, or click the note to change it, then select Save.

Background saves separately from the student details. Save each section you change before you leave the Case File.

## Good to know

Behavior definitions and ABC tags saved for this student are in the Library, not the Case File. See [Reuse observation setups](https://docs.sightlinebehavior.com/library.md).

## Related

* [Add intervention phases](https://docs.sightlinebehavior.com/intervention-phases.md)
* [Draft and revise with AI](https://docs.sightlinebehavior.com/writeup-ai.md)
* [Set up an observation](https://docs.sightlinebehavior.com/observation-setup.md)


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