Request a Case Grade for Approval – CASEpeer

Feature available on CASEpeer Advanced

Here's how to request a case grade.

NOTE: Only firm administrators or users with the User Can Set Case Grades permission can set a case grade for a case. Any user without this permission will have their requested case grade sent to the Case Grade Requests Management screen for approval.

Request a Case Grade During Intake

Select the + icon to create a new case.

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Select a grade from the Case Grade drop-down menu.
Add a Case Grade Reason. This is a required field when selecting a case grade.

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Select Save to create the new case along with its case grade.
The requested case grade will be sent to the Case Grade Requests Management screen for approval.

Request a Case Grade on an Existing Case

Open the existing case and select the green drop-down arrow menu.
Select Edit Case Grade.

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A pop-up window will appear.
Select the Grade and enter a Reason.
Select Request.

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The requested case grade will be sent to the Case Grade Requests Management screen for approval.

Approve a Case Grade on the Case Grade Requests Management screen.