Feature available on CASEpeer Advanced
Here's how to approve a case grade.
NOTE: Only firm administrators or users with the User Can Edit and Approve Case Grade Requests permission can approve a case grade for a case.
- Navigate to the Case Grade Requests Management screen.
- Select the drop-down arrow in line with the case.
- Select Approve or Deny.
- If multiple cases need to be approved or denied, select the checkboxes on the left-hand side of each case.
- Click the checkmark icon directly above and select Approve or Deny.
- Cases with approved case grades will appear under the Approved Tab and those with denied case grades will appear under the Denied Tab.
- An auto note will be created within the case indicating whether the grade was approved or denied.
- The user who requested the case grade will receive a notification of the approval status.
Approved case grades will appear on the Case Review Report.
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