Feature available on CASEpeer Advanced
Here's how to set 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.
Set a case grade during intake
Select the + icon to create a new case.
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.
Select Save to create the new case along with its case grade.
The case grade will appear in the Case Index of the new case if added by a user with permission to set a case grade. If a case grade request was sent to the Case Grade Requests Management screen, the grade will appear in the case index once it has been approved.
Set or edit a case grade on an existing case
Open the existing case and select the green drop-down arrow menu.
Select Edit Case Grade.
A pop-up window will appear.
Select the Grade and enter a Reason.
Select Save.
The new or edited case grade will appear in the Case Index of the case if added by a user with permission to set a case grade. If a case grade request was sent to the Case Grade Requests Management screen, the grade will appear in the case index once it has been approved.