Skip to main content
All CollectionsREPORTSManagement Screens
Approve a Case Grade Request
Approve a Case Grade Request
Updated over 6 months ago

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.

Screenshot 2023-12-13 at 7.18.31 AM.png
  • Select the drop-down arrow in line with the case.

  • Select Approve or Deny.

Screenshot 2023-12-13 at 7.25.55 AM.png
  • 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.

Screenshot 2023-12-13 at 7.26.19 AM.png
  • Cases with approved case grades will appear under the Approved Tab and those with denied case grades will appear under the Denied Tab.

Screenshot 2023-12-13 at 8.26.45 AM.png
  • An auto note will be created within the case indicating whether the grade was approved or denied.

Screenshot 2023-12-13 at 8.27.37 AM.png
  • The user who requested the case grade will receive a notification of the approval status.

Screenshot 2023-12-13 at 8.30.07 AM.png

Approved case grades will appear on the Case Review Report.

Did this answer your question?