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.