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How to Perform a Conflict of Interest Check on an Existing Case Request

  • Updated

A Conflict of Interest check must be performed before accepting a Case Request.

To perform a Conflict of Interest check on an existing Case Request, head over to the Case Card, Details view, under the Conflict of Interest section, click the Check Conflict of Interest button. 

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If the Conflict of Interest was successfully performed, the result will be displayed as below.

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If the Conflict of Interest was not successfully completed, the result will be displayed as below.

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Note:

1. Ensure that you are a Client Manager, a Case Manager, a User with 'Accounting'-role, or a User with 'Administrator'-rights set up to be able to accept or decline a Case Request.