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

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. 

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

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

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.