Welcome to the training video on how to access appeals by a trusted user.
From the main dashboard, navigate to one of the Boards dashboards.
To search and access appeals, click on the “Access Appeals” button.
Enter a search string in the Search cases box and click the “Search” button. It can be part of the OALJ Number, Docket Number, Claimant Name or eFile Case Number.
The search result is shown in the table below.
You can further filter your search by adding one of more filter criteria to the search
To add the appeal, select one of more appeal of interest and click “Add to Dashboard”
If you wish to add more appeals to the list or clear the list and add fresh appeals, click on the “Back to Search” button.
To clear just the filters, click on the “Clear Filters” button. To clear the entire selection, click on the “Clear Selection and Filters” button
Search and add appeals again.
In the Access Appeals page, select the organization and click “Submit”
The appeals will be added to the Accessed Appeals table.
The “User Type” of the case will be “Observer” when the appeal is added. This means that the trusted attorney is only viewing the appeal. The attorney can view all the filings and servings on the appeal.
For the trusted attorney to become party with access, access the appeal details page
Click on the “Make Attorney of Record” button. This will add the trusted attorney as party with access to the appeal.
The Access Appeals table will show “AOR” which stands for Attorney of Record.
Thank you for watching this video tutorial on accessing appeals by trusted user
For more help, visit the support menu on the dashboard.