Create an Appeal Summary - Non-Medical

To create an Appeal Summary, follow these steps:

  1. Select Special Units from Global Navigation. Select State Hearings from Local Navigation. The Hearings Search page displays.

  2. Click Refine Your Search to complete a search for an existing hearing request.

    NOTE: Click the Remove button for Assigned To: if the Worker ID has defaulted.

  3. Click the Select button for the Case Number to search by case. The Select Person page displays.

  4. Enter the correct Case Number then click the Search button. The results display.

  5. Select the correct person using the radio button then click the Select button.

    NOTE: If the person has more than one case number, the Select Case page displays. Use the radio button for the correct case number then click the Select button.

    The Case Number displays on the Hearing Search page.

  6. Click the Search button to search for an existing Hearing record.

  7. Click the Hearing ID hyperlink. Clicking the Hearing ID puts the user in the context of the Hearing number. The Hearing Detail page displays.

  8. Select Proceeding from Task Navigation. The Proceeding Detail page displays.

  9. Click the Edit button to edit the Proceeding Detail page.

  10. Complete the Agency Appeal Summary Information at the bottom of the page.

  11. Enter the Agency Appeal Summary Completed Date using the mm/dd/yyyy format or the calendar icon.

  12. Click the Save button.