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Review CTC Requests

Higbee organization members review pending CTC requests and accept or reject them.

Who can review​

  • org_admin
  • org_user

Review permission requires Higbee & Associates org membership (canReviewCtc).

Review a pending request​

  1. Open Consent to Communicate.
  2. Filter by Pending status.
  3. Click a request row to open detail.
  4. Review case, vendor, attorney, and request notes.
  5. Choose Accept or Reject.

Accept a request​

  1. Click Accept in the review modal.
  2. Confirm acceptance.
  3. Status changes to Accepted.
  4. Proceed to Vendor mail composition if communication is ready.

Vendor mail after acceptance​

  1. On the accepted CTC record, open Vendor mail.
  2. Select an email template if applicable.
  3. Preview the message.
  4. Edit content as needed.
  5. Send.

Reject a request​

  1. Click Reject in the review modal.
  2. Select or enter a rejection reason.
  3. Confirm rejection.
  4. The submitter can view the reason on the CTC record.

Notifications​

Org admins may configure users on the all-CTC-notify list to receive notifications for new CTC requests. Admins manage this from the user detail page in Settings → Users.

Best practices​

  • Review within your team's SLA for vendor communications.
  • Document rejection reasons clearly for audit trails.
  • Verify case and vendor match before accepting.

See CTC Overview and Organization Admin Guide.