The first training module provides a broad overview of how the system works overall. The CasePro Crew also helps you login, get acquainted with the Admin Portal and much more.

The second module, Case Submission and Routing, will cover the basics of how complaints are submitted via your association’s website and what to do when you receive them. We also cover how the workflow solution works, including:

• Case Detail
• Grievance Committee
• Managing Responses
• Hearings: how to schedule, conduct and record
• Appeals
• Ratification
• Sanctions

The third training module provides an overview of Panel Management, Documents and Reporting.

Panel Management

• Managing the professional standards committee (PSC) volunteers

• Manually updating panels

• Tracking RSVP’s for meetings and hearings

• Sending meeting invitations, reminders

• Creating panels

Documents

It is so easy managing NAR form documents in CasePro. Admins have the ability to modify/edit form documents, upload them through the Document Admin tool and then generate forms easily with the click of a button.

Email

CasePro can send outbound emails to the named Complainant and Respondent. There are 12 subject line options that provide pre-formatted email text. The message can be easily customized and the best part? CasePro tracks when the emails have been opened and any links have been clicked.

Reporting

Looking for an easy way to know exactly how many Article 1 violations have been filed? With CasePro it’s a snap. Learn how to pull the PS Activity report, download and modify as needed.