Annual Review

Licensed Resources automatically go into Annual Review 90 days before the 1st-, 2nd-, and 3rd-year anniversaries of the license effective date. At each of these times, the FCS will need to complete an Annual Review checklist. This checklist can be added manually at any time; if it has not been added manually, Casebook will automatically add the annual review checklist 90 days before the review due date. 

There is no restriction built into Casebook to prevent workers from submitting the annual review checklist late. It is up to supervisors to monitor this.

To add the annual review checklist (if it has not been added manually), click Add on the Checklists card on the overview page of the resource.

• 1. Once the checklist is complete, click Submit for Approval at the bottom of the page. 

  2. Enter your supervisor's name and click Submit

  3. Your supervisor will review the resource and its license, and either:

     1. Close the Application

     2. Accept the Annual Review

     3. Return if for edits

Due Date Chevrons

A countdown clock will appear in the chevron 90 days before the annual review is due.