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Request clarification via letter

When a case has been assigned to a drafter, if there is not enough information in the case details, then a request for more information can be sent to the correspondent. At this stage, the clocks will be stopped and will not be re-calculated until the correspondent has sent in the required information.

To ask the correspondent for more information, follow the steps below.

  1. Sign into eCase. Refer to the How to Sign into eCase section.
  2. Go to your Workbasket and click on the Manage link, in the Actions column, on the case you require clarification for.
  3. Go to the Correspondence section on the Case Details screen and click on the
    Send Clarification button. The Send Clarification popup window appears. The Clarification Method field will be defaulted to Letter from the Reply Preference field on the Case Details screen.
  4. Enter in the date the clarification letter was sent using the calendar icon in the Clarification date field.
  5. Optional: enter in any Clarification Details if required.
  6. If there is a clarification template, download the template and update with the relevant details. Next, attach your clarification document to the case. Use the Attach new files… button, or drag and drop a file in to the Send Clarification area. The Attach New Files window opens.
  7. In the Attach New Files window select Clarification Document using the Type drop down.

    NOTE Add additional documents if required using the Add more files... button.
  8. Optional: Add in a description for the document and click on the Attach files to case button.
  9. Click on the Mark as Sent button. A copy of the Clarification details will be found under the Correspondence section and a copy of the Clarification document can be found in the Documents section.
  10. On the Create Draft tool bar, select the Clarification Needed button. The Clarification Needed pop up window appears.
  11. Optional. Add a comment that will appear in the Notes section of Case Details.


    Add comment field
  12. Click the Submit button.
    The case moves to the Awaiting Clarification tab and the clocks will be stopped.