Use the request workflow when submitted intake needs review before becoming an active case.
Use Accept Case Request and confirm with Accept & Create Case. The request becomes Approved, the case is created, and the accepting user becomes the initial Case Manager. Subjects and uploaded request files transfer where the workflow and permissions allow.
Acceptance can require Approve/Decline Requests, Add Cases, Full Access, Assign/Unassign Case Users, Can Be Case Manager, and subject or file permissions when relevant.
Review subjects, assignments, and attachments. If the app reports pending or failed file transfers, compare the request files with the new case before assuming everything transferred.
Decline the request to preserve its decision trail. Acceptance cannot be reversed from the request page; use the appropriate case workflow for subsequent changes.