Reviewing an Accepted Report

Once a report has been accepted, it must be reviewed in order to make the filing official. This process is often completed by one or more designated reviewers, as identified by the judge, that has experience with guardianship cases, familiarity with the GTS and the local case management system, and experience that enables them to spot discrepancies and request additional information when needed.

Filtering the Ready for Review Reports Displayed in the Grid

For various reasons you may wish to limit the number of reports displayed in this section. For example, if you are reviewing reports for a specific case, you may choose to filter out all the other reports displayed. Filtering can also make it easy to find all reports for multiple IPs with the same last name.

Using a Defined Filter

To apply a defined filter:

1.	Click the Filter icon above the Ready for Review grid and clear the selection from either the Case File Number or Incapacitated Person fields by clicking the Select All checkbox. Then select the single case number or incapacitated person.
2.	Click anywhere outside of the Filter popup to close it and return to the Ready for Review grid.

Clearing the Filter

Clear the filter to return the reports in the grid to the default view for the Dashboard. To clear the filter:

1.	Click the Filter icon above the Ready for Review grid and ensure the Select All checkbox is selected for each field.
2.	Click anywhere outside the Filter popup to close it and return to the Ready for Review grid.

 

 

Report Review Process

The complete review of a report may not take place in a single day. For example, if a report generated one or more flags, it may be necessary to contact the guardian that completed the report for clarification, a hearing may be required based on information that was obtained, or flags may need to be updated before the review can be completed. For more information, see Adding Flags to a Report or Updating Flags on a Report.

For additional assistance, two documents were developed by the Office of Elder Justice in the Courts (OEJC), which offer assistance with standardizing the review process through the use of best practices established for the Guardian of the Person and Estate reports. The use of these guides is optional, but they can be valuable tools for all court staff, especially for anyone that is new to the review process.

Pennsylvania Guardian of the Person Annual Report Review Checklist

Pennsylvania Guardian of the Estate Annual Report Review Checklist

 

 

Marking a Report as Reviewed

Marking a report as reviewed makes the report official and resets any overdue notices.

1.	On the Ready for Review tab on the Dashboard, click the View Report Details icon for the report that needs to be accepted. The Report Details popup displays.
2.	Click the Document icon in the Document(s)grid for the report. A PDF version of the report opens in a new tab. Review the information that was submitted, if not done previously.
3.	Close the tab displaying the PDF document to return to the Web Portal.
4.	Select the Mark as Reviewed checkbox.
5.	(Optional) Record Comments.
6.	Click the SUBMIT button. You are returned to the Dashboard.