Review and approve a post case review
Review and approve a post case review document for a resolved case.
Before you begin
Role required: sn_customerservice_manager or admin
About this task
When a customer service agent creates a post case review document that requires an approval, the system sends an email notification to the list of approvers. This email contains the following information:
- A short description of the case and the agent assigned to the case.
- Links to the post case review and case records.
- A link to download the post case review document.
- Links to approve the document or suggest changes.
When a post case review record is in the Awaiting Approval state, approvers can access the Approve and Suggest Changes UI actions.
Procedure
-
Click the link in the email to download the post case review document.
-
Review the document.
-
To suggest changes to the document:
-
Click the link in the email to suggest changes.
Alternately, click the link to open the post case review record and then click Suggest Changes.
-
Add the information in the Work notes field on the Post Case Review record.
-
-
To approve the document:
- Click the link in the email to approve the document.
- Click the link to open the post case review record and then click Approve. The state of the post case review record changes to Approved.
---
title: Review and approve a post case review
description: Review and approve a post case review document for a resolved case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/approve-case-review-document.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Customer Service case digests, Configure case digests, Configure case management, Case management, Organize agent workspaces, Configure, Customer Service Management]
---
# Review and approve a post case review
Review and approve a post case review document for a resolved case.
## Before you begin
Role required: sn\_customerservice\_manager or admin
## About this task
When a customer service agent creates a post case review document that requires an approval, the system sends an email notification to the list of approvers. This email contains the following information:
- A short description of the case and the agent assigned to the case.
- Links to the post case review and case records.
- A link to download the post case review document.
- Links to approve the document or suggest changes.
When a post case review record is in the **Awaiting Approval** state, approvers can access the **Approve** and **Suggest Changes** UI actions.
## Procedure
1. Click the link in the email to download the post case review document.
2. Review the document.
3. To suggest changes to the document:
1. Click the link in the email to suggest changes.
Alternately, click the link to open the post case review record and then click **Suggest Changes**.
2. Add the information in the **Work notes** field on the Post Case Review record.
4. To approve the document:
- Click the link in the email to approve the document.
- Click the link to open the post case review record and then click **Approve**.
The state of the post case review record changes to **Approved**.
| title | Review and approve a post case review |
| description | Review and approve a post case review document for a resolved case. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/approve-case-review-document.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Customer Service case digestsConfigure case digestsConfigure case managementCase managementOrganize agent workspacesConfigureCustomer Service Management |