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CSR Eligibility V2 Block

Provides a means of setting the CSR Eligible field for a case based on a case's LSC Eligible field and other factors. Useful for LSC-funded agencies to help classify cases for Case Service Reports.

See CSR Eligibility for a description of this block's operation.

Configuration Options:

* Close Reason A - choose the site's closing code that corresponds to LSC's "A - Advice and Counsel" code
* Close Reason B - choose the site's closing code that corresponds to LSC's "B - Limited Service" code

* Require Retainer on File Compliance for CSR Eligible
* Require Affirmative Litigation Compliance for CSR Eligible

The last two options allow handling Section 2.1 of the CSR Handbook, which reads (as of the 2017 Handbook):

"Cases that meet these criteria are included in the CSR regardless of compliance with the requirements of 45 CFR § 1611.9—Retainer Agreements or 45 CFR Part 1636—Client Identity and Statement of Facts."