e- Ap p eal Guide for

Agen cy Users

October 13, 2023 

INTRODUCTION

This “e-Appeal Guide for Agency Users” provides information for agency users (Agency 

Representatives and Agency Legal Support) who have already: (1) been preregistered in 

e-Appeal by the Initial Contact/Superuser for their Work Unit; and (2) completed their

individual registration in e-Appeal, as set forth in the Account Registration Guide that is

separately posted on the MSPB e-Appeal Information Hub. If you have not been

preregistered, please contact the Initial Contact/Superuser for your Work Unit. If you

have been preregistered by the Initial Contact/Superuser for your Work Unit but have

not yet completed your individual registration, please see the Account Registration

Guide for information on how to complete it.

VIEWING NEW APPEALS

This section applies to the Initial Contact for the Work Unit. When a new MSPB appeal 

is filed, the Initial Contact for the Work Unit will receive an email notification of the

appeal at the time MSPB issues an acknowledgment order in the appeal. The Initial 

Contact may wish to use Outlook rules to forward email notifications of new appeals to 

other agency users in the Work Unit. Additionally, after an appeal has been docketed by 

MSPB, it will appear in the “My Work Unit Cases” queue, which is available to the Initial 

Contact and all Superusers. As described in the section for Superusers, “Managing 

Appeals in the Work Unit,” the Initial Contact and Superusers can view the documents 

in all cases in the Work Unit.
2

VIEWING YOUR CASES

Agency Representatives

If you are an agency user in the role of “Agency Representative,” your dashboard includes 

your agency representative profile information and the “My Assigned Cases” queue. The 

“My Assigned Cases” queue displays: (1) Cases in which you are already an active 

designated representative; and (2) Cases in which you have accepted an invitation from 

a Superuser in your Work Unit or a current active agency representative on the case, but 

you have not yet filed a designation of representative pleading. For your designation to 

be effective in a case, you must file a designation of representative pleading. As a 

designated agency representative, you will receive email notifications of Board issuances 

and party pleadings in any of your assigned cases. *

* All docket numbers and party names are fictional data.
3

As described below, you may also be designated as a support team member by other 

agency representatives. If you are so designated, cases for the other agency 

representatives you support will appear in your Dashboard Queues in “My Monitored 

Cases.”

Agency Legal Support

If you are an agency user in the role of “Agency Legal Support,” you may be designated 

as a support team member for one or more agency representatives in your Work Unit. 

Any cases assigned to an agency representative whom you support will appear in the 

“My Monitored Cases” queue on your dashboard. (For example, if you have been 

designated as legal support for the agency representatives Jane Doe and John Smith in 

your Work Unit, cases actively assigned to Jane Doe and John Smith will appear in your 

“My Monitored Cases” queue.) See the next section for more information on the support 

team.
4 

SUPPORT TEAM 

What Is a Support Team? 

An agency representative can authorize up to five members of their Work Unit as a 

“support team” to assist in monitoring their assigned cases. Support team members can 

be other Agency Representative users or Agency Legal Support users. Support team 

members have access to a “My Monitored Cases” queue, as shown above, where they 

can view the case record and file pleadings on behalf of a designated agency 

representative that they support. At the time an agency user is added to an agency 

representative’s support team, they will receive an email from e-Appeal informing them 

of the designation to the team. At this time, support team members will not receive 

email notifications from e-Appeal notifying of MSPB issuances or party pleadings in a 

monitored case. Accordingly, support team members may wish to actively monitor cases 

in the “My Monitored Cases” queue, regularly checking the case records for MSPB 

issuances and pleadings filed by other parties, or the designated representative may use 

Outlook rules to forward email notifications to their support team members. 

Agency Representative: Setting Up Your Support Team

As noted above, an agency representative can authorize up to five members of the Work 

Unit as a “Support Team” to assist in monitoring their assigned cases. To set up your

Support Team: 

1. Navigate to “Quick Links” on your Dashboard and select “My Profile.”

2. Select the tab “My Support Team.”
5

3. Any members of your Work Unit who are already designated as your Support Team

appear in a listing. Select “Edit” to add or remove users. 

4. Add a checkmark next to the names of users that you wish to designate as part of 

your Support Team. Only agency users who are already registered as part of your 

Work Unit will be available options to add to your Support Team.
6

5. Select “Save.”

6. Your assigned cases will now appear in the “My Monitored Cases” queue for the 

Support Team members you designated. Your support team members will receive 

an email from e-Appeal at the time you add them to your Support Team. However, 

you should ensure that you separately communicate the designation to your 

Support Team members. 

Support Team Member: Filing a Pleading on Behalf of a Designated Agency 

Representative 

A Support Team member can file a pleading on behalf of the designated agency 

representative in a case:

1. Navigate to the case in your “My Monitored Cases” queue in which you wish to file 

a pleading on behalf of the designated agency representative.

2. Select the tab “Pleadings.”

3. On the drop-down menu, select “New Pleading.”

4. Review the text and select “Next.”

5. On the page “Pleading Information,” select “Yes” when asked if you are conducting 

this action on behalf of someone else. 

6. When asked on behalf of whom are you conducting this action, on the drop-down 

menu, select the name of the relevant agency representative. 

7. Select the pleading type on the next drop-down menu. Continue to navigate 

through the pleading and submit the pleading.
7

For more information on the general steps to submit a pleading, please refer to the 

General User Guide posted on the MSPB e-Appeal Information Hub.

SUPERUSERS

Each Work Unit can have up to five “Superusers” in addition to the Initial Contact. The 

Initial Contact for the Work Unit, who is automatically a Superuser, determines who is 

designated as a Superuser in the Work Unit (both agency representatives and legal 

support can be designated as a Superuser). Superusers can manage Work Unit users, 

manage all appeals pending in the Work Unit, and invite agency representatives to 

designate themselves on cases in the Work Unit. 

Managing Users in the Work Unit

Superusers can add/deactivate/edit agency users in the Work Unit. Superusers are 

responsible for deactivating agency users in their Work Unit when their need for access 

to e-Appeal ceases (such as when a user departs the agency or moves to a different Work 

Unit). To edit agency users in the Work Unit:

1. Navigate to the “Tracking Inbox” and select “Agency.” 

2. Select the appropriate Work Unit on the listing. 

3. Select the tab “Agency Users.” 
8

4. This page displays active agency representatives and legal support for the Work 

Unit. Representatives and legal support can be added by selecting “Add 

Representative” or “Add Legal Support.”

¶1

Superusers can deactivate agency users in the Work Unit in the Agency Users tab by 

selecting “View” next to their name, selecting “No” for Active, and selecting “Save.”

Managing Appeals in the Work Unit

Superusers have access to the “My Work Unit Cases” queue where they can view all 

appeals pending for their Work Unit. Cases appear in this queue after an appeal has 

been docketed by MSPB; the agency representative designated as the Initial Contact for 

the Work Unit will also receive email notification of an appeal at the time MSPB issues 
9

an acknowledgment order in the appeal. Superusers can also view the documents in all 

cases in the Work Unit.

Inviting an Agency Representative to a Case

Superusers, including the Initial Contact, and active agency representatives on a case 

can send invitations to other agency representatives in the Work Unit to designate 

themselves in particular cases. 

To invite another agency representative to a case:

1. Navigate to the case. 

2. Select the tab “Case Info.” 

3. Select the subtab “Case Users.” 

4. Select “Invite Participant.” 

5. If you are currently a designated representative in the case, specify 

whether you wish to withdraw yourself from the case. 

6. Select “Invite Representative.”

As the sender of the invitation, this case will appear in your “My Open 

Invitations” queue with an option to withdraw the invitation. E-Appeal will 

send an email to the agency representative you invited informing them that 

a designation invitation awaits. If the representative accepts the 
10

invitation, it will no longer appear in your “My Open Invitations” queue 

and you will receive an email notifying you that the representative has 

accepted the invitation. 

DESIGNATION OF REPRESENTATION 

As explained above, Superusers, including the Initial Contact, and active representatives 

on a case must use e-Appeal “invitation” functionality to facilitate inviting agency 

representatives in the Work Unit to designate themselves in particular cases. When an 

invitation is sent to an agency representative, the receiving representative will receive 

an email notification of the invitation. Additionally, the invitation will appear in the 

agency representative’s “My Open Invitations” queue.
11

Accepting an Invitation in e-Appeal

1. In the “My Open Invitations” queue, select “Accept the Invitation.”

2. A prompt will appear indicating that if the invitation is accepted, the 

representative must file an Agency Representative Addition pleading. 

3. Select “Yes.” When “Yes” is selected, e-Appeal automatically generates a draft 

Agency Representative Addition Pleading for the case on the Pleading Listing.

4. The case is automatically removed from the agency representative’s “My Open 

Invitations” queue upon acceptance of the invitation. 

Filing a Designation of Representative in a Case

1. Navigate to the case in which you are filing the designation.

2. Select the tab “Pleadings.”

3. As referenced above, a draft pleading has been automatically generated and is 

available for your completion on the Pleading Listing, titled, “Agency 

Representative Addition.” 

4. Finish submitting your designation. This pleading provides notice to the parties 

and MSPB of the designation and is included in the case record. For your 

designation to be effective in a case, you must complete this step to file a 

designation of representative. You will not be permitted to file any other pleading 

in the matter until you complete and submit the generated Agency Representative 

Addition pleading.
12

HOW TO SUBMIT AN AGENCY FILE 

To submit an agency file:

1. Navigate to the case in which you wish to file the agency file. 

2. Select the tab “Pleadings.” 

3. On the drop-down menu, select “New Pleading.”

4. Review the text and select “Next.” 

5. For Pleading Type, select the option on the drop-down menu for “Other Pleading.” 

Select “Next.”

6. When prompted to enter a brief title for your pleading, enter the title “Agency 

File.” 

7. When prompted to enter the text online or to upload a file containing the 

pleading, select the option on the drop-down menu for “Upload.”

8. Upload the agency file document. For questions regarding the requirements for 

agency files and/or pleadings with three or more attachments, review the 

acknowledgment order issued in the case and the Board’s regulations. 

9. Continue to navigate through the pleading and submit the pleading.
13

ARCHIVED CASES

Your Dashboard Queues will include “My Archived Assigned Cases” and, if you are a 

Superuser, will also include “My Archived Work Unit Cases.” These are cases that were 

assigned to you or your Work Unit that have been closed for over 180 days. E-Appeal 

automatically moves cases that have been closed for 180 days to the “My Archived 

Assigned Cases” queue and the “My Archived Work Unit Cases” queue.