Create Templates To Use as a Starting Point for New Cases
This article provides information on how to create a template for new cases in ByCommittee P&T. Templates provide a basic starting point for a P&T case. Colleges, schools, and departments can use templates to save time when creating cases, and to establish a repeatable process as they conduct their reviews in ByCommittee.
Administrators can create a template filled out with instructions, forms, document requirements and case review steps that can be automatically included as a part of every case built using the template. Templates can be attached to any organizational unit, and can be used for cases created by that unit, or by lower administrative units.
Templates can be created for any case type including, promotions, tenure reviews, annual reviews, appointments, reappointments, or sabbatical cases.
Administrators at institutions who have Enterprise Dossier can choose to publish the instructions and requirements for a template as "Guidelines" to help users at their institution prepare for upcoming reviews.
2. Click "View Template List" at the top right of the page
This will open a list of available templates.
3. Click "Add Template"
4. Enter the title and description of the template
5. Select a unit for the template from the dropdown menu, and click "Continue" when you are finished
Remember, you can add a template to any organizational unit such as a university, school, college, or department, and that template will be available as a starting point for cases created within that organizational unit or by units beneath it in the hierarchy.
You will be taken to the "Template Information" page:
6. Select the case type of the template you are creating (required)
You can create templates for appointments, promotions, reappointments, reviews, sabbaticals, tenure cases, and others.
If necessary, you can add a requirement for case data forms that must be completed about a candidate or case when using the template. Case data forms can be created by an Administrator from the Administration page, and can only be filled out by an Administrator when creating a case. Candidates will never see the questions or answers of a case data form. For more information see this article on creating case data forms.
To add a case data form to the template simply click the link, select a form and click "Save"
Click "Save & Continue"
This section can include specific instructions to the candidate about assembling their packet and any other procedures, policies, or deadlines at your institution.
You can also include links to required forms and online resources such as instructions or handbooks outlining your policies.
Note that when building a case from the template, users can edit this section if they need to make specific changes.
The packet requirements you create here will become available for any case built using this template.
A single packet section labeled "Candidate Documents" appears by default, but you can add new custom sections to the packet, each with specific required materials, forms and due dates.
Click "Add Section"
Enter the name, description, and due date for the packet section, and indicate whether or not candidates can add additional documents to the section
Once created, you can click the blue edit pencil to change the name, description and set the due date of a packet section.
If the requirement you want to create is a document or other material:
- Enter the name
- Add any notes about the requirement
- Indicate if the document is required or optional
- Enter a number of documents. This can be a specific number, a range, or have no limit.
If the requirement you want to add is a form:
10.1. Click the "Form" button at the top of the window
10.2. Select the form from the dropdown menu and click "Save"
Note: Forms are created from the Administration page. For more information see this article on how to Create a New Form.
Click "Save & Continue" when you are finished adding packet requirements
The case review steps you add will form a preconfigured workflow for cases built using this template. These steps should match the particular review process of your organization.
Users may need to add other steps to the process, or more committees or individuals to a step when they are creating a case based on the template.
You can assign additional committees if multiple committees require access to the packet at the same step.
11.1. Click "Add Step" to begin setting up the workflow of case review steps for the template
11.2. Name the case review step, set a due date for when the step must be completed (optional)
11.3. Select who will review the case at this step; a standing committee, ad-hoc committee, or individual user
- Standing committees are created at the unit level (i.e. university, school, college etc.) and can be reused for cases in that unit.
- Ad-hoc committees are created on a per case basis. An admin will need to add members to this committee before a case can be initiated.
- An individual user can review the case, but will not be able to collaborate with others. To allow multiple members to review together, create a standing or ad-hoc committee.
12.1. Click the edit pencil to the right of the step
12.2. Click "Add Committee" to give another committee or individual access when cases reach this step
12.3. Select who will review the case at this step; a standing committee, ad-hoc committee, or individual user, and click "Add"
12.4. Set whether or not each committee or individual can move the case forward or backward
If checked, the manager of the committee, or the individual reviewer can move the case forward or backward in the workflow of case review steps.
When creating a template, you can recuse administrators who should not have access to cases built on the template at a particular workflow step.
13.1. Click the "Manage Administrators" tab
13.2. Click the recusal icon to recuse an Administrator from cases at this case review step
You will see a list of Administrators who have access at this step. Click the recusal icon to recuse an Administrator. Once recused, the Administrator will not be able to view or access the case at this step.
If necessary, you can click the addition sign to add the Administrator back
14.1. Click "Edit Details"
14.2. Click to open the "Instructions" tab and enter instructions for the committee
You can require that the committee submit particular documents before moving the case.
15.1. Click to "Edit Details"
15.2. Open the "Required Documents" tab and click "Add Required Document"
15.3. Enter a title and description for the required document and click "Add"
16. Keep adding steps until you have built out the steps you want to include in the template
Click "Collapse Steps" at the upper left of the page
It is easier to move the steps around if they are collapsed.
Click "Reorder" at the top right
Drag and drop steps to change the order for the template and click "Done" to commit the change
17. Click "Save and Continue" when you are finished adding steps to the template
18. Review the template you've created
Viewing Guidelines can help users prepare for upcoming reviews.
18.1. Click "Preview" to see how the information that will be available to Dossier users at your institution
18.2. Click "Enable Dossier Visibility" to allow users at your institution to view the Guidelines in Dossier
19. Click "Return to Templates"
The template will appear in your list of available templates
The template in the example can now be used as a starting point for any case created under the School of Music, and will include the instructions, forms, required documents, and workflow steps you added.
See here for information on creating a case using a template.