Move a Case Forward or Backward

Once a case has been advanced to the first step in the workflow, an Administrator or Committee Manager can move the case forward or backward to another review step.

When a case is moved, the Administrator or Committee Manager can send an optional email message to members of the committee gaining access to the case with the move.

When creating or editing a template or case, Adminstrators can designate which committees are allowed to move a case forward in the workflow.

If any committee at a given workflow step has committee document requirements, all doc requirements must be satisfied before the case can be moved forward to the next step.

If the case you want to move is on Step 1, click to open the case

Click 'Send Case" to the right of the page, and select "Forward to..."

You will see a list of all committees and reviewers gaining access at the next step, and can enter a message to the reviewers gaining access to the case

If you want to move case(s) forward or backward that are not on the first step, select the case(s) you want to move in the list of cases

Find the case you want to move in the list of cases

You can move the case forward or backward if possible

The forward and backward options will appear greyed out if you cannot move the case either forward or backward.

You can move the case forward or backward by selecting the case and opening the "Actions" menu to the right of the page

You can also move an individual case by opening the case page and clicking the "Send Case' button

-or- You can open the case of the candidate and click "Send Forward" or "Send Backward" to move the case

Send an optional message to members of the committee when they receive access to a case

You will see the name of the committee gaining access, and the committee losing access. By default, the box is checked for you to "Send a message with this change" to the receiving committee, but this is optional.

Send an optional message to members of the committee when they receive access to a case

You can preview the message to see how it will appear in the inbox of committee members

You can preview the message to see how it will appear in the inbox of committee members