Manage "Case Details" from the Case Page
From the "Case Details" tab of the Case page, Administrators and Committee Managers can edit the membership of a committee, including appointing a Committee Manager and recusing or removing Committee Members from the current case review step.
Admins and Committee Managers can email and share packet materials with candidates or committee members, and record the results of a committee vote from the
"Committee Details" tab.
Committee Managers and Administrators can also upload and manage any required committee documents that must be submitted by the committee before moving the case to the next step in the review, review step,
This article explains the committee management features of the "Committee Details" tab of the Case page.
Navigate to the case you want to manage by clicking on the name of the candidate in the list of cases
Open the "Case Details" tab on the Case page of the candidate
If there are unsatisfied committee document requirements, the number of unsatisfied requirements will appear on the "Case Details" tab.
From the "Case Details" tab, Admins and Committee Managers can:
- Email and share packet materials with Committee Members
- Edit the membership of the committee including naming Committee Managers and recusing or removing members
- Manage, add and read conversations/comments on the case (if enabled)
- Record the results of committee voting (if enabled)
- View and upload committee document requirements
Upload required committee documents:
Click "Add" under the "Required Documents" tab to upload a required document
Upload a new file or select a file from the case materials
Select the packet section where the document will appear
If you upload a new file, you will have to select a packet section for the document.
Click the "Edit" pencil at the top of the list of Committee Members
Click "Add Member" to add a member to the committee
Find the member and click "Add," or click "New" to create a new user to add as a Committee Member
If editing a standing committee, any members you add here, or changes you make to the committee will be temporary.
Permanent changes to standing committees must be made from the "User & Group Management" page. See here for more information on making changes to the membership of a standing committee.
Check the box to make a user a Committee Manager
Click the recusal icon to recuse a standing Committee Member, or "x" to temporarily remove a member
Click the "+" symbol to add a recused member back to the committee.
Click "Email" to email members of the current committee and/or other committees or users
Select who will receive the message
The default is the current committee, but you can also select another committee or other P&T users as recipients.
If enabled, Administrators and Committee Managers can enter the results of a committee vote from the "Committee Details" tab of the Case page. See here for more information on recording a committee vote.
Click the "Voting" button to the right of the page
Enter vote totals and click "Save"
Vote totals are displayed in a graph as shown below, and Committee Members can view these totals.
If enabled, conversations are entered and managed (turned on and off) from the right corner of the "Committee Details" tab.