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 edit 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:

  1. Email and share packet materials with Committee Members
  2. Edit the membership of the committee including naming Committee Managers and recusing or removing members 
  3. Manage, add and read conversations/comments on the case (if enabled)
  4. Record the results of committee voting (if enabled)
  5. 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.

Edit Committee Membership:

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.

Email the current committee and/or other committees or users:

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.

Share case materials the current committee and/or other committees or users:

When emailing the committee, you can share files of case materials with the recipients of the email. Files shared with the message can be viewed by the recipient when they log into Interfolio. See here for more information on sharing case materials with Committee Members.

Click "Add" at the bottom left of the email form

Click the plus icon to add a file to the email and share it with the recipients

You can also share case materials with Committee Members from the "Case Materials" tab. Select files to share, click "Share" and select "With Committee Members," then follow the directions above for emailing the committee.

Record a committee vote:

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.

Manage Conversations/Comments

If enabled, conversations are entered and managed (turned on and off) from the right corner of the "Committee Details" tab.