Upload Required Documents for a Case Review Step
If an Administrator has set document requirements for a case review step, the manager of the committee at that step, or individual reviewer, must upload those documents before the case can be moved forward to the next step in the workflow.
If a case review step has multiple committees with document requirements, all required documents for all committees must be satisfied in order for the case to move forward.
This article explains how to satisfy committee document requirements.
Select "View Cases" on the dashboard to access your list of cases
Click the candidate's name to open the case with required documents
Committee document requirements appear on the "Committee Details" tab of the Case page
Open the "Committee Details" tab and click "Add" under "Required Documents"
Browse to upload a new file:
Select the section of the packet in which to add the document (for example; "Committee Documents," or "Candidate Documents," etc.)
You also have the option of satisfying the committee document requirement with a file already uploaded to the case
Open the "Select file from case" tab, select the document, and click "Add."
Once uploaded, the document requirement will be labeled "Complete"
After you attach a document to fulfill a committee requirement, you can click the edit pencil and select "Remove from Requirement" to detach the document from the requirement.
The document will be removed, but stays attached to the packet as an ordinary committee document, in the section where you attached it. You can also delete the document if necessary.