Creating Case Review Steps

In ByCommittee P&T, Administrators can set up a workflow of case review steps matching the stages of review at your institution.  

Multiple committees or individuals can be granted access to a case at each review step.

Case review steps are generally set up when creating a template for new cases, when creating a case from a template, or when creating a new case from scratch.

It is also possible to create and edit case review steps when editing an existing case.

This article describes how to create case review steps when creating a template or case.

1. Scroll to the bottom of the "Template Review Steps" or "Case Review Steps" page and click "Add New Step"

Scroll to the bottom of the page and click "Add New Step"

2. Name the case review step and assign a due date (if necessary)

Name the case review step and assign a due date (if necessary)
3. Add a committee to the new case review step

Each case review step must have at least one committee or individual You can add an existing standing or case-specific (ad-hoc) committee to the case review step, or you can create a new case-specific committee. Remember that more than one committee can be added to a case review step if multiple committees require access to the case at the same step.

Add a committee to the new case review step

To add an existing committee to the step, select a standing or case-specific committee from the dropdown list and click "Add"

To add an existing committee to the step, select a standing or case-specific committee from the dropdown list and click "Add"

To create and add a new case-specific committee to the step, click "Add new case-specific committee..."

To create and add a new case-specific committee to the step, click "Add new case-specific committee..."

Enter a title for the new case-specific committee and click "Add"

You will be prompted to enter a title for the committee. You can assign members to the committee once it is added to the step.

Enter a title for the new case-specific committee and click "Add"
To give multiple committees access to the case at a step:

You can edit the step you've created if you need to give additional committees access to the case at this step.

3.1. Click the edit pencil to edit the step

You can give multiple committees access to the case at this step

3.2. Click "Add Committee"

Click "Add Committee"

3.3. Select or search for an existing committee or create a new case-specific committee to add

Select or search for an existing committee or create a new case-specific committee to add

3.4. Indicate which committees can move the case forward or backward

To add document requirements for a committee:

Administrators can set up committee document requirements that require a committee to submit one or more documents before a case can be moved forward to the next step in a workflow. See here for more information on setting up committee document requirements.

3.1. Click to edit the committee

3.2. Open the "Required Documents" tab

3.3. Click "Add Required Document"

3.4. Name the document requirement and provide a description of the document

Note that you can add multiple required documents as shown below:

To remove a case review step, simply click "x" on the step you want to remove

To remove a case review step simply click the X on the step you want to remove

-and- Confirm your decision

Note that this deletes the step permanently.

-and- Confirm your decision