Recuse an Administrator in a Template
One or more Administrators can be recused from a case review step when creating or editing a template.
Administrators recused at a given step in the workflow of a template will lose access to that step for all cases built on the template.
The instructions below describe how to recuse an Administrator when editing a step in an existing template. The process of recusing an Administrator is the same when managing Administrators for a step while creating a new template.
Navigate to the Case List page:
Select "View Cases" on your Interfolio Review, Promotion, & Tenure dashboard
Click "View Template List" to the right of the screen
This opens the "Templates" page where you will find the templates to which you have access
To edit a template, click the pencil icon
Select "Review and Edit"
On the "Template Summary" screen, scroll down to the "Template Reveiw Steps" section (toward the bottom of the page), and click the pencil icon
Click the edit pencil on the step from which you wish to recuse an Administrator
Click to open the "Manage Administrators" tab
Click the recusal icon to recuse an Administrator from all cases built on the template when these cases reach the step you are editing
You will see a list of Administrators who will have access to cases built on the template at the current workflow step.
Click the recusal icon to recuse an Administrator. Once recused, the Administrator will not be able to view or access cases built using this template when such cases reach this step.