Upload Documents to Satisfy the Committee Document Requirements
If a Unit Administrator or Case Manager has set document requirements for a case review step, the Committee Manager, or individual reviewer, at that step 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, all required documents must be submitted for the case to progress. Committees can also view each other's uploaded documents.
A committee document requirement can only be satisfied by the manager of the committee.
Committees can see all documents added to the case at their step or below, unless visibility settings are changed. Therefore, committees at the same step can view each other's documents.
Upload Documents to Required Documents
- Navigate to the Cases page, click the name of the desired case to edit and select the Case Details tab.
- Click Add under Required Documents and select the section of the packet to add the document. Once uploaded, the document requirement will be labeled Complete.
After a document is attached to fulfill a committee requirement, it can be detached from that requirement but it stays attached to the packet as an ordinary committee document in the section where it was attached.
Note that uploaded documents are ordered based on the sequence in which they are processed. This will generally align with the order the documents are uploaded.
Upload Documents to Internal Section
- Navigate to the Cases page, click the name of the desired case to edit and ensure the the Case Materials tab is selected.
- Scroll down to the Internal section of the Case Materials.
- Click the Add File button next to the desired Internal section and select the desired file to upload.
Note that uploaded documents are ordered based on the sequence in which they are processed. This will generally align with the order the documents are uploaded.