Manage Respondents of a Committee Form
After a committee form is added to a case, authorized administrators and case managers may manage requirements when they have access to the case review step; committee managers may do so for their assigned step. You can omit requirements for several respondents at once or enforce a previously omitted requirement. These are case-level changes; they do not submit a response for anyone.
Manage Respondents
- Navigate to the Cases page and and open the case you're reviewing. Then select the Case Details tab.
- Expand Required Items, then select Manage Respondents beside the applicable form.
- The ‘Manage respondents’ panel opens on the right.
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Not submitted: Select one or more respondents, or use Select all, then select Omit if they should no longer be required to respond. To restore an omitted requirement, select the respondent and choose Enforce.
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Submitted: Review completed responses and, when your access and the form’s visibility settings allow it, select View responses.
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Not submitted: Select one or more respondents, or use Select all, then select Omit if they should no longer be required to respond. To restore an omitted requirement, select the respondent and choose Enforce.
- Click Close when finished.
FAQs
What is the difference between “Minimum of” and “Omit”?
- Minimum of sets how many responses are needed from a selected group of committee managers or committee members. It does not identify which individuals must respond.
- Use Manage respondents > Omit when specific people should not be required to submit a response for this case.