Manage Respondents of a Committee Form
This article explains how to manage respondents to a committee form once it is added to a case. Unit Administrators and Case Managers can monitor the completion status of a form and may elect to omit a requirement for a reviewer, allowing the case to move to the next committee or step without a response from the reviewer.
Manage Respondents
- Navigate to the Cases page and click the Name of the desired case to view. Then select the Case Details tab.
- Under the Required Items dropdown, click Fill Out Form next to the applicable form.
Unit Administrators, Case Managers, or Committee Managers can view the status of required forms and take action to omit a form requirement.
- Clicking the Pencil (Edit) icon next to the required document allows you to manage the requirement.
- If you click Manage Respondents, a window will appear where you can Omit/Enforce Requirements and View Responses of submitted forms.
- Clicking the Pencil (Edit) icon next to the required document allows you to manage the requirement.
- Complete the form that appears, then scroll to the bottom and click Submit Form when finished.
A Committee Manager, Case Manager, or Unit Administrator can also fill out a form directly from the Manage Respondents window
- Once all form requirements have either been satisfied or the form requirement omitted, the case can be sent Forward to the next step.
