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Add Required Documents for a Committee to Complete in an Active Case

Unit Administrators and Case Managers can set up document requirements that require a committee or individual reviewer to submit (upload) one or more documents before a case can be moved forward to the next step in a workflow. This is useful if a committee or reviewer is expected to attach a formal letter, summary, recommendation, or other statement before the case can be moved forward. Committee document requirements are set when adding or editing case review steps of a case or a template. Document requirements can be set for each committee at an individual workflow step, and all required documents for all committees at a given step must be satisfied in order for the case to move forward. Once set up, committee document requirements will appear on the Case page, where a Committee Manager must upload a file to satisfy the requirement. Case review steps are created and edited when creating a template, or when creating or editing a case. These instructions are for adding committee document requirements when editing a case.


Add Document Requirements

1. Navigate to Edit Case under Cases

Navigation: Cases > Name > Case Options > Edit Case

  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Click the Name of the desired case to edit.
  3. Select Edit Case from the Case Options dropdown menu.
    Case Options dropdown menu with Edit Case selected

2. Edit the desired Case Review Step

  1. Click Case Review Steps under the Creating a Case section on the right-hand side.
    Creating a Case section with Case Review Steps selected
  2. Click Edit adjacent to the case review step that needs to be modified.

3. Add Required Document

  1. Click the Required Documents tab.
    Required Documents tab selected with Add Required documents button below.
  2. Click Add Required Document.
  3. Enter a Name and Description for the document.
  4. Click Add when finished.

    Multiple required documents can be added.


    Once added, document requirements will appear on the Case Details tab of the case page. The number on the tab indicates the number of unsatisfied committee document requirements.


4. Satisfy a committee document requirement

A committee document requirement can only be satisfied by the Committee Manager.

  1. Click Cases again under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Click the Name of the desired case being edited. 
  3. Select the Case Details tab.
    Case Details selected
  4. Click Add under Required Items.
  5. Browse to upload new file.
    • Select the section of the packet in which to add the document.
  6. Select the Select file from case tab.
  7. Select the document
  8. Click Add when finished.
    • Once uploaded, the document requirement will be labeled Complete.

After attaching a document 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 it. Then to delete the packet altogether, remove it as a committee document would be removed.