Recuse a Committee Member or Reassign a Committee Manager from a Case Review Step
Unit Administrators and Case Managers can temporarily modify the membership of standing committees for a specific case from the Case Details tab of a specified review step. This includes recusing (removing) committee members or reassigning the Committee Manager role. These changes apply only to the current case and do not affect the standing committee itself. The instructions below explain how to recuse a committee member or reassign the Committee Manager for a case.
All changes made to the membership of standing committees from the case page are temporary and apply to the current case only.
Recuse/Reassign Committee Members
- Navigate to the Cases page and click the Name of the desired case to navigate to that case's page. Select the Case Details tab.
When managing more than one committee with access to the case at the current workflow step, check to make sure the ‘Reviewing as’ section has the correct committee listed.
- Scroll down to the Committee Members section and click the Edit button.
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Recuse a standing committee member: Click the circle with a line through it.
Recusal removes the member from the specific case, not the standing committee. It applies to the entire case, so the recused member loses access to all steps within that case. You can also recuse a committee member from the Case Review Steps page.
- Re-add a recused standing committee member: Click the '+' symbol.
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Assign committee member as committee manager: Check the ‘Manager’ box.
Institutional Administrators, Unit Administrator, and Case Managers can assign any user as a committee manager. Committee managers can reassign their manager role to another user or remove themselves from the role entirely.
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Remove a temporary committee member: Click the 'X' icon.
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Recuse a standing committee member: Click the circle with a line through it.
FAQs
Can committee members see documents added in a later step if the case is moved back?
No, committee members can only view documents added on or before their assigned step. For example, if a document is added in step three and the case moves back to step two, members of step two won’t have access to that document.
Can a Unit Administrator recuse committee members from committees above their unit?
No, a Unit Administrator can only recuse members from committees created at their unit level or below. Attempting to recuse members from higher-level committees will result in a "You Are Not Authorized to Access This Page" error.
Why can't a Committee Manager search for users to add to a committee on the Case Details tab?
This error occurs because the Committee Manager does not have a unit assigned in Users & Groups. To fix this, add a unit to their profile in Users & Groups (no role assignment needed). They’ll then be able to search for and add committee members.