Recuse or Reassign Committee Members and Managers
Unit Administrators and Case Managers can make temporary, case-level changes to the membership of standing committees. These changes may include recusing a committee member, adding a temporary committee member, or assigning or reassigning a Committee Manager. Changes made from within a case do not modify the standing committee itself or affect other cases.
The scope of a recusal depends on where the change is made. A change made from the committee members listed for a specific case review step will apply only to that step within that case. A change made while editing the committee’s reviewers from the Users & Groups page will apply to that committee wherever it is assigned within the case.
Recuse a Committee Member from a Case Review Step
- 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.
- From here you may recuse, add, and manage committee members.
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Recuse a standing committee member: Click the circle with a line through it.
When you recuse a standing committee member from the Committee Members section of a case review step, the change applies to that case review step. If the same person is assigned through a committee at a later case review step, they may still have access to the case at that later step.
- 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.
- 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.
Recuse a Member from All Case Review Steps for the Same Committee
When you edit the reviewers for a standing committee, the recusal may apply wherever that same committee is assigned within the case. For example, if Committee A is assigned to Steps 1 and 3, recusing a member from Committee A may remove that member’s access at both Steps 1 and 3. The change does not automatically remove the member from a different committee, such as Committee B assigned to Step 2.
- Navigate to the Cases page and click the Name of the desired case to navigate to that case's page. Select Edit Case from the Case Options dropdown.
- Select Edit next to the desired case review step to navigate to ‘Edit Details’ page.
- On the ‘Edit Details’ page, scroll down to the Reviewers section. Here you can recuse or add individuals from the committee on an ad-hoc basis at the selected step.
Example
A reviewer belongs to Committee A and Committee B. Committee A is assigned to Steps 1 and 3, while Committee B is assigned to Step 2. If the reviewer is recused from Committee A, the reviewer is recused from Steps 1 and 3 but may still have access at Step 2 through Committee B.
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.
Why can’t I see the recusal option?
The recusal option (circle with a line through) is only available for standing committee members. If you cannot see it, the committee may be an ad-hoc committee, or your role may not have permission to make the change.