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Upload Documents to Satisfy the Committee Document Requirements

If a Unit Administrator or Case Manager has set document requirements for a case review step, the Committee Manager at that step, or individual reviewer, must upload those documents before the case can be moved forward to the next step in the workflow. If a case review step has multiple committees with document requirements, all required documents for all committees must be satisfied in order for the case to move forward. This article explains how to satisfy committee document requirements.

 

A committee document requirement can only be satisfied by the manager of the committee

 

Upload Documents to Satisfy Committee Document Requirement

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 the Case Details tab.
    Case Details tab selected
 
 

2. Add documents.

  1. Click Add under Required Documents.
  2. Select the section of the packet to add the document.
  3. Open the Select file from case tab.
  4. Browse to upload a new file.
  5. Click Add.
  6. Once uploaded, the document requirement will be labeled Complete.

After a document is attached 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.