Add a Committee Form Requirement to a Template or Case
Select #4 "Case Review Steps" while creating or editing a template or case
Committee forms are assigned as a requirement by editing the committee options during the process of creating or editing the Case Review Steps for a template or case. This is the 4th step of case or template creation, where you add case review steps.
Note: For templates, this step will appear in the Creating a Template box that appears at the right of the page. When building a case from a template, this box is labeled Creating a Case.
Select "Edit" on a case review step to access the options for the committees assigned to that step in the workflow
Assuming a case step has been created, and a committee and/or individual reviewer added to the step, committee forms are added by editing the options for the committee to which you want to assign the committee form.
Scroll down to the committee you want to answer the committee form
Select the "Required Forms" tab, then select "Add Required Form"
In the Add Committee Form window, select the form you want to require from the drop down list of available forms
Set an internal section of the case page where responses to the form will appear
Responses to the form will appear on the case page in the section you indicate. Note that you can also add a new internal section for your form by selecting Add New Internal Section here.
Set response visibility
Select the response visibility option from the drop down menu. You can make the responses visible to Administrators only, Administrators & Committee Managers, or Administrators & Entire Committee.
Select who submits the form, and click "Add Form" when you have filled out all fields in the Add Committee Form dialog
Here you are setting who will be required to fill out and submit the form. You can indicate "Only Committee Manager(s)," or "All Committee Members."
Once set, the committee form should display as a required form in the case or template step summary as shown below.
Once added, the form requirement will appear in the list of "Required Items" on the Case Details tab of the assigned committee at the assigned step, and the indicated respondents will need to complete the form as part of their committee work.
The form requirement will be added to the number of required items indicated in the blue circle on the Case Details tab.