Manage Respondents of a Committee Form
This article explains how to manage respondents to a committee form once it is added to a case. Unit Administrators and Case Managers can monitor the completion status of a form and may elect to omit a requirement for a reviewer, allowing the case to move to the next committee or step without a response from the reviewer.
Manage Respondents
- Navigate to the Cases page and click the Name of the desired case to view. Then select the Case Details tab.
- Under the Required Items dropdown, click Manage Respondents next to the applicable form.
Unit Administrators, Case Managers, or Committee Managers can view the status of required forms and take action to omit a form requirement.
- Clicking the Pencil (Edit) icon next to the required document allows you to manage the requirement.
- Clicking the Pencil (Edit) icon next to the required document allows you to manage the requirement.
- A window will appear where you can view responses of submitted forms and omit or enforce requirements.
Committee Managers, Case Managers, and Unit Administrators can fill out a form directly from the ‘Manage Respondents’ window.
Unit Administrators and Case Managers must be explicitly added to the relevant committee step in order to access and complete the form even when the form is required for all committee members and managers.
- Click Close when finished.