Editing (Adding and Deleting) Case Review Steps for a Case or Template

As an Administrator, you can set up a workflow of case review steps in RPT that matches the stages of review at your institution. If for any reason you need to add, delete, or change the case review steps in a template or case, this is a simple process.

Note that case review steps are generally set up when creating a template for new cases, when creating a case from a template, or when creating a new case from scratch.

This article assumes the case or template is already built out, and describes how to add, edit, and delete case review steps from an existing case or template.

From the summary page of a case or template, the steps to add, edit, and delete case review steps are essentially the same.

Click the headings below if you need help navigating to the case summary or template summary pages.

To access case review steps of an existing case:

Select "Cases" from the left hand navigation menu, and select the case you want to edit from the list of cases

With the case page open, click "Case Options" at the top right of the screen, and select "Edit Case" from the drop down menu to open the case summary page
On the case summary page, click "Case Review Steps" in the box on the right hand side of the page.

From here the remaining steps are the same as for editing the case review steps in a template.

To access the case review steps of an existing template:

Select "Templates" from the left hand navigation menu

Choose a template from the list
On the template summary page, click "Case Review Steps" in the box on the right hand side of the page.

From here the remaining steps are the same as for editing the case review steps in a case.

To add a case review step, scroll to the bottom of the case review steps page, and click "Add Step"

Enter the step name, and due date, and select who will be reviewing the case at this step, and click "Add"

For more information on adding a case review step, see this article on Creating Case Review Steps.

To delete a case review step, find the step you want to delete, and click the "x" to the right of the step title

Click "Yes" to confirm your choice to delete the step