Edit Case Review Step

This article explains how to access the details of a case review step where you can add and make changes to committees, and view and manage (recuse) administrators, as well as access the functions to add required documents for a committee to complete, and manage committee settings.

Select "Edit Case" from the Case Options menu in the top right corner of the case page
Click the pencil icon to edit the case

This will open a case summary page where you can edit the case. Select "Case Review Steps" from the menu to the right

You will see the list of current case review steps for the case:

You will see the list of current case review steps for the case
The Edit Details page
Edit Step Details

From here you can click Edit Step Details to edit the step name and due date.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio

Enter the step name and due date and click to save.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Manage Administrators

You will see the number of administrators with access to the case at the step. Click Manage to make changes.

You will see a list of all administrators with access to the case at this step. From here you can click to recuse administrators.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Add Committee

Click Add Committee to a add a committee to the step.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio

Who is reviewing the case at this step? From here you can add or create a standing or ad-hoc committee, or add an individual reviewer.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Edit Committee

From here you can click to Add Members to the committee, make a member a manager, or recuse a committee member from the case.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Add Instructions

Open the Instructions tab and click Edit Instructions to add instructions ot the committee.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Required Documents

Open the Required Documents tab and click Add Required Documents.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio

Add Requirement: Enter documents you want completed as part of the work for this committee. All documents must be uploaded before the case can advance to the next step.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Required Forms

Open the Required Forms tab and click to Add Required Form.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
  • Form Name: Select a committee form from the drop down. Remember that committee forms are created on the Administration page.
  • Internal Section for Responses: Select the section where you want the response to go on the case page when it comes in.
  • Response Visibility: Indicate whether the form will be accessible by
    • Administrators Only
    • Administrators & Committee Managers
    • Administrators & Entire Committee
  • Who submits the form? Only Committee Managers or All Committee Members
Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Edit Settings

Open the Settings tab and click the Edit Settings button.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio

From here you can indicate whether or not the committee can move the case forward or backward.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Options

Under the Options button you can edit the name of the committee or remove the committee from the step.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio