Edit Case Review Steps
Case Review Steps can be edited to change committees, administrator access, and committee requirements. Unit Administrators and Case Managers can update steps in a case, while Template Administrators can only do so in a template.
Institutions can use academic levels to manage case access.
It is recommended to Create a Template using these steps to create a preconfigured workflow aligned with the organization’s review process. Users may need to adjust steps or add committees when creating a case based on this template.
Edit Case Review Steps
- Navigate to the Case Review Steps page when editing a case or template.
- Click +Add Step in the upper left-hand corner to add a new case review step.
Only committees in the exact unit where the template is created are available for selection, not its child units. This restriction applies only to the template setup, not on the case end. To include committees from child units, the template would need to be created at the lower unit level.
A suggested solution for scenarios requiring higher-level committees is to either create a new committee at the higher unit level or update the unit of an existing committee while retaining its name.
Check out this article about Creating and Managing Committees for information on each type of committee.
- Select Reorder from the Additional Options dropdown at the top of the page to drag and drop the steps to rearrange them in the preferred order.
- Click +Add Step in the upper left-hand corner to add a new case review step.
Reordering Case Review Steps is not tracked in the Case Activity Log
- Click Edit next to the desired case review step to be taken to the Edit Details page.
- Click the Edit Step Details button to edit the step name and due date. The Due Date for when the step must be completed is an optional soft deadline.
- Click the Manage Academic Levels button to assign or Recuse Committee Members or Administrators/Case Managers access to the workflow step.
- Click the Edit Step Details button to edit the step name and due date. The Due Date for when the step must be completed is an optional soft deadline.
When managing academic level access, you can recuse or grant access to an entire level or individual Administrators and Case Managers.
- Scroll down to the Reviewers section to add, remove, and manage committees, their membership, and requirements.
Only those who are assigned access can see the case. To allow multiple members to review together, create a standing or ad-hoc committee.
All changes made to the membership of standing committees from the case page are temporary and apply to the current case only.
FAQs
Can units track cases if their Academic Level is not listed on the case review steps?
No, units cannot track cases if their Academic Level is not included in the case review steps. Access to cases and associated reporting data is determined by the academic levels assigned to each workflow step.
To resolve this add the unit’s Academic Level to the case, or add users from the unit as committee members or reviewers, enabling them to track the case's progress and access related reporting.
Can an RPT Case Step be deleted while the case is currently on that step?
No, attempting to delete a step that a case is currently on will result in an error. The Committee Manager or Administrator must move the case backward or forward to a different step before deleting the desired step.