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.

Navigate to the case you want to edit by clicking on the name of the candidate in the list of cases

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

Find the case review step you want to edit and click "Edit"

Find the step you want to edit and click the edit pencil

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
Edit Committee

You can click the Options button, and Edit Details to make changes in the committee. See here for more information on editing a committee at a case review step

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