Manage Respondents of a Committee Form

This article explains how to manage respondents to a committee form once it is added to a case. Administrators 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.

Click "Manage Respondents" on the Case Details tab of the case page

In the Manage Respondents window, Administrators or Committee Managers can view the status of required forms and take action to omit a form requirement.

Click "Omit Requirement" in the Manage Respondents window to omit a requirement

This will allow the case to move forward without a response from the reviewer. This can be easily reversed by clicking "Enforce Requirement."  

Click "Enforce Requirement" to undo the above action and enforce the requirement again

Click "View Responses" to view the answers to a submitted committee form

A Committee Manager or Administrator can also fill out a form directly from the “Manage Respondents” window

When a Committee Manager or Administrator clicks to "Manage Respondents" from the Case Details tab, if the administrative user is required to fill out a form and has not yet done so, they will see the form requirement in the list of unsubmitted forms.

To fill out the form, simply click "Fill Out Form" in the "Actions" column as shown below:

Send the completed case forward

Once all form requirements have either been satisfied or the form requirement omitted, the case can be sent forward to the next step.

Committee form requirements must be completed, or omitted before the case can be sent forward. Attempting to send the case forward will result in the error window displayed below: