Replace Committees or Individual Reviewers on a Case Review Step

Administrative users in Interfolio Review, Promotion & Tenure can replace the committees or individual reviewers associated with any case review step, while retaining any requirements and instructions that have already been set at that step. This can be done in either a template or an active case, and it works for standing, and ad hoc committees, and for steps with just an individual reviewer.

This feature saves administrators time because they do not have to rebuild all the committee instructions and requirements for the new committee (such as uploading a document or filling out a form)when changing the committee assigned to a case review step.

Committees are changed when editing a case review step. It’s an added item in the “Options” dropdown menu for each committee or individual reviewer. Follow the instructions below to replace a committee on an RPT case review step.

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Click to edit the case under "Case Options"

Click to edit case

Open the Case Review Steps and click to edit the step

Open case review steps

With the Manage Members tab open, select Options > Replace Committee

Select Options and Replace Committee

Confirm you want to replace the committee

Replacing the committee will delete any required files and form responses form responses submitted by the committee from the case and from reporting.

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Select the committee or reviewer you want to add in place of the current committee  and click "Replace Committee"

Select the committee or reviewer you want to add in place of the current committee