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
1. Navigate to the Case Review Steps page
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.
- 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.
Reordering Case Review Steps will not be tracked in the Case Activity Log
2. Edit Step Details
Click Edit next to the desired case review step to be taken to the Edit Details page of the case review 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 optional.
- Click the Manage Academic Levels button to assign or Recuse Committee Members or Administrators/Case Managers access to the workflow step.
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.
When managing academic level access, you can recuse or grant access to an entire level or individual Administrators and Case Managers.
3. Manage Reviewers
Under the Reviewers section on the page, you can edit the committee membership. You can add/remove committees, manage committee membership and requirements, and provide specific instructions for the committee.
| Section | Details |
|---|---|
| Add New Committee |
Click the +Add Committee button to complete the Add Committee form that displays.
|
| Renam, Replace, or Remove Committee |
Select the desired action from the Options dropdown within the desired committee. Note that a primary committee cannot be removed from a step if there is only one primary committee. Another primary committee must be added or named if the committee desired to be deleted is the only primary committee. |
| Manage Members |
Under the Manage Members tab you can add or remove members and assign members as Committee Managers by selecting the star icon. Note that changes made to the membership of standing committees are temporary unless made from the Users & Groups Management page. |
| Manage Materials |
Select the other tabs to edit Instructions, add Required Documents and Required Forms, and manage the Settings as to whether or not the committee can move the case forward or backward.
|
FAQ
How do I add an individual reviewer to a case workflow step?
Unit Administrators and Case Managers can assign an individual user to a workflow step when editing a case or template. Under the Reviewers section, click +Add Committee > Individual User, then search for and select the desired user. This works like a one-person Ad-Hoc Committee, granting the individual Committee Manager permissions.
- Individual users added to a workflow step will not be labeled as Committee Managers in the system.
- Individual reviewers cannot collaborate with others. To allow group collaboration, create a Standing or Ad-Hoc Committee.