Move Case Forward or Backward
Once a case advances in the workflow, it can be moved to another review step by a Unit Administrator, Case Manager, or Committee Manager. During this process, there is an option to notify committee members gaining access to the case via email. Additionally, when setting up templates or cases, administrators can specify which committees are authorized to move cases forward in the workflow.
Cases can only move forward if a committee is assigned to the step and all document or form requirements for that step are fulfilled. Moving a case backward is allowed only if the case has advanced beyond the first step, the Case Candidate step. If the case is still on the first step, the option to send it backward will not be available.
Move Forward or Backward within the Workflow
- Navigate to the Cases page under Review, Promotion & Tenure on the navigation menu.
- Click the hyperlinked Name of the desired candidate to navigate to the candidate page.
Move Cases in Bulk
To move cases in bulk, check the box at the top of the case list to select all cases on the current page, then click the desired button on the toolbar to send the cases forward or backward. If your cases span multiple pages, use the filtering options to consolidate all desired cases onto a single page before performing the bulk move.
- From here you can click the Send Case button to select whether to move the case Forward to or Backwards to a different step.
- Select whether a message will be sent to the reviewers gaining access and click Send when finished.
Regardless of whether a message is sent or not, when a committee member gains access to a case, a task for that case will display on their homepage.
