Move a Case Forward or Backward

Once a case has been advanced to the first step in the workflow, an Administrator or Committee Manager can move the case forward or backward to another review step.

When a case is moved, the Administrator or Committee Manager can send an optional email message to members of the committee gaining access to the case with the move.

When creating or editing a template or case, Administrators can designate which committees are allowed to move a case forward in the workflow.

If any committee at a given workflow step has committee document or form requirements, they must all be satisfied before the case can be moved forward to the next step.

To move an individual case forward to the next workflow step, click the name of the case to open it

Click 'Send Case" to the right of the page and select "Forward to..."

A list of all committees and reviewers gaining access at the next step will display, along with the option to enter a message to the reviewers gaining access to the case

Note that cases can only be sent backward if they are past the first step of their workflow. Cases can not be sent back to the "Case is with candidate" step.

To move multiple cases forwards or backward, select the cases from the list by clicking the checkbox next to each. Click the relevant option at the top of the case list to move cases forward or backward.

The forward and backward options will appear greyed out if a case cannot be moved either forward or backward.

Find the case you want to move in the list of cases

Send an optional message to members of the committee receiving access to a case

When a case is moved, the name of the committee gaining access and the committee losing access will display. By default, the box is checked for "Send a message to the reviewers gaining access" to the receiving committee, but this is optional. 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 home page. 

Send an optional message to members of the committee when they receive access to a case

Click the Preview button to see how the message will appear in the inbox of committee members

You can preview the message to see how it will appear in the inbox of committee members