Add Required Documents for Committee to Complete
Required committee documents ensure that committees submit essential materials (e.g. evaluation letters, summaries, or recommendations) before a case moves to the next workflow step. Unit Administrators and Case Managers can add these requirements to specific committees when configuring Case Review Steps at the template or case level. Committee Managers are responsible for uploading the required document(s) to mark the step as complete. Until all requirements are satisfied, RPT prevents the case from moving forward. The steps below explain how to add required documents in an active case.
Requirement updates made to a template apply only to cases created after the update, while requirement updates made to an active case apply only to that specific case.
Add Document Requirements for a Committee
- Navigate to the desired Case/Template Review Step when editing a case or template and click Edit next to the desired step.
- Select the Required Documents tab under the ‘Reviewers’ section and click Add Required Document.
- Enter a Name for the document and use the Description area to include instructions on which section the requirement should be added to. Click Add when finished. Add as many required documents as needed.
Use clear naming (e.g., Department Committee Letter, College Committee Vote Summary) to help Committee Managers quickly identify what is required.
- Once created, required documents appear on the Case Details tab. The badge next to the tab shows the number of unsatisfied committee document requirements.
If only a Vita is required, the Candidate Requirements section will not appear. To make this section visible, add at least one optional candidate material requirement.
The case cannot advance until every required document is uploaded.
FAQ
Do Committee Managers receive notifications about missing required documents?
No. Committee Managers are not notified about missing committee requirements. Only Administrators and Case Managers receive deadline notifications if the institution has enabled candidate‑deadline reminders.
If a required committee document is added at a later workflow step, will the committee see it if the case is moved backward?
No. Required committee documents only appear on the specific workflow step where they were added. If you add a requirement at a later step and then move the case backward, that requirement will not appear on earlier steps. For example, if you add a required document on Step 3 (e.g. the College Committee step), and the case is then moved back to Step 1 or Step 2, the College Committee’s required document will not appear for committees on those earlier steps. The requirement will reappear only when the case returns to Step 3, where it was originally added.
The committee will only see and be responsible for required documents assigned to the specific step they are actively reviewing.