Add Committees or Individuals to a Case Review Step
One or more standing or ad-hoc committees, or even individual reviewers can be added to a case review step when creating or editing a case.
If multiple committees or individuals have access to a case at the same case review step, reviewers will have access to the case documents and responses to candidate forms at the same time.
Committee instructions, voting records, and conversations will only be visible to their respective committee, no matter how many committees or individuals have access to a case at a given step in the workflow.
Committee Managers and Evaluators with only one committee assignment will see the instructions, voting records and conversations for their assigned committee at a given step. Committee Managers and Evaluators with more than one committee assignment (or individual access), can toggle their view to see the instructions, voting records and conversations for each of their assigned committees.
This article explains how to add committees when editing a case, but the process is the same when adding committees while creating a case.
Navigate to the case you want to edit by clicking on the name of the candidate in the list of cases
Click "Case Options" and select "Edit Case"
Select "Case Review Steps" from the "Creating a Case" menu to the right of the page
Find the step you want to edit and click the edit pencil to the right of the page
Click "Add Committee"
Select to add a standing committee, ad-hoc committee, or individual user
- Standing committees are created at the unit level (i.e. university, school, college etc.) and can be reused for cases in that unit.
- Ad-hoc committees are created on a per case basis. An admin will need to add members to this committee before a case can be initiated.
- An individual user can review the case, but will not be able to collaborate with others. To allow multiple members to review together, create a standing or ad-hoc committee.
Make your selection and click "Add"
Set whether or not each committee or individual can move the case forward or backward
If checked, the manager of the committee, or the individual reviewer can move the case forward or backward in the workflow of case review steps.